Sicon v18 New Features & Important Information


Downloads Contents


sicon-financials-products-website-image

Sicon Financials


Audit Log

New Features

  • New setting to determine the minimum characters required for a reason
  • New Sage feature that allows user roles to have access to the “View Changes” and “View Line Changes” buttons
  • Audit log reasons can now be predefined. These predefined reasons can be added to and edited.
  • Sicon Contract Manager module can now be audited.

Important Information

  • A new feature will need to be turned on in Sage Administrator to access what user roles have access to the “View Changes” and “View Line Changes” button. [v17.1.4]

[Last Important Info applied June 18, 2018. V17.1.4]

Sicon Audit Log v18 New Features & Important Information

Cash Flow

New Features

  • Added an option to update Cash Budgets as supplier invoices and payments are processed
  • Added a new setting to determine the number of days to add after one month for the VAT Payment Due Date
  • Changed the settings screen to group settings logically
  • Added the ability to adjust a nominal cash budget from the forecast screen
  • Added VAT Liability to new Forecasts and the ability to add Vat Liability to existing forecasts
  • Extended the Nominal Cash Budget Import to allow setting the Add Vat option on the nominal
  • Added a new Setting for Bank Clearing Days (the number of days to add to supplier payments)
  • Added right click options to the structure builder in settings to add / remove sections.
  • Combined all new section buttons into a single context menu in settings
  • Scripted the Nominal Account screens to specify whether a nominal account should have VAT applied to the cash budget
  • Added the ability to add in Sales, Purchase, Applications, Retentions and Contracts into an existing cashflow set.
  • Added a new column to the section editor in settings to show if a section can be moved
  • Added the exchange rate into the currency selection control on the Forecast Form
  • Replaced all ‘Sicon Icons’ with the Sicon2018 Icon
  • Changed the Date Picker on the Change Forecast Date screen to a Month Calendar
  • Scripted the AmendCustomerTransactions form to allow setting the forecast date
  • Scripted the AmendSupplierTransactons form to allow setting the forecast date
  • Added tooltips for the overdue / value columns on the forecast screen
  • Added a new setting to determine whether the forecast date is cleared when amending sales and purchase transaction due dates
  • Added Tooltips to the flags column on the forecast screen
  • Added a new section to the status bar on the forecast screen to show the current setting for whether week view column headings are Week Start Date, end Date etc.

Important Information

  • The package GUID has been updated to work around an issue in Sage 200 System Administrator where add-on package SQL script version numbers are limited to a maximum of 255. The SQL script version number is per GUID so changing to a new GUID is the only way to continue database updates after the 255th change. Please install the new packages prior to removing the old package in order to maintain feature allocations. [v17.0.11]

[Last Important Info applied May 8, 2017. V17.0.11]

Sicon Cash Flow v18 New Features & Important Information

Contracts

New Features

  • Contract Line Custom Profile function added. Allows user to enter a custom sales order generation profile.
  • Custom invoicing now takes discounts into account.
  • For custom invoicing profile, now displays the correct number of invoices remaining.
  • Added supplier contract lines.
  • Can now generate deferred costs for supplier contract lines.
  • Able to renew supplier contract lines.
  • Can reconcile supplier contract line deferred cost transactions to purchase invoice.
  • Can link equipment to supplier contract lines.
  • Added auto generation of planned sales orders.
  • Added a new contract line analysis code import.
  • Added contracts tab to job costing enquiry screen.
  • Added check boxes on post monthly deferred journals screen.
  • Changed columns on Contract Maintenance screen to show base values, and added a currency symbol column.
  • Added Customer purchase order number to renewal tab on contract line.
  • Improved contract numbering to include a prefix and allow user to change a contract number.
  • Added a view only screen for contracts.
  • Added customer contact field on contract header.
  • Added warning on sales order line screen if contract details hadn’t been checked.
  • Defaulted renewed by and renew date when renewing contracts.
  • If address is changed on contract line, the user is asked if linked equipment should be changed.
  • Removed contract analysis code import and added to contract line import.
  • Improved the stock item settings import to cover all fields.
  • Added validation to not accidently create two contracts with the same number when auto numbering is turned off.

[Last new feature applied in v17.11.20]

 Important Information

  • N/A
Sicon Contracts v18 New Features & Important Information

Document Management (DMS)

New Features

  • Added ‘Justification’ Document Type against the Purchase Order Entity for use with WAP Justification Value Bands
  • DMS will now keep track of Temporary files it creates and delete these when Sage shuts down.
  • Added a multi select mode to the multiple document viewer screen. Its now possible to email, open and delete multiple documents in one go.
  • Added the ability to edit the roles assigned to a document during the re-index document process
  • Moved the indexing information to a new tab on settings and moved the buttons to create new types onto this tab
  • Stock Item Details forms are now supported by DMS
  • Added a new Setting to specify where the attach document window opens by default
  • Added the ability to add documents to SOP Tax only invoices and credits
  • Added the ability to add documents to nominal ledger Accruals and Prepayments
  • Added the ability to view goods received notes from the order / return lists, and order details forms
  • Added a new form to show all POP transactions without any documents attached
  • Added a new form to show all receipts without any documents attached
  • Documents can now be added from the Sales Order Trade Entry screen
  • Documents can now be added from the Sales Order Rapid Entry screen
  • Added support for the new Sage 200 Invoicing Module
  • Added the ability to search by range on the DMS search screen
  • Added a form to set permissions on all migrated documents (accessed via advanced settings)
  • Added Integration with Sicon Construction Applications and Valuations (Sage 2015+)
  • Added the ability to Add Works Order Completion Documents to Works Orders
  • Added the ability to Import / Export settings from DMS
  • Implemented Document Functionality on the Rapid Invoice Entry Form
  • Added an info message that appears when trying to view goods received note documents against archived orders to advise to use the search screen
  • Scripted the Purchase ledger amend suggested payments screen
  • Added the Sicon Logo to the Form Banner
  • Added the ability to Add Documents to Contracts and Contract Lines
  • Added integration to Job Costing Self billing Invoices
  • Replaced all Add document buttons with Badge buttons to show the number of documents added before invoicing. (Badge shown on screens when entering a new transaction only)
  • Added an additional check during drag and drop to ask the user whether they would like to replace the current attachment or add a new document if there is already an attachment present
  • Added DMS Integration to the Amend Purchase Transactions Form
  • Added DMS Integration to the Amend Sales Transactions Form
  • Added an additional check when viewing documents for documents that may exist but a user does not have access to them, a better warning is displayed
  • Changed the wording on the DMS Error form that appears
  • Added DMS integration to Enter New, Amend and View Fixed asset
  • Added a new form within settings to list Scanner Capabilities (aids in diagnosing scanner problems)
  • Added the ability to add and view documents on Job Costing Enquiry
  • Added the ability to add and view documents on the Enter New / Amend Job forms
  • Added the ability to add and view documents on the Sicon Employee Entity

Important Information

  • Updated all feature and target GUID’s to new GUID’s so both legacy and new DMS can be installed at the same time. This design change was a tough decision to make as it will require features assigning to users again on an upgrade. However, this means that the new version of DMS can be installed alongside legacy DMS and enabled or disabled individually either for migration, or evaluation while legacy DMS is still installed. We thought it was best to make this change sooner rather than later to minimize the number of sites that would need a small amount of additional work when upgrading to this, or a later version of new DMS. [v17.0.24]
  • The package GUID has been updated to work around an issue in Sage 200 System Administrator where add-on package SQL script version numbers are limited to a maximum of 255. The SQL script version number is per GUID so changing to a new GUID is the only way to continue database updates after the 255th change. Please install the new packages prior to removing the old package in order to maintain feature allocations. [v17.0.43]

[Last Important Information applied May 8, 2017. V17.0.43]

