Enhancement Pack Help and User Guide – Purchase Ledger and Purchase Order Processing
Table of Contents
7.1. Sicon v20.1
7.2. Sicon v20
7.3. Sicon v19.2
7.4. Sicon v19.1
7.5. Sicon v19
7.6. Sicon v18
This Help and User Guide This section includes enhancements that are specific to the Sage Purchase Ledger & Purchase Order Processing 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. Purchase Ledger
This section includes enhancements that are specific to the Sage Purchase Ledger module.
1.1. PL001: Purchase Transaction Reference Duplicate Warning
When entering a purchase invoice or credit note, the system will automatically check to see if the transaction reference exists for the selected supplier. If a transaction with this reference exists, a warning message will be displayed as shown below.
(see Settings, Function Advanced Options)
When this function is activated, if the PLDuplicateCheckAllowBlankReference value on the options screen is set to No, an error message will be displayed if the reference field is left blank when entering a purchase invoice or credit note.
1.2. PL002: Purchase Invoice Authorisee (Initials) Drop-Down (see Options)
When entering a purchase invoice, the user may select the Authorisee Code of the person responsible for authorising the invoice. The selected authorisee code is automatically stored on the invoice in the Query Flag .
NB: the invoice cannot be processed through the Purchase Ledger module until this flag is removed via the standard Sage purchase ledger enquiry screen.
The list of user authorisee codes may be maintained via the Sicon Add-ons, Purchase Ledger, User Authorisee Code Maintenance menu option as shown below.
NB: authorisee codes must be no longer than one character in length.
1.3. PL003: Unauthorised Invoice Reversing Journal
This function generates a nominal ledger self-reversing journal for all postings related to ‘unauthorised’ purchase ledger invoices.
A journal reversal date and title must be entered.
1.4. PL004: Purchase Invoice/Credit Note Tax Inclusive Calculator
When entering a purchase invoice or credit note, this function adds a calculator icon next to the Goods Value field to calculate the VAT from a gross amount. If you click this calculator, then it will recalculate the Goods value and VAT value to split out the VAT amount.
1.5. PL005: Reprint Remittance Advice from Transaction Enquiry (see Options)
This function adds a Reprint Remittance button to the Purchase Ledger Transaction Enquiry screen.
When a ‘payment’ transaction is selected, the button may be used to reprint the related remittance document.
The setting/option PLRemittanceReportFileName can be amended if a customer specific version of the Remittance Advice Report is required. However, any customer specific report/layout must be based on the default/template report provided, as this function expects certain criteria to be enabled.
It is also possible to manually generate the reprint report from the Sicon Enhancement Pack, Purchase Ledger menu.
This menu/feature is linked to the default/template report provided as part of the standard package. If a customer specific report is created, a new feature/menu must be created to call the custom version.
1.6. PL006: Import Supplier Contact Details (Import Menu)
This function allows import of Purchase Ledger supplier account contact telephone numbers, email addresses, etc. It is accessed via the Sicon Enhancement Pack, Import menu.
If a contact already exists matching the first and last names, the contact’s details will be updated.
If no existing contact matches the first and last name a new contact will be added to the supplier.
The user will be required to select an import .csv file, which must have columns formatted in the following sequence:
- Supplier account reference (must already exist in Sage)
- Contact first name
- Contact last name
- Contact type (0 to 3 or 5, see below)
- Contact value (e.g. new phone number, e-mail address, etc.)
- Default flag/indicator (Y = Yes, N = No)
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.
- 0 = Telephone number
- 1 = Fax number
- 2 = E-mail address
- 3 = Website address
- 5 = Mobile number
Telephone and Fax Numbers
Where numbers include country or area codes these should be split using space or ‘-’ characters.
- Telephone number 01-2345-678900 would be stored against the contact as;
- Country code 01, Area code 2345, Subscriber/phone number 678900
- Telephone/fax number 01234 567890 would be stored against the contact as;
- Area code 01234, Subscriber/phone number 567890
If this column value is set to Y this contact will be set as the account Default.
It is not possible to simply deselect an existing default contact by setting the value in this column to N as Sage requires a default contact to be set at all times. The only way to deselect an existing default contact is to include a new/existing contact in the import file, and select by setting the column value to Y.
