Release Notes

Sage Evolution Standard Version 7.20 – What’s New?

At Sage Evolution Standard 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 Standard Version 7.20 we incorporated your suggestions and considered your valued
feedback in the new enhancements and add-on modules, ensuring to supply you with greater flexibility,
efficiency and control in your business.

New Features were added for this release of Sage Evolution Standard:

General Ledger Currency Enhancements Customer Zone and Sage Online Tools

Mobile Alert Manager Application Mobile Sales Stock Count Application

Maintenance that was performed for this release of Sage Evolution Standard:

Sage Evolution Standard Version 7.20.1.000 Sage Evolution Standard Version 7.20.2.000

For more information

visit www.sage.com/africa.

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Customer Zone

Allow customers to help themselves! They can: “Letting go of the Ordinary

View their invoices. and embracing the
Extra - Ordinary .”
Reprint copies of invoices and credit notes.

View their statement.

Sage Online Tools

Build your own website.

Seamless integration with
Sage Evolution Standard.
Market your business via
SMS & Email.
Accessible across all platforms.
Social Media.

Visit www.sageonlinetools.co.za.

Click here to download a free

Marketing Guide.

Sign up for a free trial.

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 General Ledger Currency Enhancements

Create, maintain and revaluate foreign general ledger accounts using Sage Evolution Standard. A good
example is a Foreign Investment Account which you need to revalue on a frequent basis. This feature will
assist you to manage the revaluation on these accounts. You can also report on Financial Statements
using a currency and exchange rate specified at run time.

Click here to download a Quick Reference Guide.

Mobile Stock Count Application

The Inventory Count mobile application sends all available stock count lists directly to the user’s mobile
device. The application also offers a Bluetooth device scanner to enable quick and easy scanning of stock
items during the stock count.

Click here to download a Quick Reference Guide.

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Office 365

On the Administration | System Configuration |

System Wizard | E-mail tab, Office 365 was added as
an option for SMTP providers.

It will now be possible to select between up to 4

different, standard e-mailing SMTP Providers,
namely:
• Gmail
• Outlook 365
• Hotmail
• Yahoo Mail

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Sage Evolution Standard Version 7.20.1.000 – Maintenance Notes
At Sage Evolution Standard we value feedback and suggestions from our users and maintain our software
on a regular basis to ensure quality delivery.

General Maintenance

Path Description Reference

General
When documents were sent, the attachment name was being truncated
Attachments EQ21365
if the company name contained a dot, this has been rectified.
Freedom Service
A connection error occurred when a database name included a special
Freedom Service EQ21452
character or space. This has been rectified.
Central Search
Central Search | Source When an agent performed a search for a Sales Order on a specific
EQ21414
Documents customer, no records returned. This has been rectified.
Administration
Administration | When an agent tried to change the transaction date using the Change
Utilities | Source Date Utility in an unblocked period, it did not allow an agent to make the
EQ21211
Documents | Change change. This has been rectified to take the Periods access permissions
Transaction Date per agent into consideration.
Administration |
Utilities | Batches | The line description now accommodates for 100 characters, where
EQ21559
Change Batch Line previously it was limited to 50 characters.
Description
Administration |
When a customer was changed on an invoice via the Utilities module, it
Utilities | Change
did not update the Accounts Receivable Enquiry Screen nor the Age EQ20622
Document Customer or
Analysis. This has been rectified.
Supplier
When a User Defined Field was created as a data type “Double” it did
Administration |
not validate the user defined field when transactions were processed if
System Configuration | EQ20542
the force value setting was selected. This has been rectified to not allow
User Defined Fields
a transaction to be processed if the user defined field is not populated.

Core Module Maintenance

Common module

Path Description Reference

Common | The Account Holder field on the Supplier Bank details should be mapped to
Maintenance | EFTS the EFTS engine so that it can be used on any EFTS layout. This has been EQ22002
Layout rectified.

