Skip to content
logo Knowledgebase

Sage 200 Report Designer - Standard Reports within Sage 200

Created on  | Last modified on 

Summary

This article provides details of the standard reports available within Sage 200.

Resolution

The list below shows the reports that are currently available in Sage 200 2011 and above. To view more information about a report, select the report area then select the report from the list.

TIP: In addition to the standard reports, don't forget you can also use the Report Library and access the Report of the Month, read more.

NOTE: This article has been prepared and issued to you as a goodwill gesture only and Sage accepts no liability or responsibility for its use. For further support please refer to your Business Partner.

Sales Ledger

Day Book
Report nameSales Ledger Day Book Report
Sage 200 Version2011 and above
LocationSales Ledger > Account Analysis
Groups / sortsThe report is sorted by posted date, account number and unique reference
Report valuesFor each transaction the report shows -
  • Posted date
  • Account number
  • Transaction date
  • Unique reference number
  • Transaction reference
  • Net, VAT and gross amounts
  • Original exchange rate
FilterThere is no filter on the report
List of Accounts
Report nameSales Ledger List of Accounts
Sage 200 Version2011 and Above
LocationSales Ledger > Account Analysis
Groups / sortsThe report is sorted by account number
Report valuesFor each account the report shows -
  • Account number
  • Short name
  • Currency
  • Country
  • Balance
  • Date last amended
  • Date of last transaction
  • On hold status
  • Finance rate
  • Analysis 1,2 and 3
FilterThere is no filter on the report
Account Details
Report nameSales Ledger Account Details
Sage 200 Version2011 and Above
LocationSales Ledger > Account Analysis
Groups / sortsThe report is grouped by account number
Report valuesFor each account the report shows -
  • Account number, short name, account name and address
  • Contact name
  • Phone number
  • Fax number
  • Payment terms
  • VAT details
  • Currency
  • Default nominal account
  • Cost centre
  • Department
  • Trading terms
  • Credit reference
  • Credit bureau
  • Credit position
  • Average time to pay
  • Last transaction date
  • Date account last amended
  • Accounting type
  • Finance charges
  • Terms agreed
  • Current balance
  • Credit limit
  • Turnover MTD
  • Discount %
  • Discount days
  • Line discount %
  • Invoice discount %
  • Account opened date
  • Last credit review date
  • Next credit review date
  • Application date
  • Date received
FilterThere is no filter on the report
Transaction Listing (Current)
Report nameSales Ledger Transaction Report
Sage 200 Version2011 and above
LocationSales Ledger > Account Analysis
Groups / sortsThe report is grouped by account number and sorted by transaction date
Report valuesFor each transaction the report shows -
  • Unique reference number
  • Transaction type
  • Reference
  • Transaction date
  • Due date
  • Query code
  • Settled immediately
  • Net, VAT, discount and VAT discount totals
  • Allocated amount
  • Outstanding amount (in foreign currency)
  • Outstanding amount (in base currency)
FilterThere is no filter on the report
Transaction Listing (by Period)
Report nameSales Ledger Transaction Report (by Period)
Sage 200 Version2011 and above
LocationSales Ledger > Account Analysis
Groups / sortsThe report is grouped by customer account nominal period
Report valuesFor each transaction the report shows -
  • Unique reference number
  • Transaction type
  • Reference
  • Transaction date
  • Due date
  • Query code
  • Settled immediately
  • Net, VAT, discount and VAT discount totals
  • Allocated amount
  • Outstanding amount (in foreign currency)
  • Outstanding amount (in base currency)
FilterThere is no filter on the report
Transaction Listing (Historical)
Report nameSales Ledger Transaction Report (Historical)
Sage 200 Version2011 and above
LocationSales Ledger > Account Analysis
Groups / sortsThe report is grouped by account number
Report valuesFor each transaction the report shows -
  • Unique reference number
  • Transaction type
  • Reference
  • Transaction date
  • Net value
  • VAT value
  • Discount value
FilterThere is no filter on the report
Vatable Transactions
Report nameSales Ledger VAT Transactions Report
Sage 200 Version2011 and above
LocationSales Ledger > Account Analysis
Groups / sortsThe report is grouped by account number
Report valuesFor each transaction the report shows -
  • Transaction type
  • Reference
  • Transaction date
  • Net, VAT, gross value (in base currency)
  • Net, VAT, gross value (in foreign currency)
FilterThe report has a filter to only include invoices and credit notes
Trading Report (Detailed)
Report nameSales Ledger Trading Report (Detailed)
Sage 200 Version2011 and above
LocationSales Ledger > Account Analysis
Groups / sortsThe report is grouped by account number
Report valuesFor each customer the report shows (values in base currency) -
  • Account number
  • Name
  • Spend this YTD
  • Spend last year
  • Spend future
  • Spend for 7 periods (1 column per period)

Note: The period criteria informs the report of which period values should be shown in the 1st column with the next 6 periods before that in the next columns.

FilterThere is no filter on the report
Trading Report (Summary)
Report nameSales Ledger Trading Report (Summary)
Sage 200 Version2011 and above
LocationSales Ledger > Account Analysis
Groups / sortsThe report is grouped by account number
Report valuesFor each customer the report shows -
  • Account number
  • Name
  • Turnover MTD
  • Turnover YTD
  • Turnover last year
  • Current balance
  • Date of last transaction
FilterThere is no filter on the report
RCSL Report (Detailed)
Report nameSales Ledger RCSL (Detailed)
Sage 200 Version2011 and above
LocationSales Ledger > Account Analysis
Groups / sortsThe report is grouped by account number
Report valuesFor each customer the report shows -
  • Account number
  • Name
  • VAT registration number
  • Transaction unique reference number
  • Transaction type
  • Tax point date
  • Goods value
  • Notional tax value
FilterThe report is filtered to only include reverse charge sales for customers who have a VAT registration number and a country code of GB
RCSL Report (Summary)
Report nameSales Ledger RCSL (Summary)
Sage 200 Version2011 and above
LocationSales Ledger > Account Analysis
Groups / sortsThe report is grouped by account number
Report valuesFor each customer the report shows -
  • Account number
  • Name
  • VAT registration number
  • Goods value
  • Notional tax value
FilterThe report is filtered to only include reverse charge sales for customers who have a VAT registration number and a country code of GB
Aged Debtors (Detailed)
Report nameSales Ledger Aged Debtors Report (Detailed)
Sage 200 Version2011 and above
LocationSales Ledger > Credit Control
Groups / sortsThe report is grouped by customer account number
Report valuesFor each customer the report shows -
  • Account number
  • Account name
  • Date of last transaction
  • Unique reference number
  • Transaction type
  • Query code
  • Reference
  • Transaction date
  • Due date
  • Amounts for 5 periods (1 column per period)
  • Total amount outstanding (in base currency)
  • Total amount outstanding (in foreign currency if applicable)
  • Payment term days
  • Account contact name
  • Account telephone number
FilterThere is no filter on the report
Aged Debtors (Summary)
Report nameSales Ledger Aged Debtors Report (Summary)
Sage 200 Version2011 and above
LocationSales Ledger > Credit Control
Groups / sortsThe report is grouped by customer account number
Report valuesFor each customer the report shows -
  • Account number
  • Account name
  • Amounts for 5 periods (1 column per period)
  • Total amount outstanding (in base currency)
  • Account contact name
  • Account telephone number
FilterThere is no filter on the report
Aged Debtors (Summary) with Unallocated
Report nameSales Ledger Aged Debtors Report (Summary) Unalloc
Sage 200 Version2011 and above
LocationSales Ledger > Credit Control
Groups / sortsThe report is grouped by customer account number
Report valuesFor each customer the report shows -
  • Account number
  • Account name
  • Date of last transaction
  • Amounts for 5 periods (1 column per period)
  • Total amount outstanding (in base currency)
  • Unallocated amount (in base currency)
  • Account contact name
  • Account telephone number
FilterThere is no filter on the report
Due Date (Detailed)
Report nameSales Ledger Due Date Report (Detailed)
Sage 200 Version2011 and above
LocationSales Ledger > Credit Control
Groups / sortsThe report is grouped by customer account number
Report valuesFor each customer the report shows -
  • Account number
  • Account name
  • Contact name
  • Payment terms
  • Account contact telephone number
  • Transaction type
  • Reference
  • Second reference
  • Transaction Date
  • Due date
  • Amount outstanding (in base currency)
  • Amount outstanding (in foreign currency)
  • Age of debt
FilterThere is no filter on the report
Due Date (Summary)
Report nameSales Ledger Due Date Report (Summary)
Sage 200 Version2011 and above
LocationSales Ledger > Credit Control
Groups / sortsThe report is grouped by customer account number
Report valuesFor each customer the report shows -
  • Account number
  • Account name
  • Contact name
  • Payment terms
  • Account contact telephone number
  • Amount outstanding (in base currency) for 5 periods (1 column per period)
  • Total amount outstanding (in base currency)
  • A note if the account exceeds its credit limit
FilterThere is no filter on the report
Time Taken To Pay Sales Invoices
Report nameTime Taken To Pay Sales Invoices
Sage 200 Version2011 and above
LocationSales Ledger > Credit Control
Groups / sortsThe report is grouped by customer account number
Report valuesFor each customer the report shows -
  • Account number
  • Account name
  • Transaction reference
  • Transaction date
  • Gross (in base currency)
  • Date paid
  • Days to pay
FilterThere is a report filter to only include transactions that have been paid

