Tag Archive: software


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.

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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.

 

Sage 200 gets a New Name

On 1 July 2015 Sage 200 products were given new names as below:

  • Sage 200 (on premise version) is now called Sage 200 Extra
  • Sage 200 Online is now called Sage 200 Extra Online

Why Have they done this?

In line with a new addition to Sage’s product portfolio, they are changing the existing product names to ensure products are aligned and customers can better identify the product to suite their business needs.

On  1 July, Sage ‘soft launched’ a new product called Sage 200 Standard Online. This is an online accounting solution that provides “direct support from Sage, simple scalability and a compelling online experience”.

This product is an online subscription solution, designed to bridge the gap between Sage 50 and 200 Extra Online.

Sage 200 Standard Online Benefits include:

 

  • No need for expensive hardware
  • Risk-free implementation service that allows customers to migrate their data without risk
  • Support direct from Sage that helps customers manage complexity with ease
  • Greater control of a customer’s business as it becomes more complex with intuitive financial management and commercial business tools
  • Improved insight with powerful Excel reporting tools that help customers operate more efficiently and improve performance

 

Sage 200 Standard Online availability

 

Sage 200 Standard Online soft launch will be between 1 July – 5 October 2015. Full launch of the product will be from October onwards. It will also launch in Ireland in October.

 

How can I participate?

 

Initially Sage will sell Sage 200 Standard Online directly to customers. From October, there will be opportunity for Business Partners to get involved in the distribution

 

“Sage 200 Standard Online is an addition to our rich product portfolio and does not replace any existing product.”

 

 

 

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.

In a recent installation of Sage 200 2013 (RELEASE VERSION) I found that the server already had a shared directory called ‘Sage’. This was being used for Line 100 data purposes.

In an attempt to avoid issues with Line 100 (which is their current Live system) and current ODBC reports, I decided the best approach was to install Sage 200 2013 to a Share named something else. I went for ‘Sage200‘.

For various reasons this is something I have needed to do with previous version of Sage 200/MMS; and without issue apart from the occasional requirement to amend the SVNMOSW file on the server for 2011.

For 2013 however, I found that this wasn’t the most simple of decisions.

It appears there are numerous config files that are coded to look for the Share name ‘Sage’. It isn’t as simple as telling the installation wizard that the logon directory would be in *Sage200\Logon and it then know to install relevant files as such.

Firstly, although I had gone down this route, after installing Sage 200 onto the server Line 100 still stopped working. Users were no longer able to access the ‘Sage’ share..!!! Having checked the share on the Sage folder, it seems Sage 200 recognises a share named ‘Sage’ exists on the server so attempts to hook on to this (noticeable by the Share comment being ‘Sage 200 File Server’). On looking at the permissions they had all been disabled by the Sage 200 install.

Next step was to create the Configuration database in System Administration. Here I got an error, the XML details telling me ‘Cannot find file: //SERVER/Sage/Logon/Credentials.xml

Correct! This file did not exist, but it wouldn’t have been created yet as this is done during the configuration database creation. However the message did allow me to identify it was looking for the wrong Share.

My instant thought was SVNMOSW, but this does not exist in 2013, however there are the following files that needed to be manually amended:

C:\Program Files (x86)\Sage\Sage200\Sage200CommonAppSettings.config

Sage200CommonAppSettings

C:\Inetpub\Sage200AppServices\Sage200SecuredServices\Web.config

Sage200SecuredServicesWebConfig

C:\Inetpub\Sage200AppServices\Sage200Services\Web.config

Sage200ServiceWebConfig

IMPORTANT NOTE – Service Packs overwrite these files, so amendments are required again after installing updates.

Finally having gotten things to work on the server I went to a client machine to install, using the Installers directory (in my ‘Sage200’ share!). Upon running the setup and selecting to install the Sage 200 Client I received the error ‘This folder does not contain S200ASServerRootCA.Cer certificate’

Within the Installers directory is an InstallSetting.xml file. This includes a Certificate path, which needed amending to \\SERVER\Sage200\Logon\SSLCertificate

There are also some other lines in this file which should be amended to include the correct share name.

InstallSettings

I was finally able to install, and successfully logon to Sage 200.

