Enhancement Pack Help and User Guide – Sales Ledger and Sales Order Processing


Table of Contents

1. Sales Ledger

1.1. SL001: Maintain Customer Spare Text 1 Field (see Options)

1.2. SL002: Write Off Small Amounts Select All Button

1.3. SL003: Hold Sales Orders when Customer Account is Put on Hold

1.4. SL005: Import Customer Contact Details

1.5. SL006: Customer Budgets

1.6. SL007: Sales Ledger Receipt Payment Method Selection

1.7. SL008: Import Customer Analysis Code Values

1.8. SL009: Import Sales Ledger Memos

2. Sales Order Processing

2.1. SOP001: Sales Order Import

2.2. SOP002: Display Customer Memos on Sales Order Entry/Amendment

2.3. SOP003: Maintain Sales Order Line Dates on a Single Screen

2.4. SOP004: Show Sales Order Line Stock Item History Button

2.5. SOP005: Copy a Sales Order to a Sales Return

2.6. SOP006: Show Item Description on Despatch List

2.7. SOP007: Hold Sales Orders which Include Zero Value Lines

2.8. SOP008: View Customer Account Enquiry from Order Entry/Amend (see Options)

2.9. SOP009: Customisable Sales Order Status (see Options)

2.10. SOP010: Enable Proforma Only Customer Accounts

2.11. SOP011: Print Sales Order Acknowledgements from View Order Screen

2.12. SOP012: Select Sales Return Reason for Credit

2.13. SOP013: Allow Customer Depot Addresses for Sales Orders and Quotes

2.14. SOP015: Override SOP Order Line Nominal Code Using Warehouse

2.15. SOP016: Generate Associated Purchase Orders from Sales Order

2.16. SOP017: Customer Stock History Enquiry

2.17. SOP018: Special Prices by Date Range

2.18. SOP019: Print Picking Lists

2.19. SOP020: Import SOP Customer Delivery Addresses

2.20. SOP021: Despatch Confirmation Configurable Additional Fields

2.21. SOP022: Whole Order Shipping

2.22. SOP023: Maintain Sales Order Header Spare Date 1

2.23. SOP024: Maintain Sales Order Line Spare Date 1

2.24. SOP025: Set Sales Order Line Dates Based on Header

2.25. SOP026: Suppress Discount Percentage on Customer Prices

2.26. SOP027: Post Selected Invoices and Credit Notes

2.27. SOP028: Credit Limit Warning on Despatch

2.28. SOP029: Save, Allocate and Despatch from Sales Order Screen

2.29. SOP030: Customer Credit Limit Warning on SOP Allocation & Edit SOP Allocation

2.30. SOP031: Customer Delivery Address Search

3. Enhancement Pack Settings

4. Enable Module

5. Release Notes

6. Downloads

7. New Features & Important Information

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


Product overview


1. Sales Ledger

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


1.1. SL001: Maintain Customer Spare Text 1 Field (see Options)

This function allows maintenance of an additional field on the sales ledger customer account entry and maintenance screens.

Sicon Enhancement Pack Maintain Customer Spare Field

The spare text field can be up-to 100 characters in length, although field/screen size may not show the entire value for longer entries.

Configuration Options

(see Settings, Function Advanced Options)

The field name/label can be amended by changing the SLCustomerSpareText1Label value on the options screen, which is accessible from the main settings screen.

It is also possible to configure this enhancement to maintain the spare number 1 field by changing the SLCustomerSpareNumberMaintained value to Yes.

The SLCustomerSpareNumberFormat option can be adjusted to set the number of decimal places initially shown (e.g. ‘0’, ‘0.00’, ‘0.00000’, etc.)

NB: it is not possible to include both spare text 1 and spare number 1 fields for maintenance using this function.


1.2. SL002: Write Off Small Amounts Select All Button

This function adds a Select All button to the sales ledger Write Off Customer Small Amounts screen.

Sicon Enhancement Pack Write off small amounts select all


1.3. SL003: Hold Sales Orders when Customer Account is Put on Hold

This function allows the user to hold all outstanding sales orders when a customer account is placed ‘on-hold’. When the customer account is released, the user may un-hold the related sales orders.

