NOTE:Obtain the full error message (screenshot) along with detailed processing steps and settings, including what the customer is trying to achieve and why. It is very important that you gain an understanding of the impact this problem is having on your customer. For further information please see the Business Partner Handbook.
TIP:Click here to download as a PDF flowchart, if your customer is receiving an error message click here.
My Customer has reported that a process in Sage isn’t working as they would expect. I am not sure how that particular process should work what should I do?
Cause
Resolution
Is the process working as described in the Help Files?
TIP:Examine if any settings may alter the behaviour.
Direct your Customer to the Ideas Portal to log a request for a change in functionality.
NOTE: Check the Road Map for what’s coming in future releases.
TIP: Carry out multiple searches on keywords and product area.
Has it been fixed in a newer version?
An upgrade will be required to fix the issue.
TIP:Test your client’s data on the latest version
Log a ticket in Case Management to get your customer added as a contact to the issue.
NOTE: Provide your customer with any workarounds listed, and discuss the impact the result of working around the problem is likely to have on the customer. For further information on our Defect Resolution Process, please see the Business Partner Handbook.
Are there any articles of our Help Centre that could explain why this system is behaving as it is?
Does the information enable you to resolve your customer’s problem?
NOTE:Use due diligence e.g. testing any proposed solution on a copy of the data.
Does it affect the user if they logon to another PC?
Check\compare the users Active Directory\Windows and Sage SSA User Profile to that of a working user.