Sage 300 People – Release Notes

Sage 300 People is an integrated payroll, HR and self-service solution that increases productivity and drives growth. Sage 300 People is developed specifically for large companies that need detailed and complex functionalities. It's an agile, cost-effective solution with world-class capabilities.

You can access the release notes from here. This link will take you to a page with more details.

Sage 300 People – System Health Check

It is always a good idea to conduct preventive checkups regularly. The System Health Checks inform users of issues as well as display system health information. 

The following message types exist:

    • Information message (Green check icon)
    • Warning message (Exclamation icon)
    • Error message (Red cross icon)

Here are some system messages, their meaning and ways to mitigate them. Before you try any DIY solution please make sure that you have proper back ups in place. If there are any doubts, get support.

ALF Test Environment

A script is needed to change the system’s ALF test environment to Live environment.  Please contact the Sage 300 People support desk.

ALF Code Expired

The message means you are operating outside of your License Agreement and need a new ALF code.
For more detail please click here


The message means your scheduled services that send information from and to Sage 300 People system and WebSS is not running. Click here for a guide on how to Restart Scheduler.

Travel & Company Vehicle

Travel Allowances and Company Vehicle Fringe Benefits may not be taxed at 100%.  For a solution on how to make the changes to your system click here. 

Retirement Fund

This message indicates your retirement fund setup is incomplete and may lead to incorrect tax implications for employees. Click here to navigate to a retirement Reform Setup Checklist.

Pay Runs

Errors in roll-over may occur and lead to the ‘No Employee Pay Periods Defined’ error, Click here to navigate to a guide to resolve the error.

Invalid Payslip

Errors in roll-over may occur and lead to employee's with invalid Payslips, to correct the error a script needs to be run in your database.  Please contact the Sage 300 People support desk to arrange a backup for testing.

This article was originally posted on Sage’s Knowledge base. The original post can be found here.

Inventory, Order Entry: ‘An error occurred while processing this transaction! [SPE07] Error [PE01]: Posted Session out of balance! All processing was rolled back.’ error

This article will help you deal with error [PE01] in Sage 200 Evolution. When you encounter this error, you will see this message.

How to Resolve this error?

We assume that by now you have a robust backup process in place. Implementing any fix without proper backup in place in risky. Get in touch with us it you aren't sure of backups. 

The following steps explain how to resolve the above mentioned query:

1. Go to Maintenance | Inventory | Transaction Types.
2. Ensure that the INV (Invoice) and IS (Issue Stock) transaction types (or relevant  transaction type) have both valid debit and credit GL accounts selected.
3. Also ensure that where Inventory / Customer / Supplier Groups are used, that  relevant valid GL accounts are also used in these records.
4. Save all changes and then reprocess the source document

General Ledger: GL account transactions changed to the same transaction date after running a Purge First Year or GL Relink

How do you fix the following query: GL account transactions changed to the same transaction date after running a Purge First Year or GL Relink in Sage 200 Evolution.

This article explains why all the General Ledger account transactions’ dates to a certain point, may have been incorrectly and unexpectedly changed after running a First Year Purge or General Ledger Relink.

First note that when running the Purge First Year routine, a General Ledger (GL) Relink is automatically also executed.

A possible reason that caused the above problem may have been that the No Transactions will be allowed prior to this date option on the Common | Maintenance | Company Details screen, may have been changed in a company with existing transactions, prior to running the GL Relink.

When running the GL Relink, Evolution needs to check for, and correct GL related database inconsistencies. If it finds any GL transactions with a transaction date prior to the date mentioned above, it has to change them to this date.

How to resolve this?

The seriousness of encountering this problem is quite obvious with having incorrect historical report data as a result, if your company has any transactions prior to this date. The only way to resolve this matter would be to restore the backup that was made before the GL Relink (or Purge first year was ran), and to recapture any transactions that were processed after the GL Relink.

Finally, it is highly recommended that users should rather make use of the period blocking feature on the Company Details | Accounting Periods screen to safely prevent transactions on specific periods, instead of changing the above mentioned date. 

Note that it is even possible to block transactions to specific periods per specific agents as can be seen below.

5 Tips For Successful ERP Implementation

ERP Software Implementation projects are tarnished for their failure rate & mysterious ROI. Although there is plenty of information and resources available for companies who are embarking on this journey, failure rate doesn’t seem to be declining.

Today, we are discussing five things that will help you succeed in your ERP implementation project.

Here is my top 5 ERP Implementation tips to complete your ERP project like a champ.

Set Goals

Many ERP projects in Small or Medium Businesses begin with either inadequate goals or goals which are not SMART enough.

In Tony Robins words, “Setting goals is the first step in turning the invisible into the visible”.

Having a list of well thought & realistic goals will help you stay on track and successfully execute your ERP project. E.g. Save the time of accounting staff on reporting work by X % in next 6 months. It would also help in tracking potential ROI in the post ERP implementation stage. If required, take help of independent consultants to plan your “mission ERP”.

It’s important that you start seeing expected results in few months after deploying the new system as you would have invested significant efforts by this time and you deserve the fruit of your labour.

Plan Thoroughly & Track Progress

Plan, Plan, Plan and stick to the plan.

