Line 50 Advice

[davedsi]

Hi,

I wonder if someone can help/advise on a situation we are in with Sage Line 50.

We have been running Sage for around 13 years and over that time we have built up quite a product list and customer history. As we are now growing and have done especially over the last 5 years we are now in a position where we need to track sales properly.

As it stands at the moment our nominal codes are limited and a lot of our products are associated to the wrong nominal code.

Where we want to get to is to have a whole new list of nominal codes assigned to a manufacture and then from there assigned to a specific bit of hardware(eg, Oracle Servers - 5001, Oracle Storage - 5002, Oracle Software - 5003 etc...)

so our issues are;
We don't really want to start from scratch on a new company;
We can't seem to delete old products in Sage Line 50 if they have had a transaction assigned against them.

Our preference is to keep the existing company but have all the old products deleted so that we can start from scratch with assigning them to new ones, we would also like to clear out some old 1 time customers.

so my question is has anyone else come across this issue and is there an easy simple way of doing this without starting a new company and re-entering all our PO's, SO's and Invoices from Jan(we are calendar year financials)

Thanks

Dave

[brucedenney]

I think the issue is well known,

On the nominals:-

The easiest way to work would be to set up new nominal codes and do a big journal to move existing balances to the new nominal codes
Mark all the dead nominal codes so they can be removed at the next year end and filter them out of the current view so they are no hassle day to day.

On the products:-

I have some tools that allow me to change products codes and to delete product codes, even if they have history. It would not take long / cost much to fix this for you. Get in touch.

[davedsi]

Hi Bruce,

Thanks for the advice and I have passed this onto my colleague, do you have a work email address we can use to get in touch if he deicdes we need help with the old products?

Thanks

Dave

[brucedenney]

Putting ones email address on the internet is, unfortunately a recipe for spam.

Use the contact me form and I will reply with my email address.