1.7. PL007: Display Analysis codes on Invoices & Credits entry screens
This is a feature for reporting purposes only, whereby customers or BP’s could create custom Sage 200 report designer reports reporting using the Sicon Table SiPLTransactionDetail, and the fields AnalysisCode1 to AnalysisCode10
Step one would be to, from within the enhancement pack menu, the purchase ledger sub menu, create the required analysis codes (as standard sage functionality)
In our example we created a ‘drop-down list’ and created selections of either Overhead Bill or Utility Bill:
Other options, are :- Free text ; a numeric value ; a date field or a tick on / off field.
Once analysis codes are created as above when adding an invoice and/or credit note an extra analysis code button appears at the bottom of the screen:
Users can then select or enter as required, the use of this feature is not mandatory, so users will need to know this feature has been enabled and it needs to be used.
In our example screen shot below it is configured as a drop down selection.
When the transaction is saved the details within these fields are recorded within the Sicon Table SiPLTransactionDetail, and the fields InvoiceDateFrom InvoiceDateTo.
Reminder that this is a feature for reporting purposes only, whereby customers or BP’s could create custom Sage 200 report designer reports.
1.8. PL008 – Invoice to and From Dates
On Purchase Invoice and Credit Note Entry Screens.
This is a feature for reporting purposes only, whereby customers or BP’s could create custom Sage 200 report designer reports reporting using the Sicon Table SiPLTransactionDetail, and the fields InvoiceDateFrom InvoiceDateTo
Customers would then look to use such a custom report to report the period of services for example that an invoice covers.
An example would be electricity or phone bill comes in, which is for the Qtr 01/08/2017 to 30/11/2017, and a company wishes to report on this, for invoices added.
Step 1 would be to enable this feature on the purchase ledger tab within enhancement pack settings.
Thereafter when adding invoices and/or credits two additional date fields are visible (Non mandatory).
When the transaction is saved the details within these fields are recorded within the Sicon Table SiPLTransactionDetail, and the fields InvoiceDateFrom InvoiceDateTo.
Reminder that this is a feature for reporting purposes only, whereby customers or BP’s could create custom Sage 200 report designer reports reporting using.
1.9. PL009 – Hide Supplier Bank Details to Users That Don’t Have Access
This feature enables you to prevent access to the Bank tab within a supplier account, either via the Enter New Account or Amend Account Details Sage screens.
With this feature enabled, whether a user can see the Bank tab on the account is controlled by whether they are in a role that has the right feature enabled within Sage System Administration. If they are in a role that doesn’t have this feature enabled, then the Bank tab will not appear in the standard Sage screens for them.
1.10. PL010 - Disputed Invoices
This feature takes the existing Disputed Invoice Processing functionality in Sage 200, and displays it onto its own tab in the Supplier Transaction Enquiry screen. You can also add a dispute to an already posted transaction via this screen. This makes it easier to ensure sufficient notes are recorded against a disputed transaction, and also gives improved visibility of this information.
The data displayed on this tab is all held in the standard Sage POPInvCredDispute table, there are no new Sicon tables or fields used by this feature.
N.B. that this feature requires exclusive use of the value ‘D’ in the query code column, so with it enabled you will not be able to use/clear this value manually. Before enabling this feature, it is recommended that you go through existing Purchase Ledger transactions with a query code value of ‘D’ and change them to a different value. The Transaction Listing (Current) report within Purchase Ledger/Reports/Account Analysis enables you to search for all transactions with this query code value.
Transactions that have not yet been posted into Sage but have been marked as disputed during the Purchase Order Processing Record Purchase Invoice step can be viewed on the Disputed Invoice/Credits tab. In addition, if you click the Dispute button at the bottom of the transaction enquiry screen, then you can flag an existing transaction as being disputed and it will also appear on this tab. If you do this, then the invoice will automatically be updated with a ‘D’ as the entry in the Query column, which will then automatically exclude it from the Sage Payment Processing routine.
The Dispute Codes displayed are the standard Sage ones, which are maintained via the Purchase Order Processing/POP Maintenance/Disputed Invoice Codes screen (requires disputed invoice processing to be enabled in POP Settings). When flagging an invoice as being under dispute, you are also prompted to enter a comment, and this is then displayed on this tab. With this feature enabled, this comment is mandatory.
