What's New PREM V7 - V30

Whats new in
Sage Evolution Premium

Version 7
Sage Evolution Version 7 Whats New Guide?
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At Sage Pastel we continuously invest in research and development to ensure that you
are kept up-to-date with the latest and most cutting-edge business management
software. With the release of Sage Evolution Version 7 we incorporated your
suggestions and considered your valued feedback in the new enhancements and addon modules. Ensuring to supply you with greater flexibility, efficiency and control in your
business.
General
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Iconographic
Sage Evolution has taken the opportunity to give the software a new look and feel by
changing the icons to create a more user friendly interface. The icons were selected to
represent the different modules more effectively and assist you to easily navigate your
way around the software.
Sage Evolution Installation Options

The overall look and feel of the product installation has been modified to accommodate not
only the different elements of the Sage Evolution set up and implementation process, but also
to ensure that our product is compatible with the latest version of Microsoft SQL Server
database software.
The installation set up has been divided in four main areas to make it as easy as possible to
select between the different installation components that can be installed.
Freedom Service - KPI Dashboards

Executive Dashboard engages with the Sage Evolution data making it a powerful
performance management tool within your business. Fully customisable, also allowing
you to create your own Dashboards, focussing on Key Performance Indicators, creating
Snapshots of important business elements.
Freedom Service Central Search

Make use of the central search functionality to easily access information within the Sage
Evolution software across all modules.
Common | Company Details | Unlimited Financial Accounting Years

We know and understand how important historical data is for a company; therefore we
now allow you to create unlimited financial accounting years. Previously we only stored
data for 5 years but now you will be able to view historical data well into the past. You
will benefit from this by analysing historical data to make more informed decisions and
accurate forecasting.
Auto Text
Become more efficient and save time when capturing customer and supplier data by
adding auto text selections for transactions throughout Sage Evolution. These are used
as shortcuts, commonly known as text expansion, to ensure quick and easy selection.
Importing of documents
Automate your industry specific invoices to be imported into Sage Evolution seamlessly
and without breaking any of the business principles and rules around your accounting.
The document import uses templates for different files formats giving you the flexibility
yet ease of use on document imports.
Administration
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System Configuration | Password Complexity and Agent Lockout
As an added software control measurement, we have enhanced our login security by adding
Password Complexity and Agent Lockout settings.
The Password Complexity enables you to enforce specific password combinations which
can be aligned to your businesss IT protocols.
The Agent Lockout feature allows you to control users entering their passwords
incorrectly by specifying lockout attempts and durations.
Administration | Utilities
Human errors sometimes occur. The Utilities section allows you to make specific
changes to transactional data, in the event where you might have mistakenly used the
incorrect date, reference, projects, description or delivery method amongst other
selected data. This takes the difficulty out of doing reversals and keeps your data
clean. All changes are written to a log file for audit purposes.
Administration | Agent | Document Profiles

The ability to specify a profile per Agent was added. This profile consists out of its own
document numbers, transaction types and document layouts and can be assigned on
a per agent level. You will also be able to add maximum line and overall discount limits
per agent.
To give you peace of mind and control regarding what type of documents reach your
customers or suppliers by post or email, Document Profiles allow you to enforce specific
invoice numbering and ensures consistency by allocating specific printing and emailing
document layouts per agent. Document layouts can also be selected from any inventory
related document before printing it, which allows other agents to also make use of the layouts,
when and if necessary.
General Ledger
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IFRS Alignment
We have aligned Sage Evolution to IFRS Reporting requirements, general ledger
accounts now have the IFRS Reporting categories and financial statements formatted to
display accordingly.
General Ledger | Maintenance | Accounts

The length of the description field for General Ledger Accounts has been increased.
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General Ledger | Maintenance | Budgets and Project Budgets

Budget forecasting, which will assist with better planning and accountability has been
introduced.
General Ledger| Maintenance| Account Types

In line with IFRS standards, changes were made to General Ledger Account types, ie
the Bank account type has been renamed to Cash and Cash equivalent.
A new table called _etlbAccountypes has been created to store account types.
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General Ledger | Transactions | Cashbook Batches Automatic Allocations

This feature allows you to automate balance forward transaction allocations when
processing cashbook batches in Sage Evolution.
General Ledger | Transactions | Currency Revaluations

The ability to revalue foreign customer and foreign supplier accounts has been added.
General Ledger | Enquiries | View Ledger Balances per Financial Year

Previously you could not view ledger balances per financial year, but now due to the
unlimited financial periods, we have dedicated a Ledger Balances tab on the General
Ledger Enquiry screen, allowing you to view specific account balances per financial year.
General Ledger | Reports | Trial Balance

When showing a loss on the Trial Balance and Income Statements Nett profit, it now
displays Nett Loss instead of Nett Profit.
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General Ledger | Reports | Bank Reconciliation

On the Bank Reconciliation Report you will now be able to generate a Report on a
specific period or up to a particular period.
General Ledger | Reports | Account Balances

The user can now customise the account balances Report to display the year
description.
General Ledger | Reports | Visual Reports

This amazing new feature is a Pivot table within Sage Evolution, which allows you the
freedom to mix and match information to display exactly what you want to see.
You can even drill down to the source document of the transaction as well as save this
Pivot in an Excel, HTML, TXT or XML format.
Different types of charts are available for visual analysis.
Ability to view financials by branches in one central place has been added through the
Visual Reports feature.
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This has been made possible by introducing Pivot grids that allows the function to sum
by Branch / Period as well as any other available field/s. These fields can be added to
the field header area and filtered from there.
The Visual Reports have been introduced for the following Reports:
Income and Expense Analysis known as the Income Statement (IS)
Financial Position Analysis known as the Balance Sheet (BS)
Business Performance Analysis known as the Trial Balance (TB)
General Ledger | Reports | Balance sheet

When generating a Balance Sheet you will now notice that you can select to generate
the Report to display in the format of a Statement of Financial Position.
General Ledger | Reports | Income statement

When generating an Income Statement which can be selected to display in the format
of a Statement of Comprehensive Income.
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Inventory
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Inventory | Maintenance | Inventory Item
A Buyer field has been added into inventory items. This field is linked to the Inventory
Optimisation module.
Inventory | Maintenance | Inventory Item Dimension Items

Dimension Items gives you the ability to stock items using specific dimensions such as m and
m. You can specify buying and selling dimensions depending on the type of item and is
perfect for environments where inconsistent measurements are sold based on client
requirements.
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Inventory | Transactions | Invoice - Excess Invoicing

Mostly applicable to insurance claims, this feature allows for secondary customer
processing.
Depending on your setup, the system simultaneously generates two invoices which are
linked to a common transaction.
Ideally used in businesses where the customer is invoiced for the excess amount and
the insurance company for the full value of the item.
Inventory | Transactions | Invoice - Gross Profit

View the Gross Profit % when you are processing a customer invoice on the fly.
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Inventory | Enquiries | Quick Price Enquiries

This feature allows for proactive processing, by performing quick inventory price
enquires at any time. You are able to create quotes and invoices with a click of a
button as well as toggle between pricelists.
Inventory | Enquiries | Inventory Enquiries - Warehouse Lookup

When performing specific inventory item enquiries, you are now able to invoke a warehouse
lookup field enabling you to establish which warehouse this item belongs to.
Inventory | Transactions | Inventory
All delivery address details have been made available on the Pipeline layouts.
On all Purchase Orders, Sales Orders as well as the Inventory module, an exclusive total
will now display on the mentioned documents.
You will be able to select an invoice layout at the time of printing.
Batch processing of invoice documents containing LOT numbers, have now been
introduced.
Inventory | Transactions | Journal Batches

You will now be able to select a default transaction code on for the Inventory Journal
batches. The code selected will be the default transaction code on the new / added
lines within the journal.
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Order Entry
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Order Entry | Transactions | Purchase / Sales Order
The Document and Date tabs have been merged and will display on the document
header screen of all documents.
Accounts Receivables
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Accounts Receivable | Maintenance | Additional Charges
Keep control of additional charges incurred like courier or surcharge levies by quickly
adding them to an invoice. Sage Evolution allows you to update the correct general
ledger expense accounts and can apply the charges based on a fixed value or
percentage value. Additional Charges can now be set up in order to have standard
charges on transactions within Sage Evolution.
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Accounts Receivable | Maintenance | Customers
The length of the customer's Email Address field has been increased to a
maximum of 150 characters.
To ensure excess invoices can be generated, it is important to flag certain
customers as insurance customers, by selecting this newly added option on the
customer maintenance screen.
Accounts Receivable | Maintenance Screen

