Having recently started to use Sage 200 I am struggling with some elements which differ greatly from 50/100. Can anyone suggest a good idiot's guide that has a good lookup structure?
My immediate problem is whether the old 'File Maintenance' feature exists in 200!
I have to say that having used Exact Globe 2003 for years, (and criticised it along the way!), Sage 200 is a piece of S_1t by comparison!
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Sage 200
There isn't an equivalent of File Maintenance as such - there is an option called Balance Ledgers in the Accounting System Manager which checks the integrity of the data.
There isn't a dummies guide for Sage 200, problems with writing such a book are a) the scope of Sage 200 which, as you'll know, has hundreds of options and b) as it is a completely customisable system, potentially, no 2 installations of the software are the same, a particular process one one installation may work differently to the same option on another installation which is one reason why all support for the software is via Business Partnerss, Sage don't support the software directly.
I assume Sage 200 was sold to you by a Business Partner?
John
Printing
With regards to the prints going to the Spooler, if you go to File -> Choose Output Mode, you can change from Spooler to Printer.
John
There are several ways of searching in lists, from simply clicking on column header to order by that column, through right clicking in column and using find, to applying a filter.
Also for this purpose, rather than print I'd export to Excel and search there, at least if there aren't too many entries in the list (this comment assumes you're on a reasonably current version of Sage 200, as exports to Excel were slow on early versions).
Might be worth asking your support company to give you some onsite training?
Invest in some training
From what you describe, it really does sound like you need to invest in some professional training from an expert.
I would suggest that you contact your local Sage 200 specialist and discuss your needs with them. They will more than likely be able to help you to get more out of your Sage 200 than you would ever do by reading a book.
Roger Neale (Not a Sage specialist)
Sage 200
We have just had it installed week 7 and I would go back to 50 tomorrow!
It's not installed properly and we spent £20k on it, director of company visiting next week I'm not happy!
Might contact sage and ask for an independent review.
Re SAGE LINE 200 not SAGE 200
I am currently working in a company which has SL 200 (as opposed to S200 ERP).
Can anyone help with creating analysis codes for sales ledger?
There are 3 obvious ones: Territory, Ind class., Region.
There are 5 others, labelled "Analysis A-E" plus corresponding databoxes "sev days 1-5".
The current staff do not use them because they do not know what they are for. I am rearranging the sales ledger prior to a migration to Sage ERP 1000 (support on SL200 is being withdrawn shortly) and would like to have increased analysis.
sage 200 file maintenance
on sageline 50 you could go into file maintenance and amend detaiols on transactions, where is this facility located on sage 200 please as i cannot find it!
analysis codes in Sage 200
FYI for those that are struggling to set up analysis codes, we have a pdf guide on how to use them within sage 200.
You can find the link to download it here - sage 200 analysis codes set up guide
With regards to amending transactions, the file maintenance function doesnt exist because of the separate ledgers. If its simply a due date/second ref you can amend that using the amend transactions function. Otherwise you will need to reverse the transaction.
Hope this helps
Hannah
itas | Award Winning Sage 200 Strategic Partner | Giving you the freedom to focus on what you do best
Sage 200 Support | Sage 200 Business Management Software | Sage CRM