Purchase Ledger

Day Book
Report namePurchase Ledger Day Book Report
Sage 200 Version2011 and above
LocationPurchase Ledger > Account Analysis
Groups / sortsThe report is sorted by posted date, account number and unique reference
Report valuesFor each transaction the report shows -
  • Posted date
  • Account number
  • Transaction date
  • Transaction type
  • Unique reference number
  • Transaction reference
  • Net, VAT and gross amounts
  • Original exchange rate
FilterThere is no filter on the report
List of Accounts
Report namePurchase Ledger List of Accounts
Sage 200 Version2011 and above
LocationPurchase Ledger > Account Analysis
Groups / sortsThe report is grouped by supplier account number
Report valuesFor each supplier the report shows -
  • Account reference
  • Short name
  • Currency
  • Country
  • Balance
  • Date last amended
  • Date last transaction
  • On hold status
  • Payment group
  • Analysis 1, 2 and 3
FilterThere is no filter on the report
Purchase Ledger Account Details Report
Report namePurchase Ledger Account Details Report
Sage 200 Version2011 and above
LocationPurchase Ledger > Account Analysis
Groups / sortsThe report is grouped by supplier account number
Report valuesFor each supplier the report shows -
  • Supplier account number, name and address
  • Contact name
  • Contact telephone number
  • VAT details
  • Currency
  • Default nominal code
  • Cost centre
  • Department
  • Payment group
  • Trading terms
  • Credit details
  • Current balance
  • Credit limit
  • Turnover month to date
  • Discount %
  • Discount days
  • Last transaction date
  • Date account last amended
  • Order priority
  • Account opened
  • Last credit review
  • Next credit review
  • Application date
  • Date received
FilterThere is no filter on the report
Transaction Listing (Current)
Report namePurchase Ledger Transactions Report
Sage 200 Version2011 and above
LocationPurchase Ledger > Account Analysis
Groups / sortsThe report is grouped by supplier account number and sorted by transaction date and unique reference number
Report valuesFor each supplier the report shows -
  • Supplier account number and name
  • Unique reference number
  • Transaction type
  • Reference
  • Transaction date
  • Due date
  • Query code
  • Net , VAT and discount values
  • Allocated amount
  • Outstanding amount
  • Outstanding amount (in base currency)
FilterThere is no filter on the report
Transaction Listing (By Period)
Report namePurchase Ledger Transactions Report (by Period)
Sage 200 Version2011 and above
LocationPurchase Ledger > Account Analysis
Groups / sortsThe report is grouped by accounting period ID and sorted by transaction date and account number
Report valuesFor each accounting period the report shows -
  • Period number
  • Start and end date of period
  • Period unique reference number
  • Account number
  • Transaction type
  • Reference
  • Transaction date
  • Query code
  • Net, VAT and Discount amount
  • Allocated amount
  • Outstanding amount
  • Outstanding amount (in base currency)
FilterThere is no filter on the report
Transaction Listing (Historical)
Report namePurchase Ledger Transactions Report (Historical)
Sage 200 Version2011 and above
LocationPurchase Ledger > Account Analysis
Groups / sortsThe report is grouped by supplier account number and sorted by unique reference number
Report valuesFor each supplier the report shows -
  • Account number and name
  • Unique reference number
  • Transaction type
  • Reference
  • Transaction date
  • Due date
  • Net, VAT and discount amounts
FilterThere is no filter on the report
Unauthorised Transactions
Report namePurchase Ledger Unauthorised Transactions Report
Sage 200 Version2011 and above
LocationPurchase Ledger > Account Analysis
Groups / sortsThe report is grouped by supplier account number and sorted by unique reference number
Report valuesFor each supplier the report shows -
  • Account number and name
  • Unique reference number
  • Transaction type
  • Reference
  • Transaction date
  • Due date
  • Net, VAT and discount value
  • Outstanding amount
  • Outstanding amount (in base currency)
FilterThe report is filtered to show unauthorised transactions only
Vatable Transactions
Report namePurchase Ledger VAT Transactions Report
Sage 200 Version2011 and above
LocationPurchase Ledger > Account Analysis
Groups / sortsThe report is grouped by supplier account number and sorted by transaction date
Report valuesFor each supplier the report shows -
  • Account number and name
  • Transaction type
  • Reference
  • Transaction date
  • Net in base and foreign amount
  • VAT in base and foreign amount
  • Total In base and foreign amount
FilterThe report is filtered to include invoice or credit notes
Trading Report (Detailed)
Report namePurchase Ledger Trading Report (Detailed)
Sage 200 Version2011 and above
LocationPurchase Ledger > Account Analysis
Groups / sortsThe report is grouped by supplier account number
Report valuesFor each supplier the report shows -
  • Account number
  • This year to date
  • Last year to date
  • Base amount spent this period
  • Base amount spent for the last 6 periods (1 column per period)
FilterThere is no filter on the report
Trading Report (Summary)
Report namePurchase Ledger Trading Report (Summary)
Sage 200 Version2011 and above
LocationPurchase Ledger > Account Analysis
Groups / sortsThe report is grouped by supplier account number
Report valuesFor each supplier the report shows -
  • Account number
  • Account name
  • Turnover MTD
  • Turnover YTD
  • Turnover last year
  • Current balance
  • Last transaction date
FilterThere is no filter on the report
Aged Creditors (Detailed)
Report namePurchase Ledger Aged Creditors Report (Detailed)
Sage 200 Version2011 and above
LocationPurchase Ledger > Payments Control
Groups / sortsThe report is grouped by supplier account number and sorted by transaction date
Report valuesFor each supplier the report shows -
  • Account number and name
  • Transaction type
  • If transaction is in query
  • Transaction reference
  • Transaction date
  • Due Date
  • Ageing periods 1 to 4 (1 column per period)
  • Current
  • Total (in base currency)
  • Total (in foreign currency)
FilterThere is no filter on the report
Aged Creditors (Summary)
Report namePurchase Ledger Aged Creditors Report (Summary)
Sage 200 Version2011 and above
LocationPurchase Ledger > Payments Control
Groups / sortsThe report is grouped by supplier account number and sorted by transaction date
Report valuesFor each supplier the report shows -
  • Account number and name
  • Date of last transaction
  • Ageing periods 1 to 4 (1 column per period)
  • Current
  • Total
FilterThere is no filter on the report
Due Date (Detailed)
Report namePurchase Ledger Due Date Report (Detailed)
Sage 200 Version2011 and above
LocationPurchase Ledger > Payments Control
Groups / sortsThe report is grouped by supplier account number and sorted by due date
Report valuesFor each supplier the report shows -
  • Account number and name
  • Contact name
  • Terms of business
  • Contact telephone number
  • Transaction type
  • Reference
  • Their ref (second reference)
  • Transaction date
  • Due date
  • Amount outstanding (in base currency)
  • Amount outstanding (in foreign currency)
  • Age of debt
FilterThere is no filter on the report
Due Date (Summary)
Report namePurchase Ledger Due Date Report (Summary)
Sage 200 Version2011 and above
LocationPurchase Ledger > Payments Control
Groups / sortsThe report is grouped by supplier account number
Report valuesFor each supplier the report shows -
  • Account number and name
  • Terms of business
  • Contact name
  • Phone number
  • Ageing period 1 to 4 (1 column per period)
  • Current
  • Total
  • Future
FilterThere is no filter on the report
Valid Discounts
Report namePurchase Ledger Valid Supplier Discounts Report
Sage 200 Version2011 and above
LocationPurchase Ledger > Payments Control
Groups / sortsThe report is grouped by supplier account number, unique reference and sorted by transaction date
Report valuesFor each supplier the report shows -
  • Account number and name
  • Transaction date
  • Reference
  • Gross value
  • Discount value
  • Net value
  • Outstanding value
  • Valid until
  • If transaction is in query (Y/N)
FilterThe report is filtered to only show if there is a valid discount amount
Time Taken to Pay Purchase Invoice
Report nameTime Taken to Pay Purchase Invoice
Sage 200 Version2011 and above
LocationPurchase Ledger > Payments Control
Groups / sortsThe report is grouped by supplier account number and sorted by transaction date
Report valuesFor each supplier the report shows -
  • Account number and name
  • Reference
  • Transaction date
  • Gross value
  • Pay date
  • Days to pay
FilterThe report is filtered to only show if there is a agreed settlement date