On the Accounts Receivable Maintenance screen, you will now have the ability to add
the default Tax Type, on both the customer account, when customising the grid.
Accounts Payables
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Accounts Payable | Maintenance Screen
On the Accounts Payable Maintenance screen, you will now have the ability to add the
default Tax Type, on both the supplier account, when customising the grid.
Accounts Payable | Maintenance | Transactions On Hold

Should you have any unresolved disputes with a particular suppliers transaction, this
feature allows you to put supplier transactions on hold, withholding the payment until
such time it is placed off hold.
Accounts Payables | Transactions | Automatic Payment and Remittances

We have added enhanced settings when saving your automatic payment and
remittances. The Automatic Payment and Remittance option now has a default tick box
that saves the current settings.
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This will filter through to your automatic payment and remittances whereby the
scheduled payment will exclude the supplier transactions placed on hold.
Bill of Materials add-on module

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BOM | Data Distribution Services
To avoid recreating simple to complex bill of material recipes, we have alleviated your possible
frustrations by allowing you to import them using our dynamic Data Distribution Services (DDS)
utility.
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Contact Management add-on module

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CRM | Enquiries | Incident History - Incident Management
Keeping our promise to ensure that working with our product is not only effective but also
efficient, you now have the ability to action more than one incident at the same time.
Ultimately, saving you time and elbow grease to not have to action incidents one by one.
CRM | Maintenance | Mail Merge

Send personalised customer documentation in html format using the Mail Merge
feature from within Sage Evolution. Create personalised letters of demand to
customers who have overdue terms or past their credit limit via email and keep track of
this correspondence with Sage Evolutions built in CRM functionality.
Branch Accounting
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Global costs for online branch environments
Global costs are available in an online branch accounting environment allow you to manage you
costs much more easily across different branches.
Bin location per branch

Managing stock and picking items per branch has just been made much easier by having a bin
location per branch.
Administration | Lookup Tables | Bin Location

You are now able to create Bin Locations for specific branches.
After enabling the Branch Accounting add-on module on a database, the default
branch mode will be off line instead of on line. The Cost Per Warehouse will not be
forced in an on line branch accounting set up.
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Retail Point of Sale add-on module

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Common | Company Details | EFTPOS Integration
Different card payment devices are compatible with Sage Evolution. A simple setup process is
required for a smooth integration into Sage Evolution and the respective banks, transforming
your Point of Sale Stations into dynamic payment portals.
Administration | Agent - Biometric and RFID Sign On

Biometric and RFID Sign-on Devices are compatible with Sage Evolution. A simple setup
process is required for a smooth integration, enabling secure access control at your Point of
Sale Stations.
Retail Point of Sale | Maintenance | Till Security

Add Till Security permission for a supervisor not to be authorized by another user, as he
already has the supervisor permissions.
Retail Point of Sale | Maintenance | Till | Touch Screen Interface

Retail Point of Sale module can now be used in conjunction with Touch Screens, which
benefits you in more ways than one. It speeds up processing times, culminating into higher
sales and ultimately ensuring customer satisfaction.
Retail Point of Sale | Maintenance | Defaults | Docket Options

The ability to round on invoicing, based on the tender type used on payment, has now
been added.
Retail Point of Sale | Retail Till | Sales Docket

A permission to override the Discount Limit with authorisation is now available.
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Retail Point of Sale | Maintenance | Retail POS Menu Setup

The functionality has been added to customise your function keys.
Retail Point of Sale | Till | Returns

The Returns Exchange option on the Invoice and / or the Return Option have now been
created into separate processes.
Retail Point of Sale | Transactions | Trading sessions

To be able to see transaction lines on customised picking slip.
Retail Point of Sale | Enquiries

Disable viewing of Quantities in Retail Item Enquiry Screen.
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Sage Intelligence Reporting

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Name Change
Business Intelligence Centre is now known as Sage Intelligence Reporting.
Backup Utility
Sage Intelligence Reporting, formerly known as Business Intelligence Centre now has a
backup utility for the SVD within Sage Evolution.
Sage Intelligence Reporting | Containers

Affected Users
This advisory applies to existing Sage Intelligence Reporting Users (formerly Business
Intelligence Center) with Customised Financial Containers or their clients using the same.
Please note that Non-Financial Reporting containers, for example Inventory, Accounts
Receivable, Accounts Payable and so on, are not affected by this advisory.
New users, implementing Sage Evolution Version 7.00 for the first time, are not affected by this
advisory either.
Advisory Brief
Sage Evolution V7.00 has introduced significant changes related to the General Ledger tables
structures. Detailed information pertaining to these changes can be requested from your
business partner or evolutionsupport@pastel.co.za. Should you make use of Customised
Containers*, or have had financial Reports designed for you using customised containers or
views, you will be required to redesign these containers to be in line with the new table changes
for this Version of Sage Evolution. Please do not elected to Upgrade Sage Evolution if you
suspect that your customised Reports might be affected. Compatibility views have been
provided for existing containers and your current standard containers or Reports will continue
to function without change. It is recommended to use the new containers provided with this
release of Sage Intelligence Reporting to ensure you benefit from, both a speed improvements
for Containers and the latest Sage Intelligence Reporting In-Memory functionality.
Please consider these changes and the impact it may have on your existing Reports before
electing to continue with the Sage Evolution Version 7.00 upgrade.
Sage Intelligence Reporting | Dashboard

The Dashboard option has been removed from the System Tree.
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Sage Evolution Version 7.00.174 Maintenance Notes

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At Sage Evolution we value feedback and suggestions from our users and maintain our
software on a regular basis to ensure quality delivery.
General
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Reports and Documents
Various Reports throughout Sage Evolution need to have their column widths increased
by default. This has been corrected.
Option for Reports exported or printed to file to be saved as Excel 2010 format. This has
been corrected.
The default attachment format should be set to PDF as it was in prior Sage Evolution
versions. This has been corrected.
Data Distribution Services

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Selling prices were not being updated on the DDS import functionality when inclusive selling
prices exceeds 999. This has been corrected.
Internet Links
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A script error occurred when accessing a website through the internet links. This has been
corrected.
Outlook Add-in module

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Incidents
Incidents posted to an agent using the Outlook add-in module did not escalate to the group
linked to the incident type. This has been corrected.
Memory Usage
The Outlook add-in module does not release memory usage. This has been corrected.
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Tax Manager
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Tax Manager | Reports | Business Activity Report
A String or binary data would be truncated error on the BAS Report occurred when the
General Ledger Journal batch reference number was longer than 20 characters. This has been
corrected.
Tax Manager| Enquiries

An error Procedure or function _bspTMTaxPeriodTransactions expects parameter
'@dstartdate which is not supplied occurred when you used the drill down functionality. This
has been corrected.
Upgrade
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New columns on the POSTST to be correctly upgraded from version 6.82 to version 7. This
has been corrected.
Administration
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Administration | Agents
Insert standard node option not available. This has been corrected.
An error occurs after copying an agent more than once and when the login security is
enabled. This has been corrected.
The system is not responsive upon cancelling the biometric set up on an agent. This has
been corrected.
Login
An error broadcasting non-visible message occurred when trying to log into Sage Evolution
using Windows XP. This has been corrected.
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Common
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Common | Company Details
Incorrect company details are used when logging into the head office on behalf of the
branch. This has been corrected.
Accounting years after Year 5 do not follow the set/existing accounting period sequence.
This has been corrected.
Common | Maintenance | EFTS layouts

Supplier reference needs to be available on FNB PACS and Cams layouts. This has been
corrected.
General Ledger
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General Ledger | Maintenance | Budgets
When running the budget Report YTD for month 1 of year 2 it includes the budget for
year1. This has been corrected.
Budget values from the main account are copied to all the sub accounts created. This
has been corrected.
General Ledger | Maintenance | Accounts

Able to create general ledger accounts with more than 41 characters but you cannot view the
account in full in segmented database. This has been corrected.
General Ledger | Transactions | Cashbook Batches
Prompt for allocation when processing a payment for a balance brought forward
customer in a cashbook. This has been corrected.
When processing a cashbook transaction with split lines you are able to select a general
ledger account that does not allow journal processing. This has been corrected.
In an on line branch accounting database the trial balance goes out of balance if a
cashbook batch is posted to a global loan account and the branch loan account is not
linked to the global loan account. This has been corrected.
Batch is not saved before printing after making a global change on a recurring batch.
Deposit column not displaying on a new cashbook and an error occurs on trying to add
lines. This has been corrected.
The tax amount total on the Cashbook Batch Report is calculated without considering
whether the lines are payments or deposits. This has been corrected.
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General Ledger | Reports

