Sage 200 Evolution V10.1

Sage continuously invest in research and development on the Sage 200 Evolution system to ensure that clients are kept up to date with the latest and most cutting-edge business management software. With the release of Sage 200 Evolution Version 10.1 Sage incorporated client’s suggestions and considered their valued feedback in the new enhancements and add-on modules, ensuring to supply greater flexibility, efficiency, and control in your business.

New features and functionality in Version 10.1

To enhance customer experience, all emails sent from Sage 200 Evolution will include the signature of the logged in agent. Each agent has the ability to configure their own email signature in the system, and once configured, any email sent from the application will include the agent’s

configured email signature.

Agents can configure their email option by navigating to Utilities…E-mail Signature.

Additional enhancements include the ability to now email statements, remittances, invoices and credit notes as attachments to multiple email recipients that are setup on customer and supplier profiles.

People that are linked to customers and suppliers will have email addresses, and when documents are generated by the system, all email recipients linked to the customer or supplier will receive an email with the relevant document attached. This can be managed with options on the customer and suppliers to allow sending of documents and statements to Linked People.

To automatically renew registration details, enter a Serial number on the Sage 200 Evolution Registration page.

On Login to the database, the latest registration code details will be retrieved from the Sage systems.

As datasets grow, exporting of data from the system has been made easier with a new a new feature that will allow a user to export transactions directly to Microsoft Excel.

On General Ledger…Transactions a new dialog was added for Transactional Export.

Per general ledger account, transactions for a range of periods can be exported directly to an Excel spreadsheet.

An option was added on the Defaults to show a message on completion of a job card that there is a Work In Progress variance.

The user will have to option to continue with the processing to complete the Job Card, or, decide to stop the processing.

To assist with larger jobs a new option is available on a job card to select all the lines to be invoiced.

The tax module has been enhanced to report on out of period transactions. Users will set up a Start Period for tax periods and a Tax Reporting Frequency. At end of a month, the period can be closed. Any transactions that are posted in the same period that is already closed, can be reported on in a next period. The Tax Box and Tax Listing reports can be run for Closed Periods and options have also been added to view the Out of Period Transactions.

In environments where more than one currency can be traded in, a new feature was added in the Retail Point of Sale module to accept tender in other currencies, give change in that currency and also cash up in more than one currency.

As part of our continuous improvement of the Synchronisation process, the following changes have been implemented.

The XML Verification screen displays the Bytes and Checksum of the found export files (.dat) files, to assist the user in finding the correct file to resend. Also search and display for .dat_ files.

In the event the SyncMonitor encounters a Hash file mismatch, it will flag and rename the .dat file to an error checksum file (.erc), which will now be displayed in the SyncMonitor as such, opposed to keeping the mismatch file as a .dat file and continually trying to import it.

The user can select when to delete this mismatch file, giving the receiving Sync the ability to resend the correct .dat so the import may be imported successfully.

At time of creating the database, you will be requested to select a country. Options are available for South Africa, Australia, New Zealand, Middle East, Malaysia and Other.

The country selection was previously captured on installation.

You will be presented with a new look in Sage 200 Evolution.

A new icon set has been designed to modernise and refresh the interface. Added features to the working area include Process Flows and Related Tasks.

System tree node names have changed, only when creating a new database.

Accounts Payable is now named Suppliers/Purchases and Accounts Receivable is known as Customers/Sales. Some screens have been logically regrouped. An example is the invoice, it will now be available on the Inventory as well as the Customers/Sales option.

Quick links to reports are available in the working area. Simply type the report name and click Run Report. Use the Recently Used section to easily access recently used areas.

All maintenance and enquiry grids will allow the user to multi select the records and use Ctrl+C on the keyboard, or use the right click option to Copy To Excel.

On the Inventory Item, Customer, Supplier and General Ledger Account maintenance grids a new type of grid is used to better handle large sets of data.

In form navigation is available on maintenance forms to navigate to the next, previous, last or first records. The option is also available to create new records from the maintenance form by

selecting the ‘+’ sign. Tabs are displayed on the left and no longer at the top of forms. New permissions added.

Within System Tools, an option is available to either Backup or Restore the current database.

You will also use Job Manager to schedule backups.

In Version 10, the user defined field values are stored in a separate table. Previously the field was added to the document master table. Due to the new structure, when document user defined values are changed, the changes can be tracked.

As example, add a user defined field to indicate lead time from the supplier on the purchase order. When the document is created, a lead time of 10 is added. After communications with the supplier the lead time can be amended to 15. Now a report can be created to indicate the initial lead time and the amendments made afterwards.

To make the maintenance of Masterfile data easier, new Quick Entry options have been added to Supplier Groups, Customer Groups, Inventory Groups and Inventory Items.

Use the multi select option on the grid to edit specific records.

  • Enter new records in the grid directly or use copy and paste functions to copy data from Excel and paste into the grid.
  • Use the option on the right click menu to ‘Copy Down’ values. To copy from Excel, create records using the exact heading names of the columns in the Quick Entry grid.
  • Changes will be indicated in red. Validations are done for duplicates and valid data.
  • Save will update or create the new records.

The tables that store the inventory items have been modernised and enhanced to improve speed on big datasets. The time it takes to add inventory items that belong to multiple warehouses have been drastically enhanced. Processing speeds have also improved due to the structural changes.

These changes will however, impact on your customised reporting solutions. These changes allowed for new features that were added to the module.

  • Multiple Barcodes specified per inventory item.
  • Barcode per Unit of Measure.
  • Price per Unit of Measure.

Allow the use of Multiple Bin Locations per Warehouse.

  • Enable on Warehouse Defaults.
  • Per warehouse, set a default selling and purchasing bin.
  • Per item, per warehouse, set a default selling
  • Link a bin to a warehouse, to an inventory item.
  • Set Min and Max Levels per bin.
  • Default Sales Bin and Default Purchase Bin per item, per warehouse.

Item Categories have been introduced. These are linked to inventory items. Inventory reports can be filtered according to Item Category. For upgrades from previous versions of the product, bin locations are now referred to as Item Categories. Bin location values captured in previous versions of the application are changed to Item Category values. All links to inventory items will be maintained.

Define attributes for inventory items for more accurate reporting and maintenance of inventory items.


Create an attribute group with attribute types defined, thereafter link the attribute values to types.

An example to illustrate the capability of attributes:

Selling clothing and mobile phones.

Find customer and supplier documents easily. Navigate to Inventory | Transactions | Inventory Document Maintenance. Search either for customer or supplier processed and unprocessed documents. Once the document is located, load the source document. Reprint a range of customer

or supplier documents using the Inventory | Reports | Reprint Documents.

With Sage 200 Evolution, a new version of Report Builder is shipped. This allows for better formatting when printing to Excel. Column header and column formatting is maintained. Extra options at time of printing to file allows for more capabilities.

An option is available on the General Ledger Accounts to bulk update ledger accounts to set the Allow Journals flag. Filter the ledger accounts and update the filtered records to set the flag to allow journal posting

  • New option added to increment the reference number when posting the interest transaction.
  • The transactions for interest are now flagged in the customer transaction file to indicate an interest charge.
  • You will be informed if an interest transaction is posted more than once for the same customer in
  • the same period.

Sage Evolution Customers on Version 7 upgrading to Version 10

Customers on Version 7 upgrading to Version 10 will also benefit in the modernisation of the user experience and architectural modernisation for our inventory module. You will be presented with a fresh new interface. User interaction within the system has been revolutionised with process flows, easy links to reports and a filter to quickly search, find and open screens within the system.

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