Nominal Ledger

Day Books
Report nameNominal Ledger Day Book Report
Sage 200 Version2011 and above
LocationNominal > Account Analysis
Groups / sortsThe report is sorted by posted date, nominal account number and unique reference number
Report valuesFor each transaction the report shows -
  • Posting date
  • Account
  • Cost centre
  • Department
  • Transaction date
  • Unique reference number
  • Reference number
  • Amount
FilterThere is no filter on the report
List of Accounts
Report nameNominal Ledger List of Accounts
Sage 200 Version2011 and above
LocationNominal > Account Analysis
Groups / sortsThe report is grouped by nominal account number
Report valuesFor each nominal the report shows -
  • Account reference
  • Cost centre
  • Department
  • Account name
  • Account type
  • Category code
  • Category name
FilterThere is no filter on the report
Account Analysis (Detailed)
Report nameNominal Ledger Account Analysis (Detailed)
Sage 200 Version2011 and above
LocationNominal > Account Analysis
Groups / sortsThe report is grouped by nominal account number, grouping level 1 to 7, department and cost centre
Report valuesFor each nominal the report shows -
  • Account reference
  • Cost centre
  • Department
  • This month's debit, credit and balance
  • Year to date debit, credit and balance
FilterThe report filters out account types "M" and “P” and will not show a line if the year to date value is blank
Account Analysis (Summary)
Report nameNominal Ledger Account Analysis (Summary)
Sage 200 Version2011 and above
LocationNominal > Account Analysis
Groups / sortsThe report is grouped by nominal account number, grouping level 1 to 7, department and cost centre
Report valuesFor each nominal the report shows -
  • Account reference
  • Cost centre
  • Department
  • This month’s debit, credit and balance
  • Year to date debit, credit and balance
FilterThe report filters out account types “M” and “P” and will not show a line if the year to date is blank
Account Analysis (Posting Accounts)
Report nameNominal Ledger Account Analysis (Posting Accounts)
Sage 200 Version2011 and above
LocationNominal > Account Analysis
Groups / sortsThe report is grouped by nominal account number, grouping level 1 to 7, department and cost centre
Report valuesFor each nominal the report shows -
  • Account reference
  • Cost centre
  • Department
  • This month’s debit, credit and balance
  • Year to date debit, credit and balance
FilterThe report is filtered to show if there is a value in the year to date column
Account Analysis by Number (Detailed)
Report nameNominal Ledger Account Analysis (Detailed)
Sage 200 Version2011 and above
LocationNominal > Account Analysis
Groups / sortsThe report is grouped by nominal account number and grouping level 1 to 7
Report valuesFor each nominal the report shows -
  • Account reference
  • Cost centre
  • Department
  • This month’s debit, credit and balance
  • Year to date debit, credit and balance
FilterThe report is filtered to show posted transactions only and if there is a value in the year to date column it also has pre-set criteria for group by account number only
Account Analysis by Number (Summary)
Report nameNominal Ledger Account Analysis (Summary)
Sage 200 Version2011 and above
LocationNominal > Account Analysis
Groups / sortsThe report is grouped by nominal account number and grouping level 1 to 7
Report valuesFor each nominal the report shows -
  • Account reference
  • Cost centre
  • Department
  • This month’s debit, credit and balance
  • Year to date debit, credit and balance
FilterThe report is filtered to show posted transactions only and if there is a value in the year to date column it also has pre-set criteria for group by account number only
Transaction Listing (Current)
Report nameNominal Ledger Transactions Listing
Sage 200 Version2011 and above
LocationNominal > Account Analysis
Groups / sortsThe report is grouped by nominal account number, department and cost centre
Report valuesFor each nominal the report shows -
  • Account reference
  • Cost centre
  • Department
  • Account name
  • Brought forward balance
  • Unique reference number
  • Transaction date
  • Period
  • Reference
  • Narrative
  • Debit
  • Credit
  • Analysis code
FilterThere is no filter on the report
Transaction Listing (Historical)
Report nameNominal Ledger Transactions Listing (Historical)
Sage 200 Version2011 and above
LocationNominal > Account Analysis
Groups / sortsThe report is grouped by nominal account number, department and cost centre
Report valuesFor each nominal the report shows -
  • Account reference
  • Cost centre
  • Department
  • Account name
  • Brought forward balance
  • Unique reference number
  • Transaction date
  • Period
  • Reference
  • Narrative
  • Debit
  • Credit
  • Analysis code
FilterThere is no filter on the report
Non-trading Vatable Transactions
Report nameNon-trading Vatable Transactions
Sage 200 Version2011 and above
LocationNominal > Account Analysis
Groups / sortsThe report is grouped by the system transaction type ID and will show totals for each calendar month within the current financial year
Report valuesFor each transaction type the report shows -
  • Transaction type
  • Reference
  • Transaction date
  • Net, VAT and gross total
FilterThe report is filtered to only show sales and purchase tax journals
Unique Reference Report (Current)
Report nameNominal Ledger URN Report
Sage 200 Version2011 and above
LocationNominal > Account Analysis
Groups / sortsThe report is grouped by the user, unique reference number and sorted by account number
Report valuesFor each unique reference number the report shows -
  • User number
  • Source name
  • Unique reference number
  • Transaction date
  • VAT month
  • Account number
  • Cost centre
  • Department
  • Account name
  • Reference
  • Narrative
  • Transaction analysis code
  • Debit
  • Credit
FilterThere is no filter on the report
Unique Reference Report (Historical)
Report nameNominal Ledger URN Report (Historical)
Sage 200 Version2011 and above
LocationNominal > Account Analysis
Groups / sortsThe report is grouped by the user, unique reference number and sorted by account number
Report valuesFor each unique reference number the report shows -
  • User number
  • Source name
  • Unique reference number
  • Transaction date
  • VAT month
  • Account number
  • Cost centre
  • Department
  • Account name
  • Reference
  • Narrative
  • Transaction analysis code
  • Debit
  • Credit
FilterThere is no filter on the report
View Waiting Postings Report
Report nameNominal Ledger Waiting Postings Report
Sage 200 Version2011 and above
LocationNominal > Account Analysis
Groups / sortsThe report is grouped by the user number, unique reference number and sorted by date
Report valuesFor each transaction the report shows -
  • Unique reference number
  • Transaction date
  • Posting date
  • Cost centre
  • Department
  • Account name
  • Reference
  • Narrative
  • Transaction analysis code
  • Debit
  • Credit
FilterThere is no filter on the report
View Waiting Postings Report (Deferred)
Report nameNominal Ledger Waiting Postings Report (Deferred)
Sage 200 Version2011 and above
LocationNominal > Account Analysis
Groups / sortsThe report is grouped by the user, unique reference number and sorted by date
Report valuesFor each transaction the report shows -
  • Unique reference number
  • Transaction date
  • Posting date
  • Cost centre
  • Department
  • Account name
  • Reference
  • Narrative
  • Transaction analysis code
  • Debit
  • Credit
FilterThere is no filter on the report
Departmental Analysis (Detailed)
Report nameNominal Ledger Departmental Analysis (Detailed)
Sage 200 Version2011 and above
LocationNominal > Account Analysis
Groups / sortsThe report is grouped by analysis code, account number and department
Report valuesFor each department the report shows -
  • Department number and name
  • Supplier account number
  • Cost centre
  • Department
  • Account name
  • Analysis code
  • Print sequence
  • Unique reference number
  • Transaction date
  • Period
  • Reference
  • Narrative
  • Debit
  • Credit
  • Balance
FilterThere is no filter on the report
Departmental Analysis (Summary)
Report nameNominal Ledger Departmental Analysis (Summary)
Sage 200 Version2011 and above
LocationNominal > Account Analysis
Groups / sortsThe report is grouped by analysis code, account number and department
Report valuesFor each department the report shows -
  • Department
  • Debit
  • Credit
  • Balance
FilterThere is no filter on the report
Departmental Analysis
Report nameNominal Ledger Departmental Analysis
Sage 200 Version2011 and above
LocationNominal > Account Analysis
Groups / sortsThe report is grouped by analysis code, account number and department
Report valuesFor each nominal account the report shows -
  • Nominal account
  • Department
  • Cost centre
  • Account name
  • Debit
  • Credit
  • Balance
FilterThere is no filter on the report
Previous Year Journal Listing
Report nameNominal Ledger Previous Year Journal Listing
Sage 200 Version2011 and above
LocationNominal > Account Analysis
Groups / sortsThe report is grouped by account number, account department and cost centre
Report valuesFor each account department the report shows -
  • Account number
  • Cost centre
  • Department
  • Account name
  • Brought forward balance
  • Unique reference number
  • Transaction date
  • Period
  • Reference
  • Narrative
  • Debit
  • Credit
  • Analysis code
FilterThe report is filtered to only show transactions from the previous tax year
Manual Journal Listing
Report nameNominal Ledger Manual Journal Listing
Sage 200 Version2011 and above
LocationNominal > Account Analysis
Groups / sortsThe report is grouped by account number, account department and cost centre
Report valuesFor each account department the report shows -
  • Account number
  • Cost centre
  • Department
  • Account name
  • Brought forward
  • Print sequence
  • Unique reference number
  • Transaction date
  • Period
  • Reference
  • Narrative
  • Debit
  • Credit
  • Analysis code
FilterThe report is filtered to only show transactions that have been entered manually
Trial Balance (Detailed)
Report nameNominal Ledger Trial Balance (Detailed)
Sage 200 Version2011 and above
LocationNominal > Financial Statements
Groups / sortsThe report is grouped by grouping level 1 to 7, department and cost centre
Report valuesFor each nominal code the report shows -
  • Account name
  • Account reference
  • Cost centre
  • Department
  • Net debit, credit and balance for this period
  • Net debit, credit and balance year to date
FilterThe report is filtered to only show a line if there is a value in the year to date column
Trial Balance (Summary)
Report nameNominal Ledger Trial Balance (Summary)
Sage 200 Version2011 and above
LocationNominal > Financial Statements
Groups / sortsThe report is grouped by grouping level 1 to 7 showing the group nominals, department and cost centre
Report valuesFor each nominal code the report shows -
  • Account name
  • Account reference
  • Cost centre
  • Department
  • Net debit, credit and balance for this period
  • Net debit, credit and balance year to date
FilterThe report is filtered to show if there is a value in the year to date column
Trial Balance (Posting Accounts)
Report nameNominal Ledger Trial Balance (Posting Accounts)
Sage 200 Version2011 and above
LocationNominal > Financial Statements
Groups / sortsThe report is grouped by department and cost centre
Report valuesFor each nominal code the report shows -
  • Account name
  • Account reference
  • Cost centre
  • Department
  • Net debit, credit and balance for this period
  • Net debit, credit and balance year to date
FilterThe report is filtered to show if there is a year to date value
Trial Balance by Number (Detailed)
Report nameNominal Ledger Trial Balance by Number (Detailed)
Sage 200 Version2011 and above
LocationNominal > Financial Statements
Groups / sortsThe report is grouped by grouping level 1 to 7 showing the individual nominals and totals
Report valuesFor each nominal code the report shows -
  • Account name
  • Account reference
  • Cost centre
  • Department
  • Net debit, credit and balance for this period
  • Net debit, credit and balance year to date
FilterThe report is filtered to show if there is a year to date value
Trial Balance by Number (Summary)
Report nameNominal Ledger Trial Balance by Number (Summary)
Sage 200 Version2011 and above
LocationNominal > Financial Statements
Groups / sortsThe report is grouped by grouping level 1 to 7 showing the individual nominals and totals
Report valuesFor each nominal code the report shows -
  • Account name
  • Account reference
  • Cost centre
  • Department
  • Net debit, credit and balance for this period
  • Net debit, credit and balance year to date
FilterThe report is filtered to show if there is a year to date value
Trial Balance by Prior Year (Detailed)
Report nameNominal Ledger Trial Balance Prior Year (Detailed)
Sage 200 Version2011 and above
LocationNominal > Financial Statements
Groups / sortsThe report is grouped by grouping level 1 to 7 showing the individual nominals and totals
Report valuesFor each nominal code the report shows -
  • Account name
  • Account reference
  • Cost centre
  • Department
  • Net debit, credit and balance for this period
  • Net debit, credit and balance year to date
FilterThe report is filtered to show if there is a year to date value
Trial Balance Prior Year (Summary)
Report nameNominal Ledger Trial Balance Prior Year (Summary)
Sage 200 Version2011 and above
LocationNominal > Financial Statements
Groups / sortsThe report is grouped by grouping level 1 to 7 showing the grouped nominals
Report valuesFor each nominal code the report shows -
  • Account name
  • Account reference
  • Cost centre
  • Department
  • Net debit, credit and balance for this period
  • Net debit, credit and balance year to date
FilterThe report is filtered to show if there is a year to date value
Profit and Loss (Detailed)
Report nameProfit and Loss
Sage 200 Version2011 and above
LocationNominal > Financial Statements
Groups / sortsThe report is controlled by your financial statement
Report valuesBased on your financial statement settings, the report will show -
  • Account name
  • Current year and prior year
FilterThere is no filter on the report
Profit and Loss (MTD-YTD)
Report nameProfit and Loss
Sage 200 Version2011 and above
LocationNominal > Financial Statements
Groups / sortsThe report is controlled by your financial statement
Report valuesThe report will show -
  • Account name
  • Selected year period and YTD and previous year period and year to close
FilterThere is no filter on the report
Profit and Loss (MTD-YTD) by cost centre
Report nameProfit and Loss
Sage 200 Version2011 and above
LocationNominal > Financial Statements
Groups / sortsThe report is controlled by your financial statement and is also grouped by cost centre
Report valuesThe report will show -
  • Account name
  • Selected year period and YTD
  • Previous year period and year to close
FilterThere is no filter on the report
Profit and Loss (MTD-YTD-Budgets)
Report nameProfit and Loss
Sage 200 Version2011 and above
LocationNominal > Financial Statements
Groups / sortsThe report is controlled by your financial statement
Report valuesThe report will show -
  • Account name
  • Period budget and actual
  • Year to date budget and actual
FilterThere is no filter on the report
Profit and Loss (MTD-YTD-Budgets) by cost centre
Report nameProfit and Loss
Sage 200 Version2011 and above
LocationNominal > Financial Statements
Groups / sortsThe report is controlled by your financial statement and is also grouped by cost centre
Report valuesThe report will show -
  • Account name
  • Period budget and actual
  • Year to date budget and actual
FilterThere is no filter on the report
Profit and Loss (MTD-YTD-Percentages)
Report nameProfit and Loss
Sage 200 Version2011 and above
LocationNominal > Financial Statements
Groups / sortsThe report is controlled by your financial statement
Report valuesThe report will show -
  • Account name
  • Period and year to date %
FilterThere is no filter on the report
Profit and Loss (MTD-YTD-Percentages) by cost centre
Report nameProfit and Loss
Sage 200 Version2011 and above
LocationNominal > Financial Statements
Groups / sortsThe report is controlled by your financial statement and is also grouped by cost centre
Report valuesThe report will show -
  • Account name
  • Period and year to date %
FilterThere is no filter on the report
Profit and Loss Report Prior Year
Report nameProfit and Loss
Sage 200 Version2011 and above
LocationNominal > Financial Statements
Groups / sortsThe report is controlled by your financial statement
Report valuesTthe report will show -
  • Account name
  • Previous month and previous year to date values
FilterThere is no filter on the report
Balance Sheet (MTD-YTD)
Report nameBalance Sheet Report
Sage 200 Version2011 and above
LocationNominal > Financial Statements
Groups / sortsThe report is controlled by your financial statement
Report valuesBased on your financial statement settings, the report shows -
  • Account name
  • This period and year to date values
  • Previous year period and year to date values
FilterThere is no filter on the report
Balance Sheet (MTD-YTD) by Cost Centre
Report nameBalance Sheet Report
Sage 200 Version2011 and above
LocationNominal > Financial Statements
Groups / sortsThe report is controlled by your financial statement and is also grouped by cost centre
Report valuesThe report will show -
  • Account name
  • This period and year to date values
  • Previous year period and year to date values
FilterThere is no filter on the report
Balance Sheet (YTD)
Report nameBalance Sheet Report
Sage 200 Version2011 and above
LocationNominal > Financial Statements
Groups / sortsThe report is controlled by your financial statement
Report valuesThe report will show -
  • Account name
  • Selected year and previous year values
FilterThere is no filter on the report
Balance Sheet (YTD) by Cost Centre
Report nameBalance Sheet Report
Sage 200 Version2011 and above
LocationNominal > Financial Statements
Groups / sortsThe report is controlled by your financial statement and grouped by cost centre
Report valuesThe report will show -
  • Account name
  • Selected year and previous year values
FilterThere is no filter on the report
Balance Sheet Report Prior Year
Report nameBalance Sheet Report
Sage 200 Version2011 and above
LocationNominal > Financial Statements
Groups / sortsThe report is controlled by your financial statement
Report valuesThe report will show -
  • Account name
  • Prior month and prior year to date values
FilterThere is no filter on the report
Profit and Loss Memo Accounts
Report nameProfit and Loss Memo Accounts
Sage 200 Version2011 and above
LocationNominal > Financial Statements
Groups / sortsThe report is controlled by your financial statement
Report valuesThe report will show -
  • Account reference
  • Cost centre
  • Department
  • Account name
  • Debit and credit YTD values
FilterThe report is filtered to only show memo accounts from the profit and loss financial statement
Balance Sheet Memo Accounts
Report nameBalance Sheet Memo Accounts
Sage 200 Version2011 and above
LocationNominal > Financial Statements
Groups / sortsThe report is controlled by your financial statement
Report valuesThe report will show -
  • Account reference
  • Cost centre
  • Department
  • Account name
  • Debit and credit YTD values
FilterThe report is filtered to only show memo accounts from the balance sheet financial statement
Cash Flow Report
Report nameCash Flow Report
Sage 200 Version2011 and above
LocationNominal > Financial Statements
Groups / sortsThe report is controlled by your financial statement
Report valuesThe report will show -
  • The financial statement title
  • Cash flow for 20 periods
FilterThere is no filter on the report
Detailed Budgets
Report nameDetailed Budgets
Sage 200 Version2011 and above
LocationNominal > Budget Comparisons
Groups / sortsThe report is grouped by nominal account number and grouping level 1 to 7 showing individual nominals
Report valuesBy nominal code the report will show -
  • Account number and name
  • Cost centre
  • Department
  • Budget, actual, difference and % for 13 months (1 column per period)
  • Remaining budget
FilterThe report is filtered to only show if there is a budget
Detailed Budgets by Number
Report nameDetailed Budgets by Number
Sage 200 Version2011 and above
LocationNominal > Budget Comparisons
Groups / sortsThe report is grouped by nominal account number and grouping level 1 to 7 showing individual nominals
Report valuesBy nominal code the report will show -
  • Account number and name
  • Cost centre
  • Department
  • Budget, actual, difference and % for 13 months (1 column per period)
  • Remaining budget
FilterThe report is filtered to only show if there is a budget
Summary Budgets
Report nameSummary Budgets
Sage 200 Version2011 and above
LocationNominal > Budget Comparisons
Groups / sortsThe report is grouped by nominal account number and grouping level 1 to 7 showing grouped nominals
Report valuesBy nominal code the report will show -
  • Account number and name
  • Cost centre
  • Department
  • Budget, actual, difference and % for 13 months
  • Remaining budget
FilterThe report is filtered to only show if there is a budget
Summary Budgets by Number
Report nameSummary Budgets by Number
Sage 200 Version2011 and above
LocationNominal > Budget Comparisons
Groups / sortsThe report is grouped by nominal account number and grouping level 1 to 7 showing grouped nominals
Report valuesBy nominal code the report will show -
  • Account number and name
  • Cost centre
  • Department
  • Budget, actual, difference and % for 13 months
  • Remaining budget
FilterThe report is filtered to only show if there is a budget
Individual Budgets
Report nameIndividual Budgets
Sage 200 Version2011 and above
LocationNominal > Budget Comparisons
Groups / sortsThe report is grouped by nominal account number, cost centre and department
Report valuesBy nominal code the report will show -
  • Account number and name
  • Cost centre
  • Department
  • Budget, actual, difference and % for 13 months
  • Remaining budget
FilterThe report is filtered to only show if there is a budget
Detailed Budgets (Previous Year)
Report nameDetailed Budgets (Previous Year)
Sage 200 Version2011 and above
LocationNominal > Budget Comparisons
Groups / sortsThe report is grouped by nominal account number, department and cost centre
Report valuesBy nominal code the report will show -
  • Account number and name
  • Cost centre
  • Department
  • Budget, actual, difference and % for the previous 13 months
  • Remaining budget
FilterThe report is filtered to only show if there is a budget