When personalising the display settings to 125% certain Reports in Sage Evolution do not fit to
the screen. This has been corrected.
General Ledger | Reports | Ledger Accounts Transaction
When printing the Ledger Account Transactions Report to Excel the number of lines
exported is 65536. This has been corrected.
When viewing the XLS Report file for the Ledger Account Transactions Report, the
balance values do not display in the correct column. This has been corrected.
General Ledger | Reports | Project Budget vs Actual Report
Duplicate accounts when printing the Project Budget vs Actual Report. This has been
corrected.
The project actual amount displays as negative on the Project Budget vs Actual Report if
no project budget has been specified. This has been corrected.
The project actual value is carried over to the first period of the new financial year after a
first year purge is run. This has been corrected.
General Ledger | Reports | Trial balance
Trial Balance displays a nett profit if grouping by financial account types. This has been
corrected.
The Trial Balance shows incorrect total values when YTD option is selected. This has
been corrected.
Inventory
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Inventory | Maintenance | Inventory Item
The gross margin and gross margin % is not being calculated correctly if manual costing is
being used. This has been corrected.
Inventory | Maintenance | Lot Tracking

DDS imported lot items not available for selection on lot tracking upon approval. This has been
corrected.
Inventory | Transactions| Inter Branch Transfers

An error occurs after changing the branch panel to a specific branch on the IBT issue screen.
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Inventory | Transactions | Journal Batch
Unable to export lot numbers on Inventory Journal Batch. This has been corrected.
An insufficient quantity exists for item code. A negative quantity is not allowed message
displays when processing an inventory journal containing a lot number item if there is
quantity of the lot in WIP account. This has been corrected.
Inventory | Transactions | Invoice
In a branch accounting database the company tax number does not display on the
invoice after adding the field to the layout. This has been corrected.
Head office transaction types are being used when processing inventory documents on
an on line branch accounting database. This has been corrected.
Incorrect document total after specifying a document discount amount. This has been
corrected.
Incorrect information displays on an invoice when processing an Excess Invoice. This
has been corrected.
One should not be able to enquire on an inventory item at line level if the access
permission Allow Inventory Item Enquiry has been de-selected. This has been
corrected.
The Clear and Reset buttons are not working properly on Additional Charges Invoices.
Inventory | Transactions | Credit Note
Tax type selected on a saved credit note the tax type does not display when the credit
note is re-opened. This has been corrected.
When you re-open a saved credit note that has been linked to an invoice, the invoice
number disappears. This has been corrected.
Disallow changing the customer on a linked credit note. This has been corrected.
Load as Linked Credit Note displays incorrect line total for partially processed Sales
Order lines. This has been corrected.
Credit Note posting a cost variance for a manual cost dimension item but no cost
difference exists. This has been corrected.
The conversion of a varchar data type to a datetime data type resulted in an out of
range value' when changing the date on a credit note. This has been corrected.
Inventory Issue | Transactions | Inventory Issue

When issuing stock to a lot number item that does not require an expiry date then the lot
number is not available for selection on the issue. This has been corrected.
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Inventory | Enquiries | Transaction History

Inventory | Enquiries | Warehouse Enquiries
When saving the grid to Excel and permission to view inventory cost prices is disabled, the
prices still display in Excel. This has been corrected.
Inventory | Reports
When personalising the display to enlarge text and forms, certain Reports in Sage
Evolution are oversized. This has been corrected.
The inventory related reports must display the From and To fields for bin location
selections and the bins should be in alphabetical order. This has been corrected.
Inventory | Reports | Management Report

The Management Report does not show items processed in the Retail Point of Sale module.
Inventory | Reports | Intrastat Supplementary Declarations

Intrastat Supplementary Declarations Report does not save filters. This has been corrected.
Inventory | Reports | Cost

Inventory Cost Report prints from the stkItem table when using branch accounting module.
Inventory | Reports | Valuation
The Inventory Valuation Report does not display groups in the correct sequence. This
has been corrected.
An error initialising report data message displays upon viewing the Inventory Valuation
Report by date. This has been corrected.
Accounts Receivable | Enquiries

The balance on a customer's account is updated incorrectly if a debit and credit line are
processed on the same invoice. This has been corrected.
Inventory | Reports | Transactions

Unable to print the Sage Evolution Reports to Excel. This has been corrected.
Inventory | Reports | Slow Movers

The Inventory Slow Movers Report does not filter the warehouses correctly. This has been
corrected.
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The inventory quotation number does not display in the email subject line when a quotation is
reprinted and emailed. This has been corrected.
Order Entry
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Order Entry | Maintenance | Cancel Orders
Unable to select the desired purchase orders for cancellation as the purchase order numbers
do not display on the From and To fields. This has been corrected.
Order Entry | Transactions | Sales Order
Available quantity needs to refresh correctly if a line item is changed from stock to general
ledger. This has been corrected.
The sales order document maintenance screen displays a customer name instead of a
supplier name when searching for purchase orders. This has been corrected.
An agent can process a sales order invoice to a customer that has exceeded their credit
limit. This has been corrected.
The sales order to purchase order feature should not validate against a supplier invoice
number when the purchase order is created. This has been corrected.
The edited fields on a sales order are not displayed as they were entered when creating a
purchase order from a sales order. This has been corrected.
General ledger account split lookup on sales order screen displays an error Cannot
create new connection because in manual or distributed transaction mode. This has
been corrected.
Order Entry | Transactions | Purchase Order
If you process a purchase order with 10% tax, the tax amount does not round correctly.
The supplier invoice number is not validated to be unique when processing batches. This
has been corrected.
The sales order document maintenance screen displays a customer name instead of a
supplier name when searching for purchase orders. This has been corrected.
Confirm Quantity Column is greyed out when using an item with stock dimensions. This
has been corrected.
The edited fields on sales order are not displayed as they were entered when creating a
purchase order from a sales order. This has been corrected.
The agent details are not exported correctly if a purchase order is saved to grid. This has
been corrected.
Duplicate supplier invoice numbers allowed when 2 invoices are created from one GRV.
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Order Entry | Transactions | Sales Order Fulfilment

Incorrect unit of measure item quantities are available to reserve on sales order fulfilment. This
has been corrected.
Order Entry | Enquiries | Sales Order Enquiries

ADOOrderEnquiry: Field 'iInvoiceID' not found error occurs when customising the grid
columns on a sales order enquiry. This has been corrected.
Order Entry | Reports | Sales Order

When viewing the Sales Order Report, the order dates filter does not keep its values when the
default option is selected. This has been corrected.
Point of Sale | Transactions | Sales

Sales orders do not process when you refund and reduce the sales order quantity. This has
been corrected.
Accounts Payable
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Accounts Payable | Transactions | Accounts Payable Batches
A general ledger transaction is out of balance error occurs when processing a split line with a
100% tax rate on an Accounts Payable Batch. This has been corrected.
Accounts Payable | Volume Discount Contracts

When processing using Accounts Payable Volume Discounts, it rounds off the second decimal
if you have more than two of decimal values. This has been corrected.
Accounts Payable | Reports | Remittance Advice

The Print Document Detail option for Remittance Advice does not print details. This has been
corrected.
Accounts Payable | Transactions | Automatic Payment and Remittances

Automatic Payments and Remittance Cheque Run does not allocate full payment to the
account if the reference is more than 20 characters. This has been corrected.
Accounts Payables | Standard | Transactions

Foreign currency does not refresh for different accounts using the same name, and when you
use the name as a lookup option in Standard. This has been corrected.
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Accounts Receivable
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Save grid of customer listing is limited to 65536 records while exported to Excel. This
has been corrected.
QryDelAddressUtil: Field "_etblDelAddress_iBranchID" not found shows up when you
want to add a note to a delivery address. This has been corrected.
Short cut keys to multi allocate on a customers account (Shift+Ctrl+A ) not displaying the
customer list. This has been corrected.
Accounts Receivables | Transactions | Accounts Receivables batches
When validating a foreign accounts receivables batch with split lines, you receive an error
that says There is 0.00 difference for foreign, there is however a difference for home.
An error occurs upon opening a saved Accounts Receivable batch , qryARlookup Field
idefTaxTypeID not found. This has been corrected.
Accounts Receivable | Transactions | Standard
Settlement discount using date of statement not calculating correctly when settlement
days are over 31. This has been corrected.
Foreign currency does not refresh for different accounts using the same name, and when
you use the name as a lookup option in Standard. This has been corrected.
Bank Manager add-on module

