Sicon v26 New Features & Important Information

Discover what’s new in Sicon v26, including the latest enhancements, functionality updates and essential information you need to know before upgrading.

For full details on the Sicon v26 product release, please refer to the Sicon Release Notes.

 

Contents


Sicon Hub

  • [#15868] Added the ability for users to send a magic link to their configured email address if they have forgotten their password.
  • [#17036] Removed the ability to add attachments to the Expense header. Attachments can be attached to the lines only.
  • [#17297] Removed the redundant Settings option from the side menu.
  • [#17580] Added the ability to select multiple document types and approve them simultaneously.

Financials

Audit Log

No new features.

Cash Flow

  • [#16805] A new setting has been added to cashflow allow you activate retrospective exchange rates if using period exchange rates.

Contracts

  • [#15650]Put the renewal contract line PO number to sales order customer document number when renewal contract line generate sales order.
  • [#16679] Added the ability to reorder Contract Lines within the Contract Line list.

Debtor Management

No new features.

Documents

Important Information: Please ensure before upgrading to 26.0.0 or after from any version prior to 25.0.2 you have your SMTP details available as although these will be ported across other scripts could interrupt this process. 

Deprecation of Outlook Client integration – Outlook client integration has been deprecated due to integration with OAuth and locking down of the new Outlook dll’s. All email’s will now be sent through SMTP or OAuth server integration.

Email Settings – All document settings have been combined inside a centralised Document Settings rather than a independent Document Distribution settings. Document Automation will still work using the configuration settings inside of Automation Settings, this has been yet to be moved over.

  • [#16044] – New Integration with OAuth and SMTP through server integration rather than through Outlook Client.
  • [#16058] – Allow CC addresses when integration with OAuth and SMTP integration.
  • [#16059] – Email settings have been moved into Document Settings to centralise all Email information (Document Automation not affected).
  • [#16060] – Save Draft functionality for Exchange 365 and Google Workspace
  • [#16110] – New Email Compose screen when sending documents through Document Distribution within Sage.
  • [#16160] – Support for Supplier Via Stock fulfilment methods when using Purchase Order to Sales Order Automation.
  • Additional improvement in the Remittance functionality.
  • [#16807] Document Distribution terminology has been updated to be more inline with OAuth.
  • [#16790] A banner now appears in Document Distribution settings to sign post you to setup Email Integrations.
  • [#16030] A CC address can be passed now from Approvals to Document Distribution when sending a Purchase Order.
  • [#16032] When a Purchase order is sent with a stock item attachment, Document Distribution will check for a duplicate document and remove it.
  • [#16357] Validation has been added to Document Distribution to check if an email address is the correct format.

Document Automation

  • [#14884] The Document Automation Processing screen will now check and display notifications that have been added in the Web Portal. This is used for important service status messages etc. Notification can be dismissed per user, per company.
    • [#14899] Added a new Document Type to Document Automation. ‘Customer Remittance’ documents can now be processed. This will Validate whether the receipt, and all associated invoices and credits exist on the Ledger. An allocate them if they are unallocated and the values match.

    • [#15143] Allowed Purchase Orders to Sales Orders to work with Direct Delivery.
    • [#17130] Added a new `Custom Tax Rate` option to Split VAT, allowing selection and use of an additional tax code in line with Sage’s offering.
      • This enables more flexible VAT handling for invoices, including support for Reverse VAT rates, and provides clearer configuration in `Document Automation Settings > General Settings` and supplier invoice processing screens.
        [#14901] Document Automation now supports construction certificates, streamlining the end-to-end process from supplier application through invoice posting.Added the ability to automatically process and post construction invoices that pass validation, streamlining the workflow and eliminating manual data entry. Invoice details, including `invoice date` and `2nd reference`, are now extracted directly from the document, with a default to today’s date if missing. Each posting also creates a new line referencing both the invoice and related applications for improved traceability.
      • Added the ability to process construction certificates manually, allowing users to review a detailed invoice breakdown including `Second Reference`, date, nominal line analysis, and CIS/CIIP information before posting.
      • Uploading construction invoices is now streamlined, with the system automatically identifying suppliers or sub-suppliers marked as construction suppliers in the `Purchase Ledger`. This ensures the correct fields are available for mapping documents during upload.
      • Added a new option in the `Sicon Tab > Document Automation` section of Supplier Accounts to mark suppliers as construction suppliers, visible only when `Sicon Construction` is installed. This streamlines processing of construction invoices and improves supplier account management.
      • Construction invoice uploads now include enhanced header-level validation, ensuring invoices match the correct `valuation` and `project number`, and accurately reflect `discount` and `gross/net/tax` values. New rules validate `DiscountValue` and `DiscountPercent` fields, with improved logic for marking invoices as `Needs Validation` if mismatches are found.

