what's new prem v7 _v30

1

Whats new in Sage Evolution Premium

Version 7

2

Sage Evolution Version 7 Whats New Guide? ............................................................................................................................................... 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 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 ............................................................................................................................. Iconographic Sage Evolution has taken the opportunity to give the software a new look and feel by changing the icons to create a more user friendly interface. The icons were selected to represent the different modules more effectively and assist you to easily navigate your way around the software.

3

Sage Evolution Installation Options The overall look and feel of the product installation has been modified to accommodate not only the different elements of the Sage Evolution set up and implementation process, but also to ensure that our product is compatible with the latest version of Microsoft SQL Server database software.

The installation set up has been divided in four main areas to make it as easy as possible to select between the different installation components that can be installed.

4

Freedom Service - KPI Dashboards Executive Dashboard engages with the Sage Evolution data making it a powerful performance management tool within your business. Fully customisable, also allowing you to create your own Dashboards, focussing on Key Performance Indicators, creating Snapshots of important business elements.

5

Freedom Service Central Search Make use of the central search functionality to easily access information within the Sage Evolution software across all modules.

6

Common | Company Details | Unlimited Financial Accounting Years We know and understand how important historical data is for a company; therefore we now allow you to create unlimited financial accounting years. Previously we only stored data for 5 years but now you will be able to view historical data well into the past. You will benefit from this by analysing historical data to make more informed decisions and accurate forecasting.

Auto Text Become more efficient and save time when capturing customer and supplier data by adding auto text selections for transactions throughout Sage Evolution. These are used as shortcuts, commonly known as text expansion, to ensure quick and easy selection.

7

Importing of documents Automate your industry specific invoices to be imported into Sage Evolution seamlessly and without breaking any of the business principles and rules around your accounting. The document import uses templates for different files formats giving you the flexibility yet ease of use on document imports.

8

Administration ............................................................................................................................. System Configuration | Password Complexity and Agent Lockout As an added software control measurement, we have enhanced our login security by adding Password Complexity and Agent Lockout settings. The Password Complexity enables you to enforce specific password combinations which

can be aligned to your businesss IT protocols. The Agent Lockout feature allows you to control users entering their passwords

incorrectly by specifying lockout attempts and durations.

9

Administration | Utilities Human errors sometimes occur. The Utilities section allows you to make specific changes to transactional data, in the event where you might have mistakenly used the incorrect date, reference, projects, description or delivery method amongst other selected data. This takes the difficulty out of doing reversals and keeps your data clean. All changes are written to a log file for audit purposes.

10

Administration | Agent | Document Profiles The ability to specify a profile per Agent was added. This profile consists out of its own document numbers, transaction types and document layouts and can be assigned on a per agent level. You will also be able to add maximum line and overall discount limits per agent.

To give you peace of mind and control regarding what type of documents reach your customers or suppliers by post or email, Document Profiles allow you to enforce specific invoice numbering and ensures consistency by allocating specific printing and emailing document layouts per agent. Document layouts can also be selected from any inventory related document before printing it, which allows other agents to also make use of the layouts, when and if necessary. General Ledger ............................................................................................................................. IFRS Alignment We have aligned Sage Evolution to IFRS Reporting requirements, general ledger accounts now have the IFRS Reporting categories and financial statements formatted to display accordingly. General Ledger | Maintenance | Accounts The length of the description field for General Ledger Accounts has been increased.

11

General Ledger | Maintenance | Budgets and Project Budgets Budget forecasting, which will assist with better planning and accountability has been introduced.

General Ledger| Maintenance| Account Types In line with IFRS standards, changes were made to General Ledger Account types, ie the Bank account type has been renamed to Cash and Cash equivalent. A new table called _etlbAccountypes has been created to store account types.

12

General Ledger | Transactions | Cashbook Batches Automatic Allocations This feature allows you to automate balance forward transaction allocations when processing cashbook batches in Sage Evolution. General Ledger | Transactions | Currency Revaluations The ability to revalue foreign customer and foreign supplier accounts has been added. General Ledger | Enquiries | View Ledger Balances per Financial Year Previously you could not view ledger balances per financial year, but now due to the unlimited financial periods, we have dedicated a Ledger Balances tab on the General Ledger Enquiry screen, allowing you to view specific account balances per financial year.

General Ledger | Reports | Trial Balance When showing a loss on the Trial Balance and Income Statements Nett profit, it now displays Nett Loss instead of Nett Profit.

13

General Ledger | Reports | Bank Reconciliation On the Bank Reconciliation Report you will now be able to generate a Report on a specific period or up to a particular period. General Ledger | Reports | Account Balances The user can now customise the account balances Report to display the year description. General Ledger | Reports | Visual Reports This amazing new feature is a Pivot table within Sage Evolution, which allows you the freedom to mix and match information to display exactly what you want to see. You can even drill down to the source document of the transaction as well as save this Pivot in an Excel, HTML, TXT or XML format. Different types of charts are available for visual analysis.

Ability to view financials by branches in one central place has been added through the Visual Reports feature.

14

This has been made possible by introducing Pivot grids that allows the function to sum by Branch / Period as well as any other available field/s. These fields can be added to the field header area and filtered from there. The Visual Reports have been introduced for the following Reports: Income and Expense Analysis known as the Income Statement (IS) Financial Position Analysis known as the Balance Sheet (BS) Business Performance Analysis known as the Trial Balance (TB) General Ledger | Reports | Balance sheet When generating a Balance Sheet you will now notice that you can select to generate the Report to display in the format of a Statement of Financial Position.

General Ledger | Reports | Income statement When generating an Income Statement which can be selected to display in the format of a Statement of Comprehensive Income.

15

Inventory .............................................................................................................................

Inventory | Maintenance | Inventory Item A Buyer field has been added into inventory items. This field is linked to the Inventory Optimisation module.

Inventory | Maintenance | Inventory Item Dimension Items Dimension Items gives you the ability to stock items using specific dimensions such as m and m. You can specify buying and selling dimensions depending on the type of item and is perfect for environments where inconsistent measurements are sold based on client requirements.

16

Inventory | Transactions | Invoice - Excess Invoicing Mostly applicable to insurance claims, this feature allows for secondary customer processing. Depending on your setup, the system simultaneously generates two invoices which are linked to a common transaction. Ideally used in businesses where the customer is invoiced for the excess amount and the insurance company for the full value of the item.

Inventory | Transactions | Invoice - Gross Profit View the Gross Profit % when you are processing a customer invoice on the fly.

17

Inventory | Enquiries | Quick Price Enquiries This feature allows for proactive processing, by performing quick inventory price enquires at any time. You are able to create quotes and invoices with a click of a button as well as toggle between pricelists.

Inventory | Enquiries | Inventory Enquiries - Warehouse Lookup When performing specific inventory item enquiries, you are now able to invoke a warehouse lookup field enabling you to establish which warehouse this item belongs to.

