The Sicon Hire Manager is designed specifically as an additional module for Sage 200. Fully integrated with the Sicon Fixed Assets (included with hire manager), Sage 200 Stock and Order Processing modules. Designed to manage the requirements of hire organisation’s needing to create hire documentation, schedule people and equipment, control pricing and generate one off or periodic invoices for the items on hire.
Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
Add Collection Note Reprint button to hire order maintenance/enquiry screens.
Confirm Despatch warning message if ‘AutoPrintPDFAttachmentsAtDespatch’ is configured but non-PDF (not printable) attachments are found.
Date applied: May 31, 2019
Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
Hire Order maintenance (and rapid) changes to disable Despatch, Off-Hire, Receive or Generate Sales Orders buttons if current user/role does not have access to SA features.
Hire Orders desktop list now includes stock location (warehouse) name and/or description in list of selectable column
Hire Orders desktop list right-click menu tidied up + Reports ‘Details’ sub-menu removed.
Hire Order Lines desktop list now allows order type (name) and analysis code columns to be added if required.
Hire Quotes desktop list ‘copy quote’ & ‘mark as lost’ re-instated, right-click meu tidied and icons added.
Hire Asset Register desktop list now allows fixed asset analysis code columns to be added.
Fixed Assets Hire Details maintenance tab now includes Check button for asset hire status based on hire history.
When saving hire order suppress ‘No tax code is selected for asset’ message for blank asset lines. Also suppress ‘No warehouse/bin location is selected for stock item’ message for stock item lines with no item/quantity and replace ‘Some lines do have a zero quantity, would you like to remove these lines?’ message with asset line specific version. Show ‘No bin selected for item xxx’/’Insufficient stock for item xxx’ messages in list (not individually), allow cancel and show warning if stock item lines with no item selected are going to be removed.
Generate Sales Orders and Returns screen now includes an Order Type filter.
Schedule for Assets now displays ‘at’ date if sort by customer box is ticked.
Additional performance improvements to hire order screen, i.e. History tab populated when clicked.
Settings screen minor layout change to increase space before ‘Desktop List’ group.
Date applied: May 30, 2019
Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
Performance improvements during screen opening including stock location (warehouse) drop-down control population.
Date applied: May 24, 2019
Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
Quote maintenance header Delivery date and Exclude Weekends fields are now shown
Quote/order conversion now includes comment lines and writes quote number to order history.
Order/quote maintenance (including rapid) no longer allows contact selection until a customer has been selected.
When selecting Sage contacts in hire order maintenance the ‘Maintain Contacts’ button is now disabled if the user does not have access to the ‘Customer
Delivery Addresses’ Sage 200 feature.
Bound object and saveable pattern changes for DMS.
Fix quote/order conversion delivery/collection date corruption (when requested dates are set).
Copy order and quote/order conversion fixes for bill start & previously invoice up-to and re-calculate NextDueDate field values.
Copy order no longer opens Rapid Amend screen (when configured) if a multi-line order was copied.
Sort confirm despatch, confirm receipt (and picking) items by order line sequence number.
Single Asset Inspection screen no longer defaults to ‘inspection passed’ & ‘make asset available for hire’ when opened from the Sage menu.
View Hire Order screen ‘History’ tab assets list now includes the Serial Number column.
Suppress ‘SiconHMAssetQuantityView not found with FixedAssetID …’ error when saving a batch / multi-quantity fixed asset (introduced in 190.9.7).
Date applied: May 22, 2019
Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
If Generate Sales Order screen is opened for a specific hire order, or from the desktop list, default month/year selection to the earliest un-billed hire period for that order.
Add asset ‘reserve’ process to despatch screen so the same asset can’t be selected for despatch by different users at the same time.
Add tooltip to stock location/warehouse drop-down controls to clarify source of data.
Appointment conflict checker changes to take into account individual asset despatch and/or received-back dates instead of simply reporting conflicts based on order line requested from/to dates.
If an asset is received on a hire order after it has been despatched on the next order the system will no longer set asset status to ‘available for hire’ or ‘inspection required’.
Allow user to set requested to date for hire order lines currently set to undefined hire period, previously this was not possible once assets had been despatched/received. Don’t allow user to switch to an undefined hire period if currently allocated assets are also allocated to future hire orders.
View Asset Appointments list no longer shows an End Date for assets on hire order lines with an undefined hire period.
Available For Hire batch asset quantity fix to exclude quote/cancelled hire orders.
Swap assets screen now simply changes assets allocated/despatched/received (not receive & re-despatch) and writes to hire order history and fix swap selection counts. Refresh hire order entry/amend history tab list when tab is clicked and sort by date/time (descending).
Forecasts are no longer generated for deposit/balance hire orders + these orders are flagged ‘complete’ after items are received and both deposit & balance sales orders have been generated.