Sicon Enhancement Pack hold SO when customer on hold

A confirmation message will be displayed before sales orders are held or released.

Sicon Enhancement Pack hold SO when customer on hold

If no sales orders are affected by the account status change the confirmation message will not be shown.


1.4. SL005: Import Customer Contact Details

This feature allows import of Sales Ledger customer account contact details. It is accessed via the Sicon Enhancement Pack\Imports 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, then a new contact will be added to the customer.


1.5. SL006: Customer Budgets

This feature adds a customer budgets tab to the Sales Ledger customer account.

Within this tab (accessible via Enter New Account or Amend Account Details in the Sales Ledger), it is possible to enter customer budgets by accounting period for the current and next year.

It’s possible to record a separate budget and target figure for each accounting period, and then the system will record actual sales in the final column (Invoices – Credit Notes).

SL006

There are also columns labelled Duration and Duration Start that can be used to record any situations where you have renewing contracts that you need to take into account when reviewing their budgets. The Duration field can hold a decimal value, while the duration start gives you a date field.

These values are stored in a new table called ‘SiconCustomerBudget’, which is available in report designer and can be joined to the SLCustomerAccount table using the SLCustomerAccountID field.


1.6. SL007: Sales Ledger Receipt Payment Method Selection

This function adds a Payment method field to the standard Enter Customer Receipt screen.

Sicon Enhancement Pack Help and User Guide SL007

The possible values for this field are read from the options stored in the standard Sage Payment Methods screen, accessed via Sales Order Processing/SOP Maintenance/Maintain Payment Methods.

The value recorded is stored in a new table within the database that is called SiconSalesReceiptExt. The value is not currently displayed in any screens within Sage, but available within report designer so that it can be added to a relevant report. The entry against each payment can be joined to the entry within the SiconSalesReceiptExt table using the URN field.


1.7. SL008: Import Customer Analysis Code Values

This function enables you to import analysis code values against Sales Ledger accounts, and is accessed via the Imports menu within the Sicon Enhancement Pack menu structure. This import can be used to update existing analysis code values on customer accounts.

From within the Sicon Enhancement Pack\Imports menu, after selecting your import file you are presented with the following screen to process the import. You will need to create a file in a CSV format to import.

Sicon Enhancement Pack Help and User Guide SL008

The Validate Only button will check that your file is in the correct format, and that the analysis code values correspond to possible defined values within Sage for that analysis code (if applicable), and advise you of any errors that need to be corrected. The Update button will perform the import.

The file format is a simple one, with a header row comprised of ‘Customer’ followed by the headings of which analysis code you wish to import (which need to match the names of the analysis codes used within Sales Ledger). You only need to specify the analysis codes that you are trying to update.

Then each row in the file can specify the customer account number, followed by the analysis code values that you are importing.


1.8. SL009: Import Sales Ledger Memos

This function enables you to import memos against Sales Ledger accounts, and is accessed via the Imports menu within the Sicon Enhancement Pack menu structure.

From within the Sicon Enhancement Pack\Imports menu, after selecting your import file you are presented with the following screen to process the import. You will need to create a file in a CSV format to import.

Sicon Enhancement Pack Help and User Guide SL009

The Validate Only button will check that your file is in the correct format, and that the analysis code values correspond to possible defined values within Sage for that analysis code (if applicable), and advise you of any errors that need to be corrected. The Update button will perform the import.

The file format is a simple one, with a header row comprised of ‘Customer’ followed by the headings of which analysis code you wish to import (which need to match the names of the analysis codes used within Sales Ledger). You only need to specify the analysis codes that you are trying to update.

Then each row in the file can specify the customer account number, followed by the analysis code values that you are importing.


2. Sales Order Processing

This section includes enhancements that are specific to the Sage Sales Order Processing (SOP) module.


2.1. SOP001: Sales Order Import

This function enables you to import sales orders. The import can be used to import multiple lines onto the same new sales order(s), and all four of the standard Sage line types can be imported (Standard Items/Free Text Lines/Additional Charges/Comment Lines). The imported sales order(s) will be treated as a new order, so it is not possible to import quantities and indicate that they are already part despatched or part invoiced. If this was the case, then you would need to import the outstanding quantity on each line.