Enhancement Pack

  • [#14328] Standardise Import/Export – SOP001, integrate Quotation and Pro Forma Invoices import into SOP001 import module.
  • [#16440] PB005 – Restored a previously removed feature to the Settings screen.
  • [#16414] SOP016 – The ‘Update associated orders when lines are amended/added’ feature now allows selective control over which fields are updated when changes are made. Also a new setting, ‘Use SOP Selling Price for POP Buying Price’, can be enabled to automatically set the purchase order’s buying price to match the sales order’s selling price.
  • [#16413] SOP016 – Comment lines can now be created and automatically transferred to the associated purchase order.
  • [#16412] SOP016 – Copy Discounts from SOP to POP’ now applies the sales order discount to the associated purchase order automatically.
  • [#16746] EP settings has been refactored to speed up opening and saving.
  • [#16334] A sort has been applied to Enhancement Pack settings which can be amended.
  • [#14989] Standardise Import/Export – STK020.
  •  [#17317] `STK028` – A new menu allows importing units of measure for product groups and stock items using a simple file format. The import process updates the correct `UOM` and `Ratio` on each stock item, ensuring only valid units are accepted. This streamlines bulk updates and supports both import and export via the `Unit Of Measure Import` form and related menu items.
  • [#17360] `STK028` – Added a new menu option in the Sicon Enhancement Pack to import and update units of measure for product groups using a simple import file. This feature allows quick updates to selling and buying unit settings for multiple product groups, with validation to ensure only valid units are imported. The update includes CSV import/export functionality and new options in the `Unit Of Measure Import` form.
  • [#14180] A new standardised import/export class has been introduced, streamlining and unifying the way data is imported and exported across the system. Key import processes such as `PL006`, `NL004`, `SL005`, `POP008`, `POP023`, `SL008`, `SL009`, `SL006`, `POP015`, `SOP020`, `STK002`, `SOP018`, `STK015`, `STK005`, `STK006`, `STK016`, and `SOP033` have been updated to use this common approach. This enhancement delivers consistent validation, improved maintainability, and more reliable data handling, while also addressing previous issues with field validation and database integration.

Intercompany

  • [#15293] Added the ability to create a new bin in the receiving company for intercompany stock transfers.  
  • [#16161] Added a new IC Back-To-Back Setting to copy POP discounts to IC SOP.
  • [#17105] Added the ability to create back to back returns.

Sicon CRM

Important Information: On installation a guided wizard will appear to assist in the migration of system types. – please see the HUGs for further info. Campaigns created in version 221 may lose their Mailchimp link within CRM. However, the data and campaign history will remain accessible directly in Mailchimp. For full visibility, please refer to Mailchimp when reviewing older campaigns.

  • Overhauled the system types, all custom types will now need to be attached to a system type so the software is aware of the context it is used in. This is designed to help improve system understanding of your custom defined types and improve make their more usable and flexible in the long term.
  • [#14607] – We’ve significantly enhanced the campaign functionality with the following updates:
    • Mailchimp Independence: Audiences and campaigns can now be created without requiring Mailchimp integration.
    • Expanded Capabilities: You can now create Tasks, Orders, Quotes, and Proformas directly within the campaign screens.
    • Email Functionality for Non-Mailchimp Campaigns: Build email templates and send emails directly from the campaign screen, available exclusively for non-Mailchimp (CRM) campaigns.
    • New Dashboards: Introduced summary dashboards for both Mailchimp and CRM campaigns, providing clearer insights and easier tracking.
    • Opportunity Generation: Campaigns can now generate opportunities for members, streamlining lead management and follow-up.
  • [#15984] Creating a customer inside of CRM (Sage 200) will now give you the option to create a SL record.
  • [#15984] Creating a Supplier inside of CRM (Sage 200) will now give you the option to create a PL record.
  • [#14928] When a default company is set, you can now select alternative company types when creating a new company.

Sicon CRM Web Client

Important Information: Requires Add-On Versions for 250

  • Added reporting logic to companies, opportunities, and cases. This allows a user to download an excel output of their data with filterable and sortable columns and a date range. The new functionality can be found in the main menu.
  • Added a new stock field to the price enquiry and made the screen available from the main menu.

Sicon Fixed Asssets

No new features.