Inventory | Transactions | Inventory All delivery address details have been made available on the Pipeline layouts. On all Purchase Orders, Sales Orders as well as the Inventory module, an exclusive total

will now display on the mentioned documents. You will be able to select an invoice layout at the time of printing. Batch processing of invoice documents containing LOT numbers, have now been

introduced. Inventory | Transactions | Journal Batches You will now be able to select a default transaction code on for the Inventory Journal batches. The code selected will be the default transaction code on the new / added lines within the journal.

18

Order Entry ............................................................................................................................. Order Entry | Transactions | Purchase / Sales Order The Document and Date tabs have been merged and will display on the document header screen of all documents. Accounts Receivables .............................................................................................................................

Accounts Receivable | Maintenance | Additional Charges Keep control of additional charges incurred like courier or surcharge levies by quickly adding them to an invoice. Sage Evolution allows you to update the correct general ledger expense accounts and can apply the charges based on a fixed value or percentage value. Additional Charges can now be set up in order to have standard charges on transactions within Sage Evolution.

19

Accounts Receivable | Maintenance | Customers The length of the customer's Email Address field has been increased to a

maximum of 150 characters. To ensure excess invoices can be generated, it is important to flag certain

customers as insurance customers, by selecting this newly added option on the customer maintenance screen.

Accounts Receivable | Maintenance Screen On the Accounts Receivable Maintenance screen, you will now have the ability to add the default Tax Type, on both the customer account, when customising the grid. Accounts Payables ............................................................................................................................. Accounts Payable | Maintenance Screen On the Accounts Payable Maintenance screen, you will now have the ability to add the default Tax Type, on both the supplier account, when customising the grid. Accounts Payable | Maintenance | Transactions On Hold Should you have any unresolved disputes with a particular suppliers transaction, this feature allows you to put supplier transactions on hold, withholding the payment until such time it is placed off hold. Accounts Payables | Transactions | Automatic Payment and Remittances We have added enhanced settings when saving your automatic payment and remittances. The Automatic Payment and Remittance option now has a default tick box that saves the current settings.

20

This will filter through to your automatic payment and remittances whereby the scheduled payment will exclude the supplier transactions placed on hold.

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

BOM | Data Distribution Services To avoid recreating simple to complex bill of material recipes, we have alleviated your possible frustrations by allowing you to import them using our dynamic Data Distribution Services (DDS) utility.

21

Contact Management add-on module ............................................................................................................................. CRM | Enquiries | Incident History - Incident Management Keeping our promise to ensure that working with our product is not only effective but also efficient, you now have the ability to action more than one incident at the same time. Ultimately, saving you time and elbow grease to not have to action incidents one by one.

CRM | Maintenance | Mail Merge Send personalised customer documentation in html format using the Mail Merge feature from within Sage Evolution. Create personalised letters of demand to customers who have overdue terms or past their credit limit via email and keep track of this correspondence with Sage Evolutions built in CRM functionality. Branch Accounting ............................................................................................................................. Global costs for online branch environments Global costs are available in an online branch accounting environment allow you to manage you costs much more easily across different branches.

Bin location per branch Managing stock and picking items per branch has just been made much easier by having a bin location per branch.

Administration | Lookup Tables | Bin Location You are now able to create Bin Locations for specific branches. After enabling the Branch Accounting add-on module on a database, the default branch mode will be off line instead of on line. The Cost Per Warehouse will not be forced in an on line branch accounting set up.

22

Retail Point of Sale add-on module ............................................................................................................................. Common | Company Details | EFTPOS Integration Different card payment devices are compatible with Sage Evolution. A simple setup process is required for a smooth integration into Sage Evolution and the respective banks, transforming your Point of Sale Stations into dynamic payment portals.

Administration | Agent - Biometric and RFID Sign On Biometric and RFID Sign-on Devices are compatible with Sage Evolution. A simple setup process is required for a smooth integration, enabling secure access control at your Point of Sale Stations.

Retail Point of Sale | Maintenance | Till Security Add Till Security permission for a supervisor not to be authorized by another user, as he already has the supervisor permissions.

Retail Point of Sale | Maintenance | Till | Touch Screen Interface Retail Point of Sale module can now be used in conjunction with Touch Screens, which benefits you in more ways than one. It speeds up processing times, culminating into higher sales and ultimately ensuring customer satisfaction. Retail Point of Sale | Maintenance | Defaults | Docket Options The ability to round on invoicing, based on the tender type used on payment, has now been added. Retail Point of Sale | Retail Till | Sales Docket A permission to override the Discount Limit with authorisation is now available.

23

Retail Point of Sale | Maintenance | Retail POS Menu Setup The functionality has been added to customise your function keys.

Retail Point of Sale | Till | Returns The Returns Exchange option on the Invoice and / or the Return Option have now been created into separate processes. Retail Point of Sale | Transactions | Trading sessions To be able to see transaction lines on customised picking slip. Retail Point of Sale | Enquiries Disable viewing of Quantities in Retail Item Enquiry Screen.

24

Sage Intelligence Reporting ............................................................................................................................. Name Change Business Intelligence Centre is now known as Sage Intelligence Reporting. Backup Utility Sage Intelligence Reporting, formerly known as Business Intelligence Centre now has a backup utility for the SVD within Sage Evolution. Sage Intelligence Reporting | Containers Affected Users This advisory applies to existing Sage Intelligence Reporting Users (formerly Business Intelligence Center) with Customised Financial Containers or their clients using the same. Please note that Non-Financial Reporting containers, for example Inventory, Accounts Receivable, Accounts Payable and so on, are not affected by this advisory. New users, implementing Sage Evolution Version 7.00 for the first time, are not affected by this advisory either.

Advisory Brief Sage Evolution V7.00 has introduced significant changes related to the General Ledger tables structures. Detailed information pertaining to these changes can be requested from your business partner or [email protected]. Should you make use of Customised Containers*, or have had financial Reports designed for you using customised containers or views, you will be required to redesign these containers to be in line with the new table changes for this Version of Sage Evolution. Please do not elected to Upgrade Sage Evolution if you suspect that your customised Reports might be affected. Compatibility views have been provided for existing containers and your current standard containers or Reports will continue to function without change. It is recommended to use the new containers provided with this release of Sage Intelligence Reporting to ensure you benefit from, both a speed improvements for Containers and the latest Sage Intelligence Reporting In-Memory functionality. Please consider these changes and the impact it may have on your existing Reports before electing to continue with the Sage Evolution Version 7.00 upgrade. Sage Intelligence Reporting | Dashboard The Dashboard option has been removed from the System Tree.

25

Sage Evolution Version 7.00.174 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 ............................................................................................................................. Reports and Documents Various Reports throughout Sage Evolution need to have their column widths increased

by default. This has been corrected. Option for Reports exported or printed to file to be saved as Excel 2010 format. This has

been corrected. The default attachment format should be set to PDF as it was in prior Sage Evolution

versions. This has been corrected.

Data Distribution Services ............................................................................................................................. Selling prices were not being updated on the DDS import functionality when inclusive selling prices exceeds 999. This has been corrected.

Internet Links ............................................................................................................................. A script error occurred when accessing a website through the internet links. This has been corrected.

Outlook Add-in module .............................................................................................................................