From within the Sicon Enhancement Pack\Imports menu, after selecting your import file you are presented with the following screen to process the import. You will need to create a file in a CSV format to import.

The Check File button will check that your file is in the correct format, and advise you of any errors that need to be corrected. The Import button will perform the import. Only when the file is validated will the Import button become available to allow you to complete the import.

The Example Import File button will create two files that will open in Excel. One is an example import file for you that can then be saved in csv format to import. The second file provides an explanation of each column in the import file, and advises which columns are compulsory as opposed to optional.

The columns relating to analysis codes allow you to import up to 20 analysis code values for the sales order header and begin with a header titled Sales Order AnalysisCode x (which would need to be repeated if there were multiple lines for the same order), and also up to 20 analysis code values for the lines themselves (the header for these are AnalysisCode x).


2.2. SOP002: Display Customer Memos on Sales Order Entry/Amendment

When entering or amending a sales order an additional tab will be included which displays the list of sales ledger memos associated with the selected customer.
Sicon Enhancement Pack SOP dicplay customer memos on SOP
It is not possible to add or amend sales ledger memos using this screen.

 


2.3. SOP003: Maintain Sales Order Line Dates on a Single Screen

This enhancement adds an additional button to the sales order entry/amendment screens, which can be used to maintain all dates associated with order lines on a single screen.

Sicon Enhancement Pack SOP SO dates on single screen

Sicon Enhancement Pack SOP so dates on single screen

NB:

  • Any order lines which have a ‘despatched’ or ‘invoiced’ quantity will not be shown on this screen as the requested/promised dates cannot be changed delivery being confirmed. This is a restriction of the standard Sage system.
  • Enhancement Pack v2010.0.26 and later also allows changes to order line quantities using this screen.

2.4. SOP004: Show Sales Order Line Stock Item History Button

When this function is active a new Item Order History… button is displayed on the sales order entry, amendment and enquiry screens.When the button is clicked a screen is displayed, which shows all previous sales orders for the selected customer and stock item.

Sicon Enhancement Pack SOP so stock item history button 2


2.5. SOP005: Copy a Sales Order to a Sales Return

This function can be used to automatically generate a sales return based on the details of a selected sales order.
Sicon Enhancement Pack SOP copy SO to Return
Sage users/roles must be authorised to use this feature via the Sicon Add-ons, Sales Order Processing features group shown within Sage System Administrator.  User menus may be edited using standard Sage functionality to move this item if required.
Sicon Enhancement Pack SOP copy SO to Return
If automatic sales return document number generation is not enabled, the sales return will be created with a document number of xxxxxxxxxxR (where xxxxxxxxxx is the document number of the original order).
NB: this function is not linked to the Sicon Job Costing module, therefore job numbers will not be replicated between sales orders and returns.

2.6. SOP006: Show Item Description on Despatch List

When this function is activated, the stock item description will be displayed as an additional column on the sales order processing Confirm Goods Despatched and Amend Goods Despatched screens.
Sicon Enhancement Pack SOP show item description on despatchSicon Enhancement Pack SOP show item description on despatch
Initially, the additional column will be shown at the end of the list, but it is possible to move the column if required.

2.7. SOP007: Hold Sales Orders which Include Zero Value Lines

When enabled, this function will check if a sales order includes any standard stock item or free text lines with a zero price.If zero price lines exist, a warning message will be displayed to confirm that the order will be automatically placed ‘on-hold’.  The user may accept this or return to the order to amend the zero priced order line(s).

Sicon Enhancement Pack SOP hold SO with Zero Value

NB: the warning message will not be displayed if the status of the order is already set to ‘on-hold’.


2.8. SOP008: View Customer Account Enquiry from Order Entry/Amend (see Options)

This function adds a new View Account… button to the sales order entry and amendment screens, which can be used to go directly to the sales ledger account enquiry screen.
 Sicon Enhancement Pack SOP view customer enquiry SOP
Configuration Options (see Settings, Function Advanced Options)It is possible to change which customer account enquiry screen tab is shown when the screen is first displayed.
This can be done by changing the SOPViewAccountEnquiryDefaultTab value on the options screen (accessible from the main settings screen, shown later in this document) to the name of the required tab (e.g. ‘Contacts’).