Commercials

Barcoding & Warehousing

  • [#14695] Add ‘Proof of Delivery’ menu item and functionality, enabled in user permissions when Sicon Documents is installed. This new menu item allows the user to take a photograph, for proof of delivery purposes, which is stored in the Sicon Documents module against the selected despatch.
  • [#14906] Apply new Sales Orders configuration setting ‘Set pick quantity to current free/allocated total if batch is scanned’ when enabled.
  • [#14695] Add new ‘Despatch Proof Of Delivery’ user permission to Settings, requires new ‘Despatch Proof Of Delivery’ DMS document type.
  • [#14906] Add new Sales Orders configuration setting ‘Set pick quantity to current free/allocated total if batch is scanned’
  • [#9708] Added function to print labels when receiving a sales order return. | Fix ‘or’, change .label file names, etc.
  • [#15208] Added the ability to delete totes linked to a sales order in Wave Pick.
  • [#6166] Added the ability to use smart picking with works orders, once smart picking is enabled this will be active for works orders. We have also added a setting to ignore smart picking for works orders.
  • [#13244] Despatch Stock Transfers now allows packing into multiple packages by selecting the pack quantity for each package.
  • [#9708] Added function to print labels when receiving a sales order return + minor change to error message + move ‘Receive Sales Order Returns’ menu option closer to ‘Despatch Sales Orders’.
  • [#13244] Despatch Stock Transfers now allows packing into multiple packages by selecting the pack quantity for each package.
  • [#15245] Fix Wave Pick not saving boxes created using the ‘enter number of boxes’ page if despatch note printing fails.
  • [#16153] Added ability to add found items on a Sage stocktake.
  • [#11510] Import Stock Item Barcodes now allows import if multiple barcodes for unspecified suppliers, by including ‘*’ in the ‘stock item supplier’ column/field.
  • [#16328] [#16328]: Made sure that the picking allocations on works orders handle traceable items when selecting traceables at allocation. If a batch is split across bins, then the ‘smart’ bin is shown to pick from.
  • [#16245] Despatch sales orders now allows user to maintain box/package dimensions after adding packages, not only at the point of despatch.
  • [#16246] Added maintainable package types with default dimensions. When configured these can be selected on the device instead of simply adding generic ‘boxes’.
  • [#16278] Added new feature to allow user to select a stock item to despatch. This will option the sales order to allow the user to despatch the sales order.
  • [#16245] Add package dimensions to the Package Enquiry information grid/list.
  • [#16153] Added ability to add found items on a Sage stocktake.
  • [#16278] Added new feature to allow user to select a stock item to despatch. This will option the sales order to allow the user to despatch the sales order.
  • [#16246] Add maintainable package types to Despatch Sales Orders package selection page.
  • [#16245] Despatch sales orders now allows user to maintain box/package dimensions after adding packages, not only at the point of despatch.
  • [#16743] Stock item maintenance unit of measure override configuration options added.
  • [#15020] Applied server-side changes to store user favourites.
  • [#15562] Show the user’s last logged-in app. version in the Settings screen user list/grid.
  • [#16608] Added Wave filter to include despatch but not invoiced sales orders.
  • [#16692] Added options to create replenishment by use by date or sell by date.
  • [#11368] Removed the restriction to not allow replenishment when selecting batches/serials at allocation.
  • [#16939] New Dynamic Stocktake configuration setting ‘Add stock internal area’ added to override nominal postings when adding extra/found stock.
  • [#16743] Works Order pick now displays unit of measure name.
  • [#16745] Add new Sicon Manufacturing (WOP) setting to allow stock item to be scanned when first picking, auto-select first expected bin and automatically set the pick quantity to the required quantity when an item is selected.
  • [#16657] Create new bin from device now automatically sets bin name upper/lower case characters to match the Maintain Locations list entry.
  • [#16743] Applied stock item unit of measure overrides when configured.
  • [#15020] Add user favourite functionality.
  • [#16745] Add new Sicon Manufacturing (WOP) setting to allow stock item to be scanned when first picking, auto-select first expected bin and automatically set the pick quantity to the required quantity when an item is selected.
  • [#14692] Show the remaining quantity to build on the Build Kit, Add Stock page.
  • [#16692] Added options to create replenishment by Use by date or Sell by date.
  • [#16743] Works Order pick now displays unit of measure name.
  • [#16431] Made sure that when we issue stock (include via projects), that the unit of measure override is taken into account, and therefore the correct stock unit quantity is issued.
  • )[#16432] Made sure the UOM override set on the stock item works on dynamic stocktake and Sage stocktake screens. Also made sure the quantities visible on the enter traceable items screen show with the UOM override.
  • [#16431] Made sure that when we issue stock (include via projects), that the unit of measure override is taken into account, and therefore the correct stock unit quantity is issued.
  • [#16485] Added ability to selecting the number of package types when despatching a sales order.
  • [#17045] Added ability to over book works orders if setting in manufacturing to allow changing of finished item quantity is on. Also allow under booking and so we ask the user if this is the final quantity to book.
  • [#17074] Allow disabling the stock item UOM override for sales order processing.
  • [#17161] Add Supplier Stock Item Barcode quantities.
  • [#17457] Add filter to works order selection page.
  • [#17581] Add bin dimension fields to warehouse locations. Added width, height, length and calculated volume fields to SiconWABLocation records.
  • [#17583] Add new user setting ‘Allow add new bins to stock items’ to enable bin creation for only configured users, setting is defaulted ‘on’.
  • [#17847] Despatch/Receive Stock Transfers, Multi Item Transfer, Single Item Transfer and Warehouse Transfer now also lists batch/serial quantities based on any stock item configured unit of measure override.
  • [#17045] Added ability to over book works orders if setting in manufacturing to allow changing of finished item quantity is on. Also allow under booking and so we ask the user if this is the final quantity to book. We also display the quantity remaining to book.
  • [#17074] Allow disabling the stock item UOM override for sales order processing.
  • [#17161] Add Supplier Stock Item Barcode quantities applied at the point of scan and prompt user to confirm barcode quantity when creating a new stock item barcode from Stock Enquiry or at picking.
  • [#17296] Despatch Sales Orders will now display a confirmation message if a tote is selected for packing.
  • [#17457] Add filter to works order selection page.
  • [#17562] When configured show the stock item override unit of measure on Despatch Stock Transfers, Multi Item Transfer, Single Item Transfer, Warehouse Transfer, Issue/Return Stock, Project Issue/Return, Add Stock and Write Off Stock and Receive Stock Transfers pages.
  • [#17847] Despatch/Receive Stock Transfers, Multi Item Transfer, Single Item Transfer and Warehouse Transfer now also lists batch/serial quantities based on any stock item configured unit of measure override.

