what’s new in sage evolution · the release of sage evolution version 7.10 we incorporated your...

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What’s new in Sage Evolution

Version 7.10

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Sage Evolution Version 7.10 – What’s New? ...............................................................................................................................................

At Sage Pastel we continuously invest in research and development to ensure that you are

kept up-to-date with the latest and most cutting-edge business management software. With

the release of Sage Evolution Version 7.10 we incorporated your suggestions and considered

your valued feedback in the new enhancements and add-on modules, ensuring to supply you

with greater flexibility, efficiency and control in your business.

General ...............................................................................................................................................

Microsoft SQL 2014 Microsoft SQL 2014 is now available as part of the Sage Evolution installation.

Administration and System module ...............................................................................................................................................

Administration | System Configuration | User Defined Fields The ability to add user defined fields on items per warehouse is now available.

Administration | Agent Administration | Agents Added the ability to set up Fiscal Devices for different countries.

Specifically accommodating the ability to add a new Fiscal Device for Kenya and Rwanda, as

well as the ability to send Tax Inclusive values to a Fiscal Devices for Rwanda.

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Inventory module ...............................................................................................................................................

Inventory | Transactions | Warehouse Inter Branch Transfer Request In addition to issuing and receiving Inter Branch Transfers, the ability to request an Inter

Branch Transfer has been added.

Inventory | Transactions | Invoices The number of characters for line note fields on Invoices have been increased.

Inventory | Transactions | Inventory Relink Added a validation in the Warehouse Relink to not update the quantity on hand if integrity

errors are found.

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Accounts Payable module ...............................................................................................................................................

Accounts Payable | Maintenance | Suppliers and Supplier Groups • The Supplier Name field has been increased to 150 characters.

• The Supplier Group Code field has been increased to 20 characters and the Supplier

Group Description field has been increased to 100 characters.

• Agent permissions were added to change the supplier group on a supplier master file.

Accounts Payable | Transactions | EFTS EU Countries require SEPA legislation changes regarding EFTS. This has been

implemented.

Accounts Payable | Transactions | Automatic Payment and Remittances • Sage Evolution allows multiple agents to access and process Automatic Payment and

Remittances batches simultaneously.

• Renamed the options in the Unallocated Debits frame on the Batch Maintenance Screen:

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• Create multiple Company Bank Accounts to accommodate supplier payments when

creating Automatic Payment and Remittance batches when EFTS processing is

activated.

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Accounts Payable | Maintenance | Suppliers A Shareholders tab was added to accommodate the legislation where it states that all

suppliers are required to submit their shareholder details with their application to your

company.

This relates to the Advanced Procurement add-on module practices.

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Accounts Payable | Maintenance | Shareholders Create your supplier shareholders using this feature:

Accounts Receivable module ...............................................................................................................................................

Accounts Receivable | Maintenance | Customers and Customer Groups • The Customer Name field has been increased to 150 characters.

• The Customer Group Code field has been increased to 20 characters and the Customer

Group Description field has been increased to 100 characters.

• Agent permissions were added to change the customer group on a customer master file if

a balance existed.

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Accounts Receivable | Maintenance | Defaults A new Reports tab was added to specify your preferred numbering structures pertaining to

your customer statement runs.

The ability to reprint statements as batches has also been added.

Accounts Receivable | Transactions | Accounts Receivable Batches Added a new Amount Paid column to the Accounts Receivable batch transaction grid and

customer configuration screens.

Accounts Receivable | Reports | Statements Customer Statements can be set to print outstanding invoices only.

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Accounts Receivable | Transactions | Interest Charging

The following table compares the screens from previous versions to Version 7.10:

Previous Versions Version 7.10

• An option to Increment Reference Numbers have been added.

• The ability to prevent interest charging for a customer that has already been charged

interest has been added.

• Added a flag onto the POSTAR table to indicate an interest charge transaction.

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General Ledger module ...............................................................................................................................................

General Ledger | Transactions | Add Chart of Accounts On the chart of accounts wizard, available on a Segmented GL database, the words “copy

from" and "to" have been renamed to "Source" and "Destination”.

General Ledger | Transactions | Reconciliation Utility This utility allows you to reconcile control accounts within Sage Evolution.

It reconciles and verifies all transactions to see

what is Debited and Credited and will flag the problem transactions.

