Tag Archive: Request For Change


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.

Service Pack 3 has now been released for Sage 200 2011. The main focus is on CRM fixes but there are also a few Manufacturing and Core module fixes/updates.

This service pack rolls up service packs 1 and 2 as well as any hot fixes that proceeded them. SP3 also includes documentation updates for Deployment and Integration Guide, System Requirements, CRM Implementation Guide and Upgrading Sage 200 CRM.

A full list of included fixes is available in the attached document: –

Issues fixed in Service Pack 3 for Sage 200 2011

Fixes/Updates of note include the following:

Core Modules

  • There is a now a setting to stop the ability to enter NL Payments/Receipts with different dates for each side of the posting i.e. current functionality allows the bank side to have one date and the transaction side to have another date.
  • Validation option for second reference on Invoices and Credit Notes.
  • The ‘Posting order line’ message does not clear when the POP order entry form is closed without saving. This has now been fixed.
  • The nominal accounts assigned to project items are not retained when a project is amended. This has now been fixed.

Manufacturing

  • New workspaces have been created for the Manufacturing modules.
  • Graphical Planner 11.2 is included.

BOM

  • Where BOM allocations include multiple BOMs, the ‘Undo Allocation’ option incorrectly removes the whole allocation. This has now been fixed

CRM

  • Cannot print a prospect quote entered via form launching for a prospect company in CRM.
  • The ‘Company Type’ must be re-selected when changes are made to the company summary screen if the ‘Company Type’ has been made a mandatory field.
  •  A ‘Progress’ tab has been added to the integration: ‘Administration > Integration > Integration Name | Progress’. The progress tab displays the number of records remaining to be synchronised.

What would you change about Sage 200? Or what functionality would you add?

Let me know you ideas and thoughts.

Here is a taster: When a Customer account is put ‘On Hold’, an option is available to also put the customers Live Sales Orders ‘On Hold’.