Product overview

This Help and User Guide includes enhancements that are specific to the Sage Nominal Ledger and Price Book 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. Nominal Ledger

This section includes enhancements that are specific to the Sage Nominal Ledger module.

1.1. NL001: Show Nominal Ledger Transaction Enquiry View Source Button

This function adds a View Source button to the Nominal Ledger Transaction Enquiry screen.

Transaction Enquiry View Source Button

This button can be clicked to display the source details of any Purchase or Sales transaction, which is linked to a customer or supplier account.

1.2. NL002: Additional Nominal Ledger Account Future and Amended Budgets

When this function is activated, two additional (monthly) budgets will be available for maintenance when entering or amending a nominal ledger account.  These additional budgets are not used by the core Sage system, but may be maintained for reporting/informational purposes.

Sicon Enhancement Pack Future and Amend Budgets

The function also includes routines to import budgets and update budgets at year-end.

Sicon Enhancement Pack Future and Amend Budgets

Import Budgets

This routine is used to import ‘next year’ (standard), ‘year 3’ and ‘amended’ budgets by nominal account from a .csv file in a specific format.

A sample of this .csv file format is included with the components of this module.

Year End

The additional budgets year end routine can be used (following standard Sage year-end processing) to:

  • Copy all nominal account current budgets to amended budgets values.
  • Copy ‘year 3’ budgets to ‘next year’ (standard) budget values.

NB: it is not possible to automatically reverse updates made by this year end routine.

1.3. NL003: Show Generate Reversal Journal Button on Detail Transaction Enquiry

When this function is activated a button is included on the Nominal Ledger Transaction Detail Enquiry screen, which allows a reversal journal to be automatically generated.

The reversal journal will post credit/debit values to all nominal accounts in the original journal to reverse the originally posted amounts.

The original journal date, narratives, etc. will be retained in the reversal journal, but the instrument/reference number will be suffixed with ‘R’ (provided it is less than 20 characters in length).

An informational message will be displayed to confirm the reversal journal unique reference number.

Sicon Enhancement Pack Generate Reversal Journal

The function will not allow more than one reversal to be generated for any journal.  If a user attempts to generate a reversal for a previously reversed journal an message will be displayed.

Sicon Enhancement Pack Generate Reversal Journal

1.4. NL004: Nominal Journal Import with Tax (Import Menu)

This function allows import of Nominal Journals with associated tax items/codes.A new menu item named Nominal Journal Import With Tax can be found on the Sicon Enhancement Pack, Nominal Journal Sage menu.The user will be required to select an import .csv file that must have columns formatted in the following sequence:

  • Journal Title
  • Posting Date
  • Nominal account code
  • Nominal account cost centre code
  • Nominal account department code
  • Nominal narrative
  • Tax code (must exist in Sage)
  • Debit amount
  • Credit amount
  • The import file total debit and credit values must balance

When the Validate button is pressed, all transactions will be validated to ensure that nominal accounts, tax codes, etc. exist in the Sage database.  If any errors are found, these must be corrected in the import file and the process re-started.

Following successful import, an informational message will be displayed confirming the journal number.

The import .csv file will be renamed .bak to ensure that the file is not imported multiple times.

Nominal Journal Import With Tax

A sample/template .csv files is provided with the module installation components and you can download this directly from the product.

NB: please be aware that any old templates that you may still have will no longer work, they have to be generated using the Example Import File button within the Sicon Enhancement Pack product.

1.5. NL005: Journal Entry 'Post' Button Control by User

This function may be used to control which users are authorized to post nominal ledger journals.When this function is enabled the journal entry ‘Post’ button will be disabled (removed) for all users.

Journal Entry 'Post' Button Control By User

Authorised user must be configured using the Sicon Enhancement Pack, Nominal Ledger, Journal Entry Post Button Control By User, User Settings menu option.

Journal Entry 'Post' Button Control By User

Posting of nominal journals may then be enabled for individual users by ticking the Allow post? box.

Journal Entry 'Post' Button Control By User

1.6. NL007: Nominal Reconcilliation

When this feature is enabled within Sicon Enhancement Pack features.

customers will be able to reconcile transactions within an nominal account (such as a control account), this is a useful feature for auditing purposes at such times as yearend .

Before you start using this feature consider the following.

If you are using this feature to match off debits and credits on an account (such as wages control) then on the nominal record the account will need to be flagged as such as shown below.

If the reconciliation is on an account where a user just wants to ‘recognise / acknowledge the transactions as being correct and posted to correct account (such as an P & L overhead account) then the reconciliation process does not need to balance, and therefore the relevant nominal account should not be flagged as ‘must balance’ (As below).