Construction & CIS

  • [#13954] Remove unused ‘Default Expiry’ setting in Application Settings.
  • [#15231] Added new ValuationPostingCoordinator and made new method in ValuationsCommon.
  • [#17413] Added new deductions coordinator used by plugin API and in sage200.
  • [#17765] Added a new view to collect all linked transactions for transaction types in the applications ledger.
  • [#17767] Added plugin web API method to retrieve SiconAppLinkedTransView data.
  • [#17887] Added an end point to get many posted nominal transactions for an application or valuation.
  • [#14864] Changed RCT Contracts Import to new format.
  • [#15394] Added new Generate Application from Cost Transactions screen.
  • [#17410] Application and valuation plugin end points will now return nominals for them.
  • [#17649] Added a new plugin to get valuation cumulatives to use in the Hub. changed coordinator to take in a request model instead of params.
  • [#17408] Added plugin controller to calculate and retrieve cumulatives for an application.

Courier Integration

  • [#14685] Add courier Response Logistics.
  • [#14921] Added Windsor framework for DPD local, DPD and ParcelForce.
  • [#14915] Add the ability to print a commercial invoice from the Despatch Screen in Sage.
  • [#15171] APC: Allow the user to use a delivery service – that may not necessarily be available on certain days – eg. WP12 Saturday delivery.
  • [#14617] Added courier Ship Station.
  • [#15538] Amazon: Added Amazon courier shipping.
  • [#16478] Parcel Force: Restrict courier description to maximum length permitted by the API (30 characters).
  • [#16721] Windsor Framework and ParcelForce: Made sure that the EoriNumber and the UkIMS number is set correctly if the destination address is Northern Ireland or not.
  • [#16452] Royal Mail Click and Drop: Added Windsor framework fields to Royal Mail shipments.
  • [#17867] Royal Mail Click and Drop: Added Notifications check field to Royal Mail Click and Drop services.
  • [#17167] FedEx and Palletways: Added proof of delivery for FedEx and Palletways.
  • [#18202] DX Express: Add DX Express courier integration support.

Distribution

Important Info: Sicon landed costs have been rewritten without the requirement to use Sage landed cost postings. A new landed cost maintenance screen has been created, to allow for additional landed costs types to be created. An apportionment type and apportionment method can be set. A new option to allow for landed costs to be split over multiple PO receipts against a single purchase order has been created. When Sicon distribution containers is installed, landed costs can be set at the container level. A migration routine will run when upgrading a site that is already using Sicon landed costs. The set up required for new landed costs is detailed in the distribution POP management HUG.

