Enhancement Pack Help and User Guide – Common Enhancements
Table of Contents
13. Enable Module
14. Release Notes
16.1. Sicon v20.1
16.2. Sicon v20
16.3. Sicon v19.2
16.4. Sicon v19.1
16.5. Sicon v19
16.6. Sicon v18
This Help and User Guide includes enhancements that are common across multiple Sage modules. It looks like any other Sage 200 module, making it easy to use for anyone already familiar with the Sage 200 environment.
What is the Sicon Enhancement Pack?
Sicon have produced a number of small utility products and enhancements for Sage 200 that we do not qualify as a full products. These integrate with the various standard Sage 200 modules and are included in our Enhancement Pack.
The module may be configured to enable/disable utilities (functions) as required using a series of tick-box selections on the Settings screen.
To view a brief description of each function included in this module, please select a Sage module from the menu to the left. Enhancements that integrate with several modules are listed in the Multi-Module Functions section.
1. COM001: Sales/Purchase Order Processing Trader and Stock Item Popup Notes
This function allows maintenance of customer, supplier and stock item specific notes, which will be displayed as a ‘pop-up’ message when the related trader or product is selected during sales order entry or amendment.
These notes are maintained on a new tab shown on the customer, supplier and stock item maintenance screens.
Notes may also be viewed on a new tab on the customer, sales and stock item enquiry screens.
When a customer or stock item is selected during sales order entry/amendment*, any pop-up notes will be displayed as informational messages.
When a supplier is selected during purchase order entry/amendment* any pop-up notes will be displayed as informational messages.
*NB: popup notes fields are limited to a maximum of 4000 characters. Popup notes will only appear when you select amending sales or purchase orders when using the Sage shortcut bar.
2. COM002: Memo Tabs for Sales/Purchase Orders, Returns and Quotations
This function allows memo notes to be maintained against individual sales or purchase orders/returns.
Memos can be entered via the order/return entry, amendment and enquiry screens.
Each memo note can be flagged with a selected Follow Up user and Date/Time.
It is not possible to add a memo to an order/return before it has been saved, should the user attempt this the following message will be shown:
Memo tab functions were added to enter, amend and view SOP quotation screens in v2011.0.19.
3. COM003: Multi-Company Transaction Search
This function is used to search for financial transactions across multiple Sage companies.
The ‘+/-’ boxes may be checked to search for both positive and negative matching net or gross values.
NB: it is not possible to ‘drill-down’ or display detailed transaction information from this screen.
Company Configuration: the Configuration button may be pressed to allow selection of which Sage companies should be searched. These company configuration selections are saved for use during further searches and are applicable to all users of the search function.
4. COM004: Currency Exchange Rates Applied to Orders and Returns
In this section we will cover Currency Exchange Rates applied to orders and returns.
When exchange rates are changed, this feature will automatically prompt the user to apply the new rates to all current (i.e. live, on-hold or disputed) sales and purchase orders/returns.
If the user clicks OK, exchange rates on all selected orders and returns will be updated with the newly entered rates. Following an update, a confirmation message will be displayed detailing the number of sales and purchase transactions updated for each currency.
If the user clicks Cancel no order or return exchange rates will be amended.
NB: Updating sales order exchange rates using this feature will not result in selling prices being re-calculated from the price book.
5. COM005: User Configured Product Groups
This function allows configuration of stock item product groups against each Sage user. Each user will then only have the ability to add stock items in the configured product groups when entering sales orders.
The Maintain User Product Groups screen (accessed from the Enhancement Pack, Common menu) is used to configure which product groups may be selected for each user.When this function/screen is first used, the system will automatically generate settings that allow all users access to all product groups.
Once these defaults settings have been created, user and product group setting may be amended as required.
If the Allow this user to select items from all product groups box is checked, the selected user will have the ability to select items from all existing product groups, along with any new products groups added in the future.
Specific items may be configured for the selected user using the Product Group drop-down list and Add button.
It is possible to remove product groups by right-clicking in the list and using the Delete option, which will appear in the pop-up menu.
Following configuration of user product groups, stock item filters will be applied when adding a new item to an order (or return).