 


2.9. SOP009: Customisable Sales Order Status (see Options)

When this function is active an new customisable order status drop-down selection will be added to the sales order entry and amendment screens.

Sicon Enhancement Pack SOP customisable so status

NB: this function does not utilise standard Sage analysis code drop-down values.

Configuring/Maintaining Drop-Down Selections

This list of drop-down selections are maintained using the module Sicon Enhancement Pack, Sales Order Processing, Customisable Order Status menu option.

Sicon Enhancement Pack SOP customisable so status

It is also possible to set the numeric sort sequence of the drop-down entries in the list.

The order status with the lowest sort sequence will be set as the default when entering a new order.

If status selection is optional, a ‘blank’ default order status can be added with a sort sequence of zero.

Sicon Enhancement Pack

SOP Analysis Code Configuration

The selected status will automatically be stored in the sales order analysis code in a configuration option named SOPCustomStatusAnalysisCodeIndex (see the Sicon Enhancement Pack, Settings ‘Options…’ button screen).

This option must be set to a value of between 1 and 20 to indicate the analysis code to be used.

It is essential that the selected analysis code is configured in Sage Accounting System Manager, Settings, Maintain Analysis Codes screen with the Enter Free Text check-box ticked.

Sicon Enhancement Pack

Sicon Enhancement Pack

Sicon Enhancement Pack

Sage desktop lists and workspaces can then be amended using standard Sage functions to include the configured analysis code.


2.10. SOP010: Enable Proforma Only Customer Accounts

This function allows customer sales ledger accounts to be flagged as ‘proforma only’.
Sicon Enhancement Pack SOP proforma only customer accounts
NB: The Allow only proformas for customer indicator is stored in the SpareBit1 field on the customer account record SLCustomerAccount.The system will not allow entry of new sales orders for customers flagged in this way.
Sicon Enhancement Pack SOP proforma only customer accounts

2.11. SOP011: Print Sales Order Acknowledgements from View Order Screen

This function adds a Print Acknowledgement button to the view sales order enquiry screen, allowing order acknowledgements to be printed.
Sicon Enhancement Pack SOP print so acknowledgement from view order
Order acknowledgements printed using this button will automatically be previewed on-screen.
If the order acknowledgement has been previously printed a warning/confirmation message will be shown.

 


2.12. SOP012: Select Sales Return Reason for Credit

This function includes a drop-down Reason for credit selection when entering or amending a sales return.Warning – Use of Sage Sales Return Record ‘Spare’ Fields.

This function uses the following Sage sales return‘spare’ fields to store customer stock codes and descriptions.  This module should NOT be installed until checks have been made to ensure that these ‘spare’ fields are not used by other/third-party bespoke functions.

SpareText1 is used to store the reason for credit text.

Sicon Enhancement Pack SOP sales return reason for credit

It is not possible to leave the Reason for credit selection ‘blank’ (i.e. it is a mandatory field) therefore it may be necessary to include an ‘unknown’ selection/option when setting up reason descriptions.For reporting purposes reason text is stored in the SpareText1 field of the SOPOrderReturn record.Return reasons are maintained via the module Sales Order Processing, Maintain Reason For Credit menu option.

Sicon Enhancement Pack SOP sales return reason for credit


2.13. SOP013: Allow Customer Depot Addresses for Sales Orders and Quotes

This function allows user to select or enter a depot address when creating/amending a sales order or quote.  This depot address is maintained on the Depot Address tab at the top of the screen.
Depot addresses are retained during the sales quote to order conversion process.
Sicon Enhancement Pack SOP Allow Depot Addresses
If no specific depot address is selected, the Use invoice address option will be selected as a default.
NB: for reporting purposes, depot addresses are stored on the SiconDepotAddress database table.  A link between the sales order (SOPOrderReturn) and selected depot address record is stored in the SiconSOPcustomerDepotAddress table.