  • [#14597] When receive container, we now have an option to Record Invoice as well. This will bring up the Post Invoices screen prepopulated with the purchase orders that have been received.
  • [#14611] Added a part received status to containers.
  • [#16339] Added the ability to consolidate PO invoices into one invoice per supplier after receiving containers in.
  • [#16339] Added the ability to consolidate PO invoices into one invoice per supplier after receiving containers in.
  • [#17040] Added a new setting so that sales and purchase contracts can be auto completed once all lines associated to the contract are invoiced.

Projects

  • Estimate Management for Lost Estimates
    • [#14352] Hide ‘Include Completed’ checkbox for Template and Estimate job types.
    • [#14510] Enabled Status drop down to ‘Live’ or ‘Lost’ for Estimates.
    • [#14509] When converting an Estimate to a Project, added a prompt to set linked revisions to ‘Lost’.
    •  [#14511] Added error message to prevent ‘Lost’ estimates from being converted to a project.
  • Profit Margin Adjustment
    • [#14512] allow negative values for Unit Cost and Unit Selling on Operations Header.
    • [#14507] prevent creation of zero-value budget lines on Estimates only.
    • [#14502] added project totals line on Project Levels View.
    • [#14517] added ability to amend the Profit Margin on the Project Levels Tab and update the Selling Price on Operations.
  • Printing Estimates
    •  [#14504] Add ‘Print Estimate’ button to Amend Estimate Form.
    • [#14506] added ‘Print Estimates’ to the Estimate Desktop List.
    • [#14505] Upgraded JC Estimate Detail.report with the latest data mode.
  • [#15364] Added a default setting for ‘Generate Billing Group Transactions’ in Project Settings.
  • [#15365] changed Transaction Type Lookup on Generate Billing Transactions to use a multiple selection option and renamed the ‘Show All’ button to be a ‘Clear’ button.
  • [#15362] Updated logic for displaying the Billing tab on SOP Order Return lines. The condition now checks for the existence of a link in SIJCTRNSOPLink instead of relying on the Generate Billing Group Transactions setting in Project Settings.
  •  [#15354] moved the ‘Group Single Line per Project’ setting to the Generate Billing screen.
  •  [#15356] Re-labelled ‘Group Transactions’ setting to ‘Group by Revenue Nominal’ for clarity.
  • [#14691] Project enquiry will now only show committed application transactions in the ‘Applications’ section of the totals. Actual postings will go in the ‘Actual’ section. Also applied application actuals changes on the enquiry to the transaction list drill down screen.
  • [#16080] Add message service for documents fetch project contact information. add pattern matching check throw error exception and dispose object after use.
  • [#14837] changed Nominal Transactions Import to new format.
  • [#16407] Added plugin API method for getting project levels.
  • [#15627] Added plugin API endpoints for project Objectives.
  • [#16346] Added ability to amend project levels from the list in the HUB.
  • [#15550] Added 2 new message services when creating Sicon Project Analysis Items on the purchase invoice screen. This is so that Distribution can lift the value of the PO line nominal for new landed costs and then also add new project analysis items at the end of the process for the new landed cost nominals that will be added.
  • [#14840] [#16299] changed Purchase Transactions Import to new format, removed employee fields on Purchase Transactions Import and fixed Authorisation issue.
  • [#15550] Added 2 new message services when creating Sicon Project Analysis Items on the purchase invoice screen. This is so that Distribution can lift the value of the PO.
  • [#17236] Added plugin methods for project addresses to use in the Hub.
  • [#14844] changed Plant Import to new format”.
  • [#14841] changed Sales Transactions Import to new format”.
  • [#14842] changed Stock Settings Import to new format.
  • [#14834] changed Operation Header Stock Import to the new format.
  • [#14835] changed Scheduled Operations Import to the new format.
  • [#14833] changed Default Nominals Import to the new format.
  • [#17709] removed unit selling price calculations from Generate Billing screen as not needed.
  • [#14842] changed Stock Settings Import to new format.
  • [#14838] changed Default Nominals Import to the new format.
  • [#14841] removed employee fields on Sales Transactions Import.
  • [#17709] added additional logic for Labour/Plant transactions unit selling price to use markup when the charge rate is zero for Generate Billing.
  • [#16221] Added logic to prevent users from viewing the project enquiry if the required permissions are not configured in Sage Admin.
  • [#15627] Added plugin API endpoints for project Objectives.

Service

  • [#16159] Made API/Model changes to support taking an array of Equipment IDs to link.
  • [#16080] Add message service for documents fetch case or equipment contact information.
  • [#16531] Added the Customer Order Number field to the Case Import.
  • [#16461] Case Tracking Status: Added the ability to soft-delete tracking statuses.
  • [#18273] Show equipment location and contact details in self service.