Incidents Incidents posted to an agent using the Outlook add-in module did not escalate to the group linked to the incident type. This has been corrected.

Memory Usage The Outlook add-in module does not release memory usage. This has been corrected.

26

Tax Manager .............................................................................................................................

Tax Manager | Reports | Business Activity Report A String or binary data would be truncated error on the BAS Report occurred when the General Ledger Journal batch reference number was longer than 20 characters. This has been corrected.

Tax Manager| Enquiries An error Procedure or function _bspTMTaxPeriodTransactions expects parameter '@dstartdate which is not supplied occurred when you used the drill down functionality. This has been corrected.

Upgrade ............................................................................................................................. New columns on the POSTST to be correctly upgraded from version 6.82 to version 7. This has been corrected.

Administration ............................................................................................................................. Administration | Agents Insert standard node option not available. This has been corrected. An error occurs after copying an agent more than once and when the login security is

enabled. This has been corrected. The system is not responsive upon cancelling the biometric set up on an agent. This has

been corrected.

Login An error broadcasting non-visible message occurred when trying to log into Sage Evolution using Windows XP. This has been corrected.

27

Common .............................................................................................................................

Common | Company Details Incorrect company details are used when logging into the head office on behalf of the

branch. This has been corrected. Accounting years after Year 5 do not follow the set/existing accounting period sequence.

This has been corrected.

Common | Maintenance | EFTS layouts Supplier reference needs to be available on FNB PACS and Cams layouts. This has been corrected.

General Ledger .............................................................................................................................

General Ledger | Maintenance | Budgets When running the budget Report YTD for month 1 of year 2 it includes the budget for

year1. This has been corrected. Budget values from the main account are copied to all the sub accounts created. This

has been corrected.

General Ledger | Maintenance | Accounts Able to create general ledger accounts with more than 41 characters but you cannot view the account in full in segmented database. This has been corrected.

General Ledger | Transactions | Cashbook Batches Prompt for allocation when processing a payment for a balance brought forward

customer in a cashbook. This has been corrected. When processing a cashbook transaction with split lines you are able to select a general

ledger account that does not allow journal processing. This has been corrected. In an on line branch accounting database the trial balance goes out of balance if a

cashbook batch is posted to a global loan account and the branch loan account is not linked to the global loan account. This has been corrected.

Batch is not saved before printing after making a global change on a recurring batch. This has been corrected.

Deposit column not displaying on a new cashbook and an error occurs on trying to add lines. This has been corrected.

The tax amount total on the Cashbook Batch Report is calculated without considering whether the lines are payments or deposits. This has been corrected.

28

General Ledger | Reports When personalising the display settings to 125% certain Reports in Sage Evolution do not fit to the screen. This has been corrected.

General Ledger | Reports | Ledger Accounts Transaction When printing the Ledger Account Transactions Report to Excel the number of lines

exported is 65536. This has been corrected. When viewing the XLS Report file for the Ledger Account Transactions Report, the

balance values do not display in the correct column. This has been corrected.

General Ledger | Reports | Project Budget vs Actual Report Duplicate accounts when printing the Project Budget vs Actual Report. This has been

corrected. The project actual amount displays as negative on the Project Budget vs Actual Report if

no project budget has been specified. This has been corrected. The project actual value is carried over to the first period of the new financial year after a

first year purge is run. This has been corrected.

General Ledger | Reports | Trial balance Trial Balance displays a nett profit if grouping by financial account types. This has been

corrected. The Trial Balance shows incorrect total values when YTD option is selected. This has

been corrected.

Inventory .............................................................................................................................

Inventory | Maintenance | Inventory Item The gross margin and gross margin % is not being calculated correctly if manual costing is being used. This has been corrected.

Inventory | Maintenance | Lot Tracking DDS imported lot items not available for selection on lot tracking upon approval. This has been corrected.

Inventory | Transactions| Inter Branch Transfers An error occurs after changing the branch panel to a specific branch on the IBT issue screen. This has been corrected.

29

Inventory | Transactions | Journal Batch Unable to export lot numbers on Inventory Journal Batch. This has been corrected. An insufficient quantity exists for item code. A negative quantity is not allowed message

displays when processing an inventory journal containing a lot number item if there is quantity of the lot in WIP account. This has been corrected.

Inventory | Transactions | Invoice In a branch accounting database the company tax number does not display on the

invoice after adding the field to the layout. This has been corrected. Head office transaction types are being used when processing inventory documents on

an on line branch accounting database. This has been corrected. Incorrect document total after specifying a document discount amount. This has been

corrected. Incorrect information displays on an invoice when processing an Excess Invoice. This

has been corrected. One should not be able to enquire on an inventory item at line level if the access

permission Allow Inventory Item Enquiry has been de-selected. This has been corrected.

The Clear and Reset buttons are not working properly on Additional Charges Invoices. This has been corrected.

Inventory | Transactions | Credit Note Tax type selected on a saved credit note the tax type does not display when the credit

note is re-opened. This has been corrected. When you re-open a saved credit note that has been linked to an invoice, the invoice

number disappears. This has been corrected. Disallow changing the customer on a linked credit note. This has been corrected. Load as Linked Credit Note displays incorrect line total for partially processed Sales

Order lines. This has been corrected. Credit Note posting a cost variance for a manual cost dimension item but no cost

difference exists. This has been corrected. The conversion of a varchar data type to a datetime data type resulted in an out of

range value' when changing the date on a credit note. This has been corrected. Inventory Issue | Transactions | Inventory Issue When issuing stock to a lot number item that does not require an expiry date then the lot number is not available for selection on the issue. This has been corrected.

30

Inventory | Enquiries | Transaction History Inventory | Enquiries | Warehouse Enquiries When saving the grid to Excel and permission to view inventory cost prices is disabled, the prices still display in Excel. This has been corrected.

Inventory | Reports When personalising the display to enlarge text and forms, certain Reports in Sage

Evolution are oversized. This has been corrected. The inventory related reports must display the From and To fields for bin location

selections and the bins should be in alphabetical order. This has been corrected.

Inventory | Reports | Management Report The Management Report does not show items processed in the Retail Point of Sale module. This has been corrected.

Inventory | Reports | Intrastat Supplementary Declarations Intrastat Supplementary Declarations Report does not save filters. This has been corrected.

Inventory | Reports | Cost Inventory Cost Report prints from the stkItem table when using branch accounting module. This has been corrected.

Inventory | Reports | Valuation The Inventory Valuation Report does not display groups in the correct sequence. This

has been corrected. An error initialising report data message displays upon viewing the Inventory Valuation

Report by date. This has been corrected.

Accounts Receivable | Enquiries The balance on a customer's account is updated incorrectly if a debit and credit line are processed on the same invoice. This has been corrected.

Inventory | Reports | Transactions Unable to print the Sage Evolution Reports to Excel. This has been corrected.

Inventory | Reports | Slow Movers The Inventory Slow Movers Report does not filter the warehouses correctly. This has been corrected.

31

Inventory | Transactions | Invoice The inventory quotation number does not display in the email subject line when a quotation is reprinted and emailed. This has been corrected.

Order Entry .............................................................................................................................