Fixed Assets

Fixed Asset Details
File nameFixed Asset Details
Sage 200 Version2015
LocationNominal Ledger > Fixed Asset
Groups / sortsThe report is grouped by asset number
Report valuesFor each asset the report shows -
  • Asset number and description
  • Depreciation method
  • Initial value
  • Depreciation percent
  • Net book value
  • Balance sheet and profit and loss nominal codes
  • Residual value
  • Total depreciation
  • Asset lifespan
  • Total disposal
FilterThere is no filter on the report
Fixed Asset Valuation
File nameFixed Asset Valuation
Sage 200 Version2015
LocationNominal Ledger > Fixed Asset
Groups / sortsThe report is grouped by asset number
Report valuesFor each asset the report shows -
  • Asset number and description
  • Depreciation method
  • Initial value
  • Depreciation date
  • Total depreciation
  • Disposal date
  • Total disposal
  • Net book value
FilterThere is no filter on the report

Cash Book
Account Details Report
Report nameCash Book Account Details Report
Sage 200 Version2011 and above
LocationCash Book > Reports
Groups / sortsThe report is grouped by cash book account number
Report valuesFor each account the report will show -
  • Account number
  • Description
  • Bank name and address
  • Sort code
  • Contact name and number
  • Account number and name
  • Account type
  • Current balance
  • Nominal bank account
  • Bank charges
  • Exchange differences
FilterThere is no filter on the report
Transaction Listing
Report nameCash Book Transactions Report
Sage 200 Version2011 and above
LocationCash Book > Reports
Groups / sortsThe report is grouped by account number
Report valuesFor each transaction the report will show -
  • Unique reference number
  • Transaction type
  • Account number
  • Cost centre
  • Department
  • Transaction date
  • Statement date
  • Reference
  • Second reference
  • Narrative
  • Debit
  • Credit
FilterThere is no filter on the report
Transaction Listing (Period)
Report nameCash Book Transactions (Period) Report
Sage 200 Version2011 and above
LocationCash Book > Reports
Groups / sortsThe report is grouped by accounting period and account number
Report valuesFor each account the report will show -
  • Account code
  • Account number
  • Account code
  • Account type
  • Account description
  • Account name
  • Current balance
  • Unique reference number
  • Transaction type
  • Account number
  • Cost centre
  • Department
  • Transaction date
  • Statement date
  • Reference
  • Second reference
  • Narrative
  • Debit
  • Credit
FilterThere is no filter on the report
Unpresented Cheques (Receipts)
Report nameUnpresented Cheques (Receipts) Report
Sage 200 Version2011 and above
LocationCash Book > Reports
Groups / sortsThe report is grouped by account number
Report valuesFor each account code the report will show -
  • Bank account code and description
  • Currency
  • Statement balance as at last statement date
  • Transaction type
  • Transaction date
  • Reference
  • Second reference
  • Receipt
  • Statement amount
  • Discrepancy
FilterThe report is filtered to only to show unpresented cheque receipts
Unpresented Cheques (Payments)
Report nameUnpresented Cheques (Payments) Report
Sage 200 Version2011 and above
LocationCash Book > Reports
Groups / sortsThe report is grouped by account number
Report valuesFor each account the report will show -
  • Bank account code and description
  • Currency
  • Statement balance as at last statement date
  • Transaction type
  • Transaction date
  • Reference
  • Second reference
  • Payment
  • Statement Amount
  • Discrepancy
FilterThe report is filtered to only show unpresented payment cheques
Unpresented Cheques (Both)
Report nameUnpresented Cheques (Both) Report
Sage 200 Version2011 and above
LocationCash Book > Reports
Groups / sortsThe report is grouped by account number
Report valuesFor each account the report will show -
  • Bank account code and description
  • Currency
  • Statement balance as at last statement date
  • Transaction type
  • Transaction date
  • Reference
  • Second reference
  • Payment
  • Receipt
  • Statement Amount
  • Discrepancy
FilterThe report is filtered to only show unpresented cheques for either payments or receipts