This feature is different to the sop delivery address function, that being:

  • SOP delivery addresses have the function to add sub locations, Depot function does not
  • Depot Function appears on a tab on the sales order, so is easily visible
  • We do have an import for within our enhancement pack feature, (SOP20) an import for SOP delivery addresses
  • There is no link between the 2

2.14. SOP015: Override SOP Order Line Nominal Code Using Warehouse

NB: this feature is only available in conjunction with the SOP Enter New Order – Full Order function only.
This function allows configured sales order nominal cost centres and departments to be set based on the selected selling warehouse.Warehouse overrides can be configured via the Sicon Enhancement Pack, Sales Order Processing, Warehouse Nominal Code Override menu option.
Sicon Enhancement Pack SOP override SOp nominal by warehouse

When a stock item is added to a sales order, the selected nominal account code will be defaulted based on the stock item nominal account and selected warehouse cost centre / department.

Sicon Enhancement Pack SOP override SOp nominal by warehouse


2.15. SOP016: Generate Associated Purchase Orders from Sales Order

When a new sales order is saved the user is prompted to create associated purchase order(s).

Sicon Enhancement Pack SOP generate associated POs from SOs

The purchase order generation process allows selection of the purchase order Delivery Address based on the sales order or warehouse address.Purchase orders are created based on the preferred supplier of each stock item.

Sicon Enhancement Pack SOP generate associated POs from SOs

Sales order to purchase order Analysis Codes can be translated using Enhancement Pack Option GeneratePOPFromSOPAnalysisTranslate1 (see the ‘Settings’, ‘Options’ maintenance screen).

Generated purchase order document numbers will be written to ‘analysis code 10′ of the sales order (provided this analysis code is configured/enabled).

With the exception of analysis codes 1, 3 and 10 all other analysis codes are copied from the sales order to associated purchase order(s).

The originating sales order SOPOrderReturnID is written to each POPOrderReturn, SpareNumber1 field.

If the Enhancement Pack option ‘BackToBackAutomaticAllocationEnabled’ (shown below) is set to ‘Yes’; items received (via the POP Confirm Goods Received screen) will automatically be allocated to associated sales orders and despatch confirmed.

Sicon’s Generate PO from SO, uses the same method as the Sage 200 ‘From Supplier direct to Customer’ that being the warehouse used for back to back processing is a hidden warehouse (This follows sages back to back processing).

When the goods are booked in on the purchase order, they will not show up in any of the stock modules warehouse’.

Care therefore needs to be taken, if the ‘ auto allocation is set to ‘Yes’ and the Sage 200 system settings are that a sales order is automatically put on hold , if the customer s/l account is on hold , because when booking the goods in within POP, the stock could disappear into the hidden warehouse , and not be allocated to the sales order, (as with Sage 200 back to back process, the only way thereafter to adjust the stock out of the hidden warehouse is using SQL).

Enhancement Pack Help and User Guide

When purchase order goods are received a screen will be displayed confirming allocations.

Generate Associated PO from SO EP New feature

If the Sicon Projects module is installed sales/purchase order linked jobs will also be replicated.

NB: unlike other back-to-back order processes, this function will not automatically apply sales order changes to associated purchase orders.  For example, if sales order quantities or dates are amended related purchase order details should, if required,  be manually amended.  Sales and purchase orders can also be manually deleted without any automated process affecting associated transactions.  As such, some level of manual control is required.


2.16. SOP017: Customer Stock History Enquiry

A new enquiry screen is available which displays Sales Order information for all stock items ordered by a selected customer between selected dates.

This screen can be found in Sicon Enhancement Pack\Sales Order Processing\Customer Stock History Enquiry.

Items in the upper grid may be clicked to show individual order details in the lower list.

Sicon Enhancement Pack SOP Customer Stock History Enquiry


2.17. SOP018: Special Prices by Date Range

Sales order selling prices may be configured for selected stock items and date ranges.

Sicon Enhancement Pack SOP 2

Sicon Enhancement Pack SOP Special Price Screen

Customers may then be linked to these date-specific selling prices for:

  • A specific customer
  • A range of customers (i.e. from/to customer account reference/code)
  • Customer accounts with a specific analysis code (e.g. customer in a specific ‘sales area’).

Sicon Enhancement Pack SOP Customer Range screen

It is also possible to import stock item, price and date range details from a .csv file.

