Help and Tips for Sage 200 – May 2020

We at Eureka Solutions are here to help you get the most out of your Sage 200 software. Our Sage team have put together this month’s selection of top tips below!

 

  1. Log off Disconnected Logins

In some instances, you may be disconnected from the system for reasons out with your control, for example, your machine shuts down unexpectedly for updates perhaps. This can cause screens to be inaccessible for other users as they have been locked by a disconnected user.

 

The screen above shows the typical error caused by a disconnected login. Despite not accessing this screen the system still sees the user as locked in.

 

The ‘User Login Status Summary’ Screen allows us to close the session of users who have been unexpectedly disconnected from the system, releasing any locks to the screen. Simply click the users disconnected login and use the Log Off button to log these off the system. If there is a substantial list of disconnected logins you can use the ‘Ctrl’ key to select multiple to log off at once.

 

 

FIND THIS SCREEN

This screen can be found by using the following path:
Tools > User login Status | Disconnected Logins.

 

  1. Change Output Mode

In Sage 200, you have the ability to choose how reports, letters and documents are printed from the system.

There are 3 Output Mode options available:

  • Printer – Send documents straight to a printer
  • Preview – View the documents on-screen before printing, allowing formatting to be edited or the report to be exported etc
  • Spooler – have them sent to the Spooler to print later, this is often useful if you have a high volume of documents and reports to print. You can access the spooler at any time and print documents when and how often as you require.

Your Output Mode will determine how documents and reports are printed or displayed. This also may be why you do not see anything happen when you try to print from Sage, as it is likely you have set your Output mode to Spooler.

To alter your output mode, use the following path:

 Tools > Choose Output Mode

 

  1. Sales Order Processing/Invoicing User Permissions

 

FIND THIS SCREEN

Sales Order Processing > SOP Utilities > System Set Up > User Permissions

 

Within Sales Order Processing and Invoicing (for those customers with Commercials), there are an additional set of user permissions out with those from Sage 200 Administration, giving an extra level of flexibility with what users can do. Within the following screens you can set additional user permissions specifically for these modules, which can restrict users from certain actions and amendments when entering Sales Orders and Invoices into Sage 200. This is also where the default Warehouse used when entering Sales Orders is set for each user.

 

 

 

 

When editing the User Permissions screen, you can toggle the following permissions for each user:

  • Allow the user to view discounts
  • Allow the user to override credit hold
  • Allow the user to change prices and discounts
  • Allow the user to change fulfilment method – sales orders only
  • Allow the user to change how free text lines and service / labour stock items are despatched (Sales Orders only)
  • Allow the user to change the cost price
  • Allow the user to create purchase orders from sales orders
  • Set a default warehouse for orders and invoices

 

By default, none of these settings are not set for users, therefore, this may be why some fields are unamendable on a Sales Order or Invoice. Any amendments to user’s permissions will take effect the next time the user enters an invoice or order (and pro forma and quote). Any existing orders that have been put on prior to the changes will not be affected.

Sage Help – http://desktophelp.sage.co.uk/sage200/professional/Content/SOP/UserPermissions.htm?cshid=Sage_MMS_SOP_UserPermissionsForm

 

  1. Customising List Views

It is possible to customise any lists within Sage 200, such as the Customer List, Supplier List, Stock List and Sales Order/Purchase Order Lists.

To add or remove any of the columns you see on the list, simply right click and use the Columns tab to select and deselect the information you wish to appear as part of the list view. Simply tick the names the columns you would like to show on the standard list view.

 

 

There are variety of different columns that can be added to the lists depending on the module that you are using. You can also add Analysis Code information, meaning you can add information to the list that have added to records using the Analysis Codes for that particular module in Sage 200.

This gives you the flexibility to add whatever is deemed most important information for your business needs onto the list views of Sage 200, giving you the ease of access without having to drill into the account or transaction.

 

More tips next month – remember to let us know if there is anything in particular you would like covered!