Sicon Contracts is an additional module for Sage 200, designed to control periodic invoicing and the management and reconciliation of the deferred income and cost postings. Optional integration to costing packages can provide profitability on contracts. This module is operated entirely within the Sage 200 environment. Contracts can be manually entered or created from the posting of sales orders with contract items included.
Fix for contract recon screen. The total of the deferred income on the first tab was different to the total of the deferred transactions for customer on the second tab. This was because the second tab transactions were excluding one off charges / credits. These are now included
Date applied: November 23, 2020
Improved error messages when importing variable prices for contract lines
Date applied: October 14, 2020
Added customer name to generate sales order screen
Date applied: April 29, 2020
Fix for posting job costing transaction for deferred revenue where it couldn’t find the nominal transaction
Date applied: April 1, 2020
Fixed problem with job costing nominal transactions not found when posting deferred revenue transactions.
Date applied: March 20, 2020
If the user has permission to change the confirmation required on a sales order line, then we don’t override this anymore.
Date applied: March 18, 2020
Fix for analysis code filters on generate sales order screen. Was displaying an error.
Improved performance when loading list of contracts to generate sales orders for.
Date applied: January 27, 2020
Fixed problem with dll error when opening import screen
Fixed problem with linking deferred transactions was not allowing the user to select a sales return
Fix on import – if no contract number supplied, and contract numbers are set to auto generate, then a contract number will now be auto assigned
Date applied: January 9, 2020
Exchange rate for deferred transactions was taken from the sales order and not the invoice. This was causing issues with values if the exchange rate changed from what was on the sales order and what was on the invoice. The exchange rate is now taken from the invoice/credit if there is one available.
Date applied: November 19, 2019
More fixes to daily calculations for amendments when the amendment pro rata date is the 1st of the month, and if there is a pro rata date on the contract and the amendment.
Date applied: October 25, 2019
Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
Corrections when entering new contract line because the bill cover dates were not always been set.
Fixed problem with setting the contract start date on a new sales order and then amending the sales order line and trying to change the start date wasn’t allowing the user to change it
Fix to contract order screen when creating works orders because of an async change in works orders
Have moved trial check box and moved some settings around on the settings screen.
We now need to specify that a form must be locked, and we have now done that with the post monthly journal postings screen.
Date applied: November 14, 2019
Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
Added drill down for nominal on contract recon screen
Added contract line description when viewing contract line details on the contract maintenance screen
Added payment info tab to lines on contract maintenance screen.
New functionality to select the price interval and the invoice frequency interval
Added trial flag to contract line
If invoice frequency is days or weeks, deferred transactions are not generated and the nominal used on the sales order is the PL nominal setup in the deferred settings on the stock item.
Fix for save button on settings screen disappearing
Fixes to how deferred job costing transactions are created – wasn’t linking to nominal and was using the incorrect type
Fix to genereating deferred income for return amendment and calulating deferred amount based on number of days – was calculating the first and last deferred transaction incorrectly.
Fix – if update existing contract for new contract sales order line if turned on (creating a pending line when the sales order line is created), we now look for live contracts. Before it was looking for completed contracts as well and accidently adding the contract line to those.
Made fixes to generating deferred transactions for amendments when calculate deferred amount based on number of days in a month option is on – the monthly figures were not correct (although the total was). Also, the sales return was using a whole month figure instead of a number of days figure if prorata’ed during a month and not the 1st of a month.
Removed AmendedQuantityGenerated. It was not needed anymore, and was causing issues when generating amendments (amendments were not appearing or were generating with the wrong quantity)
Changed description generated for amendments to say only date from and date to. The duration wasn’t calculating correctly if calculating based on number of days.
Changed the date picker when generating sales orders as the user couldn’t type in the date quickly (it was only updating the day, not the month and year)
More changes to do with deferred calculations based on a dialy calculation
More changes to calculating deferred using daily calculation. This is now done by default regardless of settings. If a contract spans multiple months, the deferred transactions are now calculated based on the number of days in the month.
More fixes to daily calulations for amendments when the amendment pro rata date is the 1st of the month, and if there is a pro rata date on the contract and the amendment.
Date applied: November 5, 2019
Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
Improved validation message when posting monthly journals if nominal does not exist
Added a screen lock on the monthly journal posting so that the user cannot post journals twice accidentally
Fix to processing contract renewals where non contract lines have been flagged as renewal required (for whatever reason). These were included in renewals, but they shouldn’t be, so they are now filtered out.
Fix for the contract line numbers on the line details tab when maintaining a contract. Some of the line counts were not correct.
On import, made sure that contract lines imported are not added to deleted contracts.
Fixed problem with casting error appearing when archiving sales orders.
Fixed problem with casting error when updating contracts
Improved performance again when updating contracts
Date applied: September 4, 2019
Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
Fix problem where the contract end date was updated but the contract end date including POG was not. This happened mostly at renewals
Fix for error when opening contract recon screen displaying an Object does not match target type error
Date applied: July 24, 2019
More changes to calculating deferred using daily calculation. This is now done by default regardless of settings. If a contract spans multiple months, the deferred transactions are now calculated based on the number of days in the month.