Order Entry | Maintenance | Cancel Orders Unable to select the desired purchase orders for cancellation as the purchase order numbers do not display on the From and To fields. This has been corrected.

Order Entry | Transactions | Sales Order Available quantity needs to refresh correctly if a line item is changed from stock to general

ledger. This has been corrected. The sales order document maintenance screen displays a customer name instead of a

supplier name when searching for purchase orders. This has been corrected. An agent can process a sales order invoice to a customer that has exceeded their credit

limit. This has been corrected. The sales order to purchase order feature should not validate against a supplier invoice

number when the purchase order is created. This has been corrected. The edited fields on a sales order are not displayed as they were entered when creating a

purchase order from a sales order. This has been corrected. General ledger account split lookup on sales order screen displays an error Cannot

create new connection because in manual or distributed transaction mode. This has been corrected.

Order Entry | Transactions | Purchase Order If you process a purchase order with 10% tax, the tax amount does not round correctly.

This has been corrected. The supplier invoice number is not validated to be unique when processing batches. This

has been corrected. The sales order document maintenance screen displays a customer name instead of a

supplier name when searching for purchase orders. This has been corrected. Confirm Quantity Column is greyed out when using an item with stock dimensions. This

has been corrected. The edited fields on sales order are not displayed as they were entered when creating a

purchase order from a sales order. This has been corrected. The agent details are not exported correctly if a purchase order is saved to grid. This has

been corrected. Duplicate supplier invoice numbers allowed when 2 invoices are created from one GRV.


32

Order Entry | Transactions | Sales Order Fulfilment Incorrect unit of measure item quantities are available to reserve on sales order fulfilment. This has been corrected.

Order Entry | Enquiries | Sales Order Enquiries ADOOrderEnquiry: Field 'iInvoiceID' not found error occurs when customising the grid columns on a sales order enquiry. This has been corrected.

Order Entry | Reports | Sales Order When viewing the Sales Order Report, the order dates filter does not keep its values when the default option is selected. This has been corrected.

Point of Sale | Transactions | Sales Sales orders do not process when you refund and reduce the sales order quantity. This has been corrected. Accounts Payable .............................................................................................................................

Accounts Payable | Transactions | Accounts Payable Batches A general ledger transaction is out of balance error occurs when processing a split line with a 100% tax rate on an Accounts Payable Batch. This has been corrected.

Accounts Payable | Volume Discount Contracts When processing using Accounts Payable Volume Discounts, it rounds off the second decimal if you have more than two of decimal values. This has been corrected.

Accounts Payable | Reports | Remittance Advice The Print Document Detail option for Remittance Advice does not print details. This has been corrected.

Accounts Payable | Transactions | Automatic Payment and Remittances Automatic Payments and Remittance Cheque Run does not allocate full payment to the account if the reference is more than 20 characters. This has been corrected.

Accounts Payables | Standard | Transactions Foreign currency does not refresh for different accounts using the same name, and when you use the name as a lookup option in Standard. This has been corrected.

33

Accounts Receivable .............................................................................................................................

Accounts Receivable | Maintenance | Customers Save grid of customer listing is limited to 65536 records while exported to Excel. This

has been corrected. QryDelAddressUtil: Field "_etblDelAddress_iBranchID" not found shows up when you

want to add a note to a delivery address. This has been corrected. Short cut keys to multi allocate on a customers account (Shift+Ctrl+A ) not displaying the

customer list. This has been corrected.

Accounts Receivables | Transactions | Accounts Receivables batches When validating a foreign accounts receivables batch with split lines, you receive an error

that says There is 0.00 difference for foreign, there is however a difference for home. This has been corrected.

An error occurs upon opening a saved Accounts Receivable batch , qryARlookup Field idefTaxTypeID not found. This has been corrected.

Accounts Receivable | Transactions | Standard Settlement discount using date of statement not calculating correctly when settlement

days are over 31. This has been corrected. Foreign currency does not refresh for different accounts using the same name, and when

you use the name as a lookup option in Standard. This has been corrected. Bank Manager add-on module .............................................................................................................................

General Ledger | Cashbook Batches | Bank Manager Tax mappings are lost if a search description is changed for an existing mapping in Bank

Manager. This has been corrected. Could not initialise connection to the Sage Evolution database. Unable to cast object of

type System.DBNull to type System.String error occurs when opening Bank Manager after converting a database with projects from Sage Pastel Partner to Sage Evolution. This has been corrected.

34

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

Bill of Materials | Maintenance | Items An error Invalid column name 'ProductionQty'occurs after adding the manufacture quantity onto the bill of material items grid. This has been corrected.

Bill of Materials | Transactions | Mass Replace An error Cannot start more transactions on this session occurs when trying to remove an item from a BOM using the Mass Replace option. This has been corrected.

Bill of Materials | Reports | MRP MRP Detailed Report is displaying incorrect available quantity values for component items. This has been corrected.

Branch Accounting .............................................................................................................................

General Identity seed out of range errors when posting in Sage Evolution while the sync is

running. This has been corrected. Global agents do not have access to transact when selecting 'exit and log off' from one

branch and trying to log into another branch. This has been corrected. When generating consolidated reports, it was hard to analyse the branch contributions.

You are now able to group consolidated report information by branch.

Inventory | Maintenance | Units of Measure Branch Specific Units of Measure items copied at branch defaults to all branches on the panel. This has been corrected.

Debtors Manager add-on module .............................................................................................................................

Accounts Receivable | Transactions | Debtors Manager An String or binary data would be truncated' error when accessing Cash Manager and refreshing data occurred during the database structuring process. This has been corrected.

35

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

CRM | Enquiries | Incident The string and date values on the user defined fields are not copied when cloning an incident. This has been corrected.

Fixed Assess add-on module .............................................................................................................................

Common | Maintenance | Company Details Access violation in module bpCommon.bpl error occurs when saving company details when you are only registered for fixed assets. This has been corrected.

Fixed Assets | Reports | Physical Location Listing Physical Location Listing Report does not display all of the assets after upgrading from 6.81 to 6.82. This has been corrected.

Fixed Assets | Maintenance | Take-on Balances Fixed assets display more than once on the 'Take on Balance screen' if a database is converted from a non-branch accounting to a branch accounting database. This has been corrected.

Fixed Assets | Reports | Asset Details Listing The Asset Detailed Listing Report does not show locations. This has been corrected.

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

Procurement | Transactions | Requisitions to Purchase Orders The qryStockCheck: Field 'bDimentionItem' not found message displays when converting an approved requisition to purchase order. This has been corrected.

Procurement | Transactions | New Requisitions The Save and Save and Close buttons do not save the requisition. This has been corrected.

36

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

Job Costing | Maintenance | Transaction Types Changes made on transaction types are not kept when closing the Job Costing Transaction Type. This has been corrected.

Job Costing | Transactions | Job Cards Line sort option does not work in job cards. This has been corrected. The incorrect currency symbol displays in the Act Sales Foreign column. This has been

corrected. The total on a job card displays the incorrect value if tax per document is being used and

there is a job card discount. This has been corrected. When linking a GRV to a line on a job card, the line shifts to the top of the list on the job.