It also allows for verifying and

reconciliation against multiple Control Accounts.

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Contact Management add-on module ...............................................................................................................................................

Contact Management | Transactions | Incidents The ability to link multiple source documents to an incident has been added.

Annuity Billing add-on module ...............................................................................................................................................

Annuity Billing | Transactions | Annuity Billing Batches When printing Annuity batch invoices through the Electronic Signature Device, signatures will

appear on each invoice individually and not only on the batch.

Bill of Materials and Manufacturing add-on module ...............................................................................................................................................

Bill of Materials | Transactions | Manufacture Process A validation message displays on the manufacture process when the quantity is more than

what is required according to the bill recipe and the quantity to be manufactured.

Advanced Procurement add-on module ...............................................................................................................................................

Advanced Procurement | Transactions | Prospective Supplier Scores When you add a prospective supplier via the Advanced Procurement module, all the supplier

fields are now available.

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Retail Point of Sale add-on module ...............................................................................................................................................

Retail Point of Sale | Maintenance | Defaults Set up Value Added Services (VAS) to enable airtime sales for different service providers.

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System Tree Municipal Billing is now integrated into the Sage Evolution system tree.

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Municipal Billing | Maintenance | Defaults A new option has been added to automate Billing Run numbers.

Municipal Billing | Transactions | Interest Interest can now be charged per service.

Municipal Billing | Transactions | Receipts Interest now displays in the Receipts grid and can be paid separately.

Municipal Billing | Reports | Consumption Comparison Report A Consumption Comparison report has been added to compare consumption for different

periods.

Municipal Billing | Reports | Transaction Listing A Transaction Listing report has been added to view processed transactions.

Municipal Billing | Reports | Property Valuation Report Added a new Usage Description field on the Property Valuation Report data pipeline.

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Sage Evolution Version 7.10 – Maintenance Notes ...................................................................................................................................................

At Sage Evolution we value feedback and suggestions from our users and maintain our

software on a regular basis to ensure quality delivery.

General ...................................................................................................................................................

Conversion When converting data from Sage Pastel Partner to Sage Evolution, the project link is not

being updated in the POSTGL table. This has been corrected.

General Search by phrase on Maintenance Screens do not work. This has been corrected.

Administration ...................................................................................................................................................

Administration | Agent Administration | Agents • An agent was able to change the session date even though this permission has been

deselected under their profile. This has been corrected.

• The max discount line percentage on the agent profile for Retail POS is being used on

normal invoicing if no max line discount percentage is specified for customer documents.

This has been corrected.

• Agents without permission to reprint invoices processed in the inventory and order entry

modules, should also not be able to reprint invoice dockets processed from the Retail

POS module. This has been corrected.

Administration | Agent Administration | Document Profiles The problem on creating a Job Costing document profile has been corrected.

Administration | System Configuration | Database Audit Setup An ‘Invalid column name _btblcbmatchrules_dModifiedDate’ error occurred when the Audit

tool was enabled. This has been corrected.

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General Ledger module ..................................................................................................................................................

General Ledger | Maintenance | Budget and Project Budget A Master Sub account column is added on the budget and project budgets screen.

General Ledger | Maintenance | Accounts User defined field values are now be copied when accounts are being copied using the Chart

of Accounts wizard. This has been corrected.

General Ledger | Transactions | Currency Revaluations • Currency Revaluation calculates the profit and loss based on the transactions’

outstanding balances. This has been changed to look at the balance as at the date of

revaluation.

• Increased the field length on Accounts.Master_Sub_Account and Accounts.Account to 91

characters.

General Ledger | Transactions | Journal Batches When importing a Journal Batch using a custom date format, the date remains incorrect. This

has been corrected.

General Ledger | Transactions | Cashbook Batches An error ‘tblSplit’ occurred when the Print Cheque option is selected on a cashbook batch

containing split lines. This has been corrected.

General Ledger | Reports | Cashbook Report Reconciled transactions display as unreconciled in the Cashbook Report. This has been

corrected.

General Ledger | Enquiries The Reconcile column on the General Ledger Enquiries screen does not indicate whether a

transaction is reconciled or not. This has been corrected.

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Accounts Payable module .................................................................................................................................................