You can have a mixture of both, so some nominal ledger accounts can be flagged as ‘Must Balance’ and some others this box left un-ticked’.

New Reconciliation Process

Once you have flagged those accounts that must balance, then he process is carried out through accessing the ‘New Reconciliation menu option within the Nominal ledger section of the enhancement pack).

Select the Nominal Account you wish to reconcile.

Enter a reference (Text) – For example, users name or date.

If the account reconciliation must balance, until it does the reconcile button will be greyed out and it will note this under the account number.

The user then can then (if all transactions are to be reconciled) select all debits / all credits, and reconcile, or select individual transactions (as screen shot below).

In our example above we have simply selected a Debit and credit of the same amount and selected to Reconcile, after which the system confirms.

If the account reconciliation does not needs to balance, (you are just acknowledging the transaction on this account is correct for example) there will be no message to say it must balance and you can select a single transaction if desired, without having a balancing entry and you will see even before you select any transactions the Reconcile button is available to select.

Nominal Reconciliation Transaction Enquiry

Use this menu option if you wish to View a Nominal transactions on an account, and have the option to filter by :-

All Transactions or

Non – Reconciled transactions or

Reconciled Transactions

Important Note: When selecting a nominal account, Tab to pull up the account

If you choose to simply display / select ‘Reconciled items only’ the list will filter as example below and show the Reconciliation reference and the date.

Remove a Nominal Reconciliation Transaction  

If you wish to ‘un-do’ a previous reconciled transaction, select ‘Remove Reconciliation’ from the Menu.

If you select an account that is flagged ‘Must Balance’ then during this ‘removal process’ you must remove both sides, and the removal must balance and you will be warned.

View Nominal Reconciliation

Use this option to View only previous reconciled transactions, you can select by nominal account and then either by ‘Date’ or ‘Urn’ , or simply by Nominal Account and it would show.

1.7. NL008: Forecast Budgets (Budget This Year)

Is a simple method, for reporting , whereby companies can enter forecast (s) of how you expect the budget to be (Manually being added against an account where annual budget exist) , or by importing.

Once added, details are recorded within a new Sicon table called SiNLForecastBudget.

This feature was written specifically for a customer who wanted to record what they thought their budget figures will be, which in turn enabled their business partner to write a custom report . (there are no reports within the package as standard).

Without this feature enable the screen for budgets are as below (Noting the screen shot below does have an extra column that sage does not have standard, that being cash budget which is showing because we have Sicon Cash flow enabled – please refer to the Sicon Cash Flow Manager Help and User Guide.

When the feature is enabled within Sicon Enhancement Pack settings, then an additional column is shown / available for data entry on the ‘Budget This Year’ tab.

As mentioned previously , there is no standard report within the module , but the data is stored in the table SiNLForecastBudget.

2. Price Book

This section includes enhancements that are specific to the Sage Price Book module.

2.1. PB001: Price Bands by Customer Delivery Address Location

This function allows customer delivery locations to be linked to different price bands or customer discount groups.  When a sales order is entered, selling prices will be calculated using the price band (or discount group) associated with the sales order customer delivery address.

The function uses the following Sage sales order (header) ‘spare’ fields.

It should NOT be enabled where other/third-party bespoke functions may also be using these fields.

  • SOPOrderReturn.SpareNumber1 Used to store the price band ID associated with this order/return.
  • SOPOrderReturn.SpareNumber2 Used to store the discount group ID associated with this order/return.

Price band and/or customer discount groups must be setup for each customer delivery address.

Sicon Enhancement Pack Price Band by Customer Delivery Address

Various pricing methods can be setup for each delivery address, although usually all customer delivery locations will be setup with the same pricing method selected.  Using these options, it is possible to specify if selling prices are calculated using the selected price band or discount group for both stocked and miscellaneous stock items.

  • Do not override prices for this customer delivery address
  • Use price band for both stocked and miscellaneous items
  • Use discount group for both stocked and miscellaneous items
  • Use discount group for stock items, price band for miscellaneous items

When a sales order (or return) is entered or amended, the customer location override price band and discount group is shown below the delivery address details.  These may be amended for the specific order if necessary however, changes made at this point will not affect the defaults selected for the customer delivery address.

If the delivery address Pricing method does not require the use of price band or discount group, these selections will not be available.  As stock items are added, the system will automatically calculate unit selling prices based on the price band or discount group shown.

Sicon Enhancement Pack Price Band by Customer Delivery Address

If a customer delivery address is manually entered (or amended), the system may not be able to link this to any delivery location associated with the customer.  Should this occur, a warning message will be displayed as each stock item is entered or amended.

