Frequently Asked Questions
Frequently Asked Questions:
Is Sage 200 the right ERP system for my business?
If you are in the Retail, Distribution, Services or Manufacturing Sectors, Sage 200 could well be the right fit for your business.
There are many additional factors to consider such as size, scale, complexity of requirements, local or global etc.
Sage 200 is widely installed throughout the UK and Ireland with thousands of customers using it to run their entire businesses.
What is the best way to manage purchase orders and approvals in Sage 200?
Sage 200 comes equipped with a Purchase Order Processing and Purchase Requisitions solution. Purchase approvals can be put in place and managed via the web accessed Workspaces making it easy to request or approve with full transparency as to the status of the purchase requisition.
For more advanced purchase approvals, we recommend that Sage 200/WAP solution which includes additional functionality and flexibility.
With either option, you will have a solution that will help you manage your costs easily and efficiently.
How to Convert a Quotation to a Sales Order in Sage 200?
Open: Sales Orders > Quotations > Convert Quote to Sales Order.
If the customer accepts the quotation within the allotted time, convert the quotation to a sales order and then proceed by processing the sales order.
How do I set up Favourites within Sage 200?
You can set up your own menu within Sage 200 by setting up your most used choices as favourites. To do this, right-click on the option you wish to add and click on the star icon.
To see a list of all your favourites, choose the star list option at the top of the screen.
You can organise your favourites menu in the way you want by clicking on the Edit icon.
What is included in your Sage Services subscription?
Sage Services replaced the original SALP back in 2014. Sage Services now gives you both your annual Sage 200cloud license and also gives you access to a range of additional Sage 200cloud benefits that have been created to add additional value to your business and make the most of your software.
Some of the benefits of Sage 200cloud Services Standard are:
- Access to a large number of out-of-the-box reports
- A report design service providing you with up to 3 customised reports per year
- Access to an entire library of webinars with how-to information and hints & tips on Sage 200cloud within the Sage Business Community
- Access to the Sage 200cloud Ideas Hub
Sage 200 Services Extra also includes:
- 2 additional Sage 200 Connected Users
- Access to the Sage 200 Excel Reporting Add-On which means you can take data from Sage 200 and filter, format and formulate within the familiar environment of Excel
Upgrading Sage 200 to the most up-to-date version
Sage has a software lifecycle policy in which they will withdraw support for older versions – 3 versions back from current version.
We would recommend that you upgrade your Sage 200 every couple of years. Not only will your system be fully compliant will all of the latest legislative updates, but you can also avail of all the latest features and functionality by being on the latest version.
How do I clear a Disconnected Login on Sage 200?
There are variations of this error but they will all be similar.
In order to clear this error, you need to check the User Login Status. In the top right corner of the screen, click on the Settings wheel cog and choose User Login Status.
Go to the Accounting System Manager, select “System Utilities”, Select “User Login Status” Select “Users” tab, to see Users currently “Logged On”
To remove “Disconnected Logins”, highlight the user and Click “Log Off” in the bottom left corner of the window.
Why should I upgrade from Sage 50cloud to Sage 200?
There are many reasons why you might choose to upgrade from Sage 50cloud to Sage 200, such as:
- Business has outgrown Sage 50
- Requirement for additional Users
- Requirement for multiple warehouses
- More advanced warehouse management requirements
- More powerful reporting
- Batch traceability
- Multiple Cost Centres
- Integrated CRM
- Requirement to process larger volumes of data
- More complex processes and requirements
- Many legal entities/companies
For more information regarding upgrades, click here
Why do I need a Sage 200 T&R Licenses?
All Sage 200 upgrades now require a Test & Recovery license. As the name suggests, this is a license that is used for testing prior to upgrades or installations of new software or for disaster recovery purposes.
It means that testing can now be done away from the live environment, removing the risk of issues in the customer’s live system.
NOTE: Upgrade/Testing Support will not be provided to any customer site without a T&R License.
What is Postponed VAT Accounting and how do I process it in Sage 200?
Since 1 January 2021, the Irish government has introduced a new system called Postponed Accounting for Import VAT for businesses that are registered for VAT and who import goods into the UK from anywhere else in the world.
This postponed VAT system will allow businesses to avoid the payment of import VAT at the point of entry, instead is it recorded on your VAT return.
For more detailed information on Postponed VAT, take a look at our blog here