| What's New | Description |
|---|---|
| Query Editor |
If you are using an On Premise deployment of Sage 200, you can use the Query Editor to create database queries from your Sage 200 database and from third party applications. This means that you can use information from any source on the workspaces you create. |
| Content Part Designer |
You can use the Content Part Designer to add or remove list, detail and chart content parts within your workspaces. The Content Part Designer is where you select the type of content part (list, detail or chart), select the datasource that provides the information for the workspace, access the Query Editor (in On Premise deployments of Sage 200), and perform other selections depending on the content part type. For example, if the content part is a chart, you can enter labels for the X and Y axes. If the content part is a list, you can dd and remove actions and reports. |
| What's New | Description | ||||||
|---|---|---|---|---|---|---|---|
| Sales Orders |
You can copy sales orders with project analysis. |
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| Sales Returns |
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Sales Quotations |
You can convert quotations with project analysis to sales orders with project analysis. |
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| Purchase Orders |
Purchase orders that are generated to satisfy back to back or direct sales orders do not have project analysis entered. This is to prevent the postings for the cost of the stock being made twice (once from the sales order and once from the purchase order). When you raise a purchase order to satisfy a sales order with project analysis, and you are entering a standard stock item of Product Type Stock, do not enter project analysis on the purchase order item as well. This will prevent a double posting for the cost of the stock (one from the sales order and one from the purchase order). |
| What's new | Description | |||||||||||||||||||
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| Postings tab in Project Accounting Settings |
There is a new Postings tab in Project Accounting Settings. This is where you specify the default derivation of the nominal cost and revenue codes used in project accounting postings for standard stock items (product type stock). The default derivation can be the Project item, or what is set on the Default Accounts tab in SOP Settings. The Postings tab now also contains the Nominal Settings which were entered previously on the Miscellaneous tab. |
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| Project analysis |
Previously, you could analyse project revenue for free text items and additional charge items in sales orders and quotations. Now you can analyse project cost and revenue for standard stock items (product type stock) in sales orders, returns and quotations, and project revenue in all other items in sales orders, sales returns and quotations. The following table summarises what you can analyse in sales orders, returns and quotations.
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Project enquiries |
There are some new filters and some new criteria included for some of the filters.
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Project reports |
Various criteria have been added to analysis and transactions reports as follows. You can enable these in Report Designer, using Report > Manage Criteria > Modify. You can disable any criteria that you don't want to use at the same time.
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