Stock Control

Stock Levels
Report nameStock Levels
Sage 200 Version2011 and above
LocationStock Control > Status
Groups / sortsThe report is grouped by product group code and warehouse name
Report valuesFor each product group the report shows -
  • Product group code and description
  • Stock item code and name
  • Stock level
  • Quantity allocated
  • Free stock
  • Unit name
  • Inactive status
FilterThe report is filtered to not include phantom built item types (linked to BOM items) and that it is a stock item
Stock Sales Order Shortfalls
Report nameStock Sales Order Shortfalls
Sage 200 Version2011 and above
LocationStock Control > Status
Groups / sortsThe report is grouped by stock item, product group code and warehouse name
Report valuesFor each product group the report shows -
  • Product group code
  • Stock item code and description
  • BOM flag
  • Free quantity
  • Re-order level
  • Required
  • Needs re-order flag
FilterThe report is filtered to show items which are not fully despatched and that are not trade counter orders
Stock Expected In/Out
Report nameStock Expected In/Out
Sage 200 Version2011 and above
LocationStock Control > Status
Groups / sortsThe report is grouped by product group code and warehouse name
Report valuesFor each warehouse the report shows -
  • Warehouse name
  • Product group code and description
  • Item code and name
  • Stock levels
  • Quantity on order
  • Due in stock
  • Quantity allocated
  • Due to be left
FilterThe report is filtered to not include phantom built items (linked to BOM), to show only stock items that are on a purchase or sales order
Negative Stock Levels
Report nameNegative Stock Levels
Sage 200 Version2011 and above
LocationStock Control > Status
Groups / sortsThe report is grouped by stock item, bin name, product group name and warehouse name
Report valuesFor each warehouse the report shows -
  • Warehouse name
  • Stock item code
  • Bin name
  • Quantity
  • Stock unit name
  • Movement date
  • Source area reference
  • Area type name
FilterThe report is filtered to show negative stock and not to include phantom built items (linked to BOM)
Stock Levels Buying Price Breakdown
Report nameStock Levels Buying Price Breakdown
Sage 200 Version2011 and above
LocationStock Control > Status
Groups / sortsThe report is grouped by source area reference, product group code, bin name and warehouse name
Report valuesFor each stock item the report shows -
  • Stock item code and name
  • Stock unit name
  • Movement date
  • Cost price
  • Movement quantity
  • Movement value
  • Movement type
  • Movement reference
  • Scourer area reference
FilterThe report is filtered not to include phantom built items (linked to BOM)
Stock Valuation
Report nameStock Valuation
Sage 200 Version2011 and above
LocationStock Control > Status
Groups / sortsThe report is grouped by stock item code and product group code
Report valuesFor each product group code the report shows -
  • Product group code
  • Valuation method
  • Item code and name
  • Quantity including unconfirmed items
  • Quantity
  • Unit name
  • Valuation price
  • Value including unconfirmed
  • Value
FilterThe report is filtered not to include phantom built items (linked to BOM) and to only show stock items with a value
Allocation Outstanding
Report nameStock Allocations
Sage 200 Version2011 and above
LocationStock Control > Status
Groups / sortsThe report is grouped by recipient reference, source area type name, stock item code, product group code, bin name and warehouse name
Report valuesFor each warehouse the report shows -
  • Warehouse name
  • Stock item code and name
  • Stock unit name
  • Allocation rule
  • Allocation recipient reference
  • Bin name
  • Allocation date
  • Allocation reference
  • Quantity allocated
FilterThe report is filtered not to include phantom built items (linked to BOM)
Below Re-Order Levels with Alternatives
Report nameStock Re-Order Levels with Alternatives
Sage 200 Version2011 and above
LocationStock Control > Status
Groups / sortsThe report is grouped by stock item code, product group code and warehouse name
Report valuesFor each warehouse the report shows -
  • Warehouse name
  • Product group code
  • Stock item code and name
  • Stock unit name
  • Re-order level
  • Current stock level
  • Free stock quantity
  • Alternative item code and name
  • Quantity in stock
  • Free stock
FilterThe report is filtered to not include show phantom built items (linked to BOM) and to show if there is an alternative item in stock
Below Re-Order Levels with Suppliers
Report nameStock Re-Order Levels with Suppliers
Sage 200 Version2011 and above
LocationStock Control > Status
Groups / sortsThe report is grouped by supplier account number, stock item code, product group code and warehouse name
Report valuesFor each warehouse the report shows -
  • Warehouse name
  • Product group
  • Stock item code and name
  • Stock item name
  • Stock unit name
  • Re-order level
  • Current stock level
  • Free stock quantity
  • Supplier account number and name
  • Preferred supplier flag
  • Lead time
FilterThe report is filtered to not include phantom built items (linked to BOM) and to show if the warehouse re-order level is greater than zero
Date of Last Sale
Report nameStock Items Inactivity Report
Sage 200 Version2011 and above
LocationStock Control > Status
Groups / sortsThe report is grouped by stock item code, product group code and warehouse name
Report valuesFor each stock item the report shows -
  • Stock item code and name
  • Quantity in stock
  • Date of last sale
FilterThe report is filtered to not include phantom built items (linked to BOM)
Period Profitability
Report nameStock Period Profitability Report
Sage 200 Version2011 and above
LocationStock Control > Status
Groups / sortsThe report is grouped by stock item code, product group code and balance period
Report valuesFor each stock item the report shows -
  • Stock item code
  • Quantity purchased
  • Value purchased
  • Quantity sold
  • Value sold
  • Cost value of sales
  • Profit
FilterThe report is filtered to not include phantom built items (linked to BOM) and the quantity sold within the period is greater than zero
Profit by Customer
Report nameStock Profit Report by Customer
Sage 200 Version2011 and above
LocationStock Control > Status
Groups / sortsThe report is grouped by stock item code and customer account ID
Report valuesFor each stock item the report shows -
  • Stock item code and name
  • Stock unit name
  • Transaction date
  • Transaction name
  • Quantity
  • Reference
  • 2nd reference
  • Sales price
  • Cost
  • Profit
  • Profit % Sales
  • Profit % Cost
FilterThe report is filtered to not include phantom built items (linked to BOM) and to look at sales orders and sales returns only
Profit by Customer (Summary)
Report nameStock Profit Report by Customer (Summary)
Sage 200 Version2011 and above
LocationStock Control > Status
Groups / sortsThe report is grouped by customer account ID
Report valuesFor each customer the report shows -
  • Customer account number and name
  • Sale price
  • Cost price
  • Profit
  • Profit % Sales
  • Profit % Cost
FilterThe report is filtered to not include phantom built items (linked to BOM) and to look at sales orders and sales returns only
Profit by Stock Item
Report nameStock Profit Report
Sage 200 Version2011 and above
LocationStock Control > Status
Groups / sortsThe report is grouped by source area reference, transaction type name, transaction group name, bin name, warehouse name, stock item code and product group ID
Report valuesFor each stock item the report shows -
  • Stock item code and name
  • Stock unit name
  • Transaction date
  • Transaction name
  • Quantity
  • Sales value
  • Cost
  • Profit
  • Profit % Sales
  • Profit % Cost
FilterThe report is filtered to not include phantom built items (linked to BOM) and to look at sales orders and sales returns only
Profit by Stock Item (Summary)
Report nameStock Profit Report (Summary)
Sage 200 Version2011 and above
LocationStock Control > Status
Groups / sortsThe report is grouped by source area reference, transaction type name, transaction group name, bin name, warehouse name, stock item code and product group ID
Report valuesFor each stock item the report shows -
  • Stock item code and name
  • Stock unit name
  • Quantity
  • Sales value
  • Cost
  • Profit
  • Profit % Sales
  • Profit % Cost
FilterThe report is filtered to not include phantom built items (linked to BOM) and to look at sales orders and sales returns only
Stock Items
Report nameStock Items Detailed
Sage 200 Version2011 and above
LocationStock Control > Catalogue
Groups / sortsThe report is grouped by product group ID
Report valuesFor each product group the report shows -
  • Product group code
  • Stock item type name
  • Costing method name
  • Group batch/serial type
  • Item code, name and description
  • Standard cost
  • Item status
  • Item batch/serial type
  • Stocktake cycle
  • Stock unit name
  • Manufacturer
  • Part number
FilterThe report is filtered to not include phantom built items (linked to BOM)
Items with Supplier
Report nameStock Items with Supplier
Sage 200 Version2011 and above
LocationStock Control > Catalogue
Groups / sortsThe report is grouped by supplier account number and stock item
Report valuesFor each stock item the report shows -
  • Item code and name
  • Stock unit name
  • Item status
  • Supplier account reference and name
  • Supplier stock code
  • Lead time
  • Usual order quantity
  • Minimum order quantity
  • Date of last order
  • Last buying price
FilterThe report is filtered to not include phantom built items (linked to BOM)
Items with Search Values
Report nameStock Items with Search Values
Sage 200 Version2011 and above
LocationStock Control > Catalogue
Groups / sortsThe report is grouped by stock item and product group
Report valuesFor each stock item the report shows -
  • Item code and name
  • Search category and value
FilterThe report is filtered to not include show phantom built items (linked to BOM)
Product Groups Report
Report nameProduct Groups
Sage 200 Version2011 and above
LocationStock Control > Catalogue
Groups / sortsThe report is sorted by product group
Report valuesFor each product group the report shows -
  • Product group code and description
  • Stock item type
  • Costing method
  • Batch/Serial type
FilterThere is no filter on the report
Product Groups Search Categories
Report nameProduct Groups with Search Categories and Values
Sage 200 Version2011 and above
LocationStock Control > Catalogue
Groups / sortsThe report is grouped by product group
Report valuesFor each product group the report shows -
  • Product group code and description
  • Stock item type
  • Search category name and value
FilterThere is no filter on the report
Batch/Serial Locations and Quantities
Report nameBatch/Serial Locations and Quantities
Sage 200 Version2011 and above
LocationStock Control > Batch/Serial Items
Groups / sortsThe report is grouped by product group
Report valuesFor each product group the report shows -
  • Product group code and description
  • Stock item type
  • Search category name and value
FilterThere is no filter on the report
Batch/Serial Items Status Report
Report nameBatch/Serial Item Status Report
Sage 200 Version2011 and above
LocationStock Control > Batch/Serial Items
Groups / sortsThe report is grouped by item code, product group and item status ID
Report valuesFor each product group the report shows -
  • Product group code and description
  • Batch/Serial number
  • Item code and name
  • Quantity
  • Batch serial type name
FilterThe report is filtered not to include pre-receipt transactions and the goods in per bin do not match the goods out
Batch/Serial Allocations