Sicon Document Management (DMS) v18 New Features & Important Information

Enhancement Pack

New Features

  • POP016: Supplier memos are now view able from purchase orders.
  • POP017: ‘Final Receipt’ functionality has been added to POP this feature allows a POP receipt to be marked down as the ‘Final Receipt’ and therefore completes the PO.
  • STK022: ‘Traceable Stock take’ feature has been added in.
  • STK023: ‘Sicon Stock Transfer’ feature has been added in.
  • STK024: ‘Stock Type Conversion’ feature has been added in.
  • SETTINGS: New option in settings to enable features depending upon company or to use “Common” settings across multiple companies.
  • PL009: New feature has been added that allows control over whether users are able to access the suppliers bank details tab.
  • SL005: New feature added that allows the user to import customer roles and contacts like feature PL006.
  • NL003: Added the ability to change the date when reversing a journal.
  • POP018: Added a feature when confirming goods received the user can now filter through the list of PO’s for a supplier using the search box at the top and the order number.
  • POP019 – When the user is entering a Purchase Order and they are on the Purchase Order Line form the user can now enter a new stock item via the stock item dropdown
  • MENU – The Help & User Guide is now available through the menu items
  • COM011 – Integration to 3rd party application Loqate Address Verification / Postcode look up – The Finder screen has been added for customer, supplier and SOP delivery addresses https://www.loqate.com/en-gb/address-verification/

Important Information

  • To be able to use the enhancement you are required to have: Sicon.API.Sage200 (Common Components) – Version X.17.0.48 [v17.0.29]
  • Requires common components version x.17.0.49 [v.17.0.30]
  • For PL009, the new feature will need to be enabled on the user’s role as well as having the setting turned on in the settings screen. [v.17.10.31]

[Last Important Information applied July 30, 2018. V17.10.31]

Sicon Enhancement Pack v18 New Features & Important Information

Sicon Fixed Assets

New Features

  • Changes to issue stock to assets – allow user to enter the serial numbers.
  • Progress now appears when opening fixed asset period.
  • Default capitalisation date and purchase date of subsequently entered new assets to today’s date.
  • Change to web API connection methods to check the enable screen.
  • Added service details under fixed asset details on the equipment screen.
  • Added internal area drop down on the issue stock to assets screen.
  • Added an internal customer account for hire assets, set on equipment, so we know where the equipment is.
  • Before depreciation, there is a check in place to make sure the nominal has been set on an asset. This prevents fails when posting depreciation.
  • Changes to make it easier to script the amend asset screen (hire manager scripting fixed assets amend screen.)
  • Added a “Fully Depreciated” type for a fixed asset.
  • When adding a Purchase Invoice Entry, the user can now add more than one fixed asset per invoice.
  • “On Hold Until” column added to the fixed assets list.
  • “User Name” column in the transaction history tab.
  • 150 Analysis codes have been added. These can be set to mandatory and field types defined.
  • Now shows second reference for purchase invoices on maintenance tab on amend asset.
  • If nominal for location exists, the asset is now updated with this when the location is selected.
  • Can now import quantity.
  • Can now import vehicle category and planned preventative maintenance.
  • Improvements to reliability when posting single journal for depreciation.
  • Includes stock issue to fixed asset duplicate asset number validation for Hire Manager v17.24.28.
  • Added drill down for purchase invoices on setup tab on amend asset screen.
  • Sicon DMS Add and View Document functionality has been added to New, Amend &View Fixed Asset Screens

Important Information

  • N/A
Sicon Fixed Assets v18 New Features & Important Information

Intercompany

New Features

  • Intercompany transactions can now be made on free text invoices and credit notes.
  • When creating a back to back Purchase order (either through standard sage or with Sicon Enhancement pack) with a control account supplier for the stock item. It will give the option to generate a sales order in the supplier’s company which will be linked.
  • Help and user guide added to the menu.
  • Invoices with Sicon DMS documents attached will now be copied over to the selected child company transactions to be viewed both sides.

Important Information

  • Various database changes have been made so an update of companies in Sage 200 system administrator needs to be run. [v17.0.0]

[Last Important info applied May 2, 2017. v17.0.0]

Sicon Intercompany v18 New Features & Important Information
commercials-website-image

Sicon Commercials


Barcoding & Warehousing

New Features

  • Added a Stock Item barcode import.
  • There is now an option to show a ready to pick flag on sales orders, with options to automatically set it.
  • The standard Stock Item barcode entry field is now visible in all versions of Sage.
  • Added a location sequence that influences the pick order on the handhelds.
  • Can now create new supplier barcodes from the handhelds.
  • Sequence added to the location import.
  • Added setting to enable/disable “due this week/overdue” flag on PO receipt
  • Added a setting to enable/disable smart picking. This was previously on by default, it is now off.
  • Use by date on POP goods received now set.
  • Unallocated stock in Picked bins will now be moved out automatically.
  • Added the delivery address to the info tab on sales orders.
  • Added Move to feature on SOP despatch
  • Added setting to automatically set the Picked flag on a sales order if all lines are allocated.
  • When the ready to pick flag is automatically being set, kits linked to sales order lines are now also checked.
  • Added kit line pick to sales pick.
  • Fix on issue stock on device, when job costing wasn’t installed, it was displaying a job costing error.
  • When ‘auto set picked flag if sales order is fully allocated’ is turned on in settings, a routine now runs to check existing live sales orders.
  • Added the ability to pick lines of kit that is linked to a sales order line during the pick process. The kit will be built and allocated at despatch.
  • Fix object reference error on amend stock screen when save stock item.
  • Added Sicon Stock Transfers to Barcoding in Sage 200
  • Added setting to print Sicon stock transfer despatch notes on handhelds
  • Added ability for Sicon stock transfers to handle transfer to job – pre-release common components and pre-release job costing required.
  • Added hide info tab on sop despatch setting.
  • Allow receipt to bin directly on handheld.
  • Can now print labels for traceable items on handheld.
  • Updated reports and added new ones for traceable items.
  • Added settings on stock item and stock item supplier to default the label selection when receiving purchase orders.
  • Added defaults on label selection on PO receive when job costing is enabled.
  • Added a new setting to enable label printing at put away.
  • Added get pre-allocations method for purchase order line.
  • Added free text and comment lines to despatch sop methods.
  • Added Sicon stock transfer menu item to add-on package.
  • Added ability to print packing lists on handhelds.
  • Added new setting that stops sales order lines from being tapped, bin has to be scanned.
  • Added ability to despatch free text line on sales order that are flagged as confirmation required.
  • Added new setting to show / hide county code on SOP list.
  • Now allow unpicking free text lines.
  • Added a sop returns list.
  • More improvements to SOP picking list on handhelds for large sales orders.
  • Further development done on SOP returns.
  • Included stock item customer codes into barcoding and warehouse manager.
  • Defaults print labels on SOP despatch screen on the handhelds to print.
  • Added option on user to allow over receiving purchase orders.
  • New setting to allow stock item to be scanned at pick on the device then new bin selected.
  • Enable string now has user counts.
  • Move to on SOP despatch now checks SOP Picked bins setting.
  • Move to on SOP despatch now handles traceable items.
  • SOP Pick List now provides a Promised Date field.
  • WOP and Kitting traceable support.
  • Removed the “Bin per SOP” setting – it’s now always on.
  • Replaced Sage View traceable items despatched screen when viewing despatched on the sales orders lines. This was because the picked bin is deleted, and Sage cannot show the traceable items if the bin is deleted. So created our own screen with the relevant links to show the traceable items.
  • Add a Quick Pick Setting
  • Added a new Setting to auto select bin when scanning stock item at pick. Removed Quick Pick Setting
  • Added auto-confirm pick option
  • Now uses a “Pick State” instead of picking flag, to differentiate between partial and full picks
  • Added a setting to enable “Sequential Serial “ population on handhelds
  • Added “Show Serial List On Pick” setting to show serial lists on the handheld
  • Added an Extended sales order desktop list with ready to pick flag on
  • Added Custom Bar code feature
  • Added Option on Stock Item for inspection when receive on PO
  • Added Stock Transfer receipts option to handheld
  • Sicon Allocations are now supported, which will improve the allocation types and information visible throughout the app
  • Added Inspections
  • Added ability to take a photo of goods received note on purchase orders and put this in Sicon DMS
  • Hide Pick bins from various bin mechanisms in Sage
  • Added new pick bin deletion tool
  • Reworked bin scan enforcement settings with an “Encourage “option
  • Now supports SOP despatch labels with customer association
  • Added new “Write Off Permission”
  • Buying in units for purchase orders are now shown on the handhelds
  • Allowed booking in “more quantity “on a works order finished item that was originally expected
  • Added default printers per warehouse and per user
  • Added stock attributes when receiving or adding stock
  • Added ability to set the use by date and sell by date on screen when receiving or adding traceable items
  • Labels on PO receive can now print use by and sell by dates and attributes.
  • We now check the common ‘Item needs inspection’ setting so that we have a common setting between barcoding and distribution
  • Added ability to print SO box labels from the sop info tab on handheld