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General Ledger | Cashbook Batches | Bank Manager
Tax mappings are lost if a search description is changed for an existing mapping in Bank
Manager. This has been corrected.
Could not initialise connection to the Sage Evolution database. Unable to cast object of
type System.DBNull to type System.String error occurs when opening Bank Manager
after converting a database with projects from Sage Pastel Partner to Sage Evolution.
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Bill of Materials | Maintenance | Items
An error Invalid column name 'ProductionQty'occurs after adding the manufacture quantity
onto the bill of material items grid. This has been corrected.
Bill of Materials | Transactions | Mass Replace

An error Cannot start more transactions on this session occurs when trying to remove an item
from a BOM using the Mass Replace option. This has been corrected.
Bill of Materials | Reports | MRP

MRP Detailed Report is displaying incorrect available quantity values for component items. This
has been corrected.
Branch Accounting
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General
Identity seed out of range errors when posting in Sage Evolution while the sync is
running. This has been corrected.
Global agents do not have access to transact when selecting 'exit and log off' from one
branch and trying to log into another branch. This has been corrected.
When generating consolidated reports, it was hard to analyse the branch contributions.
You are now able to group consolidated report information by branch.
Inventory | Maintenance | Units of Measure

Branch Specific Units of Measure items copied at branch defaults to all branches on the panel.
Debtors Manager add-on module

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Accounts Receivable | Transactions | Debtors Manager
An String or binary data would be truncated' error when accessing Cash Manager and
refreshing data occurred during the database structuring process. This has been corrected.
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CRM | Enquiries | Incident
The string and date values on the user defined fields are not copied when cloning an incident.
Fixed Assess add-on module

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Common | Maintenance | Company Details
Access violation in module bpCommon.bpl error occurs when saving company details when
you are only registered for fixed assets. This has been corrected.
Fixed Assets | Reports | Physical Location Listing

Physical Location Listing Report does not display all of the assets after upgrading from 6.81 to
6.82. This has been corrected.
Fixed Assets | Maintenance | Take-on Balances

Fixed assets display more than once on the 'Take on Balance screen' if a database is
converted from a non-branch accounting to a branch accounting database. This has been
corrected.
Fixed Assets | Reports | Asset Details Listing

The Asset Detailed Listing Report does not show locations. This has been corrected.
Procurement add-on module

.............................................................................................................................
Procurement | Transactions | Requisitions to Purchase Orders
The qryStockCheck: Field 'bDimentionItem' not found message displays when converting an
approved requisition to purchase order. This has been corrected.
Procurement | Transactions | New Requisitions

The Save and Save and Close buttons do not save the requisition. This has been corrected.
35
Job Costing add-on module

.............................................................................................................................
Job Costing | Maintenance | Transaction Types
Changes made on transaction types are not kept when closing the Job Costing Transaction
Type. This has been corrected.
Job Costing | Transactions | Job Cards
Line sort option does not work in job cards. This has been corrected.
The incorrect currency symbol displays in the Act Sales Foreign column. This has been
corrected.
The total on a job card displays the incorrect value if tax per document is being used and
there is a job card discount. This has been corrected.
When linking a GRV to a line on a job card, the line shifts to the top of the list on the job.
The Sort By None option changes the sequence of the job card lines for a job cards with
10 or more lines. This has been corrected.
The tax amount is calculated incorrectly if you enter an exclusive price of R3723388.15.
Point of Sale add-on module

.............................................................................................................................
Point of Sale | Transactions | Transactions
An error The Point of Sale Defaults have not been set up correctly.#13#13 Please set up these
defaults before you can continue when selecting refund on POS transactions occurs when
processing a refund. This has been corrected.
Point of Sale |Transactions | POS Transaction

You were able to process to a general ledger account that is not selected to process to, when
doing a petty cash transactions. This has been corrected.
36

.............................................................................................................................
Retail | Maintenance | Retail POS Menu
Arithmetic overflow error converting expression to data type int error appears when creating a
Retail POS Menu at a Branch. This has been corrected.
Retail | Pole Display

The pole display is not displaying the correct details as per the set up. This has been
corrected.
Retail | Transactions | Retail Transactions

Error on Retail Transactions when the option to prompt for a debit/credit account is enabled
and the account is cleared on the transaction type. This has been corrected.
Retail | Transactions | Trading Sessions | Finalise Cash-up

The cash-up option in Retail POS allows for multiple supervisors to finalise the same cash-up
for the same agent simultaneously. This has been corrected.
Retail | Reports | Authorisations

Retail authorisations Report does not display correctly as per date filter selected. This has
been corrected.
Retail | Reports | Payments by Tender Types

Payment by Tender Types is displaying the print out incorrectly when previewing the Report
using Microsoft Excel Workbook type. This has been corrected.
Retail Point Of Sale | Till | Docket Processing
Automatic customer discounts are not being calculated in Retail POS when processing a
keep aside without first going into an invoice. This has been corrected.
Customer History does not display any dockets processed if the default till prefix is not
used for that docket. This has been corrected.
The fUnitCost column in the _btblInvoiceLines table is not being updated if the item cost
changes before processing. This has been corrected.
Quantity on a retail quotation remains 1.00 and does not get updated when using an item
with purchase but no sell dimension with the Override on Selling option ticked. This has
been corrected.
Retail allows archived document reprint when it is set to disallow. This has been
corrected.
37
Till slip and documents printouts are not printed for Excess Customers on Quotations.
The return mode in retail does not pick up the correct volume discount contract price
when the level starts from 1 unit. This has been corrected.
The Excess customer address details does not pull through correctly on the Excess
Invoice. This has been corrected.
Insurance type for customer not displayed when selected on docket. This has been
corrected.
fQuantityInvoiced on POSTST not set when posting a dimension item from Retail. This
has been corrected.
Unrounded Quantity is the same as the rounded Quantity if the Multiply Line mode option
is set to Copy Line. This has been corrected.
Cannot do a refund on a linked credit note for a cash excess customer. This has been
corrected.
InvNum InvTotExclDEx posts incorrect value for Retail Insurance Invoice. This has been
corrected.
Credit note with additional charges does not post correctly. This has been corrected.
Dimension fields are populated for non dimension items if previous line has dimensions.
The reference number changes to the next number upon loading an already processed
quote. This has been corrected.
The quantity available column displays incorrect values on the item total screen.
Retail Point of Sale over tendering even when it is disallowed in till security. This has
been corrected.
The excess amount displays before confirming lines on a return insurance docket. This
has been corrected.
Rounding on Return Docket is different to the invoice. This has been corrected.
Incorrect quantity posted for dimension item. This has been corrected.
Discount calculating incorrectly on upon doing a receipt on till transactions. This has
been corrected.
38
Voucher Management add-on module

.............................................................................................................................
Voucher Management | Transaction
If a payment voucher is processed in the Voucher Management module the amount in words
on the payment voucher printout does not display the decimal figure correctly. This has been
corrected.
Voucher Management | Transactions | Accounts Payables Voucher

Document numbers in voucher management are not consistent, when capturing a new
Voucher and comparing to VM Screens. The document number counter is jumping and
sometimes not even incrementing. This has been corrected.
39
Sage Evolution Version 7.00.192 Whats New

.............................................................................................................................
Inventory
.............................................................................................................................
Inventory | Transactions | Invoices Three Stage Invoicing
This might seem like unfamiliar territory, however, Sage Evolution has made it simple
and easy. By enabling this, it allows you to perform invoicing in stages, by issuing
stock first, in cases where customers only wanting a consolidated invoice at month end
or invoicing a customer first, before issuing of goods have taken place. The best about
this feature is, is that it makes use of an Inventory Issue Accrual account giving you
piece of mind that your accrual account will balance at the end of the day.
You can process Customer Goods Return Vouchers and Credit Notes based on the
stage in which the stock was issued.
40
Inventory | Transactions | Inventory Count

A Sage Evolution Inventory Count will now allow for Bin Location Checklist as well as a
From and To Bin Location selection.
Inventory Optimisation
The Inventory Movement calculation options have been added to the Template.
The Delivery Date is now optional when creating a Purchase Order during an
Inventory Optimisation Reorder Process.
Order Entry
.............................................................................................................................
The ability to create Sales Orders at a Branch and process it at another Branch
has been added.
Functionality to split Sales Order Delivery from Invoice Three Stage Invoicing.

