ERP Sage 200 Evolution

What’s new in Sage 200 Evolution v9.10

Sage 200 Evolution (formerly known as just Sage Evolution) is an on premise ERP (Enterprise Resource Planning) software for small to medium sized businesses.

It is suitable for 5 users to 300+ (depending on nature of business, this is debatable) and supports multiple companies.

It is a near complete ERP system with most of the modules that one expects from current ERP systems; such as:

  1. General Ledger
  2. Accounts Receivables/Payable
  3. Bill of Materials/Manufacturing
  4. Inventory/Inventory Control
  5. Order Entries – Sales, Purchases, Goods Received, Return to Supplier
  6. Retail Point Of Sale

There are additional or Add-On modules available also that does not come as part of the core modules but can be purchased separately, some of them are as follows:

  1. Job Costing
  2. Annuity Billing
  3. Debtors Manager
  4. Credit Control
  5. Multi Currency / Multi Warehousing
  6. Fixed Assets / CRM Advance
  7. And others

The current/latest version of Sage 200 Evolution is v10, however the major upgrade from version 7 was 9, hence we shall list major changes in this article and further changes in v10 in another article.

Major changes in version 9.10

Version 9.10 sports a new set of icons and refreshed User Interface, introducing Process Flows and Related tasks, that we have come to expect in many other leading ERP solutions.

For companies starting a fresh will also notice new naming under “System tree”, for example in version 7 Accounts Receivables and Payables were Customers/Suppliers. AR/AP has been renamed to Customers/Sales and Suppliers/Purchases respectively.

Screen filters

Just above the System tree, you will also find Screen filters, which is basically a search function to get into modules and functions faster.

Copy to Excel

Another useful and important function added to Sage 200 Evolution version 9.10 is Copy To Excel and Copy From Excel functionalities. You can now select one or multiple items from a grid, such as Customers Master or Items Master and right click and click on Copy To Excel.

Likewise, you can now copy items from an Excel file and paste directly into Batch files, i.e Price Update batch.

There is also a introduction of Schedules Backups for the database in Sage itself. An Administrator can now backup and restore database from System tools.

Backups

There is also enhancements in the User Defined Fields (UDF). Prior to version 9.10, all user defined fields were created under the Master tables, such as Client table (which is a Customers table) would carry a UDF say Customer Rating. Earlier when you would change Customer Rating from Good to bad, it would not carry history that it was Good before. Now with version 9.10, UDF are created in separate tables hence history can be tracked, like above, you could generate a report showing customer X was good before and now it’s bad.

Drastic changes have been done under Inventory. The underlying structure has been adjusted to enhance performance of the inventory module. This includes, separation of Costs, Warehouse and details tables from Stock master table. This dramatically reduces table size and increases performance of overall inventory management. There is also an introduction of Inventory Item Attributes, this will further assist in more accurate reporting and maintenance of inventory items.

Use case of attributes is for example while selling clothes, you can now create item attributes i.e colour, brand, size & style.

Overall, it is a significant upgrade from version 7 and one can notice performance improvements around inventory side of things. I did love to see enhancements around Order Entries and Manufacturing modules in the future releases.

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