Important Information

  • Increased API version to v2. [App v0.11 & Addon v17.8.0]
  • An enable string is now required to use the module. [Addon v17.9.0]
  • “Smart picking” is now off by default, instead of suggesting the highest priority bin with available stock it will now suggest the item is picked from the bin it is allocated in. This can be turned on again in settings. [v17.21.0]

[Last Important Info applied December 14, 2017. V17.21.0]

Sicon Barcoding & Warehousing v18 New Features & Important Information

Construction

New Features

  • New Sales orders sub module added to construction. This will follow the feel of standard sales orders but will then be able to generate applications.
  • Purchase orders can now be linked to supplier applications.
  • Single valuations can be added to multiple applications.
  • You can now apply a cap to the amount you can retain from an account.
  • Retentions are now split into Works/Materials and complete/defects for standard invoice and credit note transactions.
  • CIS percentage split can now be specified on part payment allocation of an invoice.
  • Retention release from applications have been improved so you can now add a valuation and add and release a retention at the same time.
  • Nominal lines can now be specified on an application. along with job header and tax code per line.
  • CIS is now integrated with supplier applications.
  • New status on applications to show applications that have been fully valued but only have retention releases left to complete.
  • Nominal codes can now be set up for posting Application and valuations before an eventual invoice is produced. These nominals will then be reconciled to a job transaction.
  • Job transactions will now be created for valuations.
  • Individual due days added for all retention types on Sales and purchase accounts.
  • New import screen added to import purchase applications.
  • New column in retention ledger to indicate the origin either from ledger of from applications.
  • Retention tab added to transaction enquiry in sales and purchase ledger to list any related retention’s to invoices.
  • 2nd reference can now be entered for bank transactions in applications.
  • On HMRC verification notification screen there is now a new button to print a supplier report with verification details.
  • CIS details import will now allow you to import the rate for a subcontractor.
  • Sicon SOP line tab in applications will show either a quantity or percentage depending on line type.
  • New setting to choose where to get job headers from in Construct data.
  • Application and valuation screens changed to use a sage salvable pattern.
  • Tax codes can now be maintained on construction purchase order lines to then be copied on to applications.
  • Job and Job Manager filters added to the MI Enquiry
  • ‘Correct transactions’ feature in sage will now have CIS, Retention and CITB enhancements
  • Default tax code setting added for PL retentions added through the purchase ledger.
  • Valuation invoice dates will now validate with sages period validation rules if enabled.
  • Construct now import addresses for jobs.
  • Reversing valuations will now prompt for a date

Important Information

  • Various database changes have been made so an update of companies in Sage200 system administrator needs to be run. [v17.0.0]
  • Update companies. New table ‘SiconRetentionSOP’ [v17.0.3]
  • Please update companies. New table ‘SiconSalesOrderPickingListLine’ added. [v17.0.5]
  • Update companies required. [v.17.0.6]
  • Please update companies. New tables added to SQL script. [v17.0.11]
  • Please install latest reports for construction. New Retention release document. Comment lines on SOP documents. [v17.0.11]
  • Update companies needed for new column ‘RetentionsReleased’ [v17.0.12]
  • Update companies for new columns to be created. [v17.14.15]
  • Job costing v17.24.20 or higher required. [v17.14.15]
  • Please make sure latest common components [v17.37.51 or higher] and Job costing [v17.29.22 or higher] (if applicable) pre-release are installed. [v17.15.18]
  • Update companies required for new columns. [v17.15.18]
  • Update companies required for new table changes. [v17.17.19]
  • Update Companies for new ‘taxcodeID’ column on Purchase Orders. [v17.21.20]

[Last important info applied August 17, 2018. v17.21.20]