This has been corrected. The Sort By None option changes the sequence of the job card lines for a job cards with

10 or more lines. This has been corrected. The tax amount is calculated incorrectly if you enter an exclusive price of R3723388.15.


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

Point of Sale | Transactions | Transactions An error The Point of Sale Defaults have not been set up correctly.#13#13 Please set up these defaults before you can continue when selecting refund on POS transactions occurs when processing a refund. This has been corrected.

Point of Sale |Transactions | POS Transaction You were able to process to a general ledger account that is not selected to process to, when doing a petty cash transactions. This has been corrected.

37

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

Retail | Maintenance | Retail POS Menu Arithmetic overflow error converting expression to data type int error appears when creating a Retail POS Menu at a Branch. This has been corrected.

Retail | Pole Display The pole display is not displaying the correct details as per the set up. This has been corrected.

Retail | Transactions | Retail Transactions Error on Retail Transactions when the option to prompt for a debit/credit account is enabled and the account is cleared on the transaction type. This has been corrected.

Retail | Transactions | Trading Sessions | Finalise Cash-up The cash-up option in Retail POS allows for multiple supervisors to finalise the same cash-up for the same agent simultaneously. This has been corrected.

Retail | Reports | Authorisations Retail authorisations Report does not display correctly as per date filter selected. This has been corrected.

Retail | Reports | Payments by Tender Types Payment by Tender Types is displaying the print out incorrectly when previewing the Report using Microsoft Excel Workbook type. This has been corrected.

Retail Point Of Sale | Till | Docket Processing Automatic customer discounts are not being calculated in Retail POS when processing a

keep aside without first going into an invoice. This has been corrected. Customer History does not display any dockets processed if the default till prefix is not

used for that docket. This has been corrected. The fUnitCost column in the _btblInvoiceLines table is not being updated if the item cost

changes before processing. This has been corrected. Quantity on a retail quotation remains 1.00 and does not get updated when using an item

with purchase but no sell dimension with the Override on Selling option ticked. This has been corrected.

Retail allows archived document reprint when it is set to disallow. This has been corrected.

38

Till slip and documents printouts are not printed for Excess Customers on Quotations. This has been corrected.

The return mode in retail does not pick up the correct volume discount contract price when the level starts from 1 unit. This has been corrected.

The Excess customer address details does not pull through correctly on the Excess Invoice. This has been corrected.

Insurance type for customer not displayed when selected on docket. This has been corrected.

fQuantityInvoiced on POSTST not set when posting a dimension item from Retail. This has been corrected.

Unrounded Quantity is the same as the rounded Quantity if the Multiply Line mode option is set to Copy Line. This has been corrected.

Cannot do a refund on a linked credit note for a cash excess customer. This has been corrected.

InvNum InvTotExclDEx posts incorrect value for Retail Insurance Invoice. This has been corrected.

Credit note with additional charges does not post correctly. This has been corrected. Dimension fields are populated for non dimension items if previous line has dimensions.

This has been corrected. The reference number changes to the next number upon loading an already processed

quote. This has been corrected. The quantity available column displays incorrect values on the item total screen. Retail Point of Sale over tendering even when it is disallowed in till security. This has

been corrected. The excess amount displays before confirming lines on a return insurance docket. This

has been corrected. Rounding on Return Docket is different to the invoice. This has been corrected. Incorrect quantity posted for dimension item. This has been corrected. Discount calculating incorrectly on upon doing a receipt on till transactions. This has

been corrected.

39

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

Voucher Management | Transaction If a payment voucher is processed in the Voucher Management module the amount in words on the payment voucher printout does not display the decimal figure correctly. This has been corrected.

Voucher Management | Transactions | Accounts Payables Voucher Document numbers in voucher management are not consistent, when capturing a new Voucher and comparing to VM Screens. The document number counter is jumping and sometimes not even incrementing. This has been corrected.

40

Sage Evolution Version 7.00.192 Whats New ............................................................................................................................. Inventory ............................................................................................................................. Inventory | Transactions | Invoices Three Stage Invoicing This might seem like unfamiliar territory, however, Sage Evolution has made it simple and easy. By enabling this, it allows you to perform invoicing in stages, by issuing stock first, in cases where customers only wanting a consolidated invoice at month end or invoicing a customer first, before issuing of goods have taken place. The best about this feature is, is that it makes use of an Inventory Issue Accrual account giving you piece of mind that your accrual account will balance at the end of the day.

You can process Customer Goods Return Vouchers and Credit Notes based on the stage in which the stock was issued.

41

Inventory | Transactions | Inventory Count A Sage Evolution Inventory Count will now allow for Bin Location Checklist as well as a From and To Bin Location selection. Inventory Optimisation The Inventory Movement calculation options have been added to the Template. The Delivery Date is now optional when creating a Purchase Order during an

Inventory Optimisation Reorder Process. Order Entry ............................................................................................................................. Order Entry | Transactions | Sales Order The ability to create Sales Orders at a Branch and process it at another Branch

has been added. Functionality to split Sales Order Delivery from Invoice Three Stage Invoicing. Voucher Management add-on module ............................................................................................................................. Voucher Management | Transactions The ability to allocate payments and receipts on Voucher Management has been

implemented. The ability to change the foreign exchange rate when receiving payments in local

currency for a foreign invoice has been implemented. The project field is now available on split transactions.

42


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

Document Printing Printing of a sales order or an invoice only prints one copy, even though a number of copies are greater than one are specified. This has been corrected. GST When doing a New Zealand Install, GST is loaded as 12.5%.This has been corrected to 15%.

Tax .............................................................................................................................

Tax | Reports | Tax Box Report The tax report deferred to the tax box report when the value of a supplier invoice is less than the GRV .This has been corrected.

Data Distribution Services ............................................................................................................................. The Use Default option on the Warehouse Pricing tab will not be disabled on imported Items.

General Ledger .............................................................................................................................

General Ledger | Transactions | Cashbook Batches The split line on the cashbook does not display the amounts columns one has to set form defaults.

43

General Ledger | Reports | Trial Balance The report writer categories setup for GL accounts will now display correctly on the Trial Balance report. General Ledger | Reports | Transactions Report The option to print accounts with no transactions was not working correctly on the account Transactions Report. This has been corrected.

General Ledger | Reports | Income Statement On the Income Statement the option suppress if actual is zero excluded accounts with an overall zero balance. This has been changed to an individual period, not the overall value of zero. General Ledger | Reports | Income Statement Currency Revaluation enquiries will now display the correct currency symbol for the foreign value field. General Ledger | Reports | Income Statement The error that occurred trying to add a branch account using the add branch accounts wizard has been resolved.

Accounts Payable / Accounts Receivable .............................................................................................................................

Accounts Payable / Accounts Receivable | Transactions | AR / AP Batches The tax and exclusive amounts were calculated incorrectly if the inclusive amount

was captured first, on an AR / AP batch. That was corrected. On an AR and AP print out the credit amounts displayed incorrectly as debit. This

has been corrected.