Accounts Payable | Transactions | Automatic Payment and Remittances • The Automatic Payments and Remittance screen will now display transactions per

branch in an online branch accounting environment

• When processing a transaction, the complete document number does not display on

the configure payments screen. This has been corrected.

• If the Document number / reference consists of more than 21 characters, the

transaction cannot be deselected on the Accounts Payable Remittance screen. This

has been corrected.

Accounts Payable| Reports | Age Analysis The Accounts Payable Age Analysis Report is displaying an incorrect label when the report is

viewed in Landscape. This has been corrected.

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Accounts Receivable module ..................................................................................................................................................

Accounts Receivable | Transactions | Interest Charging If the option is selected to calculate interest on a daily basis, the system incorrectly calculates

it on the date of statement. This has been corrected.

Accounts Receivable | Transactions | Accounts Receivable Batch A validation message will display if the Accounts Receivable Batch import file contains an

invalid General Ledger account which is indicated in the General Ledger Contra Account

field.

Accounts Receivable | Reports | Age Analysis The Age Analysis does not print the customer name when you select to print using the option

to include transactions. This has been corrected.

Accounts Receivable | Reports | Transactions Report An error occurred when running the Accounts Receivable Transactions Report where the

print by period selection was made. This has been corrected.

Accounts Receivable | Enquiries Agents with no permissions to reprint invoices processed in the Inventory and Order Entry

modules should not be able to reprint invoice dockets processed from the Retail POS

module.


Accounts Receivable | Enquiries Agents with no permissions to reprint invoices processed in the Inventory and Order Entry

modules should not be able to reprint invoice dockets processed from the Retail POS

module.


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Inventory module ................................................................................................................................................

Inventory | Maintenance | Warehouses When adding a warehouse with a default group, the group will also be added to the inventory

item’s warehouse.

Inventory | Maintenance | Global Item Change A Global Item Change does not update correctly for warehouse items when using Cost per

Inventory Item. This has been corrected.

Inventory | Transactions | Invoice • When you print 2 copies of an invoice, both copies show as original tax invoices. This

has been corrected.

• The system consolidated the posting of the same financial line on an invoice. This has

been changed to post each line individually even though the same account is specified

more than once.

• When linking an invoice to a credit note the order number field is not populated. This

has been corrected.

• Existing warehouse Items in an Evolution Standard Database set to allow negative

inventory quantities do not allow negative quantities in newly created warehouses. This

has been corrected.

• An unprocessed customer invoice which has been linked to a goods issued voucher

can now be deleted.

• The word "Copy" does not appear on the invoice layout when printing a copy invoice on

a fiscal printer. This has been corrected.

Inventory | Transactions | Return to Supplier When Processing an RTS for the last item and the price on the RTS was different to the

average cost of the item, the control account and valuation did not balance. This has been

corrected that a variance will be posted to keep the control account in balance with the

valuation report.

Inventory | Transactions | Inventory Count The SNSytem, SNCount and SNVariance fields on the Inventory Count Variance report only

displays 21 characters. This has been corrected.

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Inventory | Transactions | Warehouse Inter Branch Transfers The IBT number on an IBT transfer was a value less than the next number that displayed on

IBT defaults .This has been corrected.

Inventory | Transactions | Journal Batch An inventory journal batch cannot be successfully processed when the batch includes

nonwarehouse items. This has been corrected.

Inventory | Reports | Transactions Report • The Total Amount Value on a Transactions report displays incorrectly when you have the

three stage invoicing setup activated. This has been corrected.

• An initialising data error occurred when running the inventory transaction report as a

summary report and grouped by item code options were selected. This has been

corrected.

Inventory | Enquiries • The ability to copy user defined field text in an Inventory Item Enquiry screen has been

rectified.

• The ability to view sales or purchases for year 6 on the Inventory Enquiry screen has

been rectified.

• After deleting a cancelled sales order the quantity on the sales order displayed as a

negative value on the Inventory Enquiry screen. This has been corrected.

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Order Entry module .................................................................................................................................................

Order Entry | Transactions | Sales Orders • You can now process a sales order batch that has an over terms customer if you have

permissions.

• When processing a purchase order the 'Place order' and 'Place order and Clear'

options perform the same function. This has been corrected.

• Goods Issued Voucher displays all the order lines irrespective if the stock has been

issued to the customer or not. This has been corrected.

• Agents without having the Sales Order Confirm permission cannot issue stock when

the three stage invoicing feature is activated.