Self Service

  • [#17175] (Case List): added location filtering
  • [#17177] (Tracking Notes): added Edit security
  • [#17176] (Equipment): added servicing coordinator support to fetch earliest Next Service Date (including from multiple service dates)

Web

  • [#15881] Tracking Note edit dialog will now filter statuses to only display those that have been configured as available for the current case type
  • [#16159] Added functionality to raise a new case via multiple equipment items
  • [#17175] Added Case Location column to Case list
  • [#17176] Added Next Service Date column to Equipment List
  • [#17178] Added a security check to the Tracking Note editor, to ensure that only the original author can edit a tracking note via Self Service
  • [#18274] Added location fields to the equipment page with tooltips to view extra detail
  • [#18275] Added new columns for locations with tooltips to the equipment list

Addon

  • [#17177] Added setting to dictate whether tracking notes can be edited by their creators

Manufacturing

  • From version 25.2, the beta integration between Sicon Works Orders and Sicon Projects is now standard for sites previously using project integration. On first access to any Works Order Processing menu item, a Project Migration routine will run automatically. To support smooth implementation, it is recommended to open a Sicon Works Order screen after upgrading, where project integration is already in use.
    The setting ‘Project issue internal area’ is now required to be set with the new integration.    Additional information is available in the “Sicon Projects Integration” section of the Works Order Processing Help and User Guide https://www.sicon.co.uk/user-guide/works-order-processing-help-and-user-guide-v25
  • [#15053] Added new web API endpoint ‘UnissueWorksOrderLine’ to un issue works order components.

Works Order Processing

  • [#15489] Added the ability to store scrap percentage on the Sicon WOP tab of a stock item.
  • [#16080] Added the ability for Sicon documents to fetch works order’s contact information when it is linked to a sales order.
  • [#15497] Added the ability to view legacy Sage 200 works orders within Sicon Works Order Processing.  To access this feature, the roles in Sage Admin must have “Sage 200 Works Orders” and “Sage 200 Works Order List” enabled.  This view is not intended to be a like-for-like replacement, its purpose is to retain historic reference information when Sage remove the legacy Manufacturing menu items.
  • [#15927] Added the ability to set a warehouse override at the BOM component line level.
  • [#13544] Improved the Works Order creation process to ensure consistency across these methods:
    – Create Works Order (Sicon works order processing menus)
    – Generate Works Order from Sales Order (Sicon works order processing menus)
    – Sales Order workflow (when saving a finished item and Sicon workflow is enabled)
    As part of this development, operations with a delay configured will now display the delay as a separate line on the Operations tab of the Works Order to improve visibility.

For sites with the “Always ask before creating sub-assembly” setting enabled, all prompts will now appear during the initial creation stage. This allows users to review each sub-assembly in sequence before confirming how they should be created.

  • [#17163] New booking in methods – added the ability to unbook a booked transaction, allowing for part-unbooking of a works order.

    A new booking breakdown has also been added to each transaction (for new works orders following upgrade), to show what costs have been considered at point of booking – accessible by double-clicking the transaction.
  • [#15495] New Sicon scrap percentage on the stock item settings WOP tab for migration from Sage Manufacturing.
  • [#16101] Added a new import for works order lines.

Material Planning Resources

  • [#15672] Added the ability to filter Suggested Stock Transfers by reason.
  • [#15673] Added the ability to ‘Combine’ suggested stock transfers together when they are the same ‘In, out warehouse and despatch date’ or just the same ‘In, out warehouse regardless of the despatch date.
  • [#15673]  Added the ability to ‘Select’ and ‘Deselect’ all on the suggested stock transfer tab.

  • [#17216] Added new columns to the ‘Suggested POs’, ‘Suggested WOs’ and ‘Suggested Kits’ tabs on MRP to display the ‘Demand Date’ where possible, if grouped then no demand date will be shown.
  • [#17218] Added a new filter to ‘Only’ display or ‘Exclude’ suggestions where orders have been raised since MRP was last run.
  • [#17202] Added Sicon Project information to the details when viewing a movement that has Sicon Projects on the ‘Future Stock Movements’ screen.
  • [#17215] Added a sort by date or reschedule date on the ‘Future Stock Movements’ screen.
  • [#17232] Updated the MRP ‘Rescheduling’ tab so that it now displays more info about the source and demand movement that is going to be rescheduled. Added new filters to the tab. Added the ability to accept the reschedule date and add a preallocation to the demand. Any source or demand that is preallocated will no longer be used for rescheduling.
  • [#17636] Added the ability to run ‘Rescheduling’ on it’s own before the full MRP is run. This allows the user to reschedule what orders they like and MRP doesn’t have to make the assumption that all reschedule dates will be accepted, therefore making the final MRP more accurate.
  • [#15673] Added the ability to ‘Combine’ suggested stock transfers together when they are the same ‘In, Out Warehouse and Despatch Date’. Added the ability to ‘Select’ and ‘Deselect’ all on the suggested stock transfer tab.

