Team Viewer Interferes with Evolution

Team Viewer is a popular remote support application which has changed the way we support clients.  We therefore find ourselves in a position where we need to run both Team Viewer and Pastel Evolution on our Computers which becomes an issue because sometimes Team Viewer Interferes with Evolution.

The following critical error message might be received anywhere in the opened Sage Evolution company but seems to be especially more relevant when selecting a transaction line drop down field within any transaction screen e.g. Invoices/GRV/Sales Order etc.

Team Viewer Interferes with Evolution fix:

This error is due to your Team Viewer program which interferes with Sage Evolution. In order to allow both Sage Evolution and Team Viewer to run at the same time on the same computers you will need to set the following settings in Team Viewer:

Extras/Options/Advanced, go to the QuickConnect button and click on configure. Please deactivate it by removing the checkout of “show quickconnect button” and click OK.

Go to Extras/Options/Remote control and then change the quality to custom settings, click custom settings and check “improve application compatibility” (reduces performance).

Hope this helps.

Brian

Evolution ERP – Creating Purchase orders from Sales orders

One of the new functions in versions 6.82 and higher is the ability to select a sales order(s) and generate a Purchase order from the Sales order screen

Create Purchase order from Sales Order

To convert a sales order into a purchase order

  1. After creating your sales order(s)
  2. Click the Open button
  3. Click on the Find button for the sales orders to load in the Document window.
  4. Highlight the sales order(s) that you would like to convert into a purchase order.
  5. Click on the Create Purchase Order(s) button as seen in the print screen above
  6. The system will automatically populate the sales order’s information into the purchase order for you
  7. Process the Purchase Order as normal.

Hope this new feature helps in make things easier for you.

Kirsty

Our suite of Sage Pastel Accounting related Professional Services include:
Business Consulting
Sage Pastel Partner Payroll Sales & Support
Sage Pastel Partner Payroll SARS Submission assistance
Sage Pastel Partner Payroll Outsourcing
Sage Pastel Accounting Software Sales & Support
Sage Pastel Accounting Software Implementation & Project Management
Sage Pastel Accounting Troubleshooting & Data fixing
Excel Reporting
Onsite End User and Advanced Training
3rd Party Application Development

E2E
End 2 End Business Solutions

Sage Evolution ERP Upgrading to 6.82 BIC Troubleshooting

Clients who are only registered for BIC standard, upon upgrading to Version 6.82.65 or 6.82.67 will note that after the upgrade is complete, the Report Manager is no longer available. This inhibits the user’s access to reports and the reporting functionality of the BIC module in Evolution.

The good news is, the Report Manger Tab is still there! It has simply been moved to the Administrator node.

Sage Evolution has compiled a concrete troubleshooting document for this very instance that we have made available:

Upgrading to 6.82 BIC Troubleshooting document compliments of Ruth Gray from Sage Intelligence

View our Evolution packages here:

Evolution Enterprise ERP & Evolution Standard

What’s New in V7 Guide

Our suite of Sage Pastel Accounting related Professional Services include:
Business Consulting
Sage Pastel Partner Payroll Sales & Support
Sage Pastel Partner Payroll SARS Submission assistance
Sage Pastel Partner Payroll Outsourcing
Sage Pastel Accounting Software Sales & Support
Sage Pastel Accounting Software Implementation & Project Management
Sage Pastel Accounting Troubleshooting & Data fixing
Excel Reporting
Onsite End User and Advanced Training
3rd Party Application Development

E2E
End 2 End Business Solutions

Evolution – Inventory Valuation not balancing

I’ve received a couple of these questions recently, so here are some of the common reasons why this might happen.

Possible reasons for the Valuation Report not balancing with the Inventory Control account:

1. Filters exist on the Valuation report that may exclude certain items, Groups, Packs, Warehouses etc. from the report and thus the whole value for all stock items might not be given correctly.
2. Direct journal done on the Inventory Control account
3. Multiple Inventory Control accounts and not all of them are taken into account.
4. A General Ledger Relink needs to be performed to especially recalculate the Inventory Control account balance which could be wrong.
5. Service Items with Ave Unit Cost values were processed that is either still service items or were service item upon processing date.
6. Inventory Defaults: Negative Quantities are allowed in the company. Even though currently all items have positive quantities, if ever they were negative the difference could still remain.
7. Inventory Defaults: Using latest unit Cost (instead of Average Unit Cost)
8. Inventory Defaults: Using Periodic Integration (instead of Perpetual)

if you’re still stuck, give us a shout and we’ll see what we can do to assist you further.

hope this helps…

Brian

Evolution – What is the New Tax node?