Annuity Billing add-on module ...................................................................................................................................................

Accounts Receivable | Transactions | Transactions Grid Invalid column name 'idNotes' error occurred when customising the Annuity Billing

Receivables Transactions grid. This has been corrected.

Outlook Add-in add-on module ...................................................................................................................................................

Outlook Add-in | Incidents The Outlook Add-in add-on module did not allow you to link an incident to an email. This has

been corrected.

Bill of Materials add-on module ...................................................................................................................................................

Bill of Materials | Transactions | Manufacture Process The Manufacturing Process Reference numbers are incrementing incorrectly when using a

prefix that contains a digit. This has been corrected.

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Job Costing add-on module ...................................................................................................................................................

Job Costing | Transactions | Job Cards • Work in progress will not be affected when processing a return line for AP, GL or Payroll

transactions on a Job card.

• Non commissionable items prompt for a Sales Representative selection and do not

process when the Force Sales Rep and Rep Per Line is enabled. This has been

corrected.

Fixed Assets add-on module ...................................................................................................................................................

Fixed Assets | Asset Transactions | Sell / Scrap There are no General Ledger accounts available for selection on both the profit and loss drop

downs upon selling/scrapping assets. This has been corrected.

Retail Point of Sale add-on module ...................................................................................................................................................

Retail Point of Sale | Maintenance | Till Security An agent will now be able to invoice when the security option allow 'Sell Item below Minimum

GP' on Till Securities is activated.

Retail Point of Sale | Maintenance | Transaction Types If the Tax option is deselected on the RINV transaction type, the posting to the sales account

is incorrect when processing a sales invoice. This has been corrected.

Retail Point of Sale | Till Processing • A ‘No unit Conversion found’ error occurred when processing a specific unit of measure

item and lot item on an invoice docket. This has been corrected.

• When processing a return docket which included a tax exempt item, no tax was

calculated for non-exempt item lines. This has been corrected.

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Branch Accounting add-on module ...................................................................................................................................................

Inventory | Transactions | Journal Batches Inventory journal batches can now be imported into a head office with a specific branch

warehouse.

Inventory | Reports | Valuation Report When running a valuation report by date at head office for a specific branch, the report

included all other branch records as well. This has been corrected.

Municipal Billing add-on module ...................................................................................................................................................

Performance The ‘Out of memory’ error has been fixed on larger databases.

Table Changes The Receipts screen now reads from the POSTAR table and not the _mtblTransactions table,

which includes Sage Evolution transactions.

Municipal Billing | Maintenance | Property / Rates • Property Rates Revaluation can now recalculate and adjust the previous incorrect

calculations.

• The ability to link multiple valuation rolls to a property and valuation rolls with future

effective dates will not affect current billing runs.

• When editing a portion size, value and/or improvement values, the property will be

updated as the sum of those.

Municipal Billing | Maintenance | Regions / Sub-Regions A validation message now displays when an attempt is made to delete active Regions and

Sub-Regions.

Municipal Billing | Maintenance | Defaults A new option has been added to automate Billing Run numbers.

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Municipal Billing | Maintenance | Meter A Meter cannot be set as unbillable if that meter is included in an unprocessed Meter

Reading.


Municipal Billing | Transactions | Billing Run An error occurred when retrieving a default value for iClearanceCertificateForwardDateType.

The origin of the error was that the login failed for user 'sa' when doing Billing Run. This has

been corrected.

Municipal Billing | Transactions | Clearance Certificate When processing Clearance certificates, the system now uses the Owner at portion level and

not at property level.

Municipal Billing | Transactions | Receipts The POS Transaction Analysis report has been fixed to display account names for receipts

processed in Municipal Billing.

Municipal Billing | Transactions | Receipts The Meter update reversal transaction is now processing correctly.

Municipal Billing | Reports | Post Billing Listing We now have a filter on the Post Billing Listing report to group options by service.

Sage Evolution Version 7.10.101 – What’s New? ...................................................................................................................................................



the release of Sage Evolution Version 7.10 we incorporated your suggestions and considered

your valued feedback in the new enhancements and add-on modules, ensuring to supply you

with greater flexibility, efficiency and control in your business.

24

General ...................................................................................................................................................