.............................................................................................................................
Voucher Management | Transactions
The ability to allocate payments and receipts on Voucher Management has been
implemented.
The ability to change the foreign exchange rate when receiving payments in local
currency for a foreign invoice has been implemented.
The project field is now available on split transactions.
41

.............................................................................................................................
General
.............................................................................................................................
Document Printing
Printing of a sales order or an invoice only prints one copy, even though a number of
copies are greater than one are specified. This has been corrected.
GST
When doing a New Zealand Install, GST is loaded as 12.5%.This has been corrected to
15%.
Tax
.............................................................................................................................
Tax | Reports | Tax Box Report
The tax report deferred to the tax box report when the value of a supplier invoice is less
than the GRV .This has been corrected.
Data Distribution Services

.............................................................................................................................
The Use Default option on the Warehouse Pricing tab will not be disabled on imported
Items.
General Ledger
.............................................................................................................................
General Ledger | Transactions | Cashbook Batches
The split line on the cashbook does not display the amounts columns one has to set
form defaults.
42
General Ledger | Reports | Trial Balance

The report writer categories setup for GL accounts will now display correctly on the
Trial Balance report.
General Ledger | Reports | Transactions Report

The option to print accounts with no transactions was not working correctly on the
account Transactions Report. This has been corrected.
General Ledger | Reports | Income Statement

On the Income Statement the option suppress if actual is zero excluded accounts with an
overall zero balance. This has been changed to an individual period, not the overall value of
zero.

Currency Revaluation enquiries will now display the correct currency symbol for the
foreign value field.

The error that occurred trying to add a branch account using the add branch accounts
wizard has been resolved.
Accounts Payable / Accounts Receivable

.............................................................................................................................
Accounts Payable / Accounts Receivable | Transactions | AR / AP Batches
The tax and exclusive amounts were calculated incorrectly if the inclusive amount
was captured first, on an AR / AP batch. That was corrected.
On an AR and AP print out the credit amounts displayed incorrectly as debit. This
has been corrected.
Accounts Payable / Accounts Receivable | Transactions | Post Dated Cheques

On a statement, the balance carried forward from the previous page displayed
incorrectly for post-dated cheques. This has been corrected.
Accounts Receivable | Reports | Transaction Report

The error which occurred when generating an Accounts Receivables Transaction
Report using the Print by Period option has been corrected.
43
Inventory
.............................................................................................................................
Inventory | Maintenance Grid
Price List 3 will now display values when added to the inventory maintenance grid
where previously it displayed no values.
Inventory | Maintenance | Inventory Items

The gross margin amount and gross margin percentage fields display with no values if
mark-up is used to calculate item prices. This has been corrected.
Inventory | Enquiries
On an Inventory Enquiry screen the previous search criteria when using segmented
inventory was not been cleared. . This has been corrected.
Inventory | Global Item Change

When performing a Global Item Change on a large range of items, an Object Error
occurred. This has been corrected.
Order Entry
.............................................................................................................................
An attachment can now be renamed when emailing documents.
Order Entry | Reports | Executable Orders Report

The Order Entry Executable Orders Report reflected issued stock as outstanding. This
has been corrected.
Alert Manager
.............................................................................................................................
Registration
The exception error which occurred on Alert Manager if you were not registered for the
Information Alerts module has been rectified.
44
Multi Currency add-on module

.............................................................................................................................
The Home amount total calculated incorrectly on editing the exchange rate on a foreign
currency Purchase Order. This has been corrected.

.............................................................................................................................
Sales Force Automation | Transactions | Sales Opportunity
Validation on existing customers will now occur when creating a sales opportunity.

.............................................................................................................................
Retail Point of Sale | Till | Docket Processing
Discount is calculated incorrectly when processing a receipt on till transactions. This

has been corrected.
The ability to load a quote as a template has been restored.
Ability to reprint dockets from the customer enquiry screen has been restored.
The Access Violation error that occurred when invoicing a fully paid lay-by
transaction has been corrected.

.............................................................................................................................
Exchange Rate Fields
The Exchange Rate field on Voucher Management will now accept more than two
decimal places.
Voucher Management | Reports

The Project field was not available on customising a report. This has been added.
45
Sage Evolution Version 7.00.195 Whats New

.............................................................................................................................
Branch Accounting
.............................................................................................................................
Accounts Receivable | Accounts Payable
Added an option on the _etblsytem to allow for the allocation of branch specific customer and
supplier at head office level.
Service Manager add-on module

.............................................................................................................................
Counter-Based Scheduling
In addition to Period-Based Scheduling we are proud to announce that we are also now geared
for Counter-Based Scheduling. Setup is done by means of a Counter-Based Scheduling
Template, activating the Meter Based option and entering the metered criteria.
46
You can link and load Service Task Templates, which automatically populates when the
scheduled threshold is reached.
Contract Templates and Contracts

Previously called Contract Matrix, now split into two areas namely:
1.
Contract Templates
2.
Contracts
Due to this split you are able to link multiple assets to one customer contract.
47
Enhanced Billing Templates with Escalations

Contract Billing now includes the ability to incorporate escalations.
Service Manager | Administration | User Defined Fields

The ability to add header User Defined Fields were added to Service Manager.
Service Manager | Document Linking

Similar to Sage Evolution, after linking a document in Service Manager, the system now
prompts you with an option to view the file now.
Service Manager | External Reference Fields

The External Reference fields characters were increased on the billing screen.
Service Manager | Maintenance | Technicians

The ability to specify different Service Items for Technicians and Accounts Payable transactions
have been added.
48
Service Manager | Maintenance | Service Schedule Template

The ability to choose between Days, Weeks, Months and Years under the Repeat After option
when adding a new Service Schedule Template, has been added.
Service Manager | Maintenance | Contracts and Contract Templates
Contract Matrix has now been replaced by Contract Templates and Contracts.
Allows the allocation of multiple assets to one customer contract.
The date fields were removed from the Defaults tab on a Contract Matrix and replaced
with Contract Length and Review Period options.
Service Manager | Maintenance | Service Asset
When you create a Service Asset from Stock, you are able to select the Stock Code,
Serial Number, Class, Make or Model.
The model and class descriptions are now included in the Service Asset Grid.
Service Manager | Transactions | Invoice Service Task / Credit Notes
The ability to save and load a Service Task as a Template has been added.
The ability to use the invoice number as a lookup, rather than the Service Task number,
has been added.
When processing a credit note in the Service Manager module you have the ability to
insert/amend the cost price of a stock item.
Service Manager | Transactions | Service Requests and Tasks
The ability to add documents to Service Requests and/or Tasks, and not only Service
Assets, has been added.
Reserved stock is now available for Service Manager.
Service Manager | Enquiries | Service Asset
A Serial Number search field was added to the Service Asset Enquiry dropdown field.
A Description Filter was added when selecting a customer when creating a new Service
Asset.
By not activating (not checking the Active checkbox) the Service Assets Status should
prevent Service Requests from being logged against it.

.............................................................................................................................
Voucher Management | Reports
All general ledger accounts specified on a split transaction will now appear on the
General Ledger Vouchers Report.
A transactions analysis report has been added that could be used as a Cash-up
report.
49
Voucher Management | Transactions
Added a feature to allow processing of transactions for on-hold accounts.

Added the ability to capture Accounts Receivable, Accounts Payable and General Ledger
Voucher as a batch.
Allocations
The ability to allocate payments and receipts has been introduced.
Receipting
Added the ability to delete vouchers.

A till slip layout has been introduced for receipt printing.
Added the ability to re-print receipts.

.............................................................................................................................
Common
.............................................................................................................................
Common | Maintenance | Company Details
Accounting Periods created after Year 5 will maintain the existing date range sequence.
General Ledger
.............................................................................................................................
General Ledger | Maintenance | Copy Chart of Accounts Wizard
The Copy Chart of Accounts wizard did not create new accounts for a Segment in a Branch
Accounting setup .This has been corrected.
General Ledger | Maintenance | Copy Chart of Accounts Wizard

The General Ledger relink will now cater for NULL values on the POSTGL table. This will ensure
_etblAccblnc table is populated correctly during an upgrade.
General Ledger | Transactions | Journal Batches

The description entered on a General Ledger transaction did not display correctly on drill down.
50
General Ledger | Reports | Transactions Report

The General Ledger Account Transactions report displays incorrect movement and closing
balances when the Print per Period and Suppress Transactions options are selected. This has
been corrected.

