Tag Archive: New Version


In line with the theme for much of Sage 200c new features, a long-requested feature by users was a way of “Inactivating” a customer (or supplier) account. Generally, this is because the customer / supplier is no longer traded with, but the account history makes it difficult to archive and purge transactions to get to a position where the account can be deleted (without effecting other account history)

The Amend Account Status screen (Sales Ledger > Sales Accounts > Amend Account Status) has two new fields, so not only allows you to place an account ‘On Hold’ but also to change its Active status to Hidden, and specify a reason.

Accounts Status

The ‘On Hold’ functionality is the same as in previous versions, so you can tick the box to suspend an account and stop new transactions from being entered for it.

The active status is designed for an account which you do not want to use on a more permanent basis. For example, if an account is no longer trading. By selecting ‘Hidden’ this removes the account from the Customer/Supplier list accordingly and prevents the account from being selected for transactions in error.

NB. You can hide an account at any time, even if it still has a balance so care should be taken before deciding about if to hide it.

If a user hides an account in error, you can still choose the account from the ‘Account Status’ screen and set its Active status back to ‘Active’.

How to view ‘Hidden’ accounts

  • Customer (or Supplier) Account Enquiry – Hidden accounts are included on the look up list for this screen. So, you can view the account details of any hidden account.
  • Accounts Not Activereport – New reports have been added to the Sales and Purchase Ledger (Reports > Account Analysis) so you can print a list of hidden accounts.
  • List of Accountsand Account Details reports (Reports > Account Analysis) – You can choose whether to include hidden accounts on these reports.

Viewing ‘Reasons’ for hidden accounts

A new report called Accounts Not Active has been created and can be found in the Reports > Account Analysis area for the Purchase and Sales Ledgers. These reports display the ‘Reasons’ field from the Account Status screens.

New transactions on hidden accounts

Transactions that can be accessed without selecting a customer account can still be processed against hidden accounts. That is:

  • If the account has outstanding invoices or sales orders, these can still be selected and processed from the Invoicing and Sales order lists.
  • Direct debits / standing orders can still be processed.

You should check these transactions as part of your process to make an account ‘Hidden’.

 

 

 

 

 

 

 

 

 

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It has been roughly three months now since the release of Sage 200c. As we are beginning to roll this out for new and existing sites, I looking closely at the new features, how they work and user opinions.

There were a number of new features based on user requests for improved functionality and also bringing in features familiar to Sage 50 users. The first feature we will look at is the new functionality for adding Purchase Invoices, Rapid Purchase Entry.

No features around entering Purchase Invoices have been removed/replaced but Sage 200c introduces a Rapid Purchase Invoice entry screen. This is like the batch entry function within Sage 50 and brings a quicker way of entering multiple purchase invoices into Sage 200. Each invoice is entered on a separate line of a grid based form, and you can enter multiple invoices for different suppliers.

The screen is designed in such a way that it not only allows users to enter multiple invoices quickly (rather than saving after each one), but also to add information into the screen quickly too. This is helped by the grid format (rather than moving to different fields and sections) and Hot Keys which give users a quick way of doing things such as copying information from a cell above, deleting a line or calculating the Net value (if you only know the Gross).

Attached here is a step by step guide which you can download Sage 200c – Rapid Purchase Entry

Sage 200 Extra and Sage 200 Extra Online 2016 have now been released. If you are considering updating or want further information send your details to sagemarketing@smithcooper.co.uk

Whilst it is not, perhaps, as drastic an update as the 2015 version, which had a whole change to the UI amongst other features. The 2016 version has some game changing additions with new integrations for payments.

There are also some nice additions from the wish lists and a new connector which integrates Sage 200 to stand alone Sage CRM (not Sage 200 CRM).

Below are some details of what’s new!

Sage Integrated Payments (SIPS)

Integration with Sage Payments allows for an easier and secure way to pay suppliers.

A Sage Payments account is a virtual wallet (e-wallet) similar to PayPal. You can add funds to your Sage Payments account and then use this to make payments directly from Sage 200.