Accounts Payable / Accounts Receivable | Transactions | Post Dated Cheques On a statement, the balance carried forward from the previous page displayed incorrectly for post-dated cheques. This has been corrected.

Accounts Receivable | Reports | Transaction Report The error which occurred when generating an Accounts Receivables Transaction Report using the Print by Period option has been corrected.

44

Inventory .............................................................................................................................

Inventory | Maintenance Grid Price List 3 will now display values when added to the inventory maintenance grid where previously it displayed no values.

Inventory | Maintenance | Inventory Items The gross margin amount and gross margin percentage fields display with no values if mark-up is used to calculate item prices. This has been corrected. Inventory | Enquiries On an Inventory Enquiry screen the previous search criteria when using segmented inventory was not been cleared. . This has been corrected.

Inventory | Global Item Change When performing a Global Item Change on a large range of items, an Object Error occurred. This has been corrected.

Order Entry .............................................................................................................................

Order Entry | Transactions | Sales Order An attachment can now be renamed when emailing documents. Order Entry | Reports | Executable Orders Report The Order Entry Executable Orders Report reflected issued stock as outstanding. This has been corrected. Alert Manager .............................................................................................................................

Registration The exception error which occurred on Alert Manager if you were not registered for the Information Alerts module has been rectified.

45

Multi Currency add-on module .............................................................................................................................

Order Entry | Transactions | Purchase Order The Home amount total calculated incorrectly on editing the exchange rate on a foreign currency Purchase Order. This has been corrected.

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

Sales Force Automation | Transactions | Sales Opportunity Validation on existing customers will now occur when creating a sales opportunity.


Retail Point of Sale | Till | Docket Processing Discount is calculated incorrectly when processing a receipt on till transactions. This

has been corrected. The ability to load a quote as a template has been restored. Ability to reprint dockets from the customer enquiry screen has been restored. The Access Violation error that occurred when invoicing a fully paid lay-by

transaction has been corrected. Voucher Management add-on module .............................................................................................................................

Exchange Rate Fields The Exchange Rate field on Voucher Management will now accept more than two decimal places. Voucher Management | Reports The Project field was not available on customising a report. This has been added.

46

Sage Evolution Version 7.00.195 Whats New .............................................................................................................................

Branch Accounting .............................................................................................................................

Accounts Receivable | Accounts Payable Added an option on the _etblsytem to allow for the allocation of branch specific customer and supplier at head office level.

Service Manager add-on module .............................................................................................................................

Counter-Based Scheduling In addition to Period-Based Scheduling we are proud to announce that we are also now geared for Counter-Based Scheduling. Setup is done by means of a Counter-Based Scheduling Template, activating the Meter Based option and entering the metered criteria.

47

You can link and load Service Task Templates, which automatically populates when the scheduled threshold is reached.

Contract Templates and Contracts Previously called Contract Matrix, now split into two areas namely: 1. Contract Templates 2. Contracts Due to this split you are able to link multiple assets to one customer contract.

48

Enhanced Billing Templates with Escalations Contract Billing now includes the ability to incorporate escalations.

Service Manager | Administration | User Defined Fields The ability to add header User Defined Fields were added to Service Manager.

Service Manager | Document Linking Similar to Sage Evolution, after linking a document in Service Manager, the system now prompts you with an option to view the file now. Service Manager | External Reference Fields The External Reference fields characters were increased on the billing screen. Service Manager | Maintenance | Technicians The ability to specify different Service Items for Technicians and Accounts Payable transactions have been added.

49

Service Manager | Maintenance | Service Schedule Template The ability to choose between Days, Weeks, Months and Years under the Repeat After option when adding a new Service Schedule Template, has been added. Service Manager | Maintenance | Contracts and Contract Templates Contract Matrix has now been replaced by Contract Templates and Contracts. Allows the allocation of multiple assets to one customer contract. The date fields were removed from the Defaults tab on a Contract Matrix and replaced

with Contract Length and Review Period options. Service Manager | Maintenance | Service Asset When you create a Service Asset from Stock, you are able to select the Stock Code,

Serial Number, Class, Make or Model. The model and class descriptions are now included in the Service Asset Grid. Service Manager | Transactions | Invoice Service Task / Credit Notes The ability to save and load a Service Task as a Template has been added. The ability to use the invoice number as a lookup, rather than the Service Task number,

has been added. When processing a credit note in the Service Manager module you have the ability to

insert/amend the cost price of a stock item. Service Manager | Transactions | Service Requests and Tasks The ability to add documents to Service Requests and/or Tasks, and not only Service

Assets, has been added. Reserved stock is now available for Service Manager. Service Manager | Enquiries | Service Asset A Serial Number search field was added to the Service Asset Enquiry dropdown field. A Description Filter was added when selecting a customer when creating a new Service

Asset. By not activating (not checking the Active checkbox) the Service Assets Status should

prevent Service Requests from being logged against it. Voucher Management add-on module .............................................................................................................................

Voucher Management | Reports All general ledger accounts specified on a split transaction will now appear on the

General Ledger Vouchers Report. A transactions analysis report has been added that could be used as a Cash-up

report.

50

Voucher Management | Transactions Added a feature to allow processing of transactions for on-hold accounts. Added the ability to capture Accounts Receivable, Accounts Payable and General Ledger

Voucher as a batch.

Allocations The ability to allocate payments and receipts has been introduced. Receipting Added the ability to delete vouchers. A till slip layout has been introduced for receipt printing. Added the ability to re-print receipts.


Common .............................................................................................................................

Common | Maintenance | Company Details Accounting Periods created after Year 5 will maintain the existing date range sequence.

General Ledger .............................................................................................................................

General Ledger | Maintenance | Copy Chart of Accounts Wizard The Copy Chart of Accounts wizard did not create new accounts for a Segment in a Branch Accounting setup .This has been corrected.

General Ledger | Maintenance | Copy Chart of Accounts Wizard The General Ledger relink will now cater for NULL values on the POSTGL table. This will ensure _etblAccblnc table is populated correctly during an upgrade. General Ledger | Transactions | Journal Batches The description entered on a General Ledger transaction did not display correctly on drill down. This has been corrected.

51

General Ledger | Reports | Transactions Report The General Ledger Account Transactions report displays incorrect movement and closing balances when the Print per Period and Suppress Transactions options are selected. This has been corrected.

General Ledger | Reports | Income Statement The Income Statement displayed all segments even though only a specific segment is selected on the report filter. This has been corrected.

General Ledger | Reports | Project Profit and Loss Report The General Ledger Project Profit and Loss report displays the net profit value incorrectly. The income value is being added to the expense value to obtain the net profit instead of subtracting the value. This has been corrected. General Ledger | Reports | Account Balances Report The General Ledger Account Balances report will now display details when viewing the report for master accounts only.

Inventory ............................................................................................................................. Inventory | Transactions | Journal Batches An error occurred when importing Inventory Journal batches. This has been resolved. Inventory | Transactions | Invoice Financial lines repeated on an invoice posted consolidated values to the POSTGL, this

has been changed to post individually. When you printed 2 copies of an invoice, both copies showed as original tax invoices.