The Income Statement displayed all segments even though only a specific segment is selected
on the report filter. This has been corrected.
General Ledger | Reports | Project Profit and Loss Report

The General Ledger Project Profit and Loss report displays the net profit value incorrectly. The
income value is being added to the expense value to obtain the net profit instead of subtracting
the value. This has been corrected.
General Ledger | Reports | Account Balances Report

The General Ledger Account Balances report will now display details when viewing the report
for master accounts only.
Inventory
.............................................................................................................................
Inventory | Transactions | Journal Batches
An error occurred when importing Inventory Journal batches. This has been resolved.
Financial lines repeated on an invoice posted consolidated values to the POSTGL, this
has been changed to post individually.
When you printed 2 copies of an invoice, both copies showed as original tax invoices.
This has now been corrected to show the second copy as Copy Invoice.

An insufficient quantity error displayed when processing a Credit Note that was loaded as
linked and thereafter saved. This has been corrected.
Inventory | Reports | Inventory Transactions Summary Report

The profit value on the Inventory Transactions Summary report was incorrect .This has been
corrected.
51
Order Entry
.............................................................................................................................
Order Entry | Transactions | Sales Orders
The Available Quantity is not updated on an unprocessed Sales Order that has Reserved
Quantity if Available Quantity has changed since the Sales order was placed. This has
been corrected.
Order Entry | Transactions | Documents

The function to scroll within line notes when processing documents is now available.
Order Entry | Transactions | Sales Order Fulfilment

On the sales order fulfilment screen the inventory item code will now display over and above the
item description.

.............................................................................................................................
Job Costing | Transactions | Job Card
The options to Design, Copy, Import, Export and Delete are now available on the Job card
layout options.
Delivery Management add-on module

.............................................................................................................................
Delivery Management | Transactions | Delivery Note
Invoice Line notes and messages can now be displayed on Delivery note.
Point of Sale add-on module

.............................................................................................................................
Point of Sale | Transactions | Tender
The grid buttons were missing on the POS tender screen, these have been restored.
52
Fixed Assets add-on module

.............................................................................................................................
Fixed Assets | Reports | Fixed Asset Listing Report
Matched Assets where displaying as unmatched and duplicating on the Fixed Assets Listing
report. This has been resolved.
Fixed Assets | Reports | Fixed Asset Count Variance Report

The Fixed Assets Count Variance report displayed an incorrect import count variance after
importing assets. This has been corrected.
Service Manager add-on module

.............................................................................................................................
Service Manager | SDK
The following error: The detail record is already part of the collection occurred when
processing Sales Orders. This has been corrected with the latest SDK.
Service Manager | Reporting Pipelines
Activity details have been added to the Service Call Report.

The Customer Postal Address Pipeline on a Service Manager Invoice was added.
Added Billing Customer Details to Invoice Layout Pipelines.
Customer Delivery Address Pipeline on Service Manager Invoice was added.
Added a Contract Field to the Service Manager Invoice Layout.
Service Manager | Transactions | Service Task
The serial number selection screen on the Service Task screen moves selected serial
numbers to the end of the list instead the position it should be.
After Saving a Service Task with a Non-Chargeable Request Type, the user can input a
price and process an invoice. This has been corrected.
Lookup's on service tasks are not being refreshed correctly when processing stock and
technician lines. This has been corrected.
Service Manager | Document Printing

A Tax Invoice will print 'Copy' once a reprint is requested.
Service Manager | Maintenance | Resolution Code

The Status and Description fields of the Resolution Code have been adapted to accommodate
20 50 characters.
53
Service Manager | Transactions | Invoice Service Task / Credit Notes
Add a Description Column to a Service Task line that allows users to enter a description
that can be printed on the Invoice.
The Sell Below Cost warning on Service Tasks using a Non-Chargeable Request Type
has been removed.
When saving a linked credit note, the lines on the credit note do not match the invoice,
but when you update it updates correctly. This has been corrected.
Service Manager is not picking up the 'unable to process if over credit limit' on users
when invoicing customers. This has been corrected.
Service Manager looks at the logged date instead of the invoice date when considering
Blocked Periods in Sage Evolution.
Service Manager | Maintenance | Service Asset

Credit notes will reflect on the Asset Service History Screens.
Service Manager | Maintenance | Model

Model enquiry screen did not update with the linked service asset and customer information.

.............................................................................................................................
Voucher Management | Transactions | Accounts Payables Voucher
Document numbers were incrementing inconsistently when you compare it to the screen. This
has been corrected.
Sage Intelligence Centre

.............................................................................................................................
Sage Intelligence Centre | Branch Accounting Environment
General Ledger Opening Balances will now display correctly on Sage Intelligence Reports in a
branch accounting database.

.............................................................................................................................
Additional charges were not saved on a pending invoice or quote after changing the
amount. This has been corrected.
Unable to convert a Lay-by into an invoice upon finalisation. This has been corrected.
54

.............................................................................................................................
Common Module
.............................................................................................................................
Common | Maintenance | Notes
The Object has been released error when inserting an object into notes has been
resolved.
General Ledger Module

.............................................................................................................................
General Ledger | Transactions | Journal Batch
The segment separator on Segmented General Ledger accounts will now be
automatically inserted when entering the GL account details.
The Income Statement is not displaying the full report values after customising the
layout and adding report categories. This has been corrected.
The Statement of Comprehensive Income report displayed the Total Revenue
Variance as negative although the amount is positive. This has been corrected.

Account balances report values deferred after upgrading .This has been corrected.
General Ledger | Reports | Budgets

The Budgets report will now apply the selected ledger segment filters.
General Ledger | Reports | Account Transactions

The General Ledger transactions report will now display the opening balances correctly
after a purge first year.
55
Inventory Module
.............................................................................................................................
The exported grid to excel is incorrectly saving the number fields as text format.
The Access violation at address 0173D840 in module evpComponentsXE.bpl
error which occurred when saving grids containing User Defined Fields to Excel,
has been corrected.
Inventory | Transactions | Goods Received Vouchers

The Split Credit Amount screen did not display the Account Name Description when
processing a GRV. This has been corrected.
An insufficient quantity available message occurred when invoicing a dimension

item for the same quantity as your GRV. This has been corrected.
When processing a General Ledger line on an Invoice, the transaction displayed
as a negative value on the tax box report. This has been corrected.
The Accounts Receivable Sales Analysis report does not reflect item costs when
processing an invoice and splitting the issue / invoice process.
Order Entry Module

.............................................................................................................................
When processing a General Ledger line on an Invoice, the transaction displayed

as a negative value on the tax box report. This has been corrected.
The Accounts Receivable Sales Analysis report does not reflect item costs when
processing an invoice and splitting the issue / invoice process. This has been
corrected.
Contact Management
.............................................................................................................................
Contact Management | Transactions | New Sales Opportunity
A Sales Opportunity created at branch level generates global incidents. This has been
corrected.
56
Contact Management | My Incidents

The options to arrange oldest first as well as arrange most recent first would now be
active when you right click on the incident body screen.

.............................................................................................................................
The speed when loading job cards linked to purchase orders has been addressed.

.............................................................................................................................
Fixed Assets | Maintenance | Assets
User defined fields will now display on an asset after upgrading.
Fixed Assets | Transactions | Asset Transfer

Unable to do an asset type transfer on an asset that has tax allowance set to
immediately write off. This has been corrected.

.............................................................................................................................
Bill of Materials | Transactions | Bill Break Up
The Access Violation at address 50058D01 in module 'rtl170.bpl'error occurred

on a Bill Breakup. This has been resolved.
A Bill breakup will now post the TxBranchID in PostGL and _etblAccBlnc
correctly.
57

.............................................................................................................................
Docket discount on a Retail Point of Sales Order was calculating incorrectly .This
has been corrected.
The discount amount field will now be enabled on a retail sales order, even
though the confirmed quantity has not been entered.
The Insufficient amount tendered message when processing a Retail Docket on
an account customer has been resolved.
Unable to reprint an Invoice generated from a Partially Processed Invoice. This
has been corrected.
A Reserve Quantity pop up window will now display when trying to un-reserve
quantities on a saved sales order.

.............................................................................................................................
General
.............................................................................................................................
Mail Merge
The Mail Merge module will display on the system tree as part of the core package. It
will not require the Contact Management module to be registered.
Document Profiles
A Sales Order Document profile will now be available on customer groups for selection.
Common
.............................................................................................................................
Company Details
An error occurred when saving company details on an 'Other' installation type and
enabling EU trade. This has been corrected.
58

.............................................................................................................................
General Ledger | Reports | Budget
An Invalid column name Segment0Code error occurred when running the Budget
report using segmented general ledger. This has been corrected.
General Accounts will sort in alphabetic order on the Budgets report.