Sicon Enhancement Pack SOP Import


2.18. SOP019: Print Picking Lists

This is an alternative screen to the standard Sage Print Picking Lists found within Sales Order Processing. It is found within Sicon Enhancement Pack\Sales Order Processing\Print Picking Lists.

This screen differs from the standard Sage screen in the following ways

  • From dates are added for order dates and confirmed delivery dates
  • The Order Status feature from SOP009 is available to act as a filter

2.19. SOP020: Import SOP Customer Delivery Addresses

This function may be used to import SOP customer delivery addresses from a .csv file in the format described below.Import files must have columns formatted in the following sequence:

  • Sage sales ledger customer account reference/code – COMPULSORY
  • Delivery address description – COMPULSORY
  • Postal name
  • Delivery address line 1
  • Delivery address line 2
  • Delivery address line 3
  • Delivery address line 4
  • Post code
  • Contact name
  • Contact telephone number
  • Contact fax number
  • Contact e-mail address
  • Tax number
  • Set as the default delivery addrss (1 = yes, = no) – COMPULSORY

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.

To use this function select the Enhancement Pack, Imports, Import SOP Customer Delivery Addresses menu item.

When prompted locate and select the import .csv file, then click the Open button.  The import file will be validated to ensure it contains the correct number of columns.

Enhancement Pack SOP Customer Delivery Addresses import

If the Update existing delivery addresses box is ticked, existing delivery addresses that match the import file customer and delivery address description will be updated.  If this box is not ticked, a warning message will be shown if existing delivery addresses already exist within the system.

Click the Import button to create new delivery addresses; a message will be displayed confirming the number of address that have been imported.


2.20. SOP021: Despatch Confirmation Configurable Additional Fields

This feature enables you to configure three fields that will then appear on the Confirm Goods Despatched screen in Sales Order Processing. These fields can be configured as either text or numerical fields.

The fields are configured in the Options button, at the bottom of the Enhancement Pack settings screen where you enable the functions.

SOP021 Image 1

SOP021 Image 2

You can use the Edit button to change the values on any of the three SOPDespatchSpareField entries. The Value is made up of the field label, followed by a colon, and then the type of field (Text or Number).

SOP021 Image 3

These three fields are then displayed on the SOP Confirm Goods Despatched screen where they can be edited for each despatch.

SOP021 Image 4

For reporting purposes, these values are stored in a table called SiSOPDespatchReceipt which is available in Sage report designer via the standard data model. This can be joined to the SOPDespatchReceipt table using SOPDespatchReceiptID. The fields used in the table will be either Text1, Text2 and Text3 or Number1, Number2 and Number3 depending upon whether the fields are configured to hold text or numbers.

i.e. if you use the first two fields for text, and the third as a number, then the fields to use in any report would be Text1, Text2 and Number3.


2.21. SOP022: Whole Order Shipping

This feature will block users from despatching a sales order if all lines on the order have not been fully allocated.

In order to use this feature, you need to enable it for the relevant customer accounts using a new checkbox added to the Amend Customer Details screen.

Once this is done, if you then attempt to despatch a sales order for a relevant customer account with unallocated stock items, you will receive the following message which prevents the despatch from happening.


2.22. SOP023: Maintain Sales Order Header Spare Date 1

This feature enables you to configure an additional date field to appear on a Sales Order header in Sales Order Processing.

This field is configured in the Options button, at the bottom of the Enhancement Pack settings screen where you enable the functions.

SOP023 Image 1

The option to edit is called SOPMaintainHeaderSpareDate1FieldLabel.

SOP023 Image 2

Changing the Value here will rename the date when it appears on the screen.

SOP023 Image 3

SOP023 Image 4

The date entered here is stored in the SpareDate1 field in the SOPOrderReturn table.


2.23. SOP024: Maintain Sales Order Line Spare Date 1

This function enables you to use a spare date field that is available for sales order lines, to give you a third date field on the sales order line.

This date uses the standard Sage field SpareDate1 within the SOPOrderReturnLine table, so you should not use this feature if you have other add-ons that are already using this field.


2.24. SOP025: Set Sales Order Line Dates Based on Header

This feature will display a prompt to update the Requested Date or Promised Date on sales order lines when the same field is updated on the sales 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.