Job Costing

New Features

  • IWork patterns can now be configured by time periods from 00:00 to 24:00.
  • A simple pre allocation method has been added. If a sales order is linked to a Purchase order the PO transaction will be zeroed when a cost of sales transaction is created to stop double costing.
  • Operations can be added for jobs in the job maintenance screen via the phases and stages tab
  • SOP and POP transactions in the income and expenditure tabs in job enquiry will be broken down to Order, Despatch/Return and Invoice/credit note.
  • Estimates added to the to the job costing menu. These can be maintained and eventually converted to a full job to be used.
  • SOP tab added to the job enquiry which acts similar to the existing POP tab. A filter has also been added to both to search by order number.
  • A new qualifications maintenance screen added to the menu.
  • Qualifications can then be added to an employee with an expiry date.
  • Postings can also be assigned to an operation when selecting phases and stages.
  • Operations can now be imported for a job.
  • Phases and stages tab on job maintenance has been improved to also list the operations instead of the operations button.
  • Template jobs can now be created and maintained with new menu options found under Job costing > Maintenance > Templates.
  • When creating a job for a sales order, you will now be given the option to copy a job based on a template.
  • Ability to turn on certain job headers for a job has been added to job maintenance.
  • New setting to revert enquiry screen to old style (not including receipts and invoices.)
  • New view for Retrospective WIP report.
  • New feature to copy existing job to an estimate. Transactions on existing job will be moved over to operations and planned purchases to for an estimate budget.
  • Reason for change to quantity or price will now be required for planned purchases.
  • New column added to planned purchases list to display any posted order numbers. There is also a new button to view the orders.
  • Forecast price and quantity added to the planned purchase budget tab.
  • Due date and nominal code added to planned purchase.
  • New Transaction editor screen added under utilities. Here you can change Job analysis details for selected job transaction types.
  • Job costing analysis has been added to the nominal journal entry recurring option.
  • When deleting employees, it will first check if the employee is associated with any job transactions.
  • Job costing will not be visible on SOP and POP transactions when job integration is turned off.
  • Job costing analysis has been added to nominal ledger correction screens. (2015 onwards.)
  • Default job header will now be displayed on the view stock item details screen.
  • Address details added to employee record.
  • Improved Copy Job Hierarchy function to include Journals, PL invoices and POP invoice variances as planned purchases.
  • Budget screen has been changed to be quicker and easier to use.
  • Maintain budgets can be done from the Job Desktop list.
  • New setting on stock items to set COS postings in job costing to zero.
  • New Maintain Billed transactions screen added to transaction entry menu.
  • New setting to either always reset or never rest the billed flags on setting a job back to live.
  • New Job costing list (basic) added to the menu. This is the same as the previous job list but without figures so can be used as a quick look up for jobs.
  • Project migration from sales orders to job costing is now available.
  • When auto creating a job for a sales order, the ‘No and don’t show again’ button has been replaced with a tick box.
  • Planned purchase budgets can now be locked down with a new tick box.
  • New label added to job maintenance to indicate if a Sage200 customer has been linked.
  • Job created date picker added to job maintenance and will be displayed on the desktop lists.
  • New column added to expenditure tab in enquiry to show query flag.
  • Job headers can now be flagged as inactive and won’t appear for selection.
  • New job enquiry filter by document reference.
  • Job Reconciliation screen will now show total bars in the list.
  • Phases/Stages/Activities marked as 100% will not be available for selection on new transactions.
  • New button to hide/show job detail on the job enquiry.
  • Converting pro formats to sales orders will now prompt to set all lines to a job.
  • Default rate can now be maintained on a Job header.
  • Separate screens for maintaining employees and plants have been created.
  • List on employee/plant screen has been replaced with a lookup control.
  • Labour and miscellaneous screen has been moved to utilities.
  • Payroll week numbers for the following year will be populated on year end.
  • New setting added to lock default nominal codes for a selected job analysis on invoice screens.
  • New definitions tab added to settings for all amendable labels including new ones for ‘Budget’ and ‘Overheads.’
  • If you amend a job on a SOP/POP line it will now prompt to change other lines with the same previous job if it finds any.
  • New filter on job enquiry by transaction type.
  • Document reference and URN added to transaction editor list.
  • Jobs will not be allowed to complete if outstanding SOP/POP transactions are detected.
  • Bank charges on payments and receipts will now be reconciled to jobs.
  • If users have access they can amend jobs via the job enquiry screen.
  • Rapid stock issue screen has been made more rapid with direct entry of issues within the list itself.
  • Job enquiry job values tab has been redesigned to make the totals of the job clearer.
  • New Common Timesheets format added which will include other Sicon modules
  • Job costing enhancements added to SL Correct and reverse transactions.
  • Job costing enhancements added to PL Correct and reverse transactions.
  • Job costing enhancements added to SL Rapid invoices (2017 onwards.)
  • Job costing enhancements added to PL Rapid invoices (2017 onwards.)
  • New job headers for COS, Issues, SOP and POP defaults added to Stock item maintenance.
  • New job costing lookup to make assigning Phase, Stage and activity easier and faster. The control will have a button to amend the selected level or just to just view.
  • New default Job header for cost of sales added. New sales orders when cost of sales are enabled will require this to be set up.
  • Job charge out rates screen has been improved with a new setting to enable these or just use the defaults on the employee.
  • Generate billing screen will now use charge out rates for employees instead of the mark up.
  • Updated Import transactions screen to look like other imports.
  • Transaction imports will allow blank traders for opening balance transactions.
  • POP tran type will also be allowed in the transaction import.
  • Generate billing screen will now pop up an order confirmation screen where lines can be amended before posting.
  • New setting to set the default working hours in a day. This will be used initially to calculate days for billing labour transactions.
  • Charge rates on employees can now be set up with a service item that can be used to give different charge rates per customer using price bands.
  • New Hired in plant and tools module added to job costing to manage hired in plant and create linked purchase orders.
  • New billing profile added to job. These can be set with a fixed charge to be used on generate billing screen when the job is selected. You will then select job transactions but only one line with the fixed cost will be posted on the sales order.
  • Suspension dates can now be maintained on the hired in plant screen. Also a tick box to exclude weekends has been added.
  • When taking a plant off hire it will now prompt to send an email. SMTP settings will need to be configured in Job costing settings.
  • Spare text fields (if populated) can be displayed by right clicking on an income or expenditure line in job enquiry.
  • Maintenance of Timesheet leaving reasons and locations added to job costing menu.
  • ‘View current clock ins’ and ‘view timesheet clock in lines’ added to job costing menu.
  • New maintenance screens for RAMS (Risk Assessments and Method Statements). These can then be maintained against a job.
  • When un-allocated PL/SL with for foreign account transactions are revalued Job costing will then also run to update job costing transactions.
  • When an exchange rate is changed, Job costing will prompt to update Any open POP/SOP transactions.
  • Copy POP/SOP routine will also copy over any job codes from the lines.
  • When selecting a job with phase, stage and activities, you can now select the activity first which will populate the phase and stages.
  • Stock allocations in sage with job costing will now use sicon allocations.
  • Works orders will now be scripted to use the job costing lookup with phase, stage and activity lookups. (will also require latest version of sicon manufacturing)
  • Generate billings for labour transactions set to days will now use the daily charge rate of the employee.
  • Total hours box added to job enquiry job values tab.
  • New screen for converting estimates to jobs. This will require a planned completion date and all elements of phases,Stages,Activities and operations etc will need valid dates.
  • Changing operation dates will prompt to update higher level start dates (on Activity etc).
  • Tasks can now be added to jobs and assigned to activities on a job. These can also be maintained on the project maintenance schedule.
  • New manage tasks screen added to show all tasks that can be filtered to a contact and highlight any that are overdue.
  • New team schedule added to show operations scheduled for all teams
  • New team operations schedule added to show all operations scheduled to a single team.
  • Lead times added to planned purchases. these will default using stock item suppliers lead times in sage.
  • Planned purchases will be in the project schedule showing an order date and a due date.
  • New manage planned purchases screen added to show any overdue planned purchases.
  • Plant hires can now be maintained in the project schedule.
  • Budgets will now be group by Job Header Types
  • Start date, End Date & Percentage completed added to the phase and stages tab on a job
  • New Setting to Maintain Work Day Start Time
  • New manage stock operations screen added to allocate and issue stock for operations.
  • Analysis codes standardised to allow more functionality such as setting as mandatory, setting to drop down, date tick box or number.
  • Imports have been standardised with improved entry and generating templates.
  • Spare dates added for Nominal and job transaction imports.
  • Cost to complete ‘reasons for change’ can now be maintained and selectable when changing revised budgets.
  • Period numbers and invoice numbers added to all tab
  • Price, status and percentage complete added to variations tab on job maintenance.
  • Original budget will now be stored and can be used to see difference to current budget. Will also be visible on cost to complete screen.
  • Accrual column added to cost to complete screen.

Important Information

  • New tables and table changes included. Please update companies. [v17.0.1]
  • New tables and table changes included. Please update companies. [v17.0.2]
  • Please update companies for SQL fixes. [v17.0.3]
  • Please update companies. Changes have been made to job costing views. [v17.0.4]
  • Please update companies for new tables and views. [v17.7.8]
  • Please update companies. Change to SQL script to improve speed opening job enquiry. [v17.0.9]
  • Update companies for new tables for employee qualifications. [v17.8.10]
  • Please update companies. New columns added to views. [v17.0.10]
  • Please update companies to add new operation ID columns to tables. [v17.10.11]
  • Update companies for new table columns and changes to views. [v17.11.11]
  • Please update companies for changes to views. [v17.0.11]
  • Please update companies for fixes to views. [v17.0.12]
  • Update companies for new views. [v17.15.14]
  • Update Reports packages for new compatible reports. [v17.15.14]
  • Update required to create new columns in tables and also View amendments. [v17.0.14]
  • Reset desktop settings to get new columns in the job costing desktop list. [v17.0.14]
  • Update companies for changes to Income view. [v17.0.15]
  • Please update companies for SQL Script changes. [v17.0.16]
  • Update companies for new employee columns and SQL changes. [v17.20.18]
  • Please update companies to run SQL script changes. [v17.0.19]
  • Update companies for new stock setting. [v17.24.20]
  • Please update companies for table changes [v17.0.21]
  • Please update companies for table updates. [v17.26.22]
  • Update companies for new columns. [v17.27.22]
  • Please make sure latest common components [v17.37.51 or higher] pre-release is installed. [v17.29.22]
  • Update companies required for new columns and table changes. [v17.29.22]
  • Employees, employee rates, teams, qualifications and work patterns moved to Common components. [v17.29.22]
  • Please make sure latest common components [v17.41.51 or higher] pre-release is installed. [17.30.22]
  • Update companies required for new columns and table changes. [v17.30.22]
  • Please make sure latest common components [v17.53.53 or higher] pre-release is installed. [v17.36.24]
  • Update companies required for new columns and table changes. [v17.36.24]
  • Update companies required for new field on SIJCJOB. [v17.38.24]
  • Requires Common Components v17.64.56 or higher. [v17.39.25]
  • Needs latest build of common components v17.66.56 or higher. [v17.40.26]
  • Update companies required for new columns and tables. [v17.41.26]

[Last important info applied August, 2018. v17.41.26.]

Sicon Job Costing v18 New Features & Important Information

Hire

New Features

  • Added a due before date on the generate sales orders screen.
  • Added if post code should be mandatory on the hire order.
  • Added an off hire option on the hire order.
  • Added a customer delivery address onto the hire order line.
  • Made sure buttons don’t overlap on the hire order screen.
  • Added validation of collection date when setting order off hire. The collection date will not be before the off hire date. Can also now set the collection date.
  • Can now print collection notes for order that are on hire.
  • When hire orders are opened from the desktop list, there was an issue with selecting some buttons at the bottom of the hire order screen. For example, the generate sales order screen would open and then close straight away. This is now fixed.
  • Able to view hire order from the desktop list.
  • Can now receive assets on hire orders set as off hire.
  • Credits tab is now hidden on quotes.
  • Suspension option is now hidden on quotes.
  • Improved imports for asset hire details, sub category detail.

New settings

  • Automatically open rapid amend order screen when a desktop list order is double-clicked.
  • Suppress ‘availability’ messages on rapid entry/amend save.
  • Automatic invoicing following hire sales order generation (excludes printing).
  • Final charge comment text may be configured to be shown on the final invoice for an asset.
  • New customer specific ‘exclude bank holidays’ setting added to customer maintenance. This is only used when the global system setting is not selected.