An opening balance from previous months will now display when the option to print by
period is selected on the Account Transactions report.
Accounts Receivable Module

.............................................................................................................................
Accounts Receivable | Transactions | Accounts Receivable Batches
When processing an Accounts Receivable Batch, the system prompted to select a tax
account even though a non-taxable transaction type is used. This has been corrected.
Order Entry Module

.............................................................................................................................
An Access violation error occurred on selecting a lot number on a sales order. This has
been corrected.

Error during object activation error occurred on selecting the Purchase Order node via
the system tree when line UDF were applied. This has been corrected.
Bank Manager add-on module

.............................................................................................................................
General Ledger | Transactions | Bank Manager
The Period closing balance in Bank Manager did not reflect as per the bank account
balance. This has been corrected.
59
Bill of Materials and Manufacturing add-on module

.............................................................................................................................
Bill of Materials | Transactions | Manufacture Process
Serial Numbers used on a sub manufacture process were available for selection on a
new Manufacture Process. This has been corrected.

.............................................................................................................................
Job Costing | Maintenance | Job Templates
The Access Violation error on stock issue lines when processing a job card has been
addressed.
Job Costing | Transactions | Job Card

Job Cards Quotes did not display the last entered line when you have a stock issue on
the job. This has been corrected.

.............................................................................................................................
Retail Point of Sale | Maintenance | Till Security
When the Allow Offline EFT Processing and Override Credit Card Details options
were enabled in the Till Security, it did not prompt Supervisor authorisation. This has
been corrected.
60

.............................................................................................................................
General
.............................................................................................................................
File | Exit or Log off
Access Violation at address - evpcomponents.bpl - on File Exit and Log Off when the
Procurement add-on module is used. This has been corrected.
Administration
.............................................................................................................................
Administration | Utilities | Change Document Project
Could not locate POSTST record! error occurred when trying to change a line project
on an archived document. This has been corrected.

.............................................................................................................................
Nothing prints if the option Print If there is an Actual YTD value is enabled. This has
been rectified.
General Ledger | Reports | Profit and Loss Report

The Access violation at address 50058D01 in module 'rtl170.bpl'. Write of address
00020480 error on Project Profit and Loss Report has been rectified.
61

.............................................................................................................................
Accounts Receivable | Enquiries | Transactions
An access violation occurred at address 018B312D in the module
'evpComponentsXP.bpl' when saving a grid with a running balance column to Excel.
This has been resolved.
Order Entry Module

.............................................................................................................................
Unable to edit unprocessed lines on a partially processed Purchase Order. This has
been corrected.
Inventory Module
.............................................................................................................................
Inventory | Enquiries | Transactions
The permissions to view item costs is now extended to the profit and profit
percentage values.
Lot Item Transaction Enquiries reflected an incorrect movement on doing a Return
docket transaction .This has been corrected.
62

.............................................................................................................................
Administration
.............................................................................................................................
Administration | Document Profiles
The layout specified on Document Profile settings will be defaulted.

.............................................................................................................................
The Master Account Balance on the Account Balances report will now display
correctly for year 2 after processing a purge first year.
The General Ledger account balances report does not filter by branch. This has
been corrected.
The General Ledger budgets branch filter was not being applied. This has been
corrected.
Negative budget values on General Ledger expense accounts are cleared on an
upgrade from version 6.82 to version 7.00.This has been corrected.
Tax Module
.............................................................................................................................
The error data!Reason:Field iFromPeriod not found which occurred when copying the
Payments Based Tax Report has been corrected.
63

.............................................................................................................................
Accounts Receivable | Transactions | Allocations
The access violation error on allocations has been resolved.
Order Entry Module

.............................................................................................................................
The item code and description will now be editable for a rejected Purchase order.

.............................................................................................................................
Fixed Assets | Transactions | Selling/Scrapping Assets
General Ledger accounts were not available for selection on both the profit and loss
drop down menus upon selling/scrapping assets. This has been corrected.
Fixed Assets | Maintenance | Defaults

The Sage Pastel Partner Version 14 option is now available for selection under the fixed
assets defaults.

.............................................................................................................................
General
.............................................................................................................................
Desktop | Notifications
When a Purchase Order is rejected, the Purchase Order requester will be now be
notified.
64
Accounts Payable Module

.............................................................................................................................
Accounts Payable | Transactions | Standard
An Access Violation error occurred on Accounts Payable Allocations. This has been
corrected.

.............................................................................................................................
When converting a Prospective Customer into a Customer, existing notes will now be
retained.
Accounts Receivable | Reports | Statements

A metered service calculation is displayed below a non-service related transaction in
the Statement. This has been corrected.
Accounts Receivable | Reports | Age Analysis

The Age Analysis does not print the customer name when selected to print
transactions. This has been corrected.
Accounts Receivable | Enquiries | Transaction Enquiries

Future dated transactions did not display on the AR Enquiries | Balances screen. This
has been corrected.

.............................................................................................................................
General Ledger | Maintenance | Defaults
The Multiple-step operation error on saving General Ledger Defaults on a unicode
database has been rectified.
General Ledger | Reports | Project Profit and Loss

An Access Violation error occurred when the Close button was selected on the Project
Profit and Loss Report. This has been corrected.
65
The Account Transactions report ignored the projects filter when the Suppress
Transactions option was selected. This has been corrected.
The Account Transactions report will now display account records for periods that
do not have transactions when the option Print Account with no Transactions is
selected.
The Opening Balance reflected incorrectly on the Account Transactions report when
the Suppress Transactions option was selected. This has been corrected.
The Account Transactions report will display the transaction description and not the
ledger accounts description.
The sorting of the Account Transactions report was based on the sub account
instead of the main account. This has been corrected.
General Ledger | Reports | Budgets and Project Budgets

The system will now retain a negative budget value on applying the subtract option on
editing budgets.
General Ledger | Reports | Budgets
A Subquery returned more than one value error occurred when running the
budgets report in a branch accounting environment. This has been corrected.
The budget value duplicates at head office level when a global account has been
used to transact at more than one branch. This has been corrected.
The Default option on the General Budgets report screen will now save the
selected filter selection.
General Ledger | Reports | Cashbook Report

The Cashbook Report duplicates journal transfer lines. This has been corrected.
66
Inventory Module
.............................................................................................................................
Inventory | Transactions | Global Item Change
The Object was open error which occurred when running the Global Item Change
has been corrected.
In some scenarios the inventory selling prices were being updated incorrectly on
warehouse items when using the Global Item Change feature. This has been
corrected.

When processing a credit note linked to an invoice, the UDF on the credit note did not
display the default value. This has been corrected.
Inventory | Transactions | RTS
An out of balance posting occurred when processing an RTS linked to a job card,
using manual cost. This has been corrected.
The Batch Process option brings up a message "There are no Return to Suppliers
to Process in the selected list!" when processing multiple Return to Suppliers
documents. This has been corrected.
Inventory | Transactions | Inventory Count

The Field'cGroupsChkLstInd' error occurred on an Inventory Count when grouped by
Reference. This has been corrected.
Inventory | Transactions | Warehouse Transfer

Multiple line warehouse transfers cannot be processed when negative quantity is
allowed in the transferring warehouse. This has been corrected.
Inventory | Reports | Transactions
A quantity of zero displays when printing the summary inventory transactions report
for GRV transactions. This has been corrected.
The Total Amount Value displayed on the Inventory Transactions report seemed
inflated as it displayed the Issue stock and invoice Customer values as two lines.
These have been separated.
Inventory | Reports | Labels

The correct number of labels will now be generated on the Labels report when the
option - Last GRV Count is selected.
67
Order Entry Module

.............................................................................................................................
Order Entry | Transactions | Sales Orders
After processing numerous sales orders and manufacturing on the fly, access violation
errors occurred. This has been corrected.
Order Entry | Reports | Executable Orders Report

An Access Violation at address 50058D01 in module 'rtl170.bpl error occurred
when running the Order Entry Executable Orders Report. This has been corrected.
Tax Module
.............................................................................................................................
Tax | Transactions | Payments Based Tax
The Access Violation error which occurred during the payment based tax wizard has
been addressed.
Tax | Reports | Tax Box Report

A Financial line on a Return to Supplier document displayed as a negative value on the
tax box report. This has been corrected.