All options and settings related to tax has been moved to a new tax node

  • SARS is moving towards electronic supporting document submissions for VAT registered entities.  Companies are to Submit VAT201 electronically and SARS new requirement is for systems to upload this VAT201 file directly to SARS website.
  • For Sage Evolution to export data in the correct format a platform had to be created for data to be exported correctly.
  • The concept is similar to the current Partner Tax Box except Partner uses entry types and Evolution uses tax groups.
  • Evolution v6.82 is phase 1: Box Report
  • Evolution v7 is phase 2: Automated Submission
  • On a new database, default tax groups have been created that are linked to default transaction types.
  • On an existing database, only default tax groups are created.  The user will have to link transaction types to tax groups manually.

Sage Evolution Alert Manager

Sage Evolution Alert Manager – To Allow the organization to populate reminders/notifications or alerts from the system tables/views by sms or email and for specific intervals e.g. daily, weekly, monthly or time interval. The alert is triggered by criteria that the user/organization has specified. Then sends an email/sms to the relevant parties regarding the alert.

Sage Evolution Alert Manager setup

Alert manager runs as a service and that service needs to run on the PC that the emails are going to be sent from.

  • On the installed Pastel Evolution folder, open the AP sub folder and double click the EvolutionAMServiceManager.exe file
  • The screen below will open. If not installed, select the Install button on it
  • Sage Evolution Alert Manager
  • Select OK on this message
  • Sage Evolution Alert Manager
  • When done, this is how it should look like
  • Sage Evolution Alert Manager

Alert Manager emails will work fine with the following configuration:

  • SMTP with 32 Bit OS
  • SMTP with 64 Bit  OS
  • MAPI with 32 Bit OS and 32 Bit Outlook but: E-mails needs to be sent manually by selecting the Send button, as the Alert Manager service is not able to access the MAPI component
  • MAPI with 64 Bit OS and 32 Bit Outlook but: E-mails needs to be sent manually by selecting the Send button, as the Alert Manager service is not able to access the MAPI component

It does not work with:

  •  MAPI with 64 Bit OS and 64 Bit Outlook.

Standardisation, OCD and CDO …

I’ve been told that I have a bit of a problem. You see, I like order and I like my surroundings organised and tidy. Even my laptop is well organised. Apparently this is an affliction called OCD, I prefer CDO – the letters are in alphabetical order…as they should be :). Standardisation creates order.
You may be wondering what OCD has to do with Evolution. Well, I’ll tell you. If you’re using Evolution you likely have something to do with Accounting, Admin and/or Finance. So, with this in mind, it’s a given to most, that you’re organised and particular about how your documents are filed and electronic and physical data is stored. However, standard formats of General Ledger descriptions or Inventory Items are often forgotten or considered unimportant in the greater scheme of things. This, however is untrue. Reports often rely on the description of specific items, so a standardisation is important. What I mean by this is, if you start recording a customers company name in uppercase letters, continue to do so. If Inventory items are replicated per branch or group, maintain the format. If General Ledger main and sub accounts are separated by a hyphen, continue with that pattern. I’m sure you get the drift by now. It may seem like a time-consuming exercise, but it may prove to be worthy when you’re running a report or manually sorting through data in an excel worksheet. The scenarios that I’ve just posed have been a stumbling block on a current customer site recently. Since the standardisation of their inventory items, the reports run smoothly without errors and my ability to establish processing errors has improved.
So…pick a format, stick to it and everything (in your Accounting and ERP world) should be simpler.
A little OCD goes a long way 🙂
Yours in perfection
Jo

Bulk email in Sage Evolution

If you’re a Sage Evolution user, then like most, you look for ways to work smarter, not harder – bulk email is smarter. It has been said that lazy people are the most efficient, because they’ll always find the quickest solution to solve anything they’re faced with. I’m sure the developers of Sage Evolution aren’t lazy and if they were I wouldn’t dare say so, but they have created some very useful shortcuts for the rest of the Sage Evolution end-user population (which is growing in leaps and bounds – #just saying).

One of these handy tricks the accounting software offers is the option to send processed Sage Evolution invoices in bulk. It’s really quite simple and makes emailing clients their invoices that much easier. It’s quite important to ensure that email address fields are populated in the master-files and a generic message is created. Once this legwork is done, the rest is a breeze.

Bulk email visual:

Bulk Email Selection

Simply call us on + 27 21 447 9565 and one of our Cape Town based consultants will gladly assist you to send processed Sage Evolution invoices in bulk.