Segmented General Ledger Lookups The segmented general ledger lookup on Advanced Procurement and Mobile Sales have

been enhanced to allow vertical lookups.

Segmented Inventory Lookups The segmented inventory lookup on Mobile Sales has been enhanced to allow vertical

lookups.

Accounts Receivable module ...................................................................................................................................................

Accounts Receivable | Maintenance | Customers • Field length of the Customer Name has been increased to 150 characters.

• Increased the customer's email field length to 200.

Accounts Payable module ...................................................................................................................................................

Accounts Payable | Maintenance | Suppliers • Field length of the Supplier Name has been increased to 150 characters.

• Increased the customer's email field length to 200.

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Contact Management add-on module

..................................................................................................................................................

Contact Management | Transactions | Incidents Linking of Source Documents to CRM Incidents has been enhanced by allowing multiple

source documents to be linked to an incident and then also multiple incidents linked to a

single source document.

Mobile Sales add-on module ..................................................................................................................................................

Mobile Sales | Transactions The application now has the ability to record GPS coordinates when capturing documents.

Mobile Sales | Transactions | Sales Order Should the client require the title of the document Printouts to read something else, the

application allows you to edit the Title.

Order Entry | Maintenance | Defaults You can print till receipts using the Integrated Till Slip Receipt Printer - LKP30.

Sage Evolution Version 7.10.101 – Maintenance Notes ..................................................................................................................................................



Administration module ..................................................................................................................................................

Administration | System Tools | Copy Company A “qryCopyPump:Missing SQL property” error occurred when doing a selective and full

copy, this has been rectified.

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General

..................................................................................................................................................

Partner to Evolution Conversion

Unable to Convert Serial Numbers when performing a Partner to Evolution conversion. This

has been rectified.

Accounts Payable module ..................................................................................................................................................

Accounts Payable | Transactions | EFTS Export On the New Zealand EFTS export file, the Payee Reference Number field is blank on the

CMS/GIFTS account.

Accounts Payable | Transactions | Automatic Payments and Remittances When processing an AP payment and remittance batch with the EFTS payment option to a

bank that is linked to a supplier account, the output path file name displays the file extension

of the bank specified in the AP EFTS defaults instead of the bank linked to the supplier

account. The default file format of the EFTS File layout is also changed when processing.

This has been rectified.

Accounts Payable | Transactions When processing an additional cost allocation for a foreign currency supplier with a line tax

value the tax value will now post to the supplier account.

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Inventory module

..................................................................................................................................................

Inventory | Transactions | Quick Price Enquiry When generating a document using the Quick Price Enquiry feature the system will now

consider the Volume Discount Contract pricing, if the customer account is entered before

the item code on the Quick Price Enquiry screen.

Inventory | Transactions | Inventory Count If a Lot Status is selected, normal stock items were excluded from the Inventory Count. This

has been corrected.

Inventory | Reports | Inventory Management Errors on applying sorting options on the Inventory Management report has been rectified.

Order Entry module ..................................................................................................................................................

Order Entry | Transactions | Sales Orders • After saving the grid information from the Open Sales Orders screen and then exporting

this information, the exported information will be maintained.

• When re-opening a Foreign Currency Archived Sales Order / Invoice, the Additional

Charges will now display correctly.

• When a Sales Order is created from a template, the Sales Order and the Reserved

Stock Quantity will update correctly.

Order Entry | Transactions | Purchase Orders After creating a Purchase Order Document Profile the prefix on the profile does not display

when trying to process the orders. This has been rectified.

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Mobile Sales add-on module ..................................................................................................................................................

Mobile Sales | Transactions | Sales Orders • The ability to change the Layout Title of a Sales Order when processing from the mobile

device has been introduced. This is useful when the client wants the Sales Order to

reflect as the Delivery Note in order for them to sign for the order.

• Lines are lost on a Sales Order when a 100% discount is assigned to the selected line

discount.

Retail Point of Sale add-on module ..................................................................................................................................................

Retail POS | Reports | Day End Report The Day End Report in Retail POS now includes the Petty Cash change value from the

Cashup.

Retail POS | Transactions Retail POS transactions will not be allowed in blocked periods.

Advanced Procurement add-on module ..................................................................................................................................................

Advanced Procurement | Transactions | Requisition On the requisition screen, when a sector (linked to supplier) and an area (not linked to

supplier) are selected, all the suppliers are listed on the supplier drop down menu and

ignores the sector's suppliers. This has been rectified.