Report nameBatch/Serial Allocation Report
Sage 200 Version2011 and above
LocationStock Control > Batch/Serial Items
Groups / sortsThe report is grouped by recipient reference, area type name, item code, product group, bin name and warehouse name
Report valuesFor each stock item the report shows -
  • Item code and name
  • Stock unit name
  • Batch/Serial number
  • Allocation recipient reference
  • Bin name
  • Allocation date
  • Reference
  • Quantity Allocated
  • Batch/Serial type
FilterThe report is filtered to show traceable items only and the allocated quantity does not equal zero
Batch/Serial Items Status Report
Report nameBatch/Serial Item Status Report
Sage 200 Version2011 and above
LocationStock Control > Batch/Serial Items
Groups / sortsThe report is grouped by item code, product group and item status ID
Report valuesFor each product group the report shows -
  • Product group code and description
  • Batch/Serial number
  • Item code and name
  • Quantity
  • Batch serial type name
FilterThe report is filtered to not include pre-receipt transactions and the goods in per bin does not match the goods out
Item Sell by Dates Report (by Warehouse)
Report nameItem Sell by Dates Report (by Warehouse)
Sage 200 Version2011 and above
LocationStock Control > Batch/Serial Items
Groups / sortsThe report is grouped by traceable type, stock item ID sell by date and warehouse name ID
Report valuesFor each sell by date report shows -
  • Batch/Serial type name and number
  • Item code and name
  • Warehouse name
  • Quantity
  • Free stock
  • Stock unit name
FilterThe report is filtered to show items which have a sell by date and the quantity in and out does not equal zero
Item Sell by Dates Report (by Stock Item)
Report nameItem Sell by Dates Report (by Stock Item)
Sage 200 Version2011 and above
LocationStock Control > Batch/Serial Items
Groups / sortsThe report is grouped by traceable type, sell by date and stock item ID
Report valuesFor each stock items the report shows -
  • Item code and name
  • Stock unit name
  • Sell by date
  • Batch/Serial type name
  • Traceable ID number
  • Warehouse name
  • Bin name
  • Quantity
  • Free stock
FilterThe report is filtered to show items which have a sell by date and the quantity in and out does not equal zero
Item Use by Dates Report (by Warehouse)
Report nameItem Use by Dates Report (by Warehouse)
Sage 200 Version2011 and above
LocationStock Control > Batch/Serial Items
Groups / sortsThe report is grouped by traceable type, stock item ID and use by date
Report valuesFor each use by date the report shows -
  • Use by date
  • Batch/Serial name and number
  • Item code and name
  • Bin name
  • Quantity
  • Free stock
  • Stock unit name
FilterThe report is filtered to show items with a use by date
Item Use by Dates Report (by Stock Item)
Report nameItem Use by Dates Report (by Stock Item)
Sage 200 Version2011 and above
LocationStock Control > Batch/Serial Items
Groups / sortsThe report is grouped by traceable type, use by date and stock item ID
Report valuesFor each stock item the report shows -
  • Item code and name
  • Stock unit name
  • Use by date
  • Batch/Serial name and number
  • Warehouse name
  • Bin name
  • Quantity
  • Free stock
FilterThe report is filtered to show items with a use by date
Item Settings for Batch/Serial
Report nameItem Settings for Batch/Serial
Sage 200 Version2011 and above
LocationStock Control > Batch/Serial Items
Groups / sortsThe report is grouped by product group
Report valuesFor each product group the report shows -
  • Item code and name
  • Batch/Serial type
  • Permit duplicate serial/batch number flag
  • Fulfil sales from single batch flag
  • Alternative reference used flag
  • Allow sell by date flag
  • Allow use by date flag
  • Received goods without confirmed numbers flag
  • Basis for shelf life
  • Auto generated numbers flag
  • Prefix
  • Next number
FilterThe report is filtered to show traceable items only
Stock Transactions Batch/Serial Numbers
Report nameStock Transactions for Batch/Serial Numbers
Sage 200 Version2011 and above
LocationStock Control > Batch/Serial Items
Groups / sortsThe report is grouped by source area, transaction type, transaction group, bin name, warehouse name and item code
Report valuesFor each item code the report shows -
  • Item code and name
  • Unit name
  • Batch/Serial type
  • Warehouse name
  • Batch/Serial number
  • Transaction date
  • Type
  • Quantity
  • Source area type reference and name
  • Reference
  • Bin name
FilterThe report is filtered to show traceable items only
Stock Transactions (Archived) for Batch/Serial
Report nameStock Transactions (Archived) for Batch/Serial
Sage 200 Version2011 and above
LocationStock Control > Batch/Serial Items
Groups / sortsThe report is grouped by source area, transaction type, transaction group, bin name, warehouse name and item code
Report valuesFor each item code the report shows -
  • Item code and name
  • Unit name
  • Batch/Serial number
  • Date
  • Type
  • Quantity
  • Area reference
  • Source area type reference and name
  • Reference
  • Warehouse name
  • Bin name
FilterThe report is filtered to show traceable items only
Transaction History
Report nameStock Transactions History
Sage 200 Version2011 and above
LocationStock Control > Transactions
Groups / sortsThe report is grouped by source area, transaction type, transaction group, bin name, warehouse name and item code
Report valuesFor each item code the report shows -
  • Item code and name
  • Unit name
  • Date
  • Transaction type
  • Quantity
  • Source area type name
  • Source name
  • Reference
  • Second reference
  • Warehouse
  • Bin name
  • Fully realised flag
FilterThe report is filtered to not show obsolete items (linked to BOM)
Transaction History (Archived)
Report nameStock Transactions History (Archived)
Sage 200 Version2011 and above
LocationStock Control > Transactions
Groups / sortsThe report is grouped by source area, transaction type, product group, bin name, warehouse name and item code
Report valuesFor each item code the report shows -
  • Item code and name
  • Unit name
  • Date
  • Transaction type
  • Quantity
  • Source area type name
  • Source name
  • Reference
  • Second reference
  • Warehouse
  • Bin name
FilterThe report is filtered to not show obsolete items (linked to BOM)
Sales Stock Transaction History
Report nameSales Stock Transactions History
Sage 200 Version2011 and above
LocationStock Control > Transactions
Groups / sortsThe report is grouped by source area, transaction type, transaction group, bin name, warehouse name, item code and sorted by transaction date
Report valuesFor each item code the report shows -
  • Item code and name
  • Unit name
  • Date
  • Transaction type
  • Quantity
  • Source area type name
  • Source reference
  • Reference
  • Warehouse name
  • Bin name
  • Cost value
  • Issue value
FilterThe report is filtered to not include obsolete items (linked to BOM) and only show sales orders and returns
Sales Stock Transaction History (Archived)
Report nameSales Stock Transactions History (Archived)
Sage 200 Version2011 and above
LocationStock Control > Transactions
Groups / sortsThe report is grouped by source area, transaction type, transaction group, bin name, warehouse name, item code and sorted by transaction date
Report valuesFor each item code the report shows -
  • Item code and name
  • Unit name
  • Date
  • Transaction type
  • Quantity
  • Source area type name
  • Source reference
  • Reference
  • Warehouse name
  • Bin name
  • Cost value
  • Issue value
FilterThe report is filtered to not include obsolete items (linked to BOM) and only show sales orders and returns
Simple Stock Transaction History
Report nameSimple Stock Transactions History
Sage 200 Version2011 and above
LocationStock Control > Transactions
Groups / sortsThe report is grouped by source area, transaction type, transaction group, bin name, warehouse name, item code and sorted by transaction date
Report valuesFor each item code the report shows -
  • Item code and name
  • Unit name
  • Date
  • Transaction type
  • Quantity
  • Source area type name
  • Source reference and name
  • Reference
  • Second reference
  • Warehouse name
  • Bin name
FilterThe report is filtered to not include obsolete items (linked to BOM) and internal or customer allocations
Simple Stock Transaction History (Archived)
Report nameSimple Stock Transactions History (Archived)
Sage 200 Version2011 and above
LocationStock Control > Transactions
Groups / sortsThe report is grouped by source area, transaction type, product group, bin name, warehouse name, item code and sorted by transaction date
Report valuesFor each item code the report shows -
  • Item code and name
  • Unit name
  • Date
  • Transaction type
  • Quantity
  • Source area type name
  • Source reference and name
  • Reference
  • Second reference
  • Warehouse name
  • Bin name
FilterThe report is filtered to not include obsolete items (linked to BOM) and internal or customer allocations
Stock Average Cost History
Report nameStock Average Cost History
Sage 200 Version2011 and above
LocationStock Control > Transactions
Groups / sortsThe report is grouped by item code and sorted by changed date
Report valuesFor each item code the report shows -
  • Item code and name
  • Changed date
  • Average buying price
FilterThe report is filtered not to include obsolete items (linked to BOM)
Stock Standard Cost History
Report nameStock Standard Cost History
Sage 200 Version2011 and above
LocationStock Control > Transactions
Groups / sortsThe report is grouped by item code and sorted by changed date
Report valuesFor each item code the report shows -
  • Item code and name
  • Changed date
  • Standard cost price
FilterThe report is filtered not to include obsolete items (linked to BOM)
Stocktake Required
Report nameStocktake Required
Sage 200 Version2011 and above
LocationStock Control > Stocktake
Groups / sortsThe report is grouped by item code, product group and warehouse
Report valuesFor each warehouse the report shows -
  • Warehouse name
  • Product group code
  • Item code and name
  • Stocktake cycle period
  • Bin name
  • Last stocktake date
  • Due date
FilterThe report is filtered not to include obsolete items (linked to BOM)
Stocktake Status
Report nameStocktake Status
Sage 200 Version2011 and above
LocationStock Control > Stocktake
Groups / sortsThe report is grouped by warehouse and stocktake status
Report valuesFor each stocktake the report shows -
  • Stocktake name
  • Stocktake date
  • Warehouse name
  • Last completed stocktake date
  • Status
FilterThe report is filtered not to include warehouses linked to returns and direct delivery
Stock Items Without Stocktake
Report nameStock Items Without Stocktake
Sage 200 Version2011 and above
LocationStock Control > Stocktake
Groups / sortsThe report is grouped by stock item, product group and warehouse
Report valuesFor each warehouse the report shows -
  • Warehouse name
  • Product group
  • Item code and name
  • Stocktake cycle period
  • Bin name
FilterThe report is filtered not to include obsolete items (linked to BOM) and where the last count is blank
Locations
Report nameStock Locations
Sage 200 Version2011 and above
LocationStock Control > Set Up
Groups / sortsThe report is grouped by bin name and warehouse
Report valuesFor each warehouse the report shows -
  • Warehouse name
  • Bin name
FilterThere is no filter on the report
Search Categories
Report nameStock Search Categories
Sage 200 Version2011 and above
LocationStock Control > Set Up
Groups / sortsThe report is grouped by search category ID and search category name
Report valuesFor each search category the report shows -
  • Search category
  • Search value
FilterThere is no filter on the report