Kitting

No new features.

Shop Floor Data Capture

No new features.

Approvals

Important Information: From Sicon version 260.0.0, the legacy Approvals mobile app will no longer be supported.  Mobile access will remain available for Expenses and Invoices via the Sicon Hub only.

Customers using the mobile app for Requisitions, Timesheets, Holidays, or Absence should be advised not to upgrade at this time if continued mobile access is required.

(This change reflects technical limitations with the legacy app platform and is not a removal of functionality from the desktop product)

  • [#14762] Added a static “Warm Up” page that is shown during Sicon Approvals first start up after fresh install or Hotfix.
  • [#14547] Added “Basic” and “Detailed” options to Audit History.
  • When “Basic” is selected, all fields will be displayed in a raw value format e.g. project and nominal changes should be a numeric value.
  • When “Detailed” is selected, all fields will be displayed in a user-friendly format e.g. project changes should show the project number text description and nominal changes should display the nominal account description.
  • [#15172] Added the settings for Mandatory ‘Request For’ and ‘Notes’ fields to be added to Requisitions.
    • Settings can be found in: System Settings > System Settings header > Requisitions > Functionality banner
  • [#13878] Reworked Budget Checking functionality to be faster than legacy Budget Checking.
    • Added the settings ‘Budget Nominal Detail Sync Interval’ and ‘Budget Project Detail Sync Interval’ for different server setups. Settings can be found in: System Settings > System Settings header > Miscellaneous > Service banner
  • [#13878] Added in a Budgets migration screen tool that can migrate Legacy Budgets for use with the new Budgets settings.
    • This tool can be found in: System Settings > System Settings header > Budgets > Functionality > Run Migration
  • [#16046] Added support for Google mail and Microsoft 365 Authentication Methods in the Email/Notifications settings.
  • [#14491] Improved security in the HR documents screen by removing the ability for users to attach documents by a URL link.
  • [#16491] Added a tool to update the default Approvals reports of previous versions to resolve XML errors.
    • The tool will appear when the Approvals webpage starts up and can be dismissed if the user wishes to update the reports manually.
  • [#16750] Added a Domestic Tax Rate to reflect HMRC’s changes to fuel tax rates, specifically for claiming expenses on electric vehicles charged at home.
    • Upon application of this version, Approvals will prompt the user to set a Domestic Tax Rate for all Sage Connections before proceeding to the dashboard.
  • [#16960] Added a popup to advise users that once this hotfix is applied that a Default Domestic Fuel Tax Rate needs to be selected for each Sage Database Connection.
  • [#18047] Added a restriction limiting Company Logo upload size to 4 MB to improve Approvals performance on slower internet connections.
  • [#18114] Introduced “Minimum Hours for Day Rate” eligibility when using Subsistence Expenses.