Alternatively, you can use the Disputed Invoices Codes screen within the Sicon Enhancement Pack/Purchase Ledger menu. This screen enables you to maintain the dispute codes in the same way as the standard Sage POP screen, but also in here you can specify whether comments are mandatory for any particular codes. This also enables you to use this functionality without having Use disputed invoice processing enabled within Sage POP Settings.
From the image above, the first entry is for a posted transaction that has had the Dispute button clicked against it, while the second entry is for a Record Purchase Invoice transaction against a purchase order where the Dispute button has been clicked before the invoice was posted. Note that the purchase order number is visible, and there isn’t yet an invoice reference or due date.
Clearing a dispute for a posted transaction can be done via highlighting the transaction, then using the Dispute button again. This will remove the query code of ‘D’ from this transaction and from the Disputed Invoice/Credits tab.
If the transaction has not been posted, then you should use the Disputed Invoices screen within Purchase Order Processing to clear the dispute where you can select from the standard Sage options: Accept & Post, Edit Matched Invoice, Resolve with Credit etc.
2. Purchase Order Processing
This section includes enhancements that are specific to the Sage Purchase Order Processing (POP) module.
2.1. POP001: Allow Purchase Order Delivery Address Amendment
When entering or amending a purchase order (or return), this function allows the delivery address to be manually amended.
The … button can be used to select the address of any warehouse address, customer account address or sales order/return delivery address. NB: Selection of customer and sales order/return is only available in v2011.0.9 and later.This screen allows selection of the current address stored against any of these items. The purchase delivery address will not be automatically updated if the selected warehouse, customer or sales order/return address is later amended.
If a By default supply to location is selected, the delivery address will automatically be set to the selected location address.If an existing delivery address has been selected/entered the user will be prompted to confirm if the delivery address should be updated.
2.2. POP002: Purchase Order Stock Items Filter by Supplier
When adding a new line to a purchase order, only stock items associated with the selected supplier (on the stock item maintenance ‘suppliers’ tab) will be available for selection in the drop down list.
If a purchase order is entered for a supplier with no stock items configured, an informational message will be shown and all stock items will be available for selection.
2.3. POP003: Allow Multiple Supplier Addresses for Purchase Order
When entering or amending a purchase order, the supplier address can be selected from a list of supplier addresses with the facility to add/edit addresses as required.
When the ‘Change’ button is clicked the supplier delivery address/maintenance screen is displayed.
The user may Add or Edit addresses as required.It is not possible to Delete addresses that are referenced by existing purchase orders.
NB: For reporting purposes, supplier addresses are stored in the SiSupplierAddress and SiPOPSupplerAddress database tables.
2.4. POP004: Accrual Posting with Detailed Order/Return Narratives
When generating POP accruals, this function posts individual nominal journal transactions for each purchase order/return line, which include the POP document number, supplier code and line description.A tick box is included on the Purchase Order and Return Accruals screen, which when checked disables entry of narratives, instead posting with narratives related to each purchase order/return line.
As a default, each narrative will be generated in the following format:
- Document No (space) Supplier Code (space) POP Line Description (truncated as required).
- The maximum allowable length of the nominal transaction narrative is 30 characters, therefore the POP line description will be truncated in most circumstances.[/checklist]
It is possible to configure the format of accrual narratives using the configuration option named POPAccrualPostingWithDetailedNarrativeFormat.
When configuring this option the following ‘mask strings’ should be used:
- dddddddddd is used to define the position and length of the document number in the narrative.
- ssssss is used to define the position and length of the supplier code in the narrative.
- nnnnnnnnnnnnnn is used to define the position and length of the line description in the narrative.
Using a mask string that contains less characters than the expected data field will result in truncation. Document number will be truncated from the left, supplier code and narrative will be truncated from the right.
For example, entering a six character mask string for the document number (i.e. ‘dddddd’) will result in a narrative for purchase order number ’0000012345′ including the document number ’012345′.
Spaces and other characters may be used between each mask strings if required.
Use of the characters ‘d’, ‘s’ and ‘n’ between mask strings may result in unpredictable results.
2.5. POP005: Show Purchase Order Line Stock Item History Button
This feature adds a new button within a purchase order line that shows the purchase order history of that item from the same supplier.