Fix ‘SiconHMAssetQuantityView not found with FixedAssetID = xxxxx’ error when an asset is not allocated to any existing hire order lines.
Store user and date/time when fixed asset reserved flag is set and clear previously stored flags, for the current user, during Sage login,
Default SQL indexes added.
Date applied: May 21, 2019
Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
Billing details tooltips now show SOP order line discount percentages if applied.
Apply automatic database upgrade functionality (no visible changes).
Date applied: May 3, 2019
Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
Settings screen fix utility added to re-build appointment descriptions text.
Additional charges must be linked to SOP additional charge, stock item or flagged as free-text
Check SOP user permissions before generating SOP orders to avoid ‘object reference is not set …’ errors during posting. Display error “SOP user permissions are insufficient for user XXXXXX (e.g. Prices/Discounts, Confirmation Method” before sales orders are generated if user is not configured with these SOP User Permissions.
Fix confirm despatch ‘Object reference is not set …’ error if stock items are despatched alongside assets and system to configured to automatically show asset attachments at despatch.
Date applied: April 30, 2019
Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
Settings screen ‘Utilities’ tab, Generate Extension Records button no creates any missing SiconHMFixedAssetSubCategory records.
If SiconHMOrderLineAssetsLine is deleted also delete any linked SiconHMCollectionLine records.
Fix rapid order entry/amend ‘batch’ asset auto-allocation issue that results in extra batch items being allocated with zero quantity.
When applying minimum charge for a week check if weekends are included/excluded to calculate based on either 7 of 5 days.
Date applied: April 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.
Hire order maintenance warning messages if from/to requested dates are changed to reduce the hire period after the order has been invoiced, i.e. “Sales order(s) have been generated for this order line. Reducing the hire period may result in a sales credit being generated. Do you want to continue?”‘.
Confirm despatch screen date/quantity value formatting adding and ‘View Hire Order’ button added to initial hire order lines details screen.
View asset appointments screen ‘Include assets linked to this hire order’ button/functionality added.
Billing detail enquiry screen shows tooltip text if billing line excluded bank holidays or included suspensions.
If a despatched (batch) asset quantity is changed on the Selected Assets screen automatically adjust despatched quantities to match new allocation quantity.
When generating sales order free-text descriptions if selling unit is ‘months’ don’t add weeks/days/hours to description.
Generate sales orders now checks ‘DefaultJobForHireOrders’ setting before failing with ‘No Job has been set on the hire’ error.
Asset allocation (manual, during order maintenance) changes to correctly show and validate the number of assets selected for allocation. These values were sometimes incorrect when a hire order was part-despatched.
Don’t show asset for selection screen quantities for batch assets and don’t set ‘asset reserved’ flags for ‘batch’ assets.
Fix ‘SiconHMAssetQuantityView not found with FixedAssetID’ error when copying a batch asset.
Date applied: April 23, 2019
Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
Fixed (event) price enhancements added to maintenance, forecast and sales order generation processes.
Add customer credit checks when hire order/quote is saved, enabled using new configuration settings.
Generate sales orders will now also print invoices (to the spooler) when the ‘”Automatically print invoices following sales order generation’ configuration setting is selected.
Add despatch screen Import Assets button and functionality.
Hire orders desktop list ‘Print Collection Note’ button added.
Print Picking Lists from desktop lists no longer displays criteria selection screen.
Appointment Conflict warning message now includes ‘Cancel’ button when saving a hire order & message has been re-formatted to make it easier to read.
Schedule for Existing Hire Orders screen now includes hire order type and customer filters.
Hire order maintenance (including ‘rapid) asset and stock item grid move up/down buttons added.
Display billing date warning if assets are despatched after the hire order line requested from date.
Billing Detail screen now shows customer ref. in the list, system consolidation settings and ‘View Hire Order’ button.
Correct help web-link on Settings screen.
Following Copy Order either standard or rapid order maintenance screen is shown depending on if the ‘Open amend rapid screen on double-click’ from desktop list configuration setting is ticked.
Desktop lists delivery date column headings changed for clarification.
Fix Confirm Despatch ‘SiJcChd with DbKey = ‘0’ could not be found[0]’ error if job costing is enabled and no (COS) cost header is configured against a stock item that has been selected for despatch.
Rapid order maintenance despatch button ‘Insufficient stock for item xxxxx …’ warning is no longer shown if stock is already fully allocated.
Billing forecast generation fix for batch (multi-quantity) asset which results in system attempting to create forecast with to date before from.
Date applied: April 12, 2019
Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
New ‘Hire Quote Lines List’ desktop list added.
Schedule For Assets single asset filter added to selection criteria.
Schedule for Assets sort by current customer tick-box added.
Quick Inspection now excludes assets with a status of ‘Failed Inspection’, unless new ‘Include failed inspection’ tick-box is selected.