NB. A Sage Payments account is required

Bank Feeds

Sage 200 is now able to use the Yodlee bank feed. This gathers information from your bank, and downloads bank transaction details for display in Sage 200 so you can match them to transactions in Sage 200, or create new transactions.

When you confirm the transactions as matched they are flagged ready for your next bank reconciliation.

NB. Subscription to Bank feeds is required.

Sage Pay – Get Paid Faster

Sage 200 now includes the Sage Pay ‘Get Paid Faster’ functionality.

If you are using Sage Pay, you can use the ‘Pay Now’ button on your layouts such as invoices, statements and chase letters that you send as PDF files by email.

When your customer opens the PDF attachment they can click the ‘Pay Now’ button to make a payment straight away through Sage Pay.

Commitment reporting

Commitment reporting allows you report on purchase orders as a committed cost before the order has been received or invoiced.

This makes it easier to view actual costs and committed costs to establish committed spend.

Report Category budget grouping

It is now possible to hold a budget against a reporting category which offers much more flexibility in assigning and reporting on budget areas.

New Bank Reconciliation screen

A new bank reconciliation screen has been introduced with a split screen view separating matched and unmatched transactions. This brings the functionality in line with that of Sage 50 and presents the information in a clearer way.

Create Return from Order

The ability to create a Sales Return from an existing Sales Order has been eagerly awaited for many versions gone by. It’s finally happened!

You can select a Sales Order then select ‘New Return from order’ which will populate the Return details.

Within the Sales Return screen you can also select Copy Order and the Return screen will be populated with the return data based on the selected Sales Order.

It makes it much quicker to enter a return and removes the need to re-key information but be aware there is no link created, it just copies the information.

Predictive text in Rapid Order Entry

On the Rapid Order Entry, predictive text is now available to filter the selection list of available stock items as the item is typed.

Override Negative Stock option (Rapid Order Entry)

When raising a Sales Order via Rapid Order Entry, it is now possible allow the stock to go in to a negative allocation if the required quantity is not available.

The Product Group now has a flag ‘Can over allocate stock’.

Stock Analysis Codes

Stock records have been extended to include 20 Analysis Codes. Report Categories still exist, but the analysis codes allow for further analysis in line with SOP/POP/ It is also possible to import these when importing item records.

Support for Barcodes

Stock records have been extended to include a Barcode. These can be imported as part of the Stock Item Import.

Limited Price Bands

My particular favourite!

New Price Bands can be created as ‘Limited’, allowing the customer to select which Stock items they want to add to a Price Band, rather than all stock items being added.

Time Limited Price Lists

Price Bands can be created as Limited or Universal.

Limited Price Bands can be flagged as Active and/or have ‘From’ and ‘To’ dates assigned.

This is great for promotional pricing.

API

An API has been included to offer better flexibility for development and integration to Sage 200 Extra.

CRM

A New connector integrates Sage 200 with Sage CRM. This allows data to be input in ‘real time’ reducing the synchronisation requirements.

Importantly what this will also allow is for upgrades of 200 and CRM to be run separately. This should hopefully make the upgrade requirements easier and more affordable.

 

**As with all new releases compatibility has been removed with for older versions of related Operating systems and linked applications.

Most noticeably is the removal of Citrix Xenapp.

Service pack 3 has now been released for Sage 200 Extra 2015. There are a number fixes included as detailed in Sage 200 Extra 2015 SP3 Issues Fixed .

Sage 200 Manufacturing

Stock Projection Details

Some changes have been made to improve compatibility with Windows 8, Windows 8.1 and Windows Server 2012, these changes also make a consistent look and feel with other areas of Sage 200 Extra.

As a result of these changes, the following graphs are no longer available:

• Graph tab on Stock Projection Item Details

• Graph tab on Monitor Operation Times

• Histogram tab on Monitor Operation Times

The changes also prevents some workspace options (for example, opening, saving, Copy to Clipboard, print and the tools to change the display of the charts).

MRP – Unable to amend the first recommendation on the system

When the user runs MRP within Manufacturing for the first time, the MRP numbering sequence runs from MRP000000, rather than MRP000001.

As a consequence of this, the first recommendation will not be selectable on the MRP Recommendations form.

