New Features Guide
New Edit Menu mode
The menu is for all Sage 200 users, so customising the menu is restricted. If you are an administrator or have been given permission to change the menu (the
Can Edit Menu
option is selected in your
User Account Properties
in System Administration) then you can change the menu for all Sage 200 users.
What individual users can see in the menu is restricted through roles in System Administration. You can filter the menu view from the context menu when you right-click on a menu item:
Tip: If you want to create a menu for your own personal use only, use the
Favourites
option.
For information, see
Setting up your Favourites view on page 27
.
To customise the menu
Open: Navigation Area
, select the
Menu View
and click
Edit Menu
.
The
Menu Edit Mode
is opened and an
Edit
toolbar is available.
You can select the following actions from the toolbar or right-click on the menu and select actions from the menu that appears.
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4 | Customising the look and feel
1. To add a folder, click
New
and select
New Folder
. A new folder is added at the bottom of the menu.
2. To add a menu item, click
New
and select
New Menu Item
.
You can add an existing target:
l
An existing option from any of the Sage 200 modules.
l
An item, such as a workspace or report.
l
An item from a third party database that has a target set up in System Administration.
a. Enter a
Title
for the new menu item.
b. Select the Target from the available list.
o
Expand the folders to find what you want within them.
c.
Enter a custom icon, if required.
Select an icon already provided: i. Click
Browse
on the
New Menu Item
window to open the
Select Icon
window.
ii. Select an icon from those displayed.
iii. Click OK.
Select an icon of your own: i. Click
Browse
on the
New Menu Item
window to open the
Select Icon
window.
ii. Click
Browse
on the
Select Icon
window.
iii. Locate the file with your own icons.
iv. Click
Open
.
d. Click
OK
.
3. To remove an item, select the item and click
Remove
.
4. To rename an item, select the item and click
Rename
.
5. To move items up within the structure, select the item and click
Move Up
.
6. To move items down within the structure, select the item and click
Move Down
.
7. To expand or collapse the menu structure, select an item in the menu, right-click and select
Expand All
or
Collapse All
.
8. To close
Menu Edit Mode
, click the close icon .
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New Features Guide
To revert to the original menu
Open: Navigation Area
, select the
Menu View
and click
Edit Menu
.
The
Menu Edit Mode
is opened and an
Edit
toolbar is available.
n
Select an item in the menu, right-click and select
Revert to Default Menu
.
To export the menu
The export creates a Menu Differential File (.dif). To import this into other instances of Sage
200, you must add the file to an SBDX package and then import it, using the
Add-on wizard
in
System Administration. Creating SBDX packages or adding them would normally be done by a system administrator or Business Partner and the process for doing this is not included in Sage
200 help.
Open: Navigation Area
, select the
Menu View
and click
Edit Menu
.
The
Menu Edit Mode
is opened and an
Edit
toolbar is available.
n
Select an item in the menu, right-click and select
Export
.
n
Select where to save the menu differential file (.dif) and what you want to call it and click
Save
.
32
Resurfaced 2011 enquires
We listened to you and brought back the following Sage 200 v2011 enquiries. These can be found on the following module menus:
Module
Sales Ledger
Purchase Ledger
Nominal Ledger
Cash Book
Stock Control
Menu
Sales Enquiries
Purchase Enquiries
Nominal Enquiries
Enquiry
Account Enquiry
Transaction Enquiry
Account Enquiry
Transaction Enquiry
Account Enquiry
Transaction Enquiry
View Waiting Postings
Cash Book Enquiries Account Enquiry
Transaction Enquiry
Enquiries
SO and DD Enquiry
View Stock Item Balances
View Stock Item Details
View Buying Prices
View Stock Item History
View Monthly Trading Figures
33
5
New Features Guide
Module
Sales Order Processing
Purchase Order Processing
Menu
Enquiries
Enquiries
Accounting System Manager System Utilities
Enquiry
View Batch/Serial No Details
View Sales Orders
View Sales Orders for Stock Item
View Sales Return
View Quotation
View Pro Forma
View Payment Totals
View Purchase Order
View Purchase Orders for Stock Item
View Purchase Return
Transaction Audit File
34
Standardising item names
We have tried to standardise the labelling of items within the program. These changes are cosmetic but will hopefully make it easier for you to use the program in future.
For example, what was
A/C Ref
in 2013 is now
Code
in 2015:
Most occurrences of tax in 2013 are now VAT in 2015:
6
35
36
Excel Reporting
Excel Reporting in Sage 200 2015 now gives you greater choice over how you can produce the reports that you want. Some Excel reports are provided free with Sage 200 2015, but there are many more available if you subscribe to Excel Reporting. You can see some preview reports within the program of the kind of reports you would get in subscription packages. Subscription to Excel
Reporting has many advantages for you: it provides you with a greater number of reports to use, gives you access to purchase the report packs available and provides extensibility for third party integration.
Excel Reporting is new in Sage 200 2015 and is different from the Sage 200 Extramodule called
Excel Integration that has been available in Sage 200 for some time.
Free reports
Free Excel Reporting workbooks are provided with Sage 200 to get you started:
Report
Customers
Nominal Accounts
Description
Detailed information about your customer accounts, including their current balance.