In the event that a user has no product groups configured, the following message will be displayed.
NB: this function only restricts the stock items that a user can add to an order/return.When amending an existing order/return, the user will retain the ability to amend item/lines that relate to other product group.
6. COM006: Display URN on Purchase/Sales Invoice & Credit Entry
This function automatically displays a message confirming the transaction unique reference number (URN) when a purchase/sales ledger invoice or credit note is entered.
7. COM007: View Order Invoice Items
This function can be applied to both Purchase Ledger and Sales Ledger Transaction Enquiry screens and is used to view Invoice items for Sales or purchase orders.
View Invoice Items: when a row in the list which has a source of SOP/POP is selected, you can then open a view of all the invoice lines associated with that transaction.
In this view you can then drill down to the actual Sales/Purchase order it relates to by double clicking the row or clicking the View Order button.
8. COM008: Customer, Supplier, Nominal, Cash Book and Stock Item Entry Prompt
This feature activates a prompt that will appear in the following screens:-
- Sales Ledger / Enter New Account
- Purchase Ledger / Enter New Account
- Nominal Ledger / Enter New Account
- Cash Book / Enter New Bank Account
- Stock Control / Enter New Stock Item
The purpose of this prompt is to display existing values already in the system that match the new code that you’ve entered. This will assist users to avoid entering a duplicate code, or to see what the next available reference would be.
9. COM009: Add 2nd Reference to SOP/POP Orders
This feature enables you to add a 2nd reference field to the main order entry screen for sales orders and purchase orders. This field can be edited via either the New or Amend orders screen for both of these order types.
The Enhancement Pack settings screen enable you to specify which sparetext or analysis code field should store this information. Within the Settings screen, found within the main Enhancement Pack menu, there is a button labelled Options.
By editing this setting, you can enter either any of the AnalysisCode1-AnalysisCode20 fields, or alternatively use SpareText1-SpareText3. The same field selected will be used for both sales and purchase orders, so you need to ensure that you select a field that is currently not in use for either sales or purchase orders.
If you have not configured this setting correctly, then you will see the following message in the 2nd Reference field in sales and purchase orders:
10. COM010: Extended VAT Analysis On Invoices, Credits & Nominal Journals
For those users not using P/L Authorisation* or Sicon WAP*, at the point of saving an invoice or credit a box will pop up and allow users to enter the breakdown of vat against each nominal code.
* In a future version we plan to make a change to this feature so the vat analysis will be entered in the first screen , which will then allow users who are using p/l authorisation or Sicon WAP top use this feature. Users will then be able to view the additional information through the ledger screen enquiry against the relevant transaction.
This information is populated in Sicon table ‘Sicon Vat Analysis’ for reporting
The setting to switch on is in the Common tab:
For reference only screen shot below:
Extended VAT Analysis On Nominal Journals and Imported Nominal Journals
Nominal Journals & VAT Extended VAT Analysis – How this works
For Journal entries where you wish to record details to the ‘Sicon Vat Analysis’ table, (for custom reporting) when this feature is enabled users will see an additional column on the journal screen labelled ‘Extended Vat Analysis Grouping’
For reporting, users would want to know which vat line, goes with the relevant goods line, so there needs to be a grouping method, the way this is described as below:-
In our example we have added 6 lines in our journal , 3 P & L accounts for goods , and 3 lines of vat, which each are relevant to each of the 3 goods lines
You will see that we have used a number in each of the net goods line , and to group the individual vat line to the correct good lines enter the same number
NB: if your Journal contains no transactions that need to be written to the Sicon Vat Analysis’ table, then users should leave the column Extended Vat Analysis Grouping’ blank.
If you create your journals with tax, using the Import transactions with Tax menu option from within Sicon Enhancement pack then the template, effective release 17 has an additional column in headed ‘ Extended VAT Analysis Grouping)
As per the example template (provided within the import screen) users can see the grouping.