To renumber the recommendations you must run the MRP twice on a new dataset, before actioning or maintaining any recommendations.

Subsequently, MRP need only be run once.

Sage 200 Suite Tools

Sage 200 2015 SP3 uses a new version of ManufacturingCSVFileConversion.exe

If you attempt to use the previous tool, the following message appears:

Error launching application. Could not load file or assembly ‘Sage. Manufacturing, Version – 17.0.0.1’.

 

Yesterday finally saw the release of the much-anticipated Service Pack 2 for Sage 200 Extra 2015.

One of the key items as part of this is the support of Windows 10 operating system.

There are lots of fixes and some additions as detailed in this document released with the update –

Reports

There are some New Reports to be aware of which are not installed automatically as well as Layout updates too. Check these out with your BP. The introduction of the SOP Profitability reports which include Returns and Credit Notes will be music to some people’s ears, although if you needed this previously you have probably had the report written already.

There also some nice Stock reports, offering different views of Sales by Customer, Product Group and Monthly Sales etc.

Summary Screens

My particular favourite addition in this service pack is the added drill down functionality to the Summary screens. Previously a great visual aid (and Sage Sales Persons dream!) they were not altogether complete from a ‘day to day’ point of view. However we are now able to drill all the way down to the transactional items which makes them much more beneficial as an analysis tool.

Sales Summary Outstanding Debt (Totals)

Sales Summary Outstanding Debt (Totals)

 

Sales Summary Outstanding Debt (Drill down to Customers)

Sales Summary Outstanding Debt (Drill down to Customers)

 

Sales Summary Outstanding Debt (Drill down to Transactions)

Sales Summary Outstanding Debt (Drill down to Transactions)

Installation

Service Pack 2 can be applied to sites running either the Base version of Sage 200 Extra 2015 (all SP1 updates are included) or sites with Sage 200 Extra 2015 Service Pack 1.

As with Service Pack 1 there are two installation files:

  • Sage200v2015SP2ClientPrerequisites.exe
  • Sage200v2015SP2.msp

On client machines, both files must be run in the order listed above.

Sage200v2015SP2ClientPrerequisites.exe checks the client files to ensure the correct registry keys are present on the machine.

Sage 200v2015SP2.msp updates Sage 200 Extra.

NB. On a server, you only need to install the Sage 200v2015SP2.msp file.

As ever this Sage 200 Extra 2015 SP2 Installation and Release Notes document gives all the information needed to install the service pack.

 

Short, important post!

Microsoft have now released Windows 10. Please be aware that this is NOT supported for any current versions of the Sage 200 suite.

All being well Service Pack 2 for Sage 200 Extra 2015 will include Windows 10 compatibility. This is currently scheduled for 30th September 2015.

 

After upgrading a Sage 200 site to Sage 200 2015, an error message may be displayed when accessing System Administration for the first time. The message advises of an error in XML document (9, 3).

 

This is caused by not removing any Add-Ons before commencing the upgrade to Sage 200 2015.

Previously, the Add-Ons could be uninstalled in System Administration but when you try to remove the Add-Ons , the below error is displayed.

Exception has been thrown by target of an invocation

This is because in Sage 200 2015, the schema version number has changed so the Add-On trying to be removed does not have the expected schema number assigned to it and so can’t be removed.

In order to complete the upgrade:

Note: You must take a backup of the Sage 200 Configuration Database before proceeding.

  1. Close any errors and select the Add-Ons option in the left pane.
  2. Make a note of the name of each Add-On installed on the site.
  1. Backup the Sage 200 Configuration Database before proceeding.
  1. Open the configuration database in Microsoft SQL Management Studio and open the tblAddon table.
  2. Look for the Add-Ons that were noted in Step 2 in this table. For each add-on, make a note of the AddOnID in the first column.
  3. Remove the entries from the table for each of these add-ons. This should leave only the standard Sage 200 entries in the table, for example, Sage 200 Accounts, Sage 200 Bill of Materials, Sage 200 Accounts Compiled Model.
  4. Close Microsoft SQL Management Studio and re-open Sage 200 System Administrator.
  5. The core components should now install successfully. You will then need to reinstall any applicable Add-Ons, ensuring first that they have been re-compiled for use with Sage 200 2015.