When clicking the Item Order History, you will be presented with the following screen that lists previous purchase orders for the same item from the same supplier.
You can use the View Order button to open the View Purchase Order screen for the selected order.
2.6. POP006: Maintain Purchase Order Line Dates on Single Screen
This feature adds an additional button to the purchase order entry/amendment screens, which can be used to maintain requested delivery dates associated with all of the order lines on single screen.
Any order lines which have been fully received will not be shown on this screen as the requested date cannot be changed once receipt is confirmed. This is a standard restriction of Sage 200.
2.7. POP007: Copy Purchase Order to a Purchase Return
This function can be used to automatically generate a purchase return based on the details of a selected purchase order. You can search for the relevant purchase order using the selection criteria fields at the top of the window, and then use the Create Purchase Return button at the bottom to create a return based on the order highlighted.
Sage users/roles must be authorised to use this feature via the Sicon Add-ons, Purchase Order Processing features group shown within Sage System Administrator. User menus may be edited using standard Sage functionality to move this item if required.
NB: This function is not linked to the Sicon Job Costing module, therefore job numbers will not be replicated between purchase orders and returns.
2.8. POP008: Supplier Price Lists with Quantity Breaks
This function allows supplier buying prices to be setup against each stock item based on multiple quantity breaks.Buying prices may be imported or maintained via the Sicon Add-ons, Purchase Order Processing, Maintain Supplier Price Lists With Quantity Breaks menu option. This feature must be enabled for each user/role via Sage System Administrator. User menus may be edited using standard Sage functionality to move this item if required.
The search options at the top of the screen may be used to filter items by selected supplier or stock item. Once a supplier or stock item is selected, all items with existing buying prices set will be displayed in the list below.
The Add and Edit buttons may be used to enter buying prices for new supplier/stock item combinations or amend buying prices for existing items (see Maintenance below).
The Delete button may be used to remove all buying prices for the selected supplier and stock item.
The upper Export button may be used to generate a .csv file of existing supplier/stock item buying prices currently stored against the items shown in the list.
The lower Export button may be used to generate a .csv file of all supplier/stock item buying prices currency stored in the Sage system.
The Import button may be used to import buying prices from a .csv file. The import file must be formatted with columns in the same sequence as that generated by the export functions (see Import below).
The Clear button may be used to reset supplier and stock item selections. The list will also be cleared.
Add/Edit Buying Prices
When the Add or Edit buttons are used the buying price maintenance screen is displayed.
Buying prices may be entered or amended against each of the units of measure setup for the selected stock item. Individual buying prices may be removed using the Delete button. The Save button must be pressed to store the new values.
Import Buying Prices
When importing buying prices the user will be prompted to select an import (.csv) file before a screen is shown displaying the import file details along with any errors.
If errors are found, the import file should be corrected before being re-selected for import.
The Force import ignoring all records with errors box may be used should you wish to only import valid items. However, this option should be used with caution.
If no errors are found the Import button may be used to complete the import process.
Any existing buying prices for the same supplier, stock item and quantity will be automatically changed during the import. Supplier buying quantities, which are not included in the import file will be retained For example; Item ABC currently have four quantity breaks defined:
- Quantity of 5+ = £10.00 each
- Quantity of 10+ = £9.00 each
- Quantity of 20+ = £8.00 each
If an import file is processed that contains new prices for 5+ (£10.50) and 15+ (£8.50), this will result in the following buying prices being stored:
- Quantity of 5+ = £10.50 each
- Quantity of 10+ = £9.00 each
- Quantity of 15+ = £8.50 each
- Quantity of 20+ = £8.00 each
In this case of the 10+ and/or 20+ quantity breaks are no longer required these should be manually removed.
Stock Item Supplier Maintenance
It is also possible to access supplier buying prices directly from the standard Stock Item, Supplier maintenance screen using the button highlighted below:
Purchase Order Entry/Amendment
When adding/amending a stock item on a purchase order, the system will automatically calculate the order price based on the buying price setup for the supplier and stock item combination.
If no supplier buying price is set for the purchase order line quantity, the module will apply any supplier List Price or Last Buying Price based on the Price Source selected on the standard stock item supplier maintenance screen.
If the purchase order supplier is not setup against the stock item, the system will set the price to the stock item Average Buying Price.