This report could potentially be used as a source for a mail merge, data validation and cross-referencing, or graphical analysis by analysis code.
Summary of your nominal accounts with month and year-to-date balances.
This report contains credit, debit and balance for the year and for periods, so it could potentially be used to create a custom Trial Balance, working Profit and Loss, or Balance Sheet.
37
7
New Features Guide
Report
Stock Items
Suppliers
Description
Details of your stock items, including quantities and location.
This report could potentially be used to help discover where there are shortages of stock items, to display graphs of stock balances, or to find items which have not been sold for a long time.
Detailed information about your supplier accounts, including their current balance.
Preview reports
There are also some preview reports provided free which demonstrate reports in subscription packages but only show a restricted number of results:
Report Description
Customer
Transactions Preview
Details of current transactions for customer accounts.
This is preview of the subscription Customer Current Transactions report, and is restricted to show the 250 most recent transactions.
Nominal Transactions
Preview
Details of transactions on Nominal Ledger accounts.
This is preview of the subscription Nominal Transactions report, and is restricted to show the 250 most recent transactions.
Stock Transactions
Preview
Details of stock item transactions (movements).
This is preview of the subscription Stock Transaction History report, and is restricted to show the 250 most recent Movement In/Out transactions by date.
Supplier Transactions
Preview
Details of current transactions for supplier accounts.
This is preview of the subscription Supplier Transactions report, and is restricted to show the 250 most recent transactions.
Subscription reports
Subscription reports are available if you subscribe to Subscription reports:
Report
Cash Book
Transactions
Customer Archived
Transactions
Description
Details Cash Book transactions, with totals by code.
This is similar to the Customer Transactions report but shows archived transactions.
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7 | Excel Reporting
Report
Customer Batched
Transactions
Description
Details of customer batch transactions and totals.
Customer Reverse
Charge VAT
Transactions
Customer
Transactions
Customer Turnover by Period
Nominal Archived
Transactions
Nominal Held
Journals
Nominal Ledger
Waiting Postings
Nominal
Transactions
This details transactions subject to Reverse Charge VAT.
Details of current transactions for supplier accounts.
This report could potentially be used for reconciliation, graphical analysis based on query code, reporting based on days to pay, analysis of settlement discounts taken, reporting commission, marketing analysis using analysis codes, or reporting on finance charges.
Details trading turnover with breakdown of the invoice and credit totals, using the base currency and the currency of the customer.
This is similar to the Nominal Transactions report but shows archived transactions.
Details of journals which are on hold and have not yet been posted.
Details of pending and deferred Nominal transactions.
Details of transactions on Nominal Ledger accounts.
This report could potentially be used for reconciliation, reporting and graphical analysis by analysis code, or analysing out of period posting.
Nominal Waiting
Postings
Provides details of pending and deferred nominal transactions, including net value.
Stock Transactions Details of stock item transactions (movements), with ability to analyse transactions by search category.
Supplier Archived
Transactions
Supplier Batched
Transactions
Supplier Suggested
Payments
Supplier
Transactions
This is similar to the Supplier Transactions report but shows archived transactions.
Details of supplier batch transactions and totals.
Details of suggested payments to suppliers.
Details of current transactions for supplier accounts.
39
New Features Guide
Report Description
Supplier Turnover by
Period
Detailed breakdown of supplier turnover in terms of the invoice and credit totals, plus the data is provided in the base currency and the currency of the customer.
VAT Transactions Details of Vatable transactions with totals.
Add-on packages
Stock reports are available as an add-on package, if you subscribe to Excel Reporting:
Report
Stock Additional
Product Group and
Stock Details
Stock Allocations
Description
Details about product groups and stock items, providing more information than the Stock Items report.
Stock Alternatives
Stock Archived
Transactions
Stock Average Cost
History
Stock Batch Serial
Tracked Allocations
Stock Levels
Stock Movements
Stock Period Values
This report is used to identify stock that has been allocated but not yet issued.
This report shows alternatives for a particular stock item.
This is similar to the Stock Transactions report but shows archived transactions.
Details of changes to a stock item's average cost.
Provides details of traceable stock items with batch or serial numbers.
Details of stock item quantities, and their maximum, minimum and reorder levels.
Details of stock quantities and valuation.
Shows details of stock profitability by individual stock item or product group per period.
Details of changes to a stock item's standard cost.
Stock Standard Cost
History
Stock Suppliers
Stock Traceable
Transactions
Provides details of stock items with suppliers, including order value and quantity on order.
Details of stock item transactions that are traceable by batch or serial numbers.
40
7 | Excel Reporting
Report
Stock Traceable
Transactions Archive
Description
Shows details of archived stock item transactions that are traceable by batch or serial numbers.
Stock Warehouses and Bins
Stocktakes
Details of stocktakes at warehouse and bin locations, for example to check bins where a stock take is due.
Provides details of the last stocktake for each warehouse and results for each stock item.
Financial data reports are available as an add-on package, if you subscribe to Excel Reporting:
Report
Asset and Liability
Revenue and Cost
Trial Balance
Description
Details of assets and liabilities. All periods within the current financial year are included.
Details of revenues and costs. All periods within the current financial year are included.
Details of nominal account balances, including data for budget comparisons.
For details about add-on packages and how to install them, refer to your Business Partner.
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