Sales Order Processing

Order Status
Report nameSales Orders Status
Sage 200 Version2011 and above
LocationSales Order Processing > Processing > Orders
Groups / sortsThe report is grouped by document number
Report valuesFor each document number the report shows -
  • Document number
  • Customer account number and name
  • Promised for
  • Priority
  • Net amount
  • Allocated, despatched and invoiced flags
FilterThe report is filtered not to include https://internal-kb.sage.com/solutionmanager items
Not Fully Allocated
Report nameSales Orders Not Fully Allocated
Sage 200 Version2011 and above
LocationSales Order Processing > Processing > Orders
Groups / sortsThe report is grouped by document number
Report valuesFor each document number the report shows -
  • Document number
  • Customer account number and name
  • Status
  • Order date
  • Promised for
  • Priority
  • Net amount
  • Allocated flag
FilterThe report is filtered not to include https://internal-kb.sage.com/solutionmanager items and show all items that are not fully allocated
Fully Allocated Not Fully Despatched
Report nameSales Orders Fully Allocated Not Fully Despatched
Sage 200 Version2011 and above
LocationSales Order Processing > Processing > Orders
Groups / sortsThe report is grouped by document number
Report valuesFor each document number the report shows -
  • Document number
  • Customer account number and name
  • Status
  • Order date
  • Promised
  • Priority
  • Net amount
  • Despatched flags
FilterThe report is filtered not to include https://internal-kb.sage.com/solutionmanager items and show all items that are fully allocated but not fully despatched
Fully Despatched Not Fully Invoiced
Report nameSales Orders Fully Despatched Not Fully Invoiced
Sage 200 Version2011 and above
LocationSales Order Processing > Processing > Orders
Groups / sortsThe report is grouped by document number
Report valuesFor each document number the report shows -
  • Document number
  • Customer account number and name
  • Status
  • Order date
  • Promised
  • Priority
  • Net amount
  • Despatched flags
FilterThe report is filtered not to include https://internal-kb.sage.com/solutionmanager items and show items that are fully despatched but not fully invoiced
Sales Orders Not Acknowledged
Report nameSales Orders Not Acknowledged
Sage 200 Version2011 and above
LocationSales Order Processing > Processing > Orders
Groups / sortsThe report is sorted by document number
Report valuesFor each document number the report shows -
  • Document number
  • Customer account number and name
  • Amended since last printed flag
  • Order date
  • Promised
  • Priority
  • Net amount
FilterThe report is filtered only to include orders that are not fully acknowledged
Sales Order Allocations Required
Report nameSales Orders Allocation Required
Sage 200 version2011 and above
LocationSales Order Processing > Processing > Order lines
Groups / sortsThe report is grouped by document number and sorted by print sequence number
Report valuesFor each document number the report shows -
  • Document number
  • Status
  • Date
  • Promised delivery date
  • Customer account number and name
  • Priority
  • Print sequence
  • Item code
  • Description
  • Allocation required
  • Unit description
  • Promised
FilterThe report is filtered not to include https://internal-kb.sage.com/solutionmanager items where the amount remaining to be despatched does not match the amount allocated
Sales Orders Allocation Not Despatched
Report nameSales Orders Allocation Not Despatched
Sage 200 Version2011 and above
LocationSales Order Processing > Processing > Order lines
Groups / sortsThe report is grouped by document number
Report valuesFor each document number the report shows -
  • Document number
  • Status
  • Date
  • Promised delivery date
  • Customer
  • Priority
  • Print sequence
  • Item code
  • Description
  • To invoice
  • Unit description
  • Despatched date
  • Quantity to be despatched
FilterThe report is filtered to include items have been despatched but not invoiced
Sales Order Despatches Not Invoiced
Report nameSales Orders Despatches Not Invoiced
Sage 200 Version2011 and above
LocationSales Order Processing > Processing > Order lines
Groups / sortsThe report is grouped by document number and sorted by print sequence number
Report valuesFor each document number the report shows -
  • Document number
  • Status
  • Date
  • Promised delivery date
  • Customer account number and name
  • Priority
  • Despatch number
  • Despatch date
  • User name
  • Print sequence
  • Item code
  • Description
  • Quantity to invoice
  • Unit description
  • Despatched date
  • Quantity to despatch
FilterThe report is filtered to not include previously invoiced goods
Sales Returns Status
Report nameSales Returns Status
Sage 200 Version2011 and above
LocationSales Order Processing > Processing > Returns
Groups / sortsThe report is grouped by document number
Report valuesFor each document number the report shows -
  • Document number
  • Customer
  • Status
  • Return date
  • Promised for
  • Priority
  • Received and credited flags
FilterThe report is filtered not to include https://internal-kb.sage.com/solutionmanager items
Sales Returns Not Fully Received
Report nameSales Returns Not Fully Received
Sage 200 Version2011 and above
LocationSales Order Processing > Processing > Returns
Groups / sortsThe report is grouped by document number
Report valuesFor each document number the report shows -
  • Document number
  • Customer account number and name
  • Status
  • Return date
  • Promised for
  • Priority
  • Net
  • Recieved and credited flags
FilterThe report is filtered not to include https://internal-kb.sage.com/solutionmanager items and show that are not fully returned
Sales Returns Fully Received Not Fully Credited
Report nameSales Returns Fully Received Not Fully Credited
Sage 200 Version2011 and above
LocationSales Order Processing > Processing > Returns
Groups / sortsThe report is grouped by document number
Report valuesFor each document number the report shows -
  • Document number
  • Customer account number and name
  • Status
  • Return date
  • Promised for
  • Priority
  • Net
  • Credited flag
FilterThe report is filtered not to include https://internal-kb.sage.com/solutionmanager items and show items fully received but not fully credited
Sales Returns Receipts Pending
Report nameSales Returns Receipts Pending
Sage 200 Version2011 and above
LocationSales Order Processing > Processing > Return Lines
Groups / sortsThe report is grouped by document number
Report valuesFor each document number the report shows -
  • Document number
  • Status
  • Document date
  • Expected delivery date
  • Customer account number and name
  • Priority
  • Print sequence
  • Item code
  • Description
  • Total quantity
  • Outstanding
  • Unit description
  • Expected delivery date
FilterThe report is filtered not to include https://internal-kb.sage.com/solutionmanager items and show available amounts to despatch
Sales Returns Receipts Not Credited
Report nameSales Returns Receipts Not Credited
Sage 200 Version2011 and above
LocationSales Order Processing > Processing > Return Lines
Groups / sortsThe report is grouped by document number
Report valuesFor each document number the report shows -
  • Document number
  • Status
  • Document date
  • Expected delivery date
  • Customer account number and name
  • Priority
  • Print sequence
  • Item code
  • Description
  • Amount to credit
  • Unit description
  • Quantity to be received
FilterThe report is filtered not to include https://internal-kb.sage.com/solutionmanager items and items returned but not credited
Payment Methods Totals Summary
Report namePayment Method Totals Summary
Sage 200 Version2011 and above
LocationSales Order Processing > Processing > Payment Methods
Groups / sortsThe report is grouped by payment method name and return ID
Report valuesFor each return the report shows -
  • Document number
  • Order date
  • Order status
  • Customer account number
  • Customer name
  • Customer order number
  • Value
FilterThe report is filtered not to include records where the payment method name is blank
Sales Order(Detailed)
Report nameSales Orders
Sage 200 Version2011 and above
LocationSales Order Processing > Status
Groups / sortsThe report is grouped by document number, priority, document status return type and customer account number
Report valuesFor each document the report shows -
  • Document number
  • Status
  • Net, VAT and gross amount
  • Document date
  • Promised delivery date
  • Customer order number
  • Print sequence
  • Item description
  • Allocated quantity
  • Line quantity
  • Despatch quantity
  • Line total
FilterThere is no filter on the report
Sales Order(Summary)
Report nameSales Orders(Summary)
Sage 200 Version2011 and above
LocationSales Order Processing > Status
Groups / sortsThe report is grouped by customer account number
Report valuesFor each order the report shows -
  • Document number
  • Order status
  • Document date
  • Promised delivery date
  • Priority
  • Net, VAT and gross amounts
FilterThere is no filter on this report
Sales Orders Book Report (Detailed)
Report nameSales Orders Book Report (Detailed)
Sage 200 Version2011 and above
LocationSales Order Processing > Status
Groups / sortsThe report is grouped by document number, priority, document status, return type and customer account number
Report valuesFor each document number the report shows -
  • Document name
  • Document number
  • Order status
  • Document date
  • Promised delivery date
  • Print sequence
  • Item code
  • Item description
  • Uninvoiced quantity
  • Uninvoiced value
  • Uninvoiced value(Base)
  • Line totals
  • Promised delivery date
FilterThe report is filtered to only show amounts that have not been invoiced
Order Allocations
Report nameSales Orders Allocations
Sage 200 Version2011 and above
LocationSales Order Processing > Status
Groups / sortsThe report is grouped by customer account number and warehouse
Report valuesFor each customer account number the report shows -
  • Customer account number
  • Customer account name
  • Unit name
FilterThe report is not filtered
Order Despatches
Report nameSales Orders Despatches Report
Sage 200 Version2011 and above
LocationSales Order Processing > Status
Groups / sortsThe report is grouped by document number and customer account number
Report valuesFor each document number the report shows -
  • Document number
  • Despatch date
  • Print sequence
  • Promised delivery date
  • Print sequence
  • Invoiced flag
  • Invoice number
  • Item code
  • Item description
  • Quantity despatched
  • Unit description
  • User name
FilterThe report is not filtered
Returns Receipts
Report nameSales Returns Receipts Report
Sage 200 Version2011 and above
LocationSales Order Processing > Status
Groups / sortsThe report is grouped by document number and customer account number
Report valuesFor each document number the report shows -
  • Document number
  • Despatch date
  • Return number
  • Credited flag
  • Credit note number
  • Item code
  • Item description
  • Quantity
  • Unit descrption
  • Warehouse name
  • Bin name
  • Username
FilterThe report is not filtered
Cancelled Lines
Report nameSales Order Cancelled Lines
Sage 200 Version2011 and above
LocationSales Order Processing > Status
Groups / sortsThe report is grouped by item code and customer account number
Report valuesFor each item code the report shows -
  • Cancelled date
  • Cancelled quantity
  • Unit description
  • Quantity
  • Order/Return number
  • Username
FilterThe report is not filtered
Stock Items Allocation Required
Report nameStock Items Allocation Required
Sage 200 Version2011 and above
LocationSales Order Processing > Status
Groups / sortsThe report is grouped by item code and sorted by document number and print sequence
Report valuesFor each item code the report shows -
  • Item code
  • Item description
  • Document number
  • Amount to allocate
  • Stock unit name
  • Promised delivery date
FilterThe report is filtered to only show if the quantity is greater than the quantity already allocated
Sales Orders and Returns with Unposted Invoices and Credit Notes
Report nameSales Orders and Returns with Unposted Invoices and Credit Notes
Sage 200 Version2011 and above
LocationSales Order Processing > Status
Groups / sortsThe report is grouped by document number and document type
Report valuesFor each document number the report shows -
  • Document number
  • Status
  • Document date
  • Customer account number
FilterThe report is not filtered
Cancelled Invoices
Report nameSOP Canceled Invoices
Sage 200 Version2011 and above
LocationSales Order Processing > Status
Groups / sortsThe report is not grouped or sorted
Report valuesFor each document the report shows -
  • Docuement date
  • Invoice/Credit note number
  • Date cancelled
  • Reason cancelled
  • Cancelled by
FilterThe report is filtered to only show cancelled invoices
Overpaid Sales Orders
Report nameOverpaid Sales Orders
Sage 200 Version2011 and above
LocationSales Order Processing > Status
Groups / sortsThe report is grouped by document number
Report valuesFor each document the report shows -
  • Document number
  • Customer account number and name
  • Status
  • Order date
  • Net / VAT and gross amounts
  • Payment value
FilterThe report is filtered to only show if the payment values is greater than the order value
Sales Order Profitability(Detailed)
Report nameSales Order Profitability (Detailed)
Sage 200 Version2011 and above
LocationSales Order Processing > Profitability
Groups / sortsThe report is grouped by print sequence number, document number and customer account ID
Report valuesFor each document the report shows -
  • Document number
  • Item code
  • Item description
  • Quantity
  • Sales value
  • Estimated profit
  • Estimated profit %
  • Realised profit
  • Realised profit %
  • Fully realised flag
FilterThe report is filtered to only show sales orders
Sales Order Profitability (Summary)
Report nameSales Order Profitability (Summary)
Sage 200 Version2011 and above
LocationSales Order Processing > Profitability
Groups / sortsThe report is grouped by document number and customer account number
Report valuesFor each customer the report shows -
  • Customer account number and name
  • Currency symbol
  • document number
  • Return type name
  • Sales value
  • Order status
  • Estimated profit
  • Estimated profit %
  • Realised profit
  • Realised profit %
FilterThe report is filtered to only show sales orders
SOP Pro Forma Profitability (Detailed)
Report nameSOP Pro Forma Profitability (Detailed)
Sage 200 Version2011 and above
LocationSales Order Processing > Profitability
Groups / sortsThe report is grouped by document number and customer account ID
Report valuesFor each item document number the report shows -
  • Document number
  • Currency symbol
  • Pro forma status
  • Item code
  • Item description
  • Quanitity
  • Unit description
  • Sales value
  • Estimated profit
  • Estimated profit %
FilterThe report is filtered to only show Pro formas
SOP Pro Forma Profitability (Summary)
Report nameSOP Pro Forma Profitability (Summary)
Sage 200 Version2011 and above
LocationSales Order Processing > Profitability
Groups / sortsThe report is grouped by document number and customer account number
Report valuesFor each document number the report shows -
  • Customer account number and name
  • Currency symbol
  • Document number
  • Return name
  • Sales value
  • Pro forma status
  • Estimated profit
  • Estimated profit %
FilterThe report is filtered to only show Pro formas
SOP Quotation Profitability (Detailed)
Report nameSOP Quotation Profitability (Detailed)
Sage 200 Version2011 and above
LocationSales Order Processing > Profitability
Groups / sortsThe report is grouped by document number and customer account ID
Report valuesFor each item document number the report shows -
  • Document number
  • Currency symbol
  • Quotation status
  • Item code
  • Item description
  • Quanitity
  • Unit description
  • Sales value
  • Estimated profit
  • Estimated profit %
FilterThe report is filtered to only show Quotation
SOP Quotation Profitability (Summary)
Report nameSOP Quotation Profitability (Summary)
Sage 200 Version2011 and above
LocationSales Order Processing > Profitability
Groups / sortsThe report is grouped by document number and customer account number
Report valuesFor each document number the report shows -
  • Customer account number and name
  • Currency symbol
  • Document number
  • Return name
  • Sales value
  • Quotation status
  • Estimated profit
  • Estimated profit %
FilterThe report is filtered to only show Quotations
Invoice Profitability (Detailed)
Report nameInvoice Profitability (Detailed)
Sage 200 Version2011 and above
LocationSales Order Processing > Profitability
Groups / sortsThe report is grouped by document number and customer account ID
Report valuesFor each item document number the report shows -
  • Document number
  • Currency symbol
  • Item code
  • Item description
  • Quanitity
  • Unit description
  • Sales value
  • Estimated profit
  • Estimated profit %
FilterThe report is filtered to only show Invoices
Invoice Profitability (Summary)
Report nameInvoice Profitability (Summary)
Sage 200 Version2011 and above
LocationSales Order Processing > Profitability
Groups / sortsThe report is grouped by document number and customer account number
Report valuesFor each document number the report shows -
  • Customer account number and name
  • Currency symbol
  • Document number
  • Return name
  • Sales value
  • Estimated profit
  • Estimated profit %
FilterThe report is filtered to only show Invoices
Allocations with Batch/Serial Items
Report nameBatch Serial SOP Allocations
Sage 200 Version2011 and above
LocationSales Order Processing > Batch/Serial Items
Groups / sortsThe report is grouped by recipient reference,area type name,product group, bin name and warehouse name
Report valuesFor each stock code the report shows -
  • Item code
  • Item name
  • Stock unit name
  • Batch/Serial number
  • Allocation Recipient reference
  • Bin name
  • Allocation date
  • Reference
  • quantity allocated
  • Batch serial type
FilterThe report is filtered to only traceable items
Despatches and Reciepts with Batch/Serial Items
Report nameSOP Despatches and Receipts with Batch/Serial Numbers
Sage 200 Version2011 and above
LocationSales Order Processing > Batch/Serial Items
Groups / sortsThe report is grouped by document number, despatch reciept type ID and account number
Report valuesFor each document the report shows -
  • document number
  • Date
  • Batch/serial number
  • Order number
  • Print sequence
  • Invoice number
  • Item description
  • Quantity
  • Batch/Serial type
FilterThe report is filtered to only show traceable items
Invoices for Batch/Serial items
Report nameInvoices for Batch/Serial items
Sage 200 Version2011 and above
LocationSales Order Processing > Archived
Groups / sortsThe report is grouped by document number and customer account number
Report valuesFor each document number the report shows -
  • document number
  • Status
  • Net, VAT and gross amount
  • Date
  • Discount valid until date
  • Identification number
  • Quantity
FilterThe report is filtered to only show traceable items
Sales Order and Returns (Archived)
Report nameSales Order and Returns (Archived)
Sage 200 Version2011 and above
LocationSales Order Processing > Archived
Groups / sortsThe report is grouped by document number and customer account number
Report valuesFor each document the report shows -
  • document number
  • Date
  • Net, VAT and gross amount
  • Promised delivery date
  • Print sequence
  • Item code
  • Despatch quantity
  • Line total
FilterThe report is not filtered
Sales Order and Returns (Archived) Summary
Report nameSales Order and Returns (Archived) Summary
Sage 200 Version2011 and above
LocationSales Order Processing > Archived
Groups / sortsThe report is grouped by return ID and customer account number
Report valuesFor each customer the report shows -
  • Customer account number and name
  • Currency
  • Document number
  • Document date
  • Promised for delivery date
  • Net, VAT and gross totals
FilterThe report is not filtered
Invoices and Credit Notes (Archived)
Report nameSales Invoices and Credit Notes (Archived)
Sage 200 Version2011 and above
LocationSales Order Processing > Archived
Groups / sortsThe report is grouped by document number and customer account number
Report valuesFor each customer the report shows -
  • Customer account number and name
  • Currency
  • Invoice/Credit note number
  • Document date
  • Settlement discount days
  • Net, VAT and gross totals
  • Return type name
  • Item code
  • Item name
  • Quantity
  • Line total
FilterThe report is not filtered
Invoices and Credit Notes (Archived) Summary
Report nameSales Invoices and Credit Notes (Archived) Summary
Sage 200 Version2011 and above
LocationSales Order Processing > Archived
Groups / sortsThe report is grouped by document number, invoice/credit ID and customer account number
Report valuesFor each document the report shows -
  • Customer account number and name
  • Currency
  • Invoice/Credit note number
  • Document date
  • Settlement discount days
  • Net, VAT and gross totals
FilterThe report is not filtered
Canceled Lines (Archived)
Report nameCanceled Lines (Archived)
Sage 200 Version2011 and above
LocationSales Order Processing > Archived
Groups / sortsThe report is grouped by cancelled lines item code and customer account number
Report valuesFor each line the report shows -
  • Customer account number and name
  • Cancelled line item code
  • Date
  • Quantity
  • Selling unit description
  • Stock cancelled quantity
  • Order number
  • User name
FilterThe report is not filtered
Additional Charges
Report nameSOP Additional Charges
Sage 200 Version2011 and above
LocationSales Order Processing > Maintenance
Groups / sortsThe report is sorted by the additional charges code
Report valuesFor each additional charge the report shows -
  • Additional charge code
  • Charge name
  • VAT rate and code
  • Nominal account name and number
  • Cost centre
  • Department
  • Charge value
FilterThe report is not filtered
Repeat Order Templates
Report nameRepeat Sales Order Templates
Sage 200 Version2011 and above
LocationSales Order Processing > Maintenance
Groups / sortsThe report is grouped by customer account number and sorted by repeat order type
Report valuesFor each customer the report shows -
  • Customer account name and number
  • Return type name
  • Repeat order description
  • Schedule type
  • Frequency
  • On which day of the month
  • Start date
  • End date
  • Total number of times to repeat
  • Current Count
  • Last generated date
FilterThe report is not filtered
Sales Order Items
Report nameSales Order Items
Sage 200 Version2011 and above
LocationSales Order Processing > Maintenance
Groups / sortsThe report is grouped by product group code and sorted by stock item code
Report valuesFor each stock item code the report shows -
  • Stock item code
  • Stock item name
  • Stock item description
  • Price
  • VAT code and name
FilterThe report is filtered to only show if the item is part of the product group code
SOP Customer Delivery Addresses
Report nameSOP Customer Delivery Addresses
Sage 200 Version2011 and above
LocationSales Order Processing > Maintenance
Groups / sortsThe report is grouped by delivery address ID and customer account number
Report valuesFor each delivery address the report shows -
  • Customer account number and name
  • Delivery address description
  • Customer name and address
  • Telephone number
  • Fax number
  • Email
  • Contact name
FilterThe report is not filtered