This has now been corrected to show the second copy as Copy Invoice. Inventory | Transactions | Credit Note An insufficient quantity error displayed when processing a Credit Note that was loaded as linked and thereafter saved. This has been corrected. Inventory | Reports | Inventory Transactions Summary Report The profit value on the Inventory Transactions Summary report was incorrect .This has been corrected.

52

Order Entry .............................................................................................................................

Order Entry | Transactions | Sales Orders The Available Quantity is not updated on an unprocessed Sales Order that has Reserved

Quantity if Available Quantity has changed since the Sales order was placed. This has been corrected.

Order Entry | Transactions | Documents The function to scroll within line notes when processing documents is now available. Order Entry | Transactions | Sales Order Fulfilment On the sales order fulfilment screen the inventory item code will now display over and above the item description.

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

Job Costing | Transactions | Job Card The options to Design, Copy, Import, Export and Delete are now available on the Job card layout options.

Delivery Management add-on module .............................................................................................................................

Delivery Management | Transactions | Delivery Note Invoice Line notes and messages can now be displayed on Delivery note.

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

Point of Sale | Transactions | Tender The grid buttons were missing on the POS tender screen, these have been restored.

53

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

Fixed Assets | Reports | Fixed Asset Listing Report Matched Assets where displaying as unmatched and duplicating on the Fixed Assets Listing report. This has been resolved. Fixed Assets | Reports | Fixed Asset Count Variance Report The Fixed Assets Count Variance report displayed an incorrect import count variance after importing assets. This has been corrected.

Service Manager add-on module ............................................................................................................................. Service Manager | SDK The following error: The detail record is already part of the collection occurred when processing Sales Orders. This has been corrected with the latest SDK. Service Manager | Reporting Pipelines Activity details have been added to the Service Call Report. The Customer Postal Address Pipeline on a Service Manager Invoice was added. Added Billing Customer Details to Invoice Layout Pipelines. Customer Delivery Address Pipeline on Service Manager Invoice was added. Added a Contract Field to the Service Manager Invoice Layout. Service Manager | Transactions | Service Task The serial number selection screen on the Service Task screen moves selected serial

numbers to the end of the list instead the position it should be. After Saving a Service Task with a Non-Chargeable Request Type, the user can input a

price and process an invoice. This has been corrected. Lookup's on service tasks are not being refreshed correctly when processing stock and

technician lines. This has been corrected. Service Manager | Document Printing A Tax Invoice will print 'Copy' once a reprint is requested.

Service Manager | Maintenance | Resolution Code The Status and Description fields of the Resolution Code have been adapted to accommodate 20 50 characters.

54

Service Manager | Transactions | Invoice Service Task / Credit Notes Add a Description Column to a Service Task line that allows users to enter a description

that can be printed on the Invoice. The Sell Below Cost warning on Service Tasks using a Non-Chargeable Request Type

has been removed. When saving a linked credit note, the lines on the credit note do not match the invoice,

but when you update it updates correctly. This has been corrected. Service Manager is not picking up the 'unable to process if over credit limit' on users

when invoicing customers. This has been corrected. Service Manager looks at the logged date instead of the invoice date when considering

Blocked Periods in Sage Evolution. Service Manager | Maintenance | Service Asset Credit notes will reflect on the Asset Service History Screens. Service Manager | Maintenance | Model Model enquiry screen did not update with the linked service asset and customer information. This has been corrected.

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

Voucher Management | Transactions | Accounts Payables Voucher Document numbers were incrementing inconsistently when you compare it to the screen. This has been corrected.

Sage Intelligence Centre .............................................................................................................................

Sage Intelligence Centre | Branch Accounting Environment General Ledger Opening Balances will now display correctly on Sage Intelligence Reports in a branch accounting database.


Retail Point of Sale | Till | Docket Processing Additional charges were not saved on a pending invoice or quote after changing the

amount. This has been corrected. Unable to convert a Lay-by into an invoice upon finalisation. This has been corrected.

55


Common Module ............................................................................................................................. Common | Maintenance | Notes The Object has been released error when inserting an object into notes has been resolved. General Ledger Module ............................................................................................................................. General Ledger | Transactions | Journal Batch The segment separator on Segmented General Ledger accounts will now be automatically inserted when entering the GL account details. General Ledger | Reports | Income Statement The Income Statement is not displaying the full report values after customising the

layout and adding report categories. This has been corrected. The Statement of Comprehensive Income report displayed the Total Revenue

Variance as negative although the amount is positive. This has been corrected. General Ledger | Reports | Account Balances Account balances report values deferred after upgrading .This has been corrected. General Ledger | Reports | Budgets The Budgets report will now apply the selected ledger segment filters. General Ledger | Reports | Account Transactions The General Ledger transactions report will now display the opening balances correctly after a purge first year.

56

Inventory Module ............................................................................................................................. Inventory | Maintenance | Inventory Items The exported grid to excel is incorrectly saving the number fields as text format.

This has been corrected. The Access violation at address 0173D840 in module evpComponentsXE.bpl

error which occurred when saving grids containing User Defined Fields to Excel, has been corrected.

Inventory | Transactions | Goods Received Vouchers The Split Credit Amount screen did not display the Account Name Description when processing a GRV. This has been corrected. Inventory | Transactions | Invoice An insufficient quantity available message occurred when invoicing a dimension

item for the same quantity as your GRV. This has been corrected. When processing a General Ledger line on an Invoice, the transaction displayed

as a negative value on the tax box report. This has been corrected. The Accounts Receivable Sales Analysis report does not reflect item costs when

processing an invoice and splitting the issue / invoice process. Order Entry Module ............................................................................................................................. Order Entry | Transactions | Sales Order When processing a General Ledger line on an Invoice, the transaction displayed

as a negative value on the tax box report. This has been corrected. The Accounts Receivable Sales Analysis report does not reflect item costs when

processing an invoice and splitting the issue / invoice process. This has been corrected.

Contact Management ............................................................................................................................. Contact Management | Transactions | New Sales Opportunity A Sales Opportunity created at branch level generates global incidents. This has been corrected.

57

Contact Management | My Incidents The options to arrange oldest first as well as arrange most recent first would now be active when you right click on the incident body screen. Job Costing add-on module ............................................................................................................................. Job Costing | Transactions | Job Cards The speed when loading job cards linked to purchase orders has been addressed. Fixed Assets add-on module ............................................................................................................................. Fixed Assets | Maintenance | Assets User defined fields will now display on an asset after upgrading. Fixed Assets | Transactions | Asset Transfer Unable to do an asset type transfer on an asset that has tax allowance set to immediately write off. This has been corrected. Bill of Materials add-on module ............................................................................................................................. Bill of Materials | Transactions | Bill Break Up The Access Violation at address 50058D01 in module 'rtl170.bpl'error occurred

on a Bill Breakup. This has been resolved. A Bill breakup will now post the TxBranchID in PostGL and _etblAccBlnc

correctly.