Delivery contact, telephone no., fax no. and e-mail address can now be stored along with a hire order delivery address.
Print Hire Quotes from desktop lists no longer displays quote selection screen.
View Quote screen line details ‘View’ button is now enabled.
Date applied: March 29, 2019
Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
Add ‘Enable Duration Override’ configuration setting and relates functions.
Add asset quantity view to read current available asset quantity for batch assets.
Show quantity on assets to receive screen if batch asset(s) selectable.
Apply configured quantity format to despatch/off-hire/receive screens.
Don’t allow batch asset quantity to be reduced to less than current quantities in-inspection and allocated/not received back.
If Create Forecast button generates no forecasts display informational message including bill from/up-to dates.
Show quotes on Hire Order version of the schedule.
Remove Duration ‘Round-Up Minimum’ enhancements as function now added to allow user to change hire durations.
Apply price format to duration values on asset line grid control.
Hire order line maintenance changes to include add/remove credits buttons.
Confirm Assets Received enhancements to allow entry of (batch) asset quantities.
Auto-regenerate billing forecasts when a hire order is saved for order lines with changed asset, stock item, charge, credit lines or suspensions.
Fix hire order maintenance grid issue which results in incorrect value selection/focus when multiple items exist in the grid.
Fix Generate Sales Orders and Returns ‘To save the item you must enter an item description.’ error if blank hire order comment lines exist.
Fix Create Forecast issue which results in forecast not applying changes to asset lines (e.g. exclude weekends)
Fix ‘object reference is not set …’ error if sales order generation is selected during off-hire
Fix Hire Order Line Schedul ‘Object reference not set …’ error if no assets selected.
Fix zero SiconHMOrderLineAssetsLine.QuantityAllocated value following Copy Hire Order.
Date applied: March 23, 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 hire order ‘credit’ tab add/remove buttons.
Move ‘Reports’ menu folder to follow ‘Maintenance’.
Convert quote to assets now allocates any assets reserved on the quote (when configured) to the generated hire order.
Despatch will now report all batch assets as ‘available for hire’.
Sales returns generated from hire order credit lines are now posted to the customer default nominal account.
Check ‘CreateOrdersForOnHoldCustomers’ configuration setting when generating sales returns for on-hold customer accounts.
Add CREATE TABLE SiconAppointmentLabel to SQL script to fix Update Companies error.
Date applied: March 13, 2019
Minimum charge moved to the final forecast/bill for an asset line, to resolve issues when system attempts to split the minimum charge over month-end (replicated from v191.0.1)
Date applied: August 19, 2019
Re-instate code to apply minimum hire period/charge when order line set to ‘undefined’ hire period (i.e. change made to v190.0.5).
Date applied: July 9, 2019
Fix generate sales orders/returns job costing transaction locking/timeout in Job Costing messaging service update.
Date applied: June 6, 2019
Sales order generation fix for SOP Print Invoices Deadlock error if final sales order is not generated if, for example, customer is on-hold.
Sales order generation change to ensure SOP analysis codes are written when configured.
Remove ‘Default price for this customer/quantity is …’ warning message when asset quantity is changed during order maintenance.
Date applied: May 21, 2019
Show asset appointment conflicts in messages list, not individually.
Appointment conflict checker changes take into account individual asset despatch and/or received-back dates, instead of simply reporting conflicts based on order line requested from/to dates.
Allow despatch of remaining items for hire orders at ‘part received’ status + hire order maintenance error corrected if ‘Despatch’ button is pressed but no items are due for despatch.
Fix Apply Reduced Rate ‘Cannot update Field (SiconHMOrderLineAssetsLineDbKey) with a Null value …’ error when a reduced rate is entered during hire order/quote entry.
Despatched items on ‘part despatched’ hire orders may now be received.
Hire order status is not set to ‘received’ if no assets have been despatched on some order lines.
Date applied: May 17, 2019
When ‘Add Asset’ button is used to add an asset prompt user to include any configured recommended/associated items and ensure asset ‘reserved’ flags is cleared when maintenance is closed.
When assets are added using the rapid entry/amend screen set asset ‘reserved’ flags to match other selection methods.
When minimum (week) charge is applied calculate Asset Detail ‘Line Total’ value based on either 7 of 5 days dependant on if weekends are included/excluded + only apply minimum charge to the final forecast to resolve it being applied to first forecast period if hire period spans end of month.
Don’t allow the received quantity to exceed the asset line despatched quantity.
Asset Register List no longer includes disposed assets.
Date applied: May 3, 2019
Fix rapid order entry/amend ‘batch’ asset auto-allocation issue that results in extra batch items being allocated with zero quantity.
Asset allocation (manual, during order maintenance) changes to correctly show/validate the number of assets selected for allocation (sometimes incorrect when a hire order was part-despatched).