Purchase Order Processing

Orders Status
Report namePurchase Orders Status
Sage 200 Version2011 and above
LocationPurchase Order Processing > Processing > Orders
Groups / sortsThe report is grouped by document number
Report valuesFor each document number the report shows -
  • Document number
  • Supplier account number and name
  • Status
  • Order date
  • Requested
  • Invoiced
  • Total Net amount
FilterThe report is filtered not to include https://internal-kb.sage.com/solutionmanager items
Not Fully Received
Report namePurchase Orders Not Fully Received
Sage 200 Version2011 and above
LocationPurchase Order Processing > Processing > Orders
Groups / sortsThe report is grouped by document number
Report valuesFor each document number the report shows -
  • Document number
  • Supplier account number and name
  • Status
  • Order date
  • Requested
  • Total net value
  • Received flag
FilterThe report is filtered to include not fully received items
Fully Received Not Fully Invoiced
Report namePurchase Orders Fully Received Not Fully Invoiced
Sage 200 Version2011 and above
LocationPurchase Order Processing > Processing > Orders
Groups / sortsThe report is grouped by document number
Report valuesFor each document number the report shows -
  • Document number
  • Supplier account number and name
  • Status
  • Order date
  • Requested
  • Net amount
  • Invoiced flag
FilterThe report is filtered to include items fully received that have either not been invoiced or have been part invoiced.
Purchase Orders Not Printed
Report namePurchase Orders Not Printed
Sage 200 Version2011 and above
LocationPurchase Order Processing > Processing > Orders
Groups / sortsThe report is sorted by document number
Report valuesFor each document number the report shows -
  • Document number
  • Supplier account number and name
  • Status
  • Amended since last printed flag
  • Order date
  • Requested
  • Authorisation
FilterThe report is filtered on print ID to only show if the order has not been printed
Items Requiring Ordering
Report namePOP Items Requiring Ordering
Sage 200 Version2011 and above
LocationPurchase Order Processing > Processing > Order lines
Groups / sortsThe report is grouped by warehouse name and sorted by re-order item code
Report valuesFor each item the report shows -
  • Item code
  • Item name
  • Quantity required
  • Quantity to purchase
  • Stock unit
  • To negotiate flag
  • Confirmed flag
FilterThe report is not filtered
Back to Back Orders Required
Report namePOP Back to Back Orders Required
Sage 200 Version2011 and above
LocationPurchase Order Processing > Processing > Order lines
Groups / sortsThe report is grouped by customer name re-order item code and warehouse description
Report valuesFor each item the report shows -
  • Item code
  • Item name
  • Unit
  • Customer account number and name
  • Promised delivery date
  • Sales order number
  • Quantity required
FilterThe report is not filtered
Order Receipts Pending
Report namePurchaser Order Receipts Pending
Sage 200 Version2011 and above
LocationPurchase Order Processing > Processing > Order lines
Groups / sortsThe report is grouped by print sequence number and document number
Report valuesFor each document the report shows -
  • Document number
  • Status
  • Date
  • Requested delivery date
  • Supplier account number and name
  • Print sequence number
  • Item code
  • Item description
  • Total quantity
  • Quantity outstanding
  • Unit description
FilterThe report is filtered to include items if there is a quantity outstandiing
Order Invoices Pending
Report namePurchaser Order Invoices Pending
Sage 200 Version2011 and above
LocationPurchase Order Processing > Processing > Order lines
Groups / sortsThe report is grouped by document number
Report valuesFor each document the report shows -
  • Document number
  • Status
  • Date
  • Supplier account number and name
  • Item code
  • Item description
  • Quantity to be invoiced
  • Unit description
  • Quantity to be received
FilterThe report is filtered to include items if there is a quantity to be invoiced
Returns Status
Report namePurchase Return Status
Sage 200 Version2011 and above
LocationPurchase Order Processing > Processing > Returns
Groups / sortsThe report is grouped by document number
Report valuesFor each document the report shows -
  • Document number
  • Supplier account number and name
  • Status
  • Date
  • Requested delivery date
  • Received flag
  • Credited flag
FilterThe report is filtered not to include https://internal-kb.sage.com/solutionmanager items
Not Fully Despatched
Report namePurchase Return Not Fully Despatched
Sage 200 Version2011 and above
LocationPurchase Order Processing > Processing > Returns
Groups / sortsThe report is grouped by document number
Report valuesFor each document the report shows -
  • Document number
  • Supplier account number and name
  • Status
  • Return date
  • Requested delivery date
  • Net amount
  • Despatched flag
FilterThe report is filtered to show items if there is a return required
Fully Despatched Not Fully Credited
Report namePurchase Returns Fully Despatched Not Fully Credited
Sage 200 Version2011 and above
LocationPurchase Order Processing > Processing > Returns
Groups / sortsThe report is grouped by document number
Report valuesFor each document the report shows -
  • Document number
  • Supplier account number and name
  • Status
  • Return date
  • Requested delivery date
  • Total net value
  • Credited flag
FilterThe report is filtered to include items that are fully returned but not fully credited
Returns Not Despatched
Report namePurchase Return Not Despatched
Sage 200 Version2011 and above
LocationPurchase Order Processing > Processing > Return lines
Groups / sortsThe report is grouped by document number
Report valuesFor each document the report shows -
  • Document number
  • Status
  • Date
  • Authorisation
  • Supplier account number and name
  • Print sequence
  • Item code
  • Item description
  • Total quantity
  • Outstanding quantity
  • Unit description
FilterThe report is filtered to include items where there is an oustanding quantity to return
Returns Credit Note Pending
Report namePurchase Return Credit Note Pending
Sage 200 Version2011 and above
LocationPurchase Order Processing > Processing > Return lines
Groups / sortsThe report is grouped by document number
Report valuesFor each document the report shows -
  • Document number
  • Status
  • Date
  • Authorisation
  • Supplier account number and name
  • Print sequence
  • Item code
  • Item description
  • Quantity to be credited
  • Unit description
  • To be despatched
FilterThe report is filtered to include items where the return quantity is greater than the quantity invoiced
Orders and Returns (Detailed)
Report namePurchase Orders and Returns (Detailed)
Sage 200 Version2011 and above
LocationPurchase Order Processing > Status
Groups / sortsThe report is grouped by document number, document status ID and supplier account number
Report valuesFor each document line the report shows -
  • Document number
  • Status
  • Date
  • Net, tax and gross
  • Requested delivery
  • Print sequence
  • Item code
  • Item description
  • Quantity on order
  • Line quantity
  • Receipt quantity
  • Line total
FilterThe report is not filtered
Orders and Returns (Summary)
Report namePurchase Orders and Returns Summary
Sage 200 Version2011 and above
LocationPurchase Order Processing > Status
Groups / sortsThe report is grouped by document number and supplier account number
Report valuesFor each document the report shows -
  • Document number
  • Supplier account number and name
  • Status
  • Document date
  • Requested delivery date
  • Credited flags
FilterThe report is filtered not to include https://internal-kb.sage.com/solutionmanager items
Invoices and Credit Notes
Report namePurchase Invoice and Credit Notes
Sage 200 Version2011 and above
LocationPurchase Order Processing > Status
Groups / sortsThe report is grouped by invoice/credit number, invoice/credit type and supplier account number
Report valuesFor each invoice/credit item the report shows -
  • Invoice/Credit number
  • Invoice/Credit date
  • Item code
  • Disputed flag
  • Invoice/Credit quantity
  • Unit description
  • Line tax value
  • Line total value
  • Username
FilterThe report is not filtered
Receipts and Despatches
Report namePurchase Receipts and Despatches
Sage 200 Version2011 and above
LocationPurchase Order Processing > Status
Groups / sortsThe report is grouped by document number, return type and supplier account number
Report valuesFor each document item the report shows -
  • Document number
  • Document date
  • Order/Return number
  • Print sequence number
  • Item description
  • Return quantity
  • Unit description
  • Warehouse name
  • Bin name
  • Username
FilterThe report is not filtered
Disputed Invoices and Credits
Report nameDisputed Invoices and Credits
Sage 200 Version2011 and above
LocationPurchase Order Processing > Status
Groups / sortsThe report is grouped by disputed ID, document number, invoice/credit number and supplier account number
Report valuesFor each invoice/credit item the report shows -
  • Invoice/Credit number
  • Dispute number
  • Dispute code and description
  • Invoice/Credit date
  • Item code
  • Invoice/Credit quantity
  • Unit description
  • Lis tax amount
  • Line total value
  • Username
FilterThe report is not filtered
Cancelled Order Lines
Report namePurchase Order Cancelled Lines
Sage 200 Version2011 and above
LocationPurchase Order Processing > Status
Groups / sortsThe report is grouped by item code and supplier account number
Report valuesFor each cancelled item the report shows -
  • Item code
  • Cancelled date
  • Cancelled quantity
  • Buying unit description
  • Stock quantity
  • Order/Return number
  • Username
FilterThe report is not filtered
Deliveries
Report namePurchase Order Deliveries
Sage 200 Version2011 and above
LocationPurchase Order Processing > Status
Groups / sortsThe report is grouped by item code and order return numbers
Report valuesFor each item the report shows -
  • Item code
  • GRN number
  • Supplier GRN number
  • Delivery date
  • Received by
  • Quantity delivered
  • Invoiced flag
FilterThe report is filtered to include only deliveries
POP Items for Negotiation
Report namePOP Items for Negotiation
Sage 200 Version2011 and above
LocationPurchase Order Processing > Status
Groups / sortsThe report is grouped by item code
Report valuesFor each item the report shows -
  • Item code
  • Warehouse name
  • Status
  • Quantity received
  • Quantity confirmed
  • Total cost
  • Supplier account number and name
FilterThe report is not filtered
Receipts and Dispatches with Batch/Serial Items
Report namePOP Receipts and Dispatches with Batch/Serial Items
Sage 200 Version2011 and above
LocationPurchase Order Processing > Batch/Serial Items
Groups / sortsThe report is grouped by document number and by return type ID
Report valuesFor each item the report shows -
  • Document number
  • Document date
  • Batch/Serial number
  • Order/Return number
  • Print sequence number
  • Item code
  • Quantity
  • Warehouse name
  • Bin name
  • Batch/Serial type
FilterThe report is filtered not to include untraceable items
Purchase Orders and Returns (Archived)
Report namePurchase Orders and Returns (Archived)
Sage 200 Version2011 and above
LocationPurchase Order Processing > Archived
Groups / sortsThe report is grouped by document number, document status ID, document type ID and supplier account number
Report valuesFor each item the report shows -
  • Document number
  • Document date
  • Net, VAT and gross totals
  • Requested delivery date
  • Item code
  • Item description
  • Line quantity
  • Receipt return quantity
  • Line total
FilterThe report is not filtered
Purchase Orders and Returns (Archived) Summary
Report namePurchase Orders and Returns (Archived) Summary
Sage 200 Version2011 and above
LocationPurchase Order Processing > Archived
Groups / sortsThe report is grouped by order return ID, document status ID, document type ID and by supplier account number
Report valuesFor each document the report shows -
  • Supplier account number and name
  • Currency symbol
  • Document name
  • Document number
  • Document date
  • Requested delivery date
  • Net, VAT and gross amounts
FilterThe report is not filtered
Invoices and Credit Notes (Archived)
Report namePurchase Invoice and Credit Notes (Archived)
Sage 200 Version2011 and above
LocationPurchase Order Processing > Archived
Groups / sortsThe report is grouped by invoice/credit number, invoice credit type and supplier account number
Report valuesFor each invoice/credit the report shows -
  • Invoice/Credit number
  • Invoice/Credit date
  • Item code
  • Invoice/Credit quantity
  • Unit description
  • Line tax value
  • Total line value
  • Username
  • Return type name
FilterThe report is not filtered
Cancelled Order Lines
Report namePurchase Order Cancelled Lines
Sage 200 Version2011 and above
LocationPurchase Order Processing > Status
Groups / sortsThe report is grouped by item code and supplier account number
Report valuesFor each cancelled item the report shows -
  • Item code
  • Cancelled date
  • Cancelled quantity
  • Buying unit description
  • Stock quantity
  • Order/Return number
  • Username
FilterThe report is not filtered
Additional Charges
Report namePOP Additional Charges
Sage 200 Version2011 and above
LocationPurchase Order Processing > Maitenance
Groups / sortsThe report is sorted by additional charge code
Report valuesFor each additional item the report shows -
  • Additional charge code
  • Additional charge name
  • VAT code and name
  • Nominal account name
  • Nominal account number
  • Cost centre
  • Department
  • Charge value
FilterThe report is not filtered

Bill of Materials

Sales Order with item To Be Made From BOM
Report nameBOM SOP Items to be Made
Sage 200 Version2011 and above
LocationBill of Materials > Reports
Groups / sortsThe report is grouped by SOP order returns document number, SOP order returns priority, SOP order returns status, SOP order return type and customer account number
Report valuesFor each customer account the report shows -
  • Customer account number and name
  • Currency
  • Document number
  • Status
  • Document date
  • Priority
  • Net, VAT and gross amounts
  • Print sequence
  • Item code and description
  • Allocated quantity
  • Despatch quantity
  • Line total
FilterThe report is filtered to include items from sales orders that are part of BOM and still need to be completed
Costing History
Report nameBOM Costing History
Sage 200 Version2011 and above
LocationBill of Materials > Reports
Groups / sortsThe report is sorted by BOM reference and the date and time of costing
Report valuesFor each BOM costing the report shows -
  • BOM reference
  • BOM Sage 200 Version
  • BOM costed date/time
  • Quantity costed
  • Total overheads
  • Total cost
  • Total cost including overheads
  • Unit cost
  • Unit cost including overheads
FilterThere is no filter on the report
Costing History (With Breakdown)
Report nameBOM Costing History (With Breakdown)
Sage 200 Version2011 and above
LocationBill of Materials > Reports
Groups / sortsThe report is grouped by BOM cost session ID, date/time costed and reference
Report valuesFor each BOM session ID the report shows -
  • BOM reference
  • BOM Sage 200 Version
  • BOM costed date/time
  • Quantity costed
  • Total overheads
  • Total cost
  • Total cost including overheads
  • Unit cost
  • Unit cost including overheads
FilterThere is no filter on the report
Traceable Built Items
Report nameBOM Traceable Built Items Report
Sage 200 Version2011 and above
LocationBill of Materials > Reports
Groups / sortsThe report is grouped by traceable product ID number
Report valuesFor each traceable ID the report shows -
  • Built item stock code
  • Finished item name
  • Identification number
  • Build date
  • Component code and name
  • Build number and name
  • Identification number
  • Component quantity
FilterThere is no filter