Advanced Procurement | Transactions | New Requisition An 'Invalid column name iAreaID' error occurred when processing a new requisition. This

has been rectified.

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Annuity Billing add-on module ..................................................................................................................................................

Annuity Billing | Transactions The Test option on an annuity billing run which includes debit orders and EFTS options,

posts the transactions instead of performing a test run. This has been rectified.

Contact Management add-on module ..................................................................................................................................................

Contact Management | Maintenance | Workflow • The workflow listing report displayed all of the workflows instead of only the workflows

specified on the filter selection. This has been rectified.

• If an incident is rejected in the final step of a workflow process, a notification will now

display prompting the user to specify which existing workflow step the incident must be

reverted to.

Fixed Assets add-on module ..................................................................................................................................................

Fixed Assets | Transactions | Depreciation An option to depreciate on Financial Accounting period for Plant and Machinery depreciation

method has been implemented.

Fixed Assets | Transactions | General Ledger Depreciation Batch Fixed Assets General Ledger Depreciation Batches per Branch is now possible.

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Branch Accounting add-on module ..................................................................................................................................................

Branch Accounting | Sage Intelligence Reporting The branch code format for Branches in the Financial Report Designer is rectified.

Branch Accounting | Central Search Added branch capability to Central Search.

Branch Accounting | Sync Sync does not create individual branch folders when the option “Export to branch

subfolders” is checked. This has been rectified.

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Sage Evolution Version 7.10.106 – What’s New? ...................................................................................................................................................



the release of Sage Evolution Version 7.10 we incorporated your suggestions and

considered your valued feedback in the new enhancements and add-on modules, ensuring

to supply you with greater flexibility, efficiency and control in your business.

Point of Sale add-on module ...................................................................................................................................................

Point of Sale | Transactions The ability to change the tax type only and not the Price on a document has been introduced

via permissions.

Branch Accounting add-on module

Branch Accounting | Sync • The sync has now been setup in such a way that the sync monitor dependencies on the

sync dashboard have been removed.

• In order to ensure that the data synched is accurate, all tables that sync have a new

column named with the convention tablename_checksum. When posting a transaction,

Evolution uses specified fields to generate a hash string, the checksum type is SHA1.

• The log will now run the current process, once complete, the log will clear and a new log

file will be created, this will ensure that the file does not grow in size.

• A new feature to setup the interval for update of the status server has been

implemented.

• When exporting to a branch subfolder, it will create a branch folder per branch when

exporting the data (HO only).

• Previously, when doing a custom export the sync would wait for next interval to upload

the custom export. The sync will now automatically upload the custom export file.

• A new check has been added to ensure that a previously imported Initial Import file does

not get re-imported.

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Sage Evolution Version 7.10.106 – Maintenance Notes ...................................................................................................................................................



Accounts Payable module ...................................................................................................................................................

Accounts Payable | Transactions | Automatic Payments and Remittances The Project and Discount Tax Type fields will be available on processing an automatic

payment and remittance batch.

Accounts Receivable module ...................................................................................................................................................

Accounts Payable | Reports | Statements An Error occurred on Statements when the exclude paid invoices option was selected and

using the Short Date format to dd/mm/yyyy. This has been rectified.

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Inventory module

..................................................................................................................................................

Inventory | Maintenance | Transaction Types If the prompt for ledger accounts was enabled on an RTS transaction type, then the prompt

message displayed twice during processing .This has been corrected to prompt once only.

Order Entry module ..................................................................................................................................................

Order Entry | Transactions | Purchase Order The error ‘QryInvNum:field'OrigDocID not found’ which displayed after loading a Purchase

order for a foreign supplier and selecting the ability to request approval has been corrected.

General Ledger module ..................................................................................................................................................

General Ledger | Reports General ledger reports will not display general ledger accounts that belong to another

branch in an online environment.

General Ledger | Maintenance | Accounts The Add Chart of Accounts wizard will now copy accounts correctly as per filters specified.

General Ledger | Report | Account Balances The General Ledger Account Balances report will now filter accounts applicable to the

specified general ledger segment selection and not display general ledger accounts outside

the filtered criteria.

General Ledger | Report | Transactions General Ledger Transaction Report calculated the incorrect opening balance. This has been

rectified.