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General Ledger module

Path Description Reference

General Ledger |
When accounts are copied using the Chart of Accounts Wizard, any user
Maintenance | EQ18056
defined field values were not copied. This has been rectified.
Accounts
General Ledger | When a general ledger transaction type is linked to a tax group, the system
Maintenance | generated a validation error message stating the tax was not enabled on the EQ21385
Transaction Types transaction type. This has been rectified.
When an agent created a cashbook batch and selected to split the line
together with selecting an invalid general ledger account on the split account
EQ21203
field, an error occurred. The system should have just cleared the text instead
of showing an error.
General Ledger When an agent tried to import split cashbook lines containing foreign
Transactions | currency accounts, the system displayed an error message. This has been EQ21681
Cashbook Batches rectified to allow split lines to be imported.
When the permission setting was set to allow agents to process transactions
if a customer has exceeded the payment terms, it should not apply to
EQ22316
deposits from customers to settle outstanding invoices. This has been
rectified.
General Ledger | When the Consolidate by Reference option is used on a batch where the
Transactions | Bank transactions have been processed but not updated, the bank reconciliation EQ21419
Reconciliation did not take deposit values into consideration. This has been rectified.
General Ledger | When an Accounts Balances reports was generated it did not reflect the
Reports | Account correct balances for the balance sheet accounts after a purge was EQ21624
Balances performed. This has been rectified.
When an income statement was generated, the sum for period shows
negative whereas the total actual shows positive for the same account. This EQ21443
has been rectified to show the correct totals.
General Ledger |
When viewing a comparative income statement, the actual gross profit
Reports | Income EQ21619
reflects incorrect values. This has been rectified.
Statement
When the option Statement of Comprehensive Income was unticked, the
general ledger account grouping was incorrectly displayed. This has been EQ21464
rectified to reflect according to the account type specified.
When an agent tried generating a comparative budgets report, it failed to
General Ledger |
filter the correct ledger segment, irrespective of the ledger segment chosen. EQ22155
Reports | Budgets
This has been rectified.
When permission is not given to an agent to view transactional history on the
general ledger enquiry screen, the agent was still able to view the EQ20971
transactional history. This has been rectified.
General Ledger |
When an agent performed an enquiry on the bank balance under the Foreign
Enquiries
Ledger Balances tab, it did not match the bank balance in the Currency
EQ21728
Revaluation screen for any period. This has been rectified to have the same
balances irrespective of what enquiry screen or report an agent is viewing.

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Accounts Receivable module

Path Description Reference

Accounts Receivable
When an agent performed allocations on a customer with a lot of
| Maintenance |
transactions, some performance issues were experienced. This has been EQ20259
Customers |
rectified.
Allocations
Accounts Receivable
When a customer had a balance outside of the specified payment terms, the
| Transactions | EQ21793
interest was incorrectly calculated. This has been corrected.
Interest Charging
Accounts Receivable
When an agent generated this report, some performance issues were
| Reports | Rep EQ20034
experienced. This has been rectified.
Commissions Report
Accounts Receivable
When this report was generated, specifically using foreign currency
| Reports | EC Sales EQ21315
customers linked to a group, an error occurred. This has been rectified.
List
Accounts Receivable When this report was generated using the Exclude Paid Up Invoices option,
| Reports | the report still included the transactions after the date filter was also specified. EQ21388
Statements This has been rectified to exclude these transactions.
Accounts Receivable
When an upgrade was performed from version 7 to 7.10 the views did not
| Reports | Age EQ21479
refresh correctly. This has been rectified.
Analysis
Accounts Receivable
When an excess invoice was processed, the system duplicated the
| Reports | Top Sales EQ21680
transactions in the report. This has been rectified.
Report
When a customer’s sub account was delinked from the main accounts, this
report still displayed the delinked sub account’s transactions. This has been EQ21839
Accounts Receivable
rectified to exclude these transactions.
| Reports | Sales
When an agent process transactions with different dates on the same job
Analysis
card, the Sales Analysis report included all the lines irrespective of the dates. EQ22185
This has been rectified.