Unarguably, planning is the most critical stage of any project. ERP projects require time, resources & efforts. Usually SMEs struggle with resources needed for ERP implementation. Be it in-house experts or the regular involvement of the key stakeholders. You will need to plan for everything that might affect this project schedules. It may not be directly associated with a project. For instance, the annual conference of your industry or opening of your new branch office would require the attention of your team hence ERP software could put aside to gather dust.

Keep some dedicated time aside for update meetings and watch the progress closely. Checking on progress status on regular basis would help you avoid any potential delays & pitfalls.

Engage Everyone from the team

Now we understand that Small businesses lack time and resources which are easily available with their larger counterparts. Not engaging your entire team in this project could turn out to be a bad idea. After all, ERP is going to touch everyone’s work-life in your company. Buying the end user’s interest in the early stage of ERP system implementation will be a huge plus for success of the project. Quite often, end users are kept in dark till the ERP training stage where they get surprised by finding the new system does not work as per their expectations and the resistance to change kicks in.

It is also important to consider the nitty-gritty of your business during the early stage of ERP system implementation as these small changes in workflows could have a significant impact on the overall business efficiency.

So, have everyone participate in this project and listen to all of their ideas to come up with a solid ERP strategy.

Focus on Need Analysis & End User Training

ERP Projects usually has 5 key stages. Business Requirement Analysis, Software installation & Configuration, Conference Room Pilots, End User Training & Transition (commonly referred to as “GO live”).

Identifying key business requirements and aligning them to the software of choice is crucial. In the first stage of the project, there will be many meetings and discussions. This could feel overwhelming, especially when you are implementing ERP for the first time. But stay focused and invest time and attention in this stage as you will be setting the foundation for your ERP initiative. You would also be able to identify if there are any gaps that exist between your process and the chosen software. Knowing the gaps and workarounds early on would eliminate discussions & changes in later stages.

You would also need to reserve more time for training your staff. With a new ERP system, your team not only has to learn new software but also get adapt to the newly incorporated business processes. This is something that cannot be ignored.

If your team is well trained on how to use the new software and they’ve understood the importance of changes made to the business process, it will be much easier to transit from the old system to the new one, and also, it will eliminate glitches when the ERP goes live in full force.

Be in control of Change

By nature, we humans are resilient to change. One of the most common reasons for ERP project failure is not managing the Change effectively.

ERP system implementation brings that change to your organization which devastates employees. So be in charge of the change and help your team to understand the importance of it. Share your vision and objectives of implementing the new system and provide the necessary training so that it becomes easy for people to adapt to the improved circumstances.

The world hates change, yet it is the only thing that has brought progress – Charles Kettering

Evomatiq is on a mission to help small & medium size businesses to adopt innovative software solutions to solve most common business challenges and support business growth. If you have any questions about business Softwares, contact us today.

Also, if you have any thoughts or questions, please leave them in comments.

Important Things to know before Implementing ERP

You have seen your business evolving & growing over the period and has reached the stage where you think it needs to be more organized.

Congratulations, this is a great place to be in.

You’re thinking about adopting tools like ERP software but not sure how to go about implementation and ensuring your project will be successful.

We think you should consider below things before starting your ERP journey.

First thing first, don’t consider this as merely IT Project

Although ERP is often considered as IT Investment, it is not the same as buying a piece of hardware or installing some productivity software. ERP is going to touch almost every corner of your business. Most people in your team and the way they work would be affected by this change. Bringing all member of your team in this project would certainly help you in getting the best out of your investment. So, treat this as a business transformation initiative and engage everyone.

ERP Project requires careful planning

ERP projects fail due to poor planning. It’s not only about ERP consultants schedule & onsite visits or number of days of training would be conducted. ERP Project requires planning of time, resources & budget.

You must consider, how much time will be spent with consultants for discussing current and proposed business processes, how much time is required in preparing or cleansing data which will be migrated to new system, when is the best time to switch from legacy system to new software, what would be investment in infrastructure (e.g. buying new server)

You should also consider other planned or unplanned events that could affect the timelines of your project. E.g. Your sales force are attending the annual conference of your industry or upcoming holidays when some of your team members would be out of office.

In Richard Marcinko words, More you sweat in Training, Less you bleed in combat.

ERP project requires efforts from both you and your ERP Consultants. You will have to keep motivating your team and yourself throughout the project as there will be a lot of work to be done. Be it conducting requirement gathering sessions or preparing master data or reading & approving project documentation or even training your staff for that matter. To avoid any potential pitfalls, you must work on strategy and plan your resources accordingly.

Not only ERP evaluation or selection but also the implementation of new software takes time. There are many tasks involved in executing the ERP project and most of them are dependent on each other. On average ERP project in small businesses takes 4-6 months, therefore, setting right expectations about Go live date is crucial.

Prioritize Business Process Improvements Over Software Features

Most ERP Softwares are built on basis of industry best practices or at least has developed based on industry experience. Leveraging that experience and adapting to standard processes would be much benefit in a long run. This would also help you in streamlining your business and avoiding costly software customizations.

Whether you’re implementing ERP for the first time or you want to do a better job than previous software implementation project, you must keep this list in mind. This will help you ensure your project is completed on time and deliver benefits to your organization. In case you need assistance with gathering and documenting business needs, preparing ERP blueprint or Implementing complete solution, Evomatiq has got you covered. You can learn more about how we could help your business here.