.............................................................................................................................
Contact Management | Transactions | Incidents
An escalated incident that was re-submitted to the originator, will now follow the
escalation process once the due date has passed.
68

.............................................................................................................................
Job Costing | Maintenance | Transaction Types
The Sales Transaction Type option on the job costing transaction types will now be
able to be deselected.

The Job Card Picking Slip will now print the correct item for stock issue lines.

.............................................................................................................................
Retail POS | Till Transactions
Allocation is inconsistent when processing a receipt in the POS Till transactions.

There was no prompt for supervisor password when the document discount is
entered before capturing the lines. This has been corrected.
Retail POS | Enquiries

Petty cash will now be included in the cash tender type and not across all tender types.
69

.............................................................................................................................
General
.............................................................................................................................
Performance
The speed when logging into Evolution has been enhanced.
Rename Utility
When choosing to change document user defined fields using the Rename Utility, not
all fields were available. This has been corrected.
Document Security
Document security properties for PDF documents will now be enabled when emailing
PDF documents.
Administration
.............................................................................................................................
Administration | System Tools | Copy Company
The _etblAccprev will now be copied on a full Copy Company.
Administration | Agent Administration | Document Profiles

The correct Layout will print when an agent linked to a document profile.
70

.............................................................................................................................
General Ledger | Transactions | Account Revaluations
The Auto Reverse option was automatically applied on the next revaluations if it was
selected previously and the screen was not closed after processing. This has been
corrected.
General Ledger | Reports | Project Budget vs Actual

The incorrect filtering by segment on the Project Budget vs Actual report has been
corrected.
General Ledger | Reports | Balance Sheet
The Balance Sheet did not balance when 'print details up to master account' option
is selected. This has been corrected.
The Balance Sheet / Statement of Financial Position did not correctly roll up to the
top level as selected on the Print Details up to option if the Statement of Financial
Position option is selected. This has been corrected.
The Balance Sheet displayed values for all segments even though only a specific
segment is selected. This has been corrected.
The Account Transactions report did not display the opening balances after purge
first year. This has been corrected.
The Incorrect syntax error on executing the Account Transactions report with no
project selected has been corrected.
The option to print accounts with no transactions on the Account Transactions
report did not filter correctly in an online branch accounting environment. This has
been corrected.
71

.............................................................................................................................
The Customer Group code field has been increased to 20 Characters
Accounts Receivable | Transactions | Allocations

The Save option on the Accounts Receivable allocations screen will now be enabled on
allocating.
Accounts Payable Module

.............................................................................................................................
Accounts Payable | Maintenance | Suppliers
The Suppliers Group code field has been increased to 20 Characters.
Accounts Payable | Maintenance | EFTS Layouts

Nedbank Business EFTS layout printed an incorrect Hash value on trailer record. This
has been corrected.
Accounts Payable | Maintenance | Automatic Payment and Remittances
The Supplier transaction reference will now display in full on the Automatic Payment
and Remittances Configuration Screen.
The Automatic payments and remittance configurations will now save selection
once configured.
Accounts Payable | Reports | Transaction Report

The Period Opening balance value will now display correctly when filtered by project on
the Transaction report.
72
Inventory Module
.............................................................................................................................
The mark-up prices did not appear on Inventory maintenance screen when item was
linked to a preferred suppliers. This has been corrected.
Inventory | Maintenance | Warehouse Utilities

An error occurred when running the Warehouse Utilities, this has been corrected.
Inventory | Transactions
The SPE07 and SPE01 incorrect syntax error occurred when processing
transactions with regional settings set to use the decimal symbol as a comma, this
has been corrected.
Serial number details will now print on a Purchase Order and Supplier Invoice on a
non-split GRV database.

The access violation error when processing a supplier invoice and selecting the 'Other'
tab on the invoice has been addressed.
Inventory | Enquiries
Inventory Enquiries will now display sales or purchases for years greater than Year 5.
73
Order Entry Module

.............................................................................................................................
System froze or gave an access violation at address 010C2046 in module

'cxGridRS17.bpl' when loading a Purchase Order. This has been fixed.
The no purchase orders to process in the select list message that appeared when
Batch processing Supplier Invoices has been corrected.
All lines will now print on a picking slip when printed to a printer in pdf or word
format.
Evolution.exe has stopped working. A problem caused the program to stop
working correctly. Windows will close the program and notify you if a solution is
available. This error occurred on a Unicode Database. This has now been
corrected.
Multi-Currency add- on Module

.............................................................................................................................
Accounts Receivable / Payable | Transactions | Revaluations
The correct tax will now be calculated on Accounts Receivable and Accounts Payable
Batches for foreign Customer/Suppliers.
Fixed Assets add- on Module

.............................................................................................................................
Fixed Assets | Maintenance | Assets
The JPEG error #53 when adding an image onto an asset has been corrected.
Retail Point of Sale add- on Module

.............................................................................................................................
Retail Point of Sale | Transactions
The Dataset is not in edit mode error that occurred when Authorising to sell below GP
in Retail Point of Sale has been addressed.
74
Branch Accounting add- on Module

.............................................................................................................................
Synchronisation Monitor
Instances where SQL Express 2012 closes the database resulting in the Sync Monitor
losing connection has been addressed.
Bin Locations
Branch specific bin locations will be available for selection on a global item.
Voucher Management add- on Module

.............................................................................................................................
Voucher Management | Transactions | Accounts Receivable Vouchers
Voucher receipts processed to linked customers do not process correctly to PostAR.
75

What's New PREM V7 - V30

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Whats new in

Sage Evolution Premium

Sage Evolution Version 7 Whats New Guide?

Sage Evolution Installation Options

Freedom Service - KPI Dashboards

Freedom Service Central Search

Common | Company Details | Unlimited Financial Accounting Years

Administration | Agent | Document Profiles

General Ledger | Maintenance | Accounts

General Ledger | Maintenance | Budgets and Project Budgets

General Ledger| Maintenance| Account Types

General Ledger | Transactions | Cashbook Batches Automatic Allocations

General Ledger | Transactions | Currency Revaluations

General Ledger | Enquiries | View Ledger Balances per Financial Year

General Ledger | Reports | Trial Balance

General Ledger | Reports | Bank Reconciliation

General Ledger | Reports | Account Balances

General Ledger | Reports | Visual Reports

Income and Expense Analysis known as the Income Statement (IS)

Financial Position Analysis known as the Balance Sheet (BS)

Business Performance Analysis known as the Trial Balance (TB)

General Ledger | Reports | Balance sheet

General Ledger | Reports | Income statement

Inventory | Maintenance | Inventory Item Dimension Items

Inventory | Transactions | Invoice - Excess Invoicing

Inventory | Transactions | Invoice - Gross Profit

Inventory | Enquiries | Quick Price Enquiries

Inventory | Enquiries | Inventory Enquiries - Warehouse Lookup

Inventory | Transactions | Inventory

Inventory | Transactions | Journal Batches

Accounts Receivable | Maintenance | Customers

Accounts Receivable | Maintenance Screen

Accounts Payable | Maintenance | Transactions On Hold

Accounts Payables | Transactions | Automatic Payment and Remittances

Bill of Materials add-on module

Contact Management add-on module

CRM | Maintenance | Mail Merge

Bin location per branch

Administration | Lookup Tables | Bin Location

Retail Point of Sale add-on module

Administration | Agent - Biometric and RFID Sign On

Retail Point of Sale | Maintenance | Till Security

Retail Point of Sale | Maintenance | Till | Touch Screen Interface

Retail Point of Sale | Maintenance | Defaults | Docket Options

Retail Point of Sale | Retail Till | Sales Docket

Retail Point of Sale | Maintenance | Retail POS Menu Setup

Retail Point of Sale | Till | Returns

Retail Point of Sale | Transactions | Trading sessions

Retail Point of Sale | Enquiries

Sage Intelligence Reporting

Sage Intelligence Reporting | Containers

Sage Intelligence Reporting | Dashboard

Sage Evolution Version 7.00.174 Maintenance Notes

Data Distribution Services

Outlook Add-in module

Tax Manager| Enquiries

Common | Maintenance | EFTS layouts

General Ledger | Maintenance | Accounts

General Ledger | Transactions | Cashbook Batches

General Ledger | Reports

General Ledger | Reports | Ledger Accounts Transaction

General Ledger | Reports | Project Budget vs Actual Report

General Ledger | Reports | Trial balance