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Accounts Payable module

Path Description Reference

When an agent opened a partially processed batch, it did not automatically
select the already paid payments or remittances. This resulted in incorrect
EQ21938
outstanding values on the batch and configuration screen and an error
EQ21817
communicating that the suppliers are being overpaid. This has been rectified
to auto select the already paid payments and remittances.
When supplier payments were less than the invoiced amount, the batch did
EQ21069
not recognise the payment as part payment. This has been rectified.
When an agent configured allocations per invoice on the batch, it did not
EQ21329
allocate the values correctly in the batch view. This also showed unallocated
EQ22171
after the batch was processed. This has been rectified.
Accounts Payable |
When a supplier was activated for EFT Processing and not Cheque Run, and
Transactions |
the value was higher than the invoiced value, it did not populate the EQ21375
Automatic Payment
supplier’s outstanding invoices to the batch. This has been rectified.
and Remittance
When a database was upgraded from version 6.82 to 7.10, it upgraded
Batches
existing batches, but did not allow an agent to create a new batch. This has EQ21571
been rectified for version 7.20.
It is now possible to sort your suppliers in alphabetical order. EQ21865
When an agent selected to apply payment terms on the batch, only the
current terms were applied and showed the incorrect number of transactions.
EQ22151
This has been rectified to show all the suppliers across all types of payment
terms.
When an agent return to the batch after a transaction was selected to be
EQ22180
included in a batch, the transactions were ignored by the system and did not
EQ17723
display. This has been rectified to remain included in the batch.
Accounts Payable |
When a supplier group was added or edited, an error occurred. This has
Maintenance | EQ21719
been rectified.
Groups
When a purchase order or invoice was processed containing transaction
Accounts Payable |
lines with positive and negative values, respectively, the supplier enquiry EQ21726
Enquiries
displayed incorrectly. This has been rectified.

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Inventory module

Path Description Reference

When creating an inventory bin location on the fly, the bin location
Inventory |
description field is available instead of the bin location name field which
Maintenance | Bin EQ20927
results in bin location names being created with 30 characters instead of 5
Locations
characters. This has been rectified.
When the transaction line’s delivery date is different to the invoice header
delivery date, the system incorrectly reverts the transaction line’s delivery
date back to the invoice header delivery date. This has been corrected to EQ20550
allow different delivery dates on transaction lines. This occurred in a New
Zealand installation and registration.
Inventory |
When printing a copy invoice using a fiscal printer, the word Copy does not
Transactions | EQ21536
display on the copy invoice. This has been rectified.
Invoice
When an invoice is processed using a Units of Measure item with sufficient
quantity available, the system displayed an insufficient quantity error. This EQ21631
has been rectified.
When an invoice was processed using both segmented and normal items,
EQ21679
the system displayed an error. This has been rectified.
When performing a search in the GRV Maintenance Grid, the incorrect
EQ21856
supplier account and name displays. This has been rectified.
When processing a GRV with an additional cost for a manual cost item, the
transaction causes the trial balance to go out of balance. This has been EQ21890
rectified.
When a GRV is processed containing additional costs, the system allocates
EQ21564
Inventory | it to the first line of the document, instead of per line. This has been rectified.
Transactions | GRV When using additional costs on a GRV for a non-foreign currency supplier,
the foreign currency column is active. This has been rectified to be greyed EQ21888
out.
When an agent opened an unprocessed GRV to process an invoice for the
same supplier where the same invoice number has been processed on an
EQ21406
earlier GRV, the system did not prevent duplicate invoice numbers. This has
been rectified.
When an agent wanted to process a return to supplier using the Load as
Linked option from the original invoice, the stock cost variance is incorrectly
EQ21305
posted in the system. This has been rectified to post with no cost variance
Inventory
regardless of the quantity available.
|Transactions | RTS
When processing an RTS, the Account name column within the return to
supplier document should display the correct supplier regardless of the EQ21434
options selected. This was not the case and has been rectified.

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Inventory module, continued

Path Description Reference

When a file consisted of units of measure items and normal items, the import
Inventory | failed because the system disallowed an import containing different types of
Transactions | inventory items. It only allowed an import if the inventory items were all units EQ20326
Inventory Count of measure items. This has been rectified to allow all item types to import
successfully.
Inventory |
When an agent tried processing an item adjustment using 7 decimals, the
Transactions | EQ21530
quantity on hand field does not display correctly. This has been corrected.
Adjustment
When an agent processed an invoice using the Issue and Invoice processing
Inventory | Reports |
option, the issue value on the Transaction report did not show the correct EQ21666
Transactions
amount. This has been corrected to show the cost price.
Inventory | Enquiries
When using 4 decimal price values, the quick price enquiry screen displayed
| Quick Price EQ21415
it incorrectly. This has been rectified.
Enquiries
When an RTS and Cost Variance Adjustment were processed for an item,
Inventory | Reports |
the inventory control does not balance to the Valuation Report. This has EQ21822
Valuation
been corrected.
When processing a foreign currency supplier invoice for a stock item, the
Inventory | Enquiries foreign tax value displayed incorrectly on the purchases accrual account
EQ21383
| Transaction History when enquiring on the transaction in the Inventory and Accounts Payable
modules. This has been rectified.