For further details please visit:
https://www.sicon.co.uk/user-guide/contracts-help-user-guide/#3-5
Date applied: October 18, 2019
More changes to do with deferred calculations based on a daily calculation – wasn’t calculating for new sales orders
Date applied: October 16, 2019
Changed description generated for amendments to say only date from and date to. The duration wasn’t calculating correctly if calculating based on number of days.
Changed the date picker when generating sales orders as the user couldn’t type in the date quickly (it was only updating the day, not the month and year)
Date applied: October 15, 2019
Removed AmendedQuantityGenerated. It was not needed anymore, and was causing issues when generating amendments (amendments were not appearing or were generating with the wrong quantity)
Date applied: October 15, 2019
Made fixes to generating deferred transactions for amendments when calculate deferred amount based on number of days in a month option is on – the monthly figures were not correct (although the total was). Also, the sales return was using a whole month figure instead of a number of days figure if pro-rata’ed during a month and not the 1st of a month.
Date applied: October 15, 2019
Fixes to how deferred job costing transactions are created – wasn’t linking to nominal and was using the incorrect type
Fix to generating deferred income for return amendment and calculating deferred amount based on number of days – was calculating the first and last deferred transaction incorrectly.
Fix – if update existing contract for new contract sales order line if turned on (creating a pending line when the sales order line is created), we now look for live contracts. Before it was looking for completed contracts as well and accidentally adding the contract line to those.
Date applied: September 6, 2019
Fixed problem with casting error when updating contracts
Improved performance again when updating contracts
Fixed problem with casting error appearing when archiving sales orders.
Date applied: September 5, 2019
Fix to processing contract renewals where non contract lines have been flagged as renewal required (for whatever reason). These were included in renewals, but they shouldn’t be, so they are now filtered out.
Fix for the contract line numbers on the line details tab when maintaining a contract. Some of the line counts were not correct.
Added a screen lock on the monthly journal posting so that the user cannot post journals twice accidently
On import, made sure that contract lines imported are not added to deleted contracts.
Date applied: August 9, 2019
Fix on Update Contract manually screen because we took out a collection of what items have been processed. This was not needed anymore and was causing out of memory issues.
Performance improvements to updating contracts
Date applied: July 31, 2019
Fix on the Amend Contract Line tab on Contract Line screen where the amount value in the list of previously generated sales orders was showing as a date instead of a value.
Fix problem where the contract end date was updated but the contract end date including POG was not. This happened mostly at renewals
Improved validation message when posting monthly journals if nominal does not exist
Date applied: July 26, 2019
Added clear filters button on contract maintenance screen
Added contract details tab on the view stock item screen
Made sure messages popped up when amendments processed – the list of sales orders generated.
When generating deferred postings for a price increase amendment, made sure it created new deferred transactions and not updating previous deferred transactions
Sales orders generated are now grouped by payment method set on the contract lines if Sicon Debtor Management is installed.
Changed supplier contract lines to generate deferred transactions at Purchase Invoice allocation stage instead of generating straight away.
When a sales order is generated for a variable billing contract line, it now shows in the ‘orders generated’ section on the contract maintenance screen, and on the sales orders link on the line itself.
On contract maintenance screen, a variable status flag/filter has been added, and when selected, it just shows the variable lines.
On Update variable Billing process, added column for last billed date.
On Update variable billing process, added ability to filter by customer or stock code as well as product group.
On generate sales order screen, variable priced contract lines are now highlighted as green. A message appears to says Lines in green are variable items.
When generating sales orders, the user is now prompted for a date to be used on sales order header.
When contract manager is set to create Job numbers, the job costing fields on the sales order line of a generated sales order were hidden. They are now shown, but greyed out.
If supplier lines are added on supplier tab on a contract line, the deferred costs tab is greyed out for deferred transaction details for the contract line. The cost value on the line is greyed out as well.
On the Generate sales orders screen, when the user selected Display and only one line was returned, the user wouldn’t know if the contract line is overdue or not (the line colour wasn’t shown because the first line was selected). Overdue lines are in red, but because sage defaults to selecting the first row, the user couldn’t tell if this is red or not. This is now fixed.
Added warnings when renewing a contract and there is an amendment that hasn’t been processed through to completion yet.
Added memo import and attachment import – used mainly during contract migration from legacy contracts.
Deferred transaction nominals and the nominal set on sales orders generated from contract lines now check if there is an override on the job if job costing integration is enabled.
Direct Debit checkbox on new sales order line is now removed if legacy Direct Debit is not installed.
If a renewal is confirmed, and an amendment is going to be processed, a warning now appears when the confirm amendment is selected.
When contracts is upgraded, and job costing integration is enabled, it now suggests to change the job header to Cont Rev.
Fix to posting deferred transactions for when job costing is enabled and CC and Dept overrides are selected on the job. It was showing the incorrect nominal on the show journal example screen. Also added extra validation before posting.
Fix for Summer enhancement when updating contracts after invoice post. It would have said something like method not found.
Changed tax code setting rules when generating sales orders to follow Sage rules
Date applied: July 3, 2019