Rapid Entry/Amendment

  • Allow user to switch between stock, asset and charge line item types.
  • New ‘Remove’ and ‘Hire Movements’ buttons added to first/main tab.
  • Remove ‘Add Assets’ button.
  • Automatically display the rapid order amend screen after copying an order.

Recommended Items

  • Screen will not be shown automatically if no associated items are available for selection.
  • Now allows selection of a specific asset if quantity is one.
  • Off-hire (Print Collection Note) screen ‘Amend Order’ button added and dates defaulted to current if a requested date is not selected for order lines.
  • Add hire order attachments and memos.
  • Add despatch screen select/deselect buttons.
  • Lock hire orders during Confirm Despatch so that user cannot open the despatch hire order twice.
  • When generating sales orders don’t allow processing if previous periods have not been generated.
  • Allow deposit nominal account to be configured, on the Settings screen, with a cost centre and department.
  • Add button to allow user to change hire manager job from amend/rapid amend ‘Job Costing’ button/enquiry screen.
  • Add progress bar to Suggested Fulfilment screen.
  • Add new ‘Book Assets to Job’ screen.
  • Add new ‘Add Assets to Stock’ screen.
  • The ‘Amend Selected Assets’ screen now allows user to select multiple assets, from either list, to be added/removed.
  • The system will now prompt to allocate batch/serial items if a hire order is despatched without batch/serial numbers being selected when the order was saved.
  • New ‘Sell Asset’ tick-boxes added to Confirm Asset Received asset selection screen/list to allow generation of sales order for assets sold to hire customer.
  • Confirm Assets Received screen now includes a new Collection Note filter criteria.
  • Scheduler changed so resources are only shown when they are ticked/checked in the assets list.
  • ‘Select All’ check-box also replaced with ‘Select All and ‘Un-Select All’ buttons to simplify selection/de-selection.
  • Allow stock items to be added to hire orders with no warehosue/bin location selected, then prompt at the point of despatch to select location and allocate stock (for RDT project).
  • Default hire order delivery/collection dates when required from/to dates are selected.
  • Settings screen tooltips added.
  • Allow multiple (two) ‘weekly’ durations rounded differently, for example Week/Day & Week/Week.
  • Add hire order number to filters and ‘Select All’ button to Quick Inspection screen and move check-boxes to start of each list/grid line to make extra ‘inspection passed’ check-box obsolete.
  • Add filters by warehouse, serial number and hire order number to Single Asset Inspection screen
  • New ‘Amend Hire Order – Rapid’ screen/menu item added.
  • Show asset codes (only for single assets) on Off Hire screen.
  • Add asset code column to equipment amend/view screen lists.
  • Add off-hire date to receive screen list.
  • Add current meter reading to receipt meter readings entry screen list.
  • Add ‘close’ button to Rapid Entry/Amend customer location selection screen.
  • Don’t allow save hire order without entering all tax codes.
  • Add 4 new quantity and ‘exclude weekends’ fields to SiconHMOrderLinesView for reporting.
  • Add hire status to Fixed Asset drop-down list control.Highlight overdue (i.e. not yet delivered) orders in Hire Order List.
  • Add off-hire quantity to Hire Order Lines List. Add batch (multi-quantity) asset allocation.
  • Add asset quantity to View Asset Details screen.
  • Open rapid amend screen if order is double-clicked from new rapid screen
  • Add price bands by asset, including customer specific prices by asset.
  • Add recommended/associated items ‘mandatory’ and ‘user quantity entry’ flags.
  • Show new Hire Price Enquiry screen when unit price is double-clicked in hire order maintenance. Add recommended/associated items ‘mandatory’ and ‘user quantity entry’ flags.
  • Show new Hire Price Enquiry screen when unit price is double-clicked in hire order maintenance.
  • Add new recommended items import function by sub-category or individual fixed asset.
  • Add collection note filter to Print Collection Notes screen.
  • Inspection and advanced despatch note screens order reference drop-down controls now allow partial entries.
  • Add a new ‘View Asset Appointments’ button to the ‘Assets for Hire Order Line’ screen
  • Change ‘Hire Manager’ references in add-on package, features, menus, messages/code to ‘Hire’ (Dropped the word Manager)
  • When booking assets to Sicon Job hire daily unit costs are read from the price band of a customer (internal) configured in the settings screen
  • Allow entry of asset quantities for batch (multi-quantity) assets when selecting a hire order.
  • Add function to create forecast credits if hire period dates are changed after sales orders have been generated (based on new ‘Create sales returns for generated sales orders if hire period is later adjusted’ configuration setting).
  • Add import ‘Hire Status will only be set for new assets or where no status is currently stored for an asset’ warning message. Sub category ‘minimum charge is one selling unit’ setting added ( i.e. minimum one day when unit is ‘days’, minimum one week when unit is ‘week’).
  • Add ‘copy’ button to sub category maintenance to allow copy to other categories.
  • Add new ‘Copy Fixed Asset’ function.
  • Add ‘generate sales orders’ tick-box to Off Hire screen
  • Add ‘Assets List’ tab to the View Asset Appointments screen.
  • Add available asset warehouse (when showing all assets) and search by start/any serial number on the Assets for Hire Order Line screen.
  • Rename ‘Import’ feature/menu item to ‘Import Hire Details’
  • Add new ‘Show customer name in appointment subject’ configuration setting and apply when appointments are saved.

Important Information

  • The Print Collection Note screen/menu has been renamed ‘Off Hire’.
  • A separate Print Collection Notes screen/menu item is now included to allow printing after off hire.
  • The Inspection Result screen/menu has been renamed ‘Single Asset Inspection’.
  • Software dependancies: Fixed Assets xxxx.17.22.15 or later
Sicon Hire v18 New Features & Important Information

Manufacturing & Distribution

New Features: Works Order Processing

  • It is now possible to back flush many work orders at once.
  • A new setting added that will delete works order lines when updating from BOM.
  • Added new ‘Copy BOM’ feature which automatically creates new stock items and BOM records for built items.
  • Update from BOM now adds to a works order as well as removes.
  • New economical batch size setting that will split works orders on creation to match economical batch size, and also gives the option to not round up last works order created.
  • New nominal setting added where variances that occur when booking finished items which are set to standard costing will be posted to.
  • Job costing transactions will now be added when booking estimate labour, if the setting to use estimate instead of actual is enabled.
  • Added the ability to convert a works order line to a sales order line if the works order is linked to a sales order.
  • On hold status added.
  • Scheduler added in a basic way (enhancements to follow).
  • Settings added to define costing of purchase orders linked to works order lines when linked to a job.
  • Create works orders for kits feature added.
  • Setting added to allow components lines to be issued with needing to manually allocate first.
  • Default route for areas can be set in the areas maintenance screen.
  • Now able to link a purchase order line to a works order line no matter the status of the purchase order.
  • A new screen has been added which can be used to create self-reversing journals for works order lines that have unconfirmed costs.
  • New flag added to stock items called ‘Bulk Issue Item’. These items will appear on works orders but do not need to allocated or issued.  When booking the finished item their quantity will be changed to zero.  The will not appear on pick lists.  The can still be allocated and issued if the users wants to included them in the cost.
  • Added a ‘Colour’ column to the Expediting screen which can be used for filtering when exported to Excel.
  • Statuses added to Operations.
  • Implemented Sicon Teams and Sicon Team Groups in a very basic way, more work required.
  • Added a works order desktop list.
  • Implemented new Sicon Allocation processes.
  • Manufacturing instructions now get copied on to works orders from the BOM
  • Added the ability to select batch/serial numbers at unissued
  • Implemented new Sicon Allocation processes
  • ‘Expediting’ screen now shows purchase order numbers and dates
  • BOM attachments will now be added to works orders on creation
  • New auto print reports function added with maintenance screen, so reports checked will be printed on works order creation
  • Descriptions on labour and machine lines can now be amended
  • Book button added to the ‘Process Works Orders’ screen
  • Comment only operations will now be added to works orders on creation
  • Added a ‘Batch Print’ button to the ‘Process Works Orders’ screen, which will allow multiple reports to be printed for the selected works orders.