General Ledger | Reports | Income Statement In a segmented general ledger accounts setup the income statement will now correctly sort

by segments.

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General Ledger | Enquiries The balance displayed on the Foreign Ledger Balances tab on the general ledger enquiries

screen displayed the home balance. This has been corrected to display the foreign balance.

Annuity Billing add-on module

..................................................................................................................................................

Annuity Billing | Transactions When running an Annuity Billing process, which is linked to a charge template, the error

'QryEFTSLayout cDescription not found' displayed. This has been rectified.

Retail POS add-on module ..................................................................................................................................................

Retail POS | Transactions Transactions being processed in blocked periods via the Retail POS add-on module will not

be allowed.


Advanced Procurement | Transactions | Requisition Screen Branch specific general ledger account will now be available on the requisition screen in the

Advanced Procurement add-on module.

35

Sage Evolution Version 7.10.108 – What’s New? ..................................................................................................................................................



the release of Sage Evolution Version 7.10 we incorporated your suggestions and

considered your valued feedback in the new enhancements and add-on modules, ensuring

to supply you with greater flexibility, efficiency and control in your business.


Advanced Procurement | Maintenance | Cost Centres Users can now limit access to general ledger accounts by way of cost centre access

permissions that has been introduced.

Setup Process:

1. Create a cost centre under Advanced Procurement.

2. The ‘Export to UDF’ must be enabled.

Processing Transactions:

On a general ledger line, a cost centre will need to be selected.

Sage Evolution Version 7.10.108 – Maintenance Notes ..................................................................................................................................................



Common module ..................................................................................................................................................

Projects An error ‘Unable to create object’ occurred on editing Projects listed on a large Project list.


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Accounts Payable module

..................................................................................................................................................

Accounts Payable | Maintenance | Supplier Groups An Invalid column name ‘idCliClass’ error occurred when Adding or Editing a supplier group.


Accounts Payable | Transactions | Automatic Payments and Remittances The issue with emailing suppliers individually via the Automatic Payments and Remittance

Batches has been rectified.

Accounts Payable | Supplier Account The supplier account will now update correctly on purchase orders processed containing a

positive and negative line.

Accounts Receivable module ..................................................................................................................................................

Accounts Receivables | Transactions | Interest Charging • Interest was not being applied on customer accounts when specifying a grace period

equal to, or greater than 30.This has been rectified.

• Customer terms were ignored on interest calculations if the ‘Include charge date’

option was selected. This has been rectified.

Accounts Receivable | Reports| Supplier Representative Codes No details displayed when viewing the rep commission report on a Unicode Database. This

has been rectified.

Inventory module ..................................................................................................................................................

Inventory | Transactions | Return to Supplier A Stock Cost Variance Adjustment was posted on processing an RTS transaction. This

caused an imbalance between Inventory Control and the Inventory Valuation Report. This

has been rectified.

37

Order module

..................................................................................................................................................

Order Entry | Transactions | Sales Order After editing a Global Agent at the branch, the agent could not select a Branch warehouse

on invoicing .This has been rectified.

Please note that accessible warehouses cannot be edited at Branch level.

Order Entry | Transactions | Purchase Order When emailing a purchase order, the subject line on the email will now display the purchase

order number as well.

Tax module ..................................................................................................................................................

Tax | Transactions | Tax Box Report The ‘Consolidate transactions by Reference’ option on the Tax Box report consolidated all

the transactions processed on different tax types into one tax type. This has been rectified.

Job Costing add-on module ..................................................................................................................................................

Job Costing | Transactions | Job Card Financial lines that were credited on a Job Card will now display on the Tax report.

Job Costing | Transactions | Job Costing Relink The line WIP QTY was being updated by the relink if return lines existed on the Job. This

has been rectified.

Voucher Management add-on module ..................................................................................................................................................

Voucher Management | Transactions | General Ledger Vouchers The user will not be able to process using an inactive general ledger account via the

Voucher management add-on module.

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Voucher Management | Transactions | Accounts Receivable and Payables

Vouchers Decimal values did not print correctly when processing a Receipt or Payment Voucher. This

has been rectified.

Retail POS add-on module

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Retail POS | Till | Sales Invoice/Credit Note or Order When a seeding error occurs on Retail the transactions will now roll back and display a

warning message before posting.