Sage 200 2015 Service Pack 1 is now available.

Business Partners should note the different method of installation on Clients.

This service pack contains two files:

  • Sage200v2015SP1ClientPrerequisites.exe
  • Sage200v2015SP1.msp

On a client PC both files must be run, in that order, to ensure the service pack installs correctly.

Sage200v2015SP1ClientPrerequisites.exe checks the client files and ensures that the correct registry keys are present on the client machines. Sage 200v2015SP1.msp updates Sage 200 Extra. Failure to run the files in this order will cause errors when you try to run Sage 200 Extra 2015.

On a server, you only need to install the Sage 200v2015SP1.msp file.

Sage 200 Extra 2015 SP1 Installation and Release Notes

The following Known Issues have been resolved in Service Pack 1.

Module Issue Tracking System Reference
(where applicable)
Description
Nominal Ledger 5970 Users were unable to import a CSV file with negative budget values.
6318 When importing nominal ledger budgets, a ‘success’ message was displayed but the details were not imported.
6429 The Default Cost Centre drop-down list was not displayed on the Consolidation tab of the Nominal Ledger settings.
Desktop 6389 An ‘Unhandled Exception’ error message appears when trying to add a new feature in Menu Design mode.
6390 Updated the Workspace quick filters to display part searches. Previously, the filter would only search on the entire word (for example, typing AB would only find a customer with the name AB, it wouldn’t find Abbey etc).
6400 User preferences not retained when a user logs out of Sage 200.
6424 Adding reports to the Home Page Favourites now makes the report appear in the Summary screen.
6425 Creating a new folder in Home Page Favourites and adding the report generates an error.
6443 Error in Workspaces where the ‘OR’ filter did not work correctly. In previous versions the OR filter was working like an AND. As a result, no details were being returned by the filter.
6444 Unable to run reports or layouts from favourites.
6487 Non Taxable Receipt launches Taxable Receipt Form.
Purchase Orders 5753 Could copy an order without saving any supplier details.
6480 Multiple Delivery Dates button missing if Project Account Integration not enabled.
Sales Ledger 6451 Save and Allocate button on the Sales Ledger reverse transaction form is now read-only when reversing receipt or payment. This was active in the release version of 2015.
Stock 6455 MRP Replenishment Options missing from the Manufacturing tab on the Stock Item screen when using low screen resolution on some low-spec laptops and PCs.
Timesheets 6469 Enter Timesheet Week – Incorrect Cost rate saved.
Analysis Codes 6470 Issue when editing a newly created analysis code in Sales Order Processing or Purchase Order Processing.
Sage 200 CRM 6432 Ergonomic UI not working as expected after upgrade from 7.1.
Developers 6401 Addon fails to install when contains 2 content parts.

Sage 200 Extra 2015 SP1 Feature Updates and Issues Fixed gives some further details of items included in this update.

Its been billed as the most important update in years and I have to say, I do not think users will be disappointed. Here are some details of the new features within Sage 200 2015 which was officially released at the end of February.

Look and Feel
Whilst the basis is familiar to current Sage 200 users, the screens and menus have changed in appearance giving a more modern design. Many of the changes are designed to make it easier for users to navigate Sage 200 and find/access what they want.

Look 1

Homepage

List View

List View

Look 3

Redesigned Process Maps

The 2015 design is much more intuitive.  A really nice feature is the frequently accessed page where the system remembers the functions you have used the most, so there is a quick way of getting back to them. What’s even more impressive is it remembers by day. So if you access something on a Friday, the next Friday it will be in your recently accessed.

Frequently used

Frequently used

It is now possible to use a search function on the menu allowing you to search for a menu item and the menu is filtered by items containing the word searched.

Menu Search

Menu Search

Custom colour settings can be applied and you are able to make each dataset/company you work in a different colour to make it more obvious which one you are working in.

Homepage and Favourites still exist whilst being more easily managed. Favourites can be added with one click, and can be arranged in folders, easily renamed and re-ordered.