2.9. POP009: Show Quantities as Default in Maintenance/Enquiry
When the following screens are first opened, the Show quantities option will be selected as a default.
- Enter New Order
- Amend Order
- View Purchase Order
2.10. POP010: Maintain Additional Promised Date on POP Order Lines
This feature adds a Promised Date to each Purchase Order line. The new promised date value is held in the SpareDate1 field in the POPOrderReturnLine table, so can easily be utilised in reports and layouts as needed.
2.11. POP011: Default POP Goods Received Bins by Priority
Where you have multiple bins available against a stock item and you are using the POP Confirm Goods Received screen to receive those items, ordinarily Sage will offer you the oldest bin first. With this feature enabled, the Confirm Goods Received screen will instead offer you the bin with the lowest priority number.
The priority number is set on the bin on the Locations tab of the stock item.
The lowest priority bin then becomes the default in the Confirm Goods Received screen.
2.12. POP012: Maintain Purchase Order Header Spare Date 1
When enabled, this feature adds an additional date field to the purchase order header. This date can then be added to reports, as well as being visible in the Amend Order and View Order screens.
This field can be renamed via the Options button in the Settings screen from the Enhancement Pack menu. Edit the value of the option with the description of ‘POPMaintainHeaderSpareDate1FieldLabel’.
Dates entered into this date field are stored in the SpareDate1 field in the POPOrderReturn table.
2.13. POP013: Set Purchase Order Line Dates Based on Header
This feature will display a prompt to update the Delivery Date Requested on purchase order lines when the same field is updated on the purchase order header. If you click Yes, then the header Delivery Requested date will be copied into the same field on each line, overwriting any existing dates.
2.14. POP014: Prevent Purchase Order Lines Saving if it has a Zero Value
This function is designed to prevent users from saving lines on purchase orders lines with a zero value – both for entering new orders or amending existing orders. With this feature enabled, the user will be presented with the following warning message should they try, which will prevent them from continuing unless they enter a non-zero value as the unit price.
2.15. POP015: Import Purchase Orders
This function allows you to import purchase orders from a csv file, and is accessed via the Imports menu within the Sicon Enhancement Pack menu structure. This import can be used to import new purchase orders with all four of the standard line types available (Standard Items/Free Text Lines/Additional Charges/Comment Lines), and works with either auto generated purchase order numbers or manual ones. The imported purchase order will then be treated as a new order, so it is not possible to import lines that have been part received/invoiced previously. If you have orders where this is the case, then they should just be imported with the outstanding quantity on each line.
From within the Sicon Enhancement Pack\Imports menu, you are presented with the following screen to process the import. You will need to create a file in a CSV format to import.
If you are using automatically generated purchase order numbers, then of course you won’t know what these will be until you have imported the orders. To handle the identification of which items will belong on the same orders, the Purchase Header Document Number column in the import file should be used. Lines that have the same numbers in this column will be grouped onto the same purchase orders. The numbers here just need to be unique for each order, and will be overwritten when the order is imported into Sage, so you could use ‘1’ for the first order, ‘2’ for the second, and so on. You can leave this field empty for single line orders.
Using the Example Import File button will open two files in Excel. One of these is an example import file that has the right columns. The second file gives an explanation about each column, clarifying acceptable values for the columns and whether they are compulsory. Note that each line on a purchase order to be imported is a separate line within the import file, they are grouped together using the order number.
You can then edit the first file as normal in Excel, and when you are ready to import it, change the file format within Excel to save it as a CSV format.
Once the file is ready, you can use the Find button to browse for your import file. Then when you have the correct path and filename displayed, click the Check File button to validate if there are any problems with the import file that will cause the import to fail. Any problems will cause a window to be displayed confirming how many errors need attention, and are highlighted in red when they are displayed.
Only when the file is validated will the Import button become available to allow you to complete the import.
2.16. POP016: Display Supplier Memos on Purchase Order Entry/Amendment
This feature adds a new tab to purchase orders which will display any memos that have been recorded against the supplier account. This tab appears in both the Enter New Purchase Order and Amend Order screens.
2.17. POP017: ‘Final Receipt’ when confirming goods on Purchase Orders
This feature adds a new check box to the Confirm Goods Received screen that enables you to indicate that this will be the final delivery against this purchase order.