SOP025


2.25. SOP026: Suppress Discount Percentage on Customer Prices

This feature enables you to put controls in place as to when a customer discount percentage should be applied.

If when entering an item on a sales order, the item selling price does not match the selling price on the standard price band, then no further discount will be applied to that selling price.

Eg. A customer account has been specified as having a 10% line discount in the Sales Ledger. The customer is also on a different price band from the standard price band. An order is then entered for two different stock codes for this customer: one of the stock codes has a non-standard selling price on the customer’s price band. For the item that does match the standard price band price the customer’s 10% line discount will be applied, but in the case of the item with the non-standard selling price then this feature would block the 10% line discount.


2.26. SOP027: Post Selected Invoices and Credit Notes

This feature enables a new screen within the Enhancement Pack menu that gives you different options for posting SOP invoices and credit notes. This new screen has the benefit of showing you what is going to be posted, before it happens.

This new screen can be found within the Sales Order Processing sub menu of the Sicon Enhancement Pack menu group.

Enhancement Pack - Post Selected Invoices & Credit Notes

Using the filters in this screen, you can filter the unposted invoices and credit notes by type, using the invoice/credit date in a date range or for a single customer, selectable in the drop down. You can use the Clear button to reset the filters, and the Refresh button will update the displayed list of documents if you have changed any of the filters.

You use the checkboxes to the left of the document numbers to confirm which documents you would like to post, before confirming with the Post button in the bottom left hand corner.

New Function post release 17

Post is the original function and is retained, except you can now edit the customer order number per line in-situ (it asks confirmation and reverts if you say no):

The Reprint tab allows you to do the same thing except for orders already posted, meaning you can re-print invoices with a revised order number

Enhancement Pack - Post Selected Invoices & Credit Notes 2


2.27. SOP028: Credit Limit Warning on Despatch

This feature will issue a warning screen when saving a confirm goods despatch if a customer on a despatch line is over their credit limit.

Sicon Enhancement Pack Help and User Guide - confirm despatch over credit limit

You can choose to ‘Process anyway (Continue)  or Say No and ‘Close’  (Which in turn will mean you cannot despatch the goods out, and would  need to wait until customer is within their limits again).

Only one warning will be issued per customer for each save.


2.28. SOP029: Save, Allocate and Despatch from Sales Order Screen

(And function to despatch & Invoice on despatch Screen)

This feature adds a button the the SOP Enter New Order screen, which chains together the Saving of the Sales order with stock allocation and finally bringing the user to the standard Sage 200 despatch screen for final confirmation or adjustment.

If automatic printing of SOP Acknowledgements and Picking Lists are enabled in sage, these reports will also be generated as part of the process.

* All Sales Order lines will be fully allocated if stock is available.

* If negative stock is enabled for the Stock Item Group, then then the line will be fully allocated even if stock is not available.

* If there is no sufficient stock to fully allocate a line, then the line will not be allocated and a warning message will be displayed.

On the despatch screen users will see an additional Despatch and Invoice Screen (to be used with care)


2.29. SOP030: Customer Credit Limit Warning on SOP Allocation & Edit SOP Allocation

This feature will issue a warning screen when allocating or editing an allocation if a customer on the relevant sales order is over their credit limit.

Users will see these warnings whether they select the order from the Sales order list and use the short shortcut to Amend Allocation or if they use the main Sales Order Menu Method.

This feature will work if the system is set to auto allocate or not. If users have it set to Auto allocate then, it will be when the user amends the order, they will see a warning, or when they amend allocations.

Amend allocation from shortcut

Amend allocation from menu


2.30. SOP031: Customer Delivery Address Search

This feature enhances the standard customer delivery address window. So when you are in a sales order and click the Change button beneath the delivery address, you’ll see this window.

In comparison with the standard Sage Customer Delivery Addresses screen, this one adds

  • The Search Addresses button
  • The columns displaying the Address Line 1-4 and Post Code fields.

As you type text into the Search Addresses field, the results automatically change to only display the addresses that have your search text contained within them from the fields displayed in the window.


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.

ep-settings

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.

ep-settings-2


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.