Sicon Enhancement Pack Price Band by Customer Delivery Address

NB: Selling prices are calculated as each stock item is added to the order (or return).  If the price band or discount group is changed after items have been added, selling prices will not re-calculated for these items.  However, amending the quantity on any sales order/return line will result in the selling unit price being re-calculated for that item.

2.2. PB002: Update Prices and Discounts by Percentage

This function allows Price Band (selling) prices and discount prices to be updated by a percentage via two new screens, which are accessed from the Sicon Enhancement Pack, Price Book menu.

Update Prices By Percentage

Select a price band and (optionally) a product group to filter the list of stock item prices to be updated.

When the percentage increase is entered and the List Items button clicked, stock item current prices and new prices will be displayed in the list.

When the Update button is clicked, new prices will be applied to the price book.

Sicon Enhancement Pack Update Prices by Percentage

If the List zero price items box is ticked, the list will include any stock items that currently have a zero price, however no price changes will be applied to these items.

Update Discounts By Percentage

This screen is used to update discount group prices by a selected percentage.

Discount group prices can be updated for a selected stock item or for all stock items in a selected product group.

A list of stock items, discount group names and current/new prices will be listed on-screen before increased prices are applied.

2.3. PB003: Multiple Price Bands per Customer Account

This function allows configuration of multiple selling price bands for each customer account.Customer related price bands may be maintained via the new Price Bands tab on the sales ledger customer account maintenance screens.The default customer price band cannot be de-selected.

Sicon Enhancement Pack Muli price band per customer

When adding stock items to a sales order, the user may right-click on the unit price box to select the price band applicable to this item.

The unit price will be automatically calculated based on the stock item and selected price band.

If the price stored against an item does not match any of the prices currently configured for any price band, this will be indicated by the Manual selection in the pop-up selection menu.

Price bands may also be selected when amending an existing sales order item.

Sicon Enhancement Pack Muli price band per customer

2.4. PB004: Maintain Customer Special Discounts

This function allows users to update customer stock item discounts via a single maintenance screen.

The maintenance screen is accessed via the Sicon Enhancement Pack, Price Book, menu.

The filter options at the top of the screen will determine the customer and stock item discounts maintained in the list/grid below.

Sicon Enhancement Pack Customer Special Discount

The following entries can be amended for each customer and stock item listed:

  • Quantity: This represents the quantity break that the discount is applied.
  • Discount %: If the discount type is Percentage, this value will be used to represent the discount.  NB: This will be applied to all rows that represent the same stock item discount break in the discount group.
  • Discount Amount: If the discount type is Amount or Fixed Price then this value will be used to represent the discount.  NB: This will be applied to all rows that represent the same stock item discount break in the discount group.
  • Discount Type: Selected from the following (drop-down) options: PercentageAmount or Fixed Price.  NB: This will be applied to all rows for the represented stock item.

The Add button may be used to add special prices for selected stock items and customer discount groups.

Sicon Enhancement Pack Customer Special Discount

The Remove button may be used to delete existing selected discount breaks.

A .csv (Microsoft Excel) spreadsheet detailing the listed customer/stock item discounts can be created by clicking the Export button.

The Import button can be used to update discount.

2.5. PB005: Price Book Import/Export

This module allows stock item selling prices to be export from the Sage Price Book to a .csv file and then re-imported following manual adjustment in Microsoft Excel or similar. Both import and export routines use the same file format.

Import (and Export) File Format

Price book import files must contain columns in the following sequence;

  • Sage stock code
  • Stock name/description (option, not used by the import process)
  • Customer code or price band name (depending on which menu option is selected)
  • Standard price
  • Customer price

If the customer price varies from the standard price the price book ‘use standard’ flag will automatically be set ‘off’.

Example by customer code:


Example by price band name:

ACS/TOASTER,Toaster,Selling Band 2,215.50000,215.50002
ACS/TOASTER,Toaster,Selling Band 3,215.50000,215.50003
ACS/TOASTER,Toaster,Selling Band 4,260.00000,215.50004

Example for ‘standard’ price band name:


Sample/template .csv files are provided with the installation components of this module.

Import Prices by Customer (or Price Band)

Price Book Import/Export

  • The Choose File button is used to prompt for selection of a import .csv file.
  • When the Import Prices button is pressed details are imported from the chosen file to the item prices list below.
  • The Check Codes button must be used to validate stock item, customer and price book codes.
  • When codes have been successfully validated the Update Prices button may be pressed to update the Price Book.

The import process will not be allowed to progress if validation errors are found at any stage.

3. 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.


4. 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.

Sicon Enhancement Pack Enable Module

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.

5. 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

7. New Features & Important Information

7.3. Sicon v19.2

There are no new features in Sicon v19.2 for Enhancement Pack.