11. COM011: Loqate Address Finder
Loqate are a company who provide address capture to ensure addresses are recorded correctly. This feature provides integration with this service within Sage 200. Each address lookup has a small cost, further details on the Loqate Address Lookup functionality is available from www.loqate.com
You can sign up for Loqate from within Sage. Once this feature is enabled, then a Find Address button is added within the following screens in Sage 200: –
Sales Ledger\Create Customer
Sales Ledger\Amend Customer Details
Purchase Ledger\Create Supplier
Purchase Ledger\Amend Supplier Details
Sales Order Processing\Customer Delivery Addresses
Sales Order Processing\Enter New Sales Order (Full)
Sales Order Processing\Amend Sales Order
When you first click the Find Address button in any of these screens, you are presented with the following window:
You can use the highlighted ‘Click here to sign up for Loqate’ to be redirected to the Loqate website where you will then be to register for a new account. Once you have done this, Loqate will email you an API Key which then needs to be entered into the Sicon Enhancement Pack setting screen to link your Sage system to your Loqate account.
The Loqate countries field defaults to GB, indicating this is the area where the address find will interrogate. You can add more countries by adding their country codes into here, with each country separated by a comma. Country codes can be obtained from the Loqate website, Ireland is IE for example.
Once you have this setup, you can then access the Address Finder functionality in the screens mentioned above via the Find Address button.
12. Enhancement Pack Settings
In the current version of Enhancement Pack, the modules settings are collectively for all Sage 200 companies , so beware that if you change a setting within one company, it will apply to all installed Sage 200 Companies.
Sicon Enhancement pack settings are stored in an XML file , and this file (stored in C:\Sage\Logon\Sicon.Sage200.Addons.xml – C if sage was on C: Change C:\ to whichever drive or share the sage folder is) will need to be copied over from the current LIVE sage server to the test server , in order for the EP features and settings to be the same.
To Enable / disable the features detailed in full in sections 1 – 9.20 above , simply tick the relevant feature you wish to enable in each area.
Against each feature, detailed within the help and user guide you will see a feature number such as COM001 – Which enables the Sales/Purchase Order Processing Trader and Stock Item Pop Up Notes , currently on the Settings page as shown above it does not list the feature code.
If however you double click in the ‘Enabled Functions Box’ highlighted above where in screen shot it shows 41 it details functions enabled and the feature code which is handy when you are logging a support call to your Business Partner.
13. Enable Module
Following installation the enhancement will automatically be activated with a single function for a 30-day trial period.
If additional functions are required or this period expires will be necessary to fully activate the module using an enable string provided by the Sicon Customer Services team.
Summary of Sicon Enhancement Pack Enable Module
- Start the Sage 200 application and log-in with a user whose role has access to this feature.
- Open the Settings screen from the Sicon Enhancement Pack menu.
- Click the Change button, which is displayed to the right of the enable string field.
- Enter (or paste) the module enable string provided by Sicon, then click OK.
- Click the Apply button to save and activate the enable string, the expiry date and number of licenses functions should be displayed.
Enable String Expiry Warning Messages
When the module enable string is close to expiry, a warning message will be displayed each time a function is used. These warning messages may be suppressed by adjusting the ModuleEnableStringWarningDays setting in the ..\Logon\ Sicon.Sage200.Addons.xml file.
14. Release Notes
The release notes page shows which release of the system includes new features or issues resolved.
With the release of the Sicon v19, our version numbering has changed slightly. Previously our add-on versions were numbered in the format 201x.18.0.1. From Sicon v19, our modules will be numbered in the format 201x.190.0.1 This is because we have three Sicon releases planned per year and we will use the second group of digits to reflect these as xx1 and xx2. We use the third set of digits to reflect whether it is a release or a pre-release build and the fourth set then give the build number.
New features detailed in the Release Notes relating to Pre-Release versions will not be detailed in the current Help and User Guide until the end of development phase.Enhancement Pack Release Notes
15. DownloadsSicon Ltd. Additions Software Licence Agreement
16. New Features & Important Information
16.1. Sicon v20.1Sicon Enhancement Packs v20.1 New Features & Important Information
16.2. Sicon v20Sicon Enhancement Packs v20 New Features & Important Information
16.3. Sicon v19.2
There are no new features in Sicon v19.2 for Enhancement Pack.