So my opinion is……..unless absolutely necessary stick to a Shared directory called ‘Sage

 

 

 

‘Login failed for user ‘.’ Please run System Administration to check company settings.’ error

2013 - Login failed for user

Check the following points:

  • Ensure the Windows user has been linked to the relevant Sage user in System Administration.
  • The Windows user, e.g. ‘JohnBull’, has been included as a user in the ‘Sage Users’ group which is set up as part of the installation process.
  • Check that the ‘Sage Users’ and ‘Sage Administrators’ groups have sufficient permission to access the Sage shared folder (by default, C:\Sage).
  • The ‘Sage Services’ user set up as part of the installation process must have sufficient security permissions on the Sage shared folder.
  •  IIS v8 only – Ensure ‘HTTP Activation’ has been enabled within .NET 4.5 as per the below:

2013 - Login failed for user_IISv8HTTPactivation

Although Sage have not ‘officially’ announced a release date for Sage 200 2013, it is expected to be available by the beginning of June. There will be 3 types of licensing available including the Cloud offering (Sage 200 Online):

Sage 200 2013 (On premise perpetual)
Sage 200 2013 (On premise subscription)
Sage 200 Online

I am excited to share some of the new features that Sage have advised we can expect. I am yet to see the product but am itching to get my hands on it.

Sage 200 Workspaces
One of the major changes for Sage 200 2013 is the way that you will be able to view and manipulate data. As predicted when workspaces were first introduced, new workspaces will replace the existing enquiry screens and list views that you will currently be familiar with.

New Workspaces:

  • Will be available via the desktop or through the web client which gives you access to your data at anytime, anywhere, using devices running a web browser (including tablets and mobile).
  • Will allow you to configure the default views and enquiry screens to show the information that you require.
  • Can be launched from a menu item.
  • Allow you to navigate from workspace to workspace, using a selected item. E.g. select a customer account on one workspace and navigate to another workspace that shows the transactions for the selected customer.
  • Can be configured by the user to meet their individual needs. Users can:
    • Add and remove data fields
    • Find the required records using quick filters for each column of displayed data.
    • Filter and sort information using advanced filters that can be saved and shared with other users.
    • Print the data displayed on the workspace.
    • Export the data displayed to an Excel spreadsheet.
    • Launch related forms to perform tasks (desktop only).
    • Print related reports.

Importing nominal cost centres and departments

Import routines for Cost centres and Departments will be available alongside your other Financials data. The new Import Cost Centres option, allows you to create new cost centres in the Nominal Ledger. Likewise, the Import Department Codes allows you to create new departments into the Nominal Ledger. This is going to be a huge benefit when setting up new systems.

Using the same conventions as previous imports, you can set up an XML or CSV file with your new import details. A report is also generated to show you which records have been imported successfully and which have failed.

Free Text Credit Notes

In Sage 200 2013 will be the ability to raise Free Text Credit Notes within the Sales Ledger.

Entered in the same way as you would enter a free text invoice, you can use this new feature to enter free text credit notes directly onto a customer’s account.

Short Term Cash Projection

A new Short Term Cash Projection enquiry will help you forecast the amount of cash you will have in your bank accounts after your outstanding transactions have been paid.

This will allow you to view the forecast balance, and the list of outstanding transactions, within a date range that you can specify. You can create accurate forecasts by choosing specific bank accounts and transactions to be included in the forecast totals. You can even add transactions that you know are coming but have not been entered into your Sage 200 system.

You can then print a Cash Projection report, or export the information to a Microsoft Excel spreadsheet.

Future Years Budgets and Cash Flow Reports

These new features will allow you to enter budget values for your nominal accounts for up to five future years, as well as design your own financial statement layouts, based on this budget data.

For the Future Years Budgets feature, a new tab has been added to the Nominal Accounts records so that you can enter your budget values for up to five years in the future. The Maintain Accounting Periods screen has also been amended to display the end dates and status of each period for up to five years in the future.

The import of nominal accounts has also been changed to allow you to import new future budget values.

In addition, the Cash Flow Report allows you to project your cash flow from the present year, to five years in the future, based on your Sage 200 budgets. Values are displayed, per accounting period, and allow you to see:

  • opening balances
  • values for each income heading
  • total cash receipts value
  • the value for each expenditure heading
  • total cash paid out
  • the closing balance

The new report uses the actual balances for those nominal accounts that have been nominated as bank accounts in the cash flow layout.

All the above information was received from Sage.

The above new features are just a taste of what to expect. If the above is anything to go by then Sage 200 2013 is going to be a massive improvement and will prove to be a great asset to businesses!

Sage recently released their Sage Payroll RTI (Real Time Information) this allows for the reform being introduced by HMRC which will require regular submissions rather than the current Year End submission. Every business will need to move to this format by October 2013.

Please be aware that the software is not currently compatible (or Supported) with Sage 200. Sites that have installed this software on to a machine running Sage 200 have identified a conflict with Sage 200 Report Designer.