Release 18 Important Information

When using Job Costing and opening a WOP screen for the first time after upgrading, a Job Costing transaction migration will begin.  This will remove all existing transactions for works orders from jobs, and replace them with a single transaction.  From now on, only a single works order transaction will appear on jobs.

New Features: Distribution

  • Historical lines maintenance screen added which allows previous sales order lines to have hover notes, hyperlink notes and to be given a colour for all users to see.
  • Added base currency column to the landed costs tab on purchase orders.
  • Sicon sales order fulfilment methods added.
  • Pre-allocations re-written and now used by all modules. Migration will take place automatically during upgrade and stored in the Sicon Pre-allocation table.
  • Added a pre-allocations button to the confirm goods received screen.
  • Added a stock item filter to the ‘Calculate Minimum Stock Levels’ screen.
  • Added a ‘Distribution’ button to the ‘Stock Transfer’ screen.
  • New checkbox on the “Purchase Order Expected Delivery” screen to allow purchase orders without a requested or confirmed date to be filtered in
  • New checkbox when updating stock item supplier lead times through the supplier distribution tab that allows the user to only update lead times that are ‘0’ or already set to the current default lead time for that supplier
  • New checkbox on the “Purchase Order Expected Delivery” screen to allow purchase orders without a requested or confirmed date to be filtered in
  • New checkbox when updating stock item supplier lead times through the supplier distribution tab that allows the user to only update lead times that are ‘0’ or already set to the current default lead time for that supplier
  • Purchase contracts have now been added per supplier
  • New import that allows the distribution stock item settings to be updated
  • Safety margin has been added against a stock item supplier this will override the supplier safety margin
  • Default fulfilment method added to SOP header and telesales line
  • Stock Matrix Menu Items Added
  • New filters have been added for customer account status and sales order status when managing SOP back orders
  • Purchase order extended list which displayed the “Confirmed” field has been added (This is only available on Sage 2016 and Sage 200c)
  • POP telesales screen has now been added
  • Supplier and Customer minimum order levels has been implemented
  • Discontinued stock items are now handled
  • Suggested delivery date for SOP order lines
  • Supplier quantity breaks is now available in distribution
  • New import that allows the distribution stock item settings to be updated
  • Safety margin has been added against a stock item supplier this will override the supplier safety margin
  • Default fulfilment method added to SOP header and telesales lines
  • Purchase contracts have now been added per supplier
  • Customisable grid columns in the “Calculate minimum stock” and “SOP telesales” screens
  • Complimentary products have been added
  • New checkbox on the “Purchase Order Expected Delivery” screen to allow purchase orders without a requested or confirmed date to be filtered in
  • New checkbox when updating stock item supplier lead times through the supplier distribution tab that allows the user to only update lead times that are ‘0’ or already set to the current default lead time for that supplier
  • New supplier stock item catalogue, which can be accessed from the purchase order line screen and menu
  • New stock inspections process (Settings will need to be set up for both inspection factory and on stock items, these settings will be the same as barcoding)
  • New container management screen, containers are now setup and managed from within this screen and they are filled by purchase order lines

New Features: Material Planning

  • New screen and database tables to improve performance, results and to make further changes easier to add. Legacy Material Planning still available but no longer supported.
  • Pre-allocations added.
  • Reschedule messages added.
  • Delivery buffer days added to customers.
  • Suggested kits added.
  • New container management screen, containers are now setup and managed from within this screen and they are filled by purchase order lines
  • Changed the supplier drop down for suggested purchase orders to show all suppliers with the ones linked to the stock item duplicated at the top

New Features: Kitting

  • Added new Amend Kit screen.
  • Free stock column added to dropdown on the Disassemble screen.
  • Now able to swap components on the build kit screen to their alternates.
  • Build button added to the Kitting Summary tab on the Sales Order screen.
  • Added a Set Max button to the build kit screen.
  • New setting that causes kit lines to use the highest priority bin that has the stock available.
  • New screen added that allows unallocated kit lines to be allocated on mass.
  • Kit templates desktop list added.

New Features: API

  • Updated the “CreateWorksOrder” method to handle WOComments, SpareMemo1, SpareMemo2, SOPWorksOrderText and SOPLineWorksOrderText fields
  • Added an “AmendWorksOrder” method that is requested using a JSON object, an example of this JSON object is:
  • {SpecificWorksOrderNumber: “WO0000001”, BOMStockCode: “”, FinishedGoodsWarehouseName: “Showroom”, ComponentWarehouseName: “Warehouse”, WOQuantity: “1”, WOStartDate: “22/06/2018”, WODueDate: “25/06/2018”, WOName: “My Works Order”, WOComments : “My Works Order Comment”, SpareText1: “”, SpareText2: “”, SpareText4: “”, SpareMemo1: “Memo1”, SpareMemo2: “Memo2”, SOPOrederReturnLineID: “12345678”, SOPWorksOrderText: “SOP WO Text”, SOPLineWorksOrderText: “SOP Line WO Text”, WorkshopName: “”, JobNumber: “”, CostHeaderCode: “” }
  • To Note: “PostnewWorksorder” method can also be called in the same way

Important
Latest versions of common components and barcoding and warehousing required.

  • Latest versions of common components and job costing (if currently installed) required
  • Users must be either out of sage or restart sage as soon as the upgrade is complete
  • Latest version of common components required

Works Orders

When using Job Costing and opening a WOP screen for the first time after upgrading, a Job Costing transaction migration will begin.  This will remove all existing transactions for works orders from jobs, and replace them with a single transaction.  From now on, only a single works order transaction will appear on jobs.

Manufacturing & Distribution

  • The package GUID has been updated to work around an issue in Sage 200 System Administrator where add-on package SQL script version numbers are limited to a maximum of 255. The SQL script version number is per GUID so changing to a new GUID is the only way to continue database updates after the 255th change. Please install the new packages prior to removing the old package in order to maintain feature allocations. [v17.0.4]
Sicon Manufacturing & Distribution v18 New Features & Important Information