Inventory Issue module (limited features available for Standard)

Path Description Reference

When an agent selected to copy the default layout an error message
EQ21767
displayed. This has been rectified.
Inventory Issue |
When an agent increased the number of decimals to the maximum field
Transactions |
size, the system did not allow an agent to enter a quantity value when the
Inventory Issue EQ21498
general ledger option was selected on an inventory issue transaction. This
has been rectified.

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Order Entry module

Path Description Reference

When agents’ permissions are set to not have access to suppliers, they
EQ21688
could still view certain documents for suppliers. This has been rectified.
When an order was processed containing more than 16 lines, additional
EQ20032
costs did not round up correctly. This has been rectified.
When an order was processed it did not post the additional costs to the
corresponding general ledger line. This occurred where the foreign currency
was different for either the supplier or the transaction. This has been rectified EQ20863
Order Entry |
by inserting additional measures to check that the foreign currencies
Transactions |
correspond.
Purchase Order
When an agent deleted unprocessed purchase orders containing service
items, the quantity reflects as a negative. This has been rectified to show the EQ21071
correct values after deleting purchase order dockets.
When an agent loaded a purchase order template, the purchase order
EQ21669
number did not change. This has been rectified.
When processing purchase orders from two different workstations at the
EQ21283
same time caused a deadlock error. This has been rectified.
When a new customer is selected on a sales order screen, the previous
customer’s delivery address populates. This has been rectified to clear and EQ20707
update the field with the correct details of the selected customer.
Order Entry |
When a sales order quotation is created, the inclusive total shows as zero.
Transactions | Sales EQ20780
This has been rectified to update the total value correctly.
Order
When an agent merged unprocessed customer invoices generated from
sales orders, the linked Goods Issue Voucher was not archived, it remained EQ21588
unprocessed. This has been rectified to archive all related documents.

Add-on Modules Maintenance

Bank Manager add-on module

Path Description Reference

When importing split line transactions into a cashbook batch from Bank
Manager, the account details are not being imported into the cashbook EQ21994
batch. This has been rectified.
General Ledger | When performing automatic statement feeds, it allowed the statement for
Cashbook | Bank the same date range to be uploaded several times into Bank Manager. This EQ21722
Manager has been rectified.
When an agent viewed the Bank Manager statement, the tax type selected
by the agent does not pull through to the tax column. This has been EQ22099
rectified.

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Debtors Manager add-on module

Path Description Reference

When an agent tried to launch the add-on module an error occurred when
the Microsoft SQL ‘sa’ password contained special characters. This has been EQ21304
rectified.
When a customer account name is created with more than 50 characters, no
Debtors Manager
age analysis details display when opening the Debtors Manager module. EQ21024
This has been rectified.
An invoice's original due date displays the incorrect date on the debtor age
EQ21428
analysis. This has been rectified.

Delivery Management add-on module (To be confirmed for Standard)

Path Description Reference

Delivery The Delivery Management Quantity (Invoiced) Awaiting Delivery should not
Management | go into negative when the same delivery method was used on multiple EQ21811
Transactions invoices. This has been rectified.

Fixed Assets add-on module

Path Description Reference

When an asset was transferred on a cost centre, the deprecation was
EQ20933
Fixed Assets | calculated incorrectly. This has been rectified.
Reports | Book The Book Depreciation report did not display correctly on current nor prior
Depreciation years when a fully depreciated asset was transferred to a different location. EQ21484
This has been rectified.
Fixed Assets |
When an asset was transferred on a cost centre as a Group Transfer, the
Transactions | Group EQ21456
master asset link was removed. This has been rectified.
Transfer
Fixed Assets |
When an upgrade is performed to version 7.10, the book and tax
Maintenance | EQ21486
depreciation values on the asset were set to zero. This has been rectified.
Assets
Fixed Assets |
When a partial disposal was attempted, an error occurred. This has been
Transactions | EQ21662
rectified to allow partial disposal.
Partial Disposal