58

Retail Point of Sale add-on module ............................................................................................................................. Retail Point of Sale | Till | Docket Processing Docket discount on a Retail Point of Sales Order was calculating incorrectly .This

has been corrected. The discount amount field will now be enabled on a retail sales order, even

though the confirmed quantity has not been entered. The Insufficient amount tendered message when processing a Retail Docket on

an account customer has been resolved. Unable to reprint an Invoice generated from a Partially Processed Invoice. This

has been corrected. A Reserve Quantity pop up window will now display when trying to un-reserve

quantities on a saved sales order. Sage Evolution Version 7.00.202 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 ............................................................................................................................. Mail Merge The Mail Merge module will display on the system tree as part of the core package. It will not require the Contact Management module to be registered. Document Profiles A Sales Order Document profile will now be available on customer groups for selection.

Common ............................................................................................................................. Company Details An error occurred when saving company details on an 'Other' installation type and enabling EU trade. This has been corrected.

59

General Ledger Module ............................................................................................................................. General Ledger | Reports | Budget An Invalid column name Segment0Code error occurred when running the Budget

report using segmented general ledger. This has been corrected. General Accounts will sort in alphabetic order on the Budgets report. General Ledger | Reports | Account Transactions An opening balance from previous months will now display when the option to print by period is selected on the Account Transactions report.

Accounts Receivable Module ............................................................................................................................. Accounts Receivable | Transactions | Accounts Receivable Batches When processing an Accounts Receivable Batch, the system prompted to select a tax account even though a non-taxable transaction type is used. This has been corrected. Order Entry Module ............................................................................................................................. Order Entry | Transactions | Sales Order An Access violation error occurred on selecting a lot number on a sales order. This has been corrected. Order Entry | Transactions | Purchase Order Error during object activation error occurred on selecting the Purchase Order node via the system tree when line UDF were applied. This has been corrected. Bank Manager add-on module ............................................................................................................................. General Ledger | Transactions | Bank Manager The Period closing balance in Bank Manager did not reflect as per the bank account balance. This has been corrected.

60

Bill of Materials and Manufacturing add-on module ............................................................................................................................. Bill of Materials | Transactions | Manufacture Process Serial Numbers used on a sub manufacture process were available for selection on a new Manufacture Process. This has been corrected. Job Costing add-on module ............................................................................................................................. Job Costing | Maintenance | Job Templates The Access Violation error on stock issue lines when processing a job card has been addressed. Job Costing | Transactions | Job Card Job Cards Quotes did not display the last entered line when you have a stock issue on the job. This has been corrected.

Retail Point of Sale add-on module ............................................................................................................................. Retail Point of Sale | Maintenance | Till Security When the Allow Offline EFT Processing and Override Credit Card Details options were enabled in the Till Security, it did not prompt Supervisor authorisation. This has been corrected.

61


General ............................................................................................................................. File | Exit or Log off Access Violation at address - evpcomponents.bpl - on File Exit and Log Off when the Procurement add-on module is used. This has been corrected. Administration ............................................................................................................................. Administration | Utilities | Change Document Project Could not locate POSTST record! error occurred when trying to change a line project on an archived document. This has been corrected. General Ledger Module ............................................................................................................................. General Ledger | Reports | Income Statement Nothing prints if the option Print If there is an Actual YTD value is enabled. This has been rectified. General Ledger | Reports | Profit and Loss Report The Access violation at address 50058D01 in module 'rtl170.bpl'. Write of address 00020480 error on Project Profit and Loss Report has been rectified.

62

Accounts Receivable Module ............................................................................................................................. Accounts Receivable | Enquiries | Transactions An access violation occurred at address 018B312D in the module 'evpComponentsXP.bpl' when saving a grid with a running balance column to Excel. This has been resolved. Order Entry Module ............................................................................................................................. Order Entry | Transactions | Purchase Order Unable to edit unprocessed lines on a partially processed Purchase Order. This has been corrected. Inventory Module ............................................................................................................................. Inventory | Enquiries | Transactions The permissions to view item costs is now extended to the profit and profit

percentage values. Lot Item Transaction Enquiries reflected an incorrect movement on doing a Return

docket transaction .This has been corrected.

63


Administration ............................................................................................................................. Administration | Document Profiles The layout specified on Document Profile settings will be defaulted.

General Ledger Module ............................................................................................................................. General Ledger | Reports | Account Balances The Master Account Balance on the Account Balances report will now display

correctly for year 2 after processing a purge first year. The General Ledger account balances report does not filter by branch. This has

been corrected. General Ledger | Reports | Account Balances The General Ledger budgets branch filter was not being applied. This has been

corrected. Negative budget values on General Ledger expense accounts are cleared on an

upgrade from version 6.82 to version 7.00.This has been corrected.

Tax Module ............................................................................................................................. General Ledger | Reports | Account Balances The error data!Reason:Field iFromPeriod not found which occurred when copying the Payments Based Tax Report has been corrected.

64

Accounts Receivable Module ............................................................................................................................. Accounts Receivable | Transactions | Allocations The access violation error on allocations has been resolved.

Order Entry Module ............................................................................................................................. Order Entry | Transactions | Purchase Order The item code and description will now be editable for a rejected Purchase order.

Fixed Assets add-on module ............................................................................................................................. Fixed Assets | Transactions | Selling/Scrapping Assets General Ledger accounts were not available for selection on both the profit and loss drop down menus upon selling/scrapping assets. This has been corrected. Fixed Assets | Maintenance | Defaults The Sage Pastel Partner Version 14 option is now available for selection under the fixed assets defaults.


General ............................................................................................................................. Desktop | Notifications When a Purchase Order is rejected, the Purchase Order requester will be now be notified.

65

Accounts Payable Module ............................................................................................................................. Accounts Payable | Transactions | Standard An Access Violation error occurred on Accounts Payable Allocations. This has been corrected.

Accounts Receivable Module ............................................................................................................................. Accounts Receivable | Maintenance | Customers When converting a Prospective Customer into a Customer, existing notes will now be retained. Accounts Receivable | Reports | Statements A metered service calculation is displayed below a non-service related transaction in the Statement. This has been corrected. Accounts Receivable | Reports | Age Analysis The Age Analysis does not print the customer name when selected to print transactions. This has been corrected. Accounts Receivable | Enquiries | Transaction Enquiries Future dated transactions did not display on the AR Enquiries | Balances screen. This has been corrected. General Ledger Module ............................................................................................................................. General Ledger | Maintenance | Defaults The Multiple-step operation error on saving General Ledger Defaults on a unicode database has been rectified. General Ledger | Reports | Project Profit and Loss An Access Violation error occurred when the Close button was selected on the Project Profit and Loss Report. This has been corrected.

66

General Ledger | Reports | Account Transactions The Account Transactions report ignored the projects filter when the Suppress

Transactions option was selected. This has been corrected. The Account Transactions report will now display account records for periods that

do not have transactions when the option Print Account with no Transactions is selected.

The Opening Balance reflected incorrectly on the Account Transactions report when the Suppress Transactions option was selected. This has been corrected.

The Account Transactions report will display the transaction description and not the ledger accounts description.

The sorting of the Account Transactions report was based on the sub account instead of the main account. This has been corrected.

General Ledge