Service

New Features: Service Manager

  • Added setting to display internal teams in the team filter dropdown on the scheduler.
  • Added a new setting to “group” quantities on SOP lines into one equipment item.
  • Can now bill or complete a case at any time directly from the case details screen if you have permission.
  • Updates generated Equipment and Case addresses on SOP save.
  • Added Equipment Groups feature.
  • Reworked the “For Installation Cases, update the SOP Promised Date with the first Appointment date” setting and added it back to the screen – it now only updates relevant lines and will also update the header if all lines match.
  • Added Appointment Questions.
  • Added new option to Cover Types – Max travel charge hours.
  • Added new setting to auto sort engineers by first name or surname.
  • Added new setting that makes case addresses mandatory and stops free text editing. It will require users to select an address from the dropdown or create one if required.
  • Added “Multi-Select” option to equipment and appointment questions.
  • When the case job has a completion date and there is no SLA on the case, the Job Completion date is shown in place of the SLA timer info.
  • The “Create Case” process when right clicking a non-case appointment now functions correctly.
  • Added a “Bulk Generate Sales Orders” screen – preview – does not yet create Sales Orders.
  • When converting an appointment to a case, it now sets the case summary to the appointment subject.
  • Added to new filter to exclude appointments on completed/inactive cases from the appointment list.
  • Added a new setting to automatically assign cases to the creator (default off.)
  • The service desk now shows the current users active cases on load.
  • Equipment can now have Custom Contacts associated with them, configurable in SM settings.
  • Added a new option on cover types to change initial and subsequent labour billing price overrides to work in half hour increments instead of hourly.
  • Removed the Work Pattern selection dropdowns from the SM tab on the Employee, they are now provided by Job Costing.
  • (Sage 2013+) Added case via email functionality. A case can now be created by dragging an email from outlook onto the “Add” button on the Service Desk screen. It will use information from the sender and email to populate the case and create an attachment with the original email. The system looks for the email address of the sender within service manager contacts and the sales ledger contacts, and if it cannot find a matched email address then the case will be logged as a blank case for the service admin team to link to an existing customer, and create new contact for future reference, or if matched log case against said contact at the relevant s/l account.
  • Added new setting to decide which cases show on the service desk on initial load.
  • Added support for “Ad Hoc Cases” with SM Mobile (Android/iOS.)
  • Added new utility to create cases for sop lines that haven’t copied equipment generation templates.
  • Completed the “Service Templates” functionality, with custom intervals, service types and billing.
  • Added a new equipment questions import.
  • Added Default Answers to questions.
  • The equipment grid is now editable that is used on the equipment list, equipment group item list and SOP equipment creation list.
  • Added a new setting to enable Customer/Supplier/Stock Item popup notes, the same functionality previously provided by Enhancement Pack. If you’re getting duplicate popups with Enhancement Pack installed, update it to resolve.
  • Cases can now be created and saved without a customer (if option is enabled.)
  • Selecting a contact now copies their address into the case location if no customer is selected on the case.
  • Can now search by contact on the cases lists.
  • Added a new setting to not show all engineer appointments when opening the diary.
  • Work patterns can now be enabled/disabled for costing and billing separately.
  • Added new selectable lists to replace free text fields, turned on in settings (case summary, case solution.)
  • Additional labour now uses work patterns.
  • Added a new screen that lets you easily action multiple allocated items.
  • Can now allocate quoted parts to a case, either from engineer stock or via stock transfer.
  • Tracking notes from the app are can now be “acknowledged” in Sage.
  • Can now associated tracking notes with appointments.
  • Can now view and add tracking notes inside Work Appointments.
  • There is now an option to create a tracking note on engineer departure.
  • Added Equipment notes.
  • Customer, Location and Equipment notes are now shown on the Case Details screen in a new tab.
  • New setting to turn on time tracking via Start/Stop function via the App.
  • Can now change service type on equipment services using service types from the grid on the case.
  • Can now split multi-person appointments into separate appointments for each person.
  • Added a new icon for multi-person appointments.
  • Can now set a default rate override on appointment labels.
  • Further improved the process to action multiple parts quickly.
  • Now opens the case details page when the case number is clicked in the job enquiry context menu action list. (With JC v17.24.x+).
  • Added a “Work Briefing” field to appointments.
  • Added the “Split by Resource” function to appointments with multiple resources via the Case Details screen.
  • Reworked the buttons on the appointments grid inside the case – they now use context buttons and are split by “Action Selected” and “Action All”.
  • Equipment reports are now associated with the case rather than the appointment – so reports are not expected for every appointment.
  • Added Report Complete and Report Required icons to equipment list.
  • Added new fields to cases for use by the dashboard – Due Date and Assigned to Username.
  • Supports Sicon Employees
  • Supports Sicon Allocations
  • New billing functionality, with committed revenues and improved billing overrides.
  • Added data fix utility to regenerate committed revenues and costs (may be necessary with new committed revenue changes.)
  • Replaced diary appointment data access with a SQL view to improve performance.
  • Added Customer Returns extended functionality
  • When creating new equipment from a case, the case contact is copied onto the equipment contact
  • Added a “SubContractorQuote” field to Work Appointments
  • Added a new field for the equipment editable grid – “FullAddress”
  • When explicitly attempting to bill a case, it will always show the billing summary if there are any billing items on the case – even if they’re not currently billable or configured to be billed.
  • Added a new setting that controls visibility of the supplier section on equipment (visible by default)
  • Added a Service/Misc Stock item selection to expenses, persists onto generated POs
  • Expenses now have selectable contact fields on the add/edit screen
  • Now shows supplier details and a “view po” button when editing expenses
  • The cases and equipment grid now have improved hover for addresses for customers
  • Can now create installation cases from SOP without creating equipment
  • Added a new setting to automatically create placeholder travel appointments for work appointments.
  • Added a new “pending” contract line indicator on the equipment grids [ pending contract lines are when a contract item has been added on a sales order but not confirmed as a contract yet, which happens after sop invoice post
  • Extended Customer Returns process – includes replacement billing, historic sop line linking, traceable items, SLA deferral, Customer Returns Tab on a Case only enabled when case type is Return/Repair
  • Now pulls equipment creation information from the stock item when creating equipment manually.
  • On the Case Details Screen added a ‘Find Address’ Button which Integrates to the 3rd party application Loqate Address Verification / Postcode look up https://www.loqate.com/en-gb/address-verification
  • Added CasesTotal and CasesActive fields to sicon equipment for grid usage
  • Default case types can now be renamed in the case type maintenance screen.
  • Changed SLA dropdown to be a dropdown that allows clearing the value
  • Customer Return despatches now use SOP instead of Stock Transfer for despatching items
  • Added new tracking status “Customer Return Received” and a tracking status is now generated on receipt of an item
  • On new sites / installs, Appointment labels are now enabled and categorised for SM by default
  • Equipment questions can now be edited up until case completion

Important Information

v.17.0.7

  • The product GUID has changed, meaning you will need to “Add new Add-On” instead of upgrading from versions below this. The old version can then be removed.

v17.0.23

  • SOP Quote conversion no longer immediately creates equipment and cases; the SOP must be saved to generate them.

v17.9.28

  • All SM settings must now be completed before accessing other screens – for existing users it will require re-confirming your settings to make the message go away.

v17.28.X

  • Removed the following fields from SiSMCase – reports, custom grid columns and email templates using them should be amended to use the linked collections (reports only) or the provided alternative (custom grid columns and email templates only) if available.
  • SOPOrderReturnContractLineID
  • SOPOrderReturnID
  • SiconEquipmentCaseID -> LastSiconEquipmentCase object
  • StockItemID
  • BinItemID

v17.x.35

  • Added summary and description to case import – import spreadsheets generated from older versions will need amending prior to upload.
Sicon Service v18 New Features & Important Information
sicon-wap-overview-image

Sicon WAP

New Features:

  • A Redesigned Default Expense Voucher and Default Categorised Expense Voucher Report to include Pay Code as a column.
  • To view these, you may need to delete your existing report and refresh (if there are no report customisations or you do not need to keep the customisations) or add the field manually in design view.
  • Added ability to disable posting of Mileage- or Expense Item Lines on a per user These lines need to be processed separately using the Expense Payroll Posting functionality. This is a User Type permission.
  • Added ability to book off jobs on time and attendance screens by scanning a
  • Added popup to TA screen for quantity complete (works orders) when booking off a
  • Booking off all jobs on TA screen asks if you want to set all the Qty completed to the total amount for any works orders in the
  • Logging out of TA screen will warn if there are any works orders that need a Qty set before logging off.
  • Initial list of Job costing headers are filtered by a setting on the Job (in)
  • Quantity complete and operation ID posting to works
  • Added Goods received approval A new entry will be created each time goods are received against an item.
  • Added Goods fully received approval A new entry will be created each time an item is fully received. The entry will indicate whether it was part of a final receipt.
  • Added Order Goods Fully Received approval A new entry will be created once an entire Order is fully received. o Added a Goods Fully received notification. A new notification will be generated when an Order has been fully received. o Added a Goods Received Amended approval history. A new entry will be created each time a receipt line is amended. o Added Job costing user import page.
  • Added new costing popup to rapid timesheet Allow selection of job, variation, item, phases and stages from a single control.
  • Allow invoice lines to be split by invoice editors as well as
  • Added the ability to split expense lines that were created by Credit Card Statement Once a line is split, it can only be submitted if the total for the statement line still matches up. If a split line is deleted the value will be added back to the original line regardless of changes to the expense line such as expense type or nominal
  • Added ability to configure a Nominal per line on Order Setting this nominal will override the default nominal set from the Stock/Warehouse.
  • Added ability to export the imported statement result grid of Credit Card Statement
  • Added Line Numbers to all document types, reports and approval history
  • Added a popup keypad to the book off works order quantity control to allow easier editing of
  • Changed standard timesheet entry to allow editing of JC and WO time that has been posted to sage when the timesheet is submitted.
  • New user popup to collect initial details and validate before Existing user can be used as a template to create new users.
  • Added a new feature to determine whether machine time appears on the Book on job control for operations
  • Added a new popup keypad control on TA
  • Added the ability to pick the finished works order quantity by
  • The operation name will be shown in addition to the operation description on the touch screen terminals
  • Works Order transactions posted to sage will now have the start and end date set.
  • Added new theme ‘R18Dark’
  • Added button to show cleared system messages
  • Added Quotes User type settings
  • Added Quotes menu
  • Added Quote screens and approval
  • If default supplier contact doesn’t exist or the contact has no telephone or fax number, it will be populated from the supplier
  • Added a column to invoice approval report for Sage user name for invoices generated in
  • Added a new approval history type for when items restart an approval route to distinguish from items that are sent for approval the first
  • Added User Self Approval Values to User Approval Values
  • Added Setting to include Sage Company in The setting is off by default and can be found in the Misc Tab of System Settings under the Notifications section.
  • Added “Allow previous approvers” columns to approval route import
  • When selecting a stock item on an order line it will now drop down the warehouse comobox if there is not a value selected
  • Added the ability to specify the first cut-off rate when adding a rate change for fuel rates
  • Added ability to record low level auditing of database field changes to Order and Order Line The setting is enabled by default and can be disabled in the Misc Settings logging section
  • Added an Audit History Tab to Order
  • Added Line summary text to existing holiday request
  • Added ability to record low level auditing of database field changes to Timesheet and Timesheet Line
  • Added setting to hide “Remember Me” option on the Log in
  • Auditing of new document and document item creation added.
  • Added Date filter to Audit History
  • Added Audit History to User
  • Added Separate Audit Tab to System
  • Added the ability to export approval routes to
  • Added the ability to export user nominal values on the import user nominals
  • Added option to set default tax rate of order line free text and charge item to be set from the Supplier’s default rate on page
  • Added option to set default tax rate of sales order line free text and charge item to be set from the Customer’s default rate on page
  • Added Audit Log type to record when an order gets a PO Number allocated from
  • Added option to nominal allocations import to maintain or delete existing records.
  • Added the ability to see stock item images on sales and purchase order stock line
  • Added Business Units column to Timesheet Projects
  • Changed all instances of report user selection filters to read “My Delegates” and “My Business Unit(s)” rather than “Delegates” and “Business Unit”.
  • Moved the job / barcode search text box on the time and attendance dashboard to the top of the page, it’s now used to book on and book off
  • Added an additional popup when booking on to a job to show the job / works order / operation
  • Added the ability to view the works order finished item image when booking onto a job from the touch screen
  • Added a hover over on the description for stock lines on requisition entry to show the amended
  • Load thumbnail for attachment and use zoomable image control to view on approve expenses
  • Added the ability to reset the route for all lines on Expense
  • Added the ability to reset the route for all lines on Sales Order
  • Added the ability to reset the route for all lines on Proposed Payment Entry.
  • Added the ability to reset the route for all lines on Timesheet
  • Added a status flag to the operation details popup to show if the operation is complete or
  • Changed the job and item selection control to load the job analysis labels from JC
  • Operation Comments are now scrollable on the time and attendance
  • Added a warning to the book off job control if the entered quantity is more than the outstanding qty.
  • Added a warning to the book off job control if the entered finished item quantity is more than the Works order
  • Added the ability to specify the finished item quantity to book into stock on the final
  • Changed the TA login screen to not show the keypad if it’s not a touch screen
  • Changed the TA dashboard page to not show popup keyboards when not at a touch screen location.
  • Order Line entry now supports selecting Confirmation
  • Majority of reports will now have a link on the report lines to redirect a user directly to the relevant document entry
  • Users will now be given a notification when booking time on the same day as time already approved as holiday on the current timesheet.
  • Added ability to include leavers in Search page user
  • The Time and attendance dashboard screen will now always focus on the project code / barcode box when the page loads (even after post )
  • Changed WAP to check the quantity outstanding in WAP on operations that have not been sent to sage
  • Added Job Manager to the job costing selection control.
  • Added a banner at the bottom of the settings page as a note the WAP service may need a restart after changing
  • Changed the book off job control to focus the cursor on the quantity box when it
  • Added Proposed Payments functionality
  • (WAP Add-on) Changed the Generate payments screen to check whether there is an unapproved proposed payment in WAP and stop generation if it’s not
  • Added the ability in the WAP add-on to use the WAP objects
  • Improved the readability of Audit History page by displaying user friendly properly values when auditing only record related IDs, such as costing Header
  • Proposed payments generated in sage will now complete the payment in
  • Added ability to submit holiday requests from time and attendance o Added ability to submit holiday requests from time and attendance screens. o Added All Sales Order Lines Report.
  • Implemented Analysis code support for Sales Analysis codes can now have custom labels and be configured to display or hide in approval reports and Sales Order search page and be searchable in Sales Order page.
  • Added Audit History for User Type Edit
  • Added ability to add Justification Value bands to This allows specification of a minimum amount of attachments required to submit a requisition based on requisition value. This functionality can be configured by a System Account user through the System Settings page under the Requisitions tab.
  • When MRP orders are now picked up by WAP the nominal account will be taken from the job Header if
  • Added a file viewer to the view proposed payment
  • Added the ability to view DMS attachments from the invoices on the approve proposed payments
  • Added Requisition Quote
  • Setting added to determine whether to show the Book In finished item quantity box on the book off job control
  • Added ability to import Requisitions from User Types need to be granted permission to import Requisitions. Contact your Business Partner/Sicon if you wish to enable this feature
  • Sales Order attachments will now be added to DMS if integration is enabled
  • Requisition attachments will now be added to DMS if integration is enabled
  • Requisition Justification documents will now be added to DMS if integration is enabled
  • Added a “Justification” tab to sales order and moved the file attachment control to the tab so users won’t have to enable viewing additional information to perform file attachments
  • Made it clearer on Expense Line entry which lines are split from an original line with row highlighting
  • Users will no longer be able to select nominal accounts that aren’t posting accounts on order line entry

Important Information

v17.534.0.10

  • Added an analysis code to the Expense Meeting Entity for reporting purposes.
  • Added the ability to determine whether subsistence can be claimed per user. v17.558.0.126
  • Added a setting to determine whether client files are synchronised in the service configuration. v17.571.0.168
  • After this upgrade, existing PO reports will have to be deleted and refreshed to get the new call-off orders reports. If there are customisations to original reports, these will be lost through this process so is optional.

v17.588.0.256 Database changes

  • SiWorksOrderLineID added to TimesheetLine Table
  • SiWorksOrderLineID added to JobActivity Table

v17.601.25.0

  • All taken, Submitted and Booked holiday hours will now be calculated dynamically rather than stored in the database, this way it will be impossible to get out of sync with the totals for holiday requests in the database.
  • Added SQL server client tools as a pre-requisite on the installer for sites that force TLS 1.2 security due to windows update.

v17.605.28.5

  • Latest version of Job Costing will be required to address an issue with changing jobs for lines that already have receipts recorded.

v17.607.30.0

  • ‘Rework’ column added to JobActivity table.
  • Rework column added to TimesheetLine table. v17.590.0.270
  • Changed the WAP service and installers to no longer deploy sage assemblies and instead copy them from the sage server folder when it starts.
  • Database change: Added SOPMandatoryAnalysisBehaviour setting.
  • The SOP analysis codes and mandatory analysis behaviour need to be configured in WAP system settings to validate the analysis codes as required.

v17.608.31.1

  • WOFinishedItemQuantity added to JobActivity table.
  • WOFinishedItemQuantity added to TimesheetLineTable table. v17.609.32.1
  • Changed the WAP service and installers to no longer deploy sage assemblies and instead copy them from the sage server folder when it starts.

v17.611.33.0

  • The SOP analysis codes and mandatory analysis behaviour need to be configured in WAP system settings to validate the analysis codes as required.

v17.613.34.1

  • To view the Sales Order Lines report, the user type needs to be allocated the View Sales Order Reports permission.

V17.618.36.0

  • InvoiceID Added to ProposedPaymentLine table.

V17.618.37.0

  • In order to use Quote Requests, the report needs to be configured for each Sage Connection and the user type needs permission to print quotes.
  • Added Columns [QuoteRequestPrinted] and [QuoteRequestEmailed] columns to Order table.
  • Added [QuoteRequestReport] column to SageDatabase table.
  • Added [CanPrintQuoteRequests] column to UserType table.

V17.590.0.275

  • The exchange rate between the two currencies need to be configured in both the base currency database and the document database. Differences between these two could lead to issues with approval value conversion.

[Last Important Information August 20, 2018.]

Sicon WAP v18 New Features & Important Information
Sicon Main Menu