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Mobile Sales add-on module

Path Description Reference

When the order date specified within the Mobile Sales application was a
Mobile Sales
future date, and not the current system date, the order was not saved. This EQ20249
Application
has been rectified.
Mobile Sales Pebble When a credit card payment was made to ABSA, an error returned stating
EQ21632
Payment Device that the Pebble Device was not installed. This has been rectified.
When linking a device user to a device, if a specific sales warehouse has
already been linked to an IOS user, the same warehouse should not be EQ21729
available to be linked to an android user. This has been rectified.
Mobile Sales |
Inherently, Mobile Sales is dependent on the multi-warehouse add-on
Devices
module. However, this dependency has been eased. The user can place
EQ21756
orders and issue quotes without being registered for warehousing. Invoicing
will require the multi-warehouse add-on module to be registered.

Outlook add-in add-on module

Path Description Reference

When an incident was linked to an Outlook add-in email, the Your
Linked Incidents EQ20604
Reference field got deleted on that incident. This has been rectified.

Point of Sale add-on module

Path Description Reference

Point of Sale | When processing a card payment to an integrated Pin Pad, the system only
Transactions | Sales allowed 20 characters for the E0210 message coming back from Innervation. EQ21996
Order This was increased to accommodate 200 characters.

Software Development Kit

Path Description Reference

Client needs functionality to set a sales order as active on the opportunity as
SDK EQ21093
well when saving a sales order. This is now available.

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Sage Evolution Standard Version 7.20.2.000 – Maintenance Notes
At Sage Evolution Standard we value feedback and suggestions from our users and maintain our software
on a regular basis to ensure quality delivery.

General Maintenance

Path Description Reference

Installation
During a Sage Evolution installation, the .Net Framework attempted to
install even when the same or higher version was installed. This has
Installation EQ22655
been rectified.

Sage Pay
Accounts Payable |
When using EFTS on the Automatic Payment and Remittances, Sage
Transactions |
Pay did not allow for the processing of real-time transactions. This has EQ22627
Automatic Payment
been rectified to allow for dated or real-time payments.
and Remittances
Glove Box
When Sage Pastel Partner was installed on the same machine as Sage
Evolution, Sage Online Tools and Customer Zone did not work. This
Glove Box EQ22633
has been rectified.

Common module

Path Description Reference

Common |
Maintenance | EFTS The FNB PACS EFTS layout has been adjusted to meet bank specifications. EQ22478
File Layout

General Ledger module

Path Description Reference

General Ledger | When using the segmented General Ledger Chart of Accounts Wizard, it was
Maintenance | not creating segmented general ledger accounts based on the filters EQ21742
Accounts specified. This has been rectified.
General Ledger |
When a supplier invoice is linked to a job card, the Control Account
Transactions |
Reconciliation Utility displayed a difference concerning the inventory EQ22536
Control Account
transactions. This has been rectified.
Reconciliation
General Ledger |
When generating an Account Transactions Report, the vat control account
Reports | Account EQ22644
displayed incorrect opening balances. This has been rectified.
Transactions

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Accounts Receivable module

Path Description Reference

Accounts Receivable
When posting an Accounts Receivable Batch with general ledger split
| Transactions |
transactions, the general ledger transactions were not in balance. This has EQ22130
Accounts Receivable
been rectified.
Batches

Inventory module

Path Description Reference

Inventory | When processing a Return to Supplier for a warehouse item linked to a job
Transactions | with quantity available as 1 and available in stock as 0, an error occurred, EQ22637
Return to Supplier stating “Insufficient quantity in Work-In Progress!” This has been rectified.
Inventory |
When different filter start values are used, the Segmented Inventory lookups
Transactions | EQ22610
do not filter correctly. This has been rectified.
Invoice
When a user defined field was added to the stock item table and the
Inventory | Reports |
inventory transactions report was generated, an error occurred. This has EQ22574
Transactions
been rectified.

Import Data

Path Description Reference

Data Import | When importing sales orders using the Import Utility and the automatic
Transactions | numbering was turned off, an error occurred, stating that the order number EQ22615
Import Date already exists. This has been rectified.

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