Fixed Assets
After years without one  a simple Fixed Asset register is now included within the Financials modules for Sage 200. This is a welcomed introduction allowing you to set up, depreciate, dispose and delete assets.

Excel Reporting
Excel Reporting gives you more choice over how you can produce the reports you want. The important thing to note here, and I am not sure how I feel about it, is that some Excel reports are provided free while others are available if you subscribe to Excel Reporting. You are able to preview reports within the program to see what you would get in subscription packages.

Excel reports

Excel reports

Excel Reporting 2

Summery Screens
New Graphical Workspaces give a great visual representation of certain KPI’s. The Graphs also allow a drill down function to gain more specific answers.

Summaries 1 Summaries 2

Summaries 3

Other Improvements/changes

  • The Logon speed has significantly increased and you will struggle to find time to make a coffee before it has opened. Joking aside this is a major improvement.
  • There is a completely new ‘list view’ that does away with the older-style list views of the previous Sage 200 versions. These new list views include improved searching and filtering methods, and mixes the function of workspaces with the easier to read layout of the old list view.
    • List views can be opened up in a separate form/window. With a scroll bar!
    • Totals have been added to quickly show the cumulative values of selected records.
  • Workspaces also run more quickly, and also make better use of screen space.
  • Enquiry Screens have returned (I know they could be added to the menu manually in 2013) so the normal forms can be accessed of the menus as per 2011.
  • Project Accounting now includes the much requested Work in Progress (WIP) function which accrues for part-delivered project work. This is automatically posted to and reversed from the balance sheet as projects complete. This means costs can be posted to the same period as revenue to ensure true project profitability is shown in financial reports.
  • Increased narrative length
  • Ability to edit manual nominal journals so that you can amend references or narrative.
  • Functionality to properly account for the VAT legislation changes for early settlement discount. If you deal with a lot of settlement discounts you must upgrade for this alone.
  • Support for SQL 2014 is now included.
  • Ideas Hub this gives an easier route to offering Sage ideas of what changes you would like to see. It also gives you the opportunity to join a Sage 200 community, and hopefully this will offer an increased source of information and communication for users of Sage 200 (hopefully not turning people away from Talking Sage 200!!!!).

I am nothing but positive about Sage 200 2015. A number of the key issues have been rectified and it is definitely the most updated and improved release since the move to a SQL database.

On 01 April 2015, the legislation when raising or receiving a VAT invoice including early settlement discount will change. The change affects you as a supplier who offers early settlement, and/or as a customer who receives early settlement discount, where an invoice is issued.

For the current legislation, up to 31 March 2015, suppliers who offer early settlement discounts are permitted to account for and include the VAT due on the discounted price on their invoice, even if the full price (i.e. the undiscounted amount) is what is eventually paid. Customers who are offered an early settlement discount are only able to recover the VAT stated on the invoice even if they do not pay within the settlement days permitted.

From the 01 April 2015, suppliers must account for VAT on the amount they actually receive and customers may recover the amount of VAT that is actually paid to the supplier. Because of these changes Sage are releasing updates for Sage 200 however you must be aware how this impacts your version of Sage 200.

Sage 200 2015 will be fully compliant with the new legislation when it is released (end of February). It will also make it easier to process in accordance with the new guidelines. It includes two elements – compliance and usability. Sage therefore recommend that all Sage 200 sites which are affected by this legislation change upgrade their software to Sage 200 2015 as soon as possible.

Some older versions of Sage 200 will have a Service Pack released to assist with the changes however this relates strictly to the point of compliance only. Sites which have installed the relevant update will be able to continue printing compliant invoices.

Sage and indeed my recommendation for Sage 200 2011, 2013 and 2013 R2 sites is to upgrade to Sage 200 2015 as these versions will be less efficient and more prone to human error. That is unless the site has a very limited number of accounts where Early Settlement Discount is effective.

There will be no updates made available for Sage 200 2009 or Sage 200 2010. All sites on one of these versions, that are affected by Early Settlement Discount, should upgrade their software to reduce the amount of manual changes.