When applying minimum charge for a week check if weekends are included/excluded to calculate based on either 7 of 5 days.
Fix deposit balance sales order generation ‘object reference is not set …’ error, stop more than once balance sales order being generated and enable view deposit sales order button.
Fix Despatch ‘SiJcChd with DbKey = ‘0’ could not be found’ error if hire/job integration is enabled and job costing stock settings are not configured at stock item level
Amend Assets screen now shows/hides ‘Hire’ tab when assets are selected from ‘List Of Assets’.
Transfer Asset screen validation added to not allow transfer to be processed/saved without asset sub-category quantity, warehouses and transfer date selected.
Date applied: April 30, 2019
Fix zero hire order asset line allocated quantities overridden to zero following Copy Hire Order.
Following Copy Order either standard or rapid order maintenance screen is shown depending on if the ‘Open amend rapid screen on double-click’ from desktop list configuration setting is ticked.
Partial despatch of stock item quantities is now allowed, previously despatch issued fully order line stock item quantity.
Resolve issue resulting in only single month billing forecasts being generated (introduced in v190.0.2).
Date applied: April 18, 2019
Fix Generate Sales Orders and Returns ‘To save the item you must enter an item description’ error when there are ‘blank’ comment lines stored agsinat a hire order.
Fix hire order maintenance value field entry focus/select issue.
Fix Create Forecast issue which results in forecast not applying changes to asset lines (e.g. exclude weekends) unless the order is fully saved first.
Automatically re-generate billing forecasts when a hire order is saved for any order lines with changed asset, stock item, additional charge, credit lines or suspensions.
Only show generate sales orders ‘Outstanding billing periods exist for hire order’ message if a specific month is selected, not when up-to date criteria are selected.
Date applied: March 26, 2019
Fix Settings screen ‘Could not load file or assembly Sicon.Sage200.JobCosting …’ error if job costing is not installed.
Hire sales order/return document numbers are now generated sequentially in format “Hxxxxxxxxxx/x” if automatic SOP document numbering is disabled.
Enable sub-category maintenance ‘quantity’ field when entering associated category/sub-category items, unless a specific asset is selected.
Copy Fixed Asset now includes equipment record.
Add Assets to Stock validation added to ensure stock item, warehouse & bin location are selected and check asset category disposal journal nominal accounts are configured.
Date applied: March 11, 2019
When entering/amending hire order/quote stock item free stock quantity (column) is now shown in stock item selection grid/list.
Default collection date to off-hire date when off-hire date is changed.
Move appointment label (colour) maintenance button from Schedule screen to Settings screen.
Move stock item maintenance ‘Hire’ tab control to ‘Sicon’ tab.
Add ‘Display’ button to search area of Print Collecrtion Notes, Amend Hire Order (etc.) screens and for consistency correct group box text to ‘Criteria’, where different.
Hire order maintenance (& rapid) automatically re-calculates prices as dates/durations are changes.
Hire Order Lines desktop list now includes delivery address fields.
Replace the Generate Sales Orders ‘Outstanding billing periods exist for hire order …’ error message to a warning with option to continue and suppress if sales order generation is run from despatch, off-hire and receive screens.
When a quote is converted to an order delete any ‘reservation’ appointments stored for assets + prefix quote appointments descriptions with ‘Quote:’ constant.
Fix appointment colour issues and move Settings screen ‘fix’ buttons new ‘Utilities’ tab.
Hire order maintenance changes to focus grid field existing values when tabbing (or mouse click).
Offhire hire order status filters removed (originally only includes orders with status of ‘on hire’ or ‘part received’).
Fix rapid order entry/amend bug which results in more assets being allocated than are on an asset line.
Default selling unit & tax code is now set when a new asset is added to a hire order via rapid entry/amend
Fix intermittent problem where ‘Auto Allocate’ button on assets for line screen not updating quantity allocated.
Suppress ‘Unable to update the object (Sicon.Sage200.HireManager.Objects.SiconHMOrderLineAssetsLine, ), as the object has been deleted’ error if an asset line is deleted and then hire order saved.
Rapid entry/amend screen changed to refresh asset, stock item or additional charge grids when an item added or changed in the rapid tab/grid.
Ensure minimum hire period is applied to all assets, not only last received asset.
Change to not update the ‘next due date’ (on SiconHMOrderLines) or re-generate the forecast if the hire order is complete following confirm assets received.
Convert quote to order allocation warning message suppressed if system is configured to allocate at despatch.
Suspension maintenance now defaults ‘to’ date to ‘from’ date entered and validation added to check from/to dates.
Allocate Assets and Assets for Hire Order Line changes to stop over-allocation and refresh list when single asset selected.
Fix Add Assets screen ‘Selectionj’ typo.
Rebuild data model.
Date applied: March 1, 2019