Common Components

  • #10966 Moved PersistentObject and IEnumerable to Sicon.Sage200.Architecture.DAL.Extensions Also Fixed Potential Bug with Generic Parameters Not Constrained to Reference Types Should Not Be Compared to ‘Null’
  • #12087 Enhanced PersistentObjectCollectionExtensions Functionality
  • #12314 Regenerated Contracts Data Model and Added New Field
  • #12358 Added New Method to Allow Item Filtering
  • #12490 Updated Barcoding Data Model, Add SiconWabKitSOPView.AssignedToSiconWabUserId.
  • #12532 Added ContextMenuBuilder and WithItem Method to ContextMenuBuilder
  • #12816 Don’t Allow Entry of Batch/Serial Numbers at Stocktake if Stock Item Is Configured to Not Record at Goods Received + Report Similar Error if User Attempts to Complete a Stocktake with Serials When Not Enabled.
  • #12907 Added InvalidateLazy<‘T>’ Class for Lazy Initialization and Methods for Bound Object Handling and Control Search
  • #13097 Added a Pre-Method Message Service for Projects When Completing a Project
  • #13146 Added the SiconBackToBackLine Object to the Data Model
  • #13196 Added Tax Code Type Validation to Prevent the User Attempting to Import Values That Cannot Be Parsed as Integers
  • #13288 Added a Maximum Length of 20 Characters for the Free Text Buying Unit Description Field on the Purchase Order Line Import, Preventing Errors from Excessively Long Values.
  • #14632 Added a Range Filter Extension to Object Collections
  • #14923 Added Extra Fields to Barcoding Messaging Service to Meet the Windsor Framework Requirements in Couriers.
  • #4497 Added Extension Method for Checking for Ancestors
  • #9669 Fixed an Issue When Receiving a Part Received Preallocation
  • #9931 Added SiconCRMPersonId to BillingSalesOrderLine
  • [12087] Enhanced functionality to support persistent object collections.
  • [12532] Added support for including items in context menus.
  • [14315] Improved parsing logic for better reliability.
  • [14323] Added support for importing POP023 records in Enterprise Portal.
  • [14325] Introduced parsing support for accounting periods.
  • [14328] Added support for importing sales orders, quotations, and proformas.
  • [14512] Removed formatting rules from labour cost and selling price fields.
  • [14629] Enabled dynamic event management and conditional menu item availability.
  • [14725] Enabled completion of preallocations after purchase order receipt.
  • [14854] Updated collection handling to use a more generic object collection structure.
  • [14862] Added support for submenus and completion events during import.
  • [14915] Updated the data model used for courier integrations.
  • [14923] Included additional fields in barcoding messages to meet Windsor Framework requirements.
  • [14984] Introduced parsing logic for product groups and country codes in import routines.
  • [15169] Added a new “Operation Notes” tab in the operations maintenance screen, populated during works order creation.
  • [15279] Introduced various enhancements including support for grouped CSV records, new extension methods, and dynamic property handling.
  • [15291] Improved the CSV import and export interface and capabilities.
  • [15390] Created a new API controller for retrieving and submitting Sicon history, with factory refactoring and method deprecation.
  • [15470] Introduced a new API controller to manage product settings including retrieval, creation, and updates.
  • [15503] Rebuilt the underlying service data model.
  • [15530] Added a transient flag to maintain compatibility with earlier Sage versions.
  • [15582] Streamlined list handling, improved null checks, and enhanced charge code parsing and structure.
  • [15590] Introduced factory handling for order returns and improved dictionary functionality.
  • [15602] Added new capabilities for list data source interaction.
  • [15615] Added new API endpoints for managing teams and employees.
  • [15624] Added new API support for managing Sicon analysis codes.
  • #12166 Added SetFieldValue method
  • #14901 & #16033 Added ModuleDataAttribute for Sicon modules metadata
  • #14979 Added delivery address update when creating sales returns; returned default warehouse; allowed delivery date earlier than order date (warning added)
  • #15220 Added “Found Stock” button on the Enter Values Stocktake screen
  • #15231, #14901 Added ItemSelectionForm for customizable item selection
  • #15232 Fixed issue where column or table could be null; added fuzzy matching functionality
  • #15328 Fixed issue with ‘Add Stock’ Core Web API for batch stock items (“Stock item must be serial-numbered traceable type”)
  • #15606 Fixed number box validation for Equipment Question report
  • #15628 Added sorting extension; added Plugin Web API for Sicon Notes
  • #15715 Added sijctrnsoplink into the data model
  • #15931 Increased Timesheet Notes database field length from 4000 to 8000; updated data model, object store, and SQL script
  • #16010 Added Message Service for documents, allowing other modules to call print/email actions
  • #16032 Added file MD5 check method
  • #16041 Added various Sage filter extensions
  • #16060 Added “Save as Draft” method in email for M365 and Google (SMTP not supported); enabled “Save to Draft” function
  • #16080 Added CRM Case Message Service for documents to get contact details from other products
  • #16110 Added new Email Editor screen in Architecture UI as a common editor for all modules; fixed attachment send error; “Save to Draft” button now hidden until functional
  • #16162 Added discount properties to POPFreeTextRequest
  • #16246 Updated Barcoding data model; added SiconWABPackageType and SiconWABUser.AccessSOPDespatchPOD
  • #16271 Temporarily removed features for maintaining Notes tabs
  • #16328 Ensured picking allocations handle traceable items when selecting traceables at allocation
  • #16456 Changed AddStandardItemLineRequest.UnitDiscountValue field type from int to decimal
  • [#14474] Introduced the new `Timesheet Enquiry` feature, allowing users to easily review and analyse detailed timesheet history. Users can now drill down into individual records to view `Date`, `User`, `Type`, and `Description` details. This enhancement is accessible from both the `Timesheet Enquiry` and `All Costs` screens, streamlining timesheet management and improving visibility into work history.
  • [#13111] The booking process has been completely rewritten, introducing new methods for handling both full and part bookings on works orders. This update adds the ability to part-unbook, making it easier to manage changes and corrections. The new process supports manual booking, backflush, webAPI, barcoding handheld, and SFDC, while maintaining compatibility for existing works orders. Future updates will further streamline the codebase by removing legacy methods once all scenarios are covered.