So, if you check this box, then all outstanding quantities will be reduced on the purchase order (or removed if none of an outstanding line have been received).
So, for example, you have a two-line purchase order for 10 Meat Slicers and 5 Toasters. You receive 8 Meat Slicers and no Toasters, and tick the Final Receipt checkbox. The purchase order will then be updated to change the quantity of Meat Slicers down to 8, and the line for Toasters would be removed.
2.18. POP018: Select POP Goods Received by Order Number
When this function is activated a new filter is added to the Confirm Goods Received screen.
If you select a supplier account that has multiple outstanding purchase orders, then when the Select Orders screen appears, a filter has been added to the top right-hand corner enabling you to enter an order number to filter the list. As you start entering the number in this filter, the list is immediately filtered based on the entered value, so you can filter on partial order numbers.
2.19. POP019: Add New Stock Item When on a Purchase Order Line
This feature enables you to create new stock codes as required while in a purchase order.
From within the purchase order line for a standard item, click the drop down to display the list of stock codes. An Add Item button has been added to this list.
Clicking this button will open up the Enter New Stock Item window, and once you have saved the stock item you are returned back to the purchase order line where you can then select the new code.
2.20. POP020: Staged Nominal Accrual
This feature automatically generates nominal journal accruals for outstanding purchase orders. You can either have the accrual sit in a single specified nominal account, or move it into a different one when goods are received.
The Sicon Enhancement Pack\Purchase Order Processing\Staged Nominal Accrual Settings screen is user to configure the function.
The staged accrual process is enabled/disabled and an outstanding purchase accrual account selected on this screen. Nominal accrual journals will be written to this account to the value of purchase orders which have not yet been invoiced (or possibly GRNI, below).
It’s possible to enable postings to a separate accrual account for GRNI (goods received, not invoiced) purchase order values. When this is enabled the system will generate nominal accrual journals between the outstanding purchases accrual account and the GRNI accrual account when goods are received.
If the Sicon Projects module is installed nominal accruals/reversals will be linked to projects selected for each purchase order line. The Project Financial Enquiry screen (and reports) will show all accrued purchase order values as ‘actual’ (not committed).
Example 1 (without a separate GRNI account configured)
Following purchase order entry, ‘stock’ (i.e. 13101) is debited and the configured ‘outstanding’ accrual account credited.
Following purchase invoice matching, stock is credited and the configured ‘outstanding’ accrual account debited.
Example 2 (with a separate GRNI account configured, i.e. 99920)
As above, following purchase order entry stock is debited and the configured ‘outstanding’ accrual account credited.
Following goods received the ‘outstanding’ accrual account debited and the GRNI accrual account credited.
(stock account postings shown for information only).
Following purchase invoice matching stock is credited and the configured GRNI account debited.
When the process is complete, the postings from a particular purchase order will balance themselves out on the configured accrual nominal accounts.
From within the Staged Nominal Accrual screen, three further buttons are available: –
Generate Missing Accruals: This will create Nominal accrual journals for all open purchase orders with no existing posted accruals.
Generate Missing Nominal/Project Links: You can use this for either a single purchase order or all purchase orders to link their accrual postings to the relevant project.
Update Accruals by PO: You can use this to update existing accruals/reversals for a single purchase order.
2.21. POP021: Change POP free text buying unit description to drop down selection
With this feature enabled, the Buying price unit field for free text item lines becomes a drop-down field, populating the free text field that is there otherwise.
The list displayed is all units of measure defined within Stock Control.
2.22. POP022: Hide Standard POP line entry
This feature will disable the standard item option when adding a line to a purchase order. This results in free text items becoming the default option.
2.23. POP023: Import POP Delivery Dates
This feature is accessed via the Sicon Enhancement Pack\Imports menu folder. It can be used to update delivery dates on purchase order lines.
Lines are identified by matching the combination of order number, stock code and quantity.
An example import file can be generated by clicking the Example Import File button.
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.
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
6. DownloadsSicon Ltd. Additions Software Licence Agreement
7. New Features & Important Information
7.1. Sicon v20.1Sicon Enhancement Packs v20.1 New Features & Important Information
7.3. Sicon v19.2
There are no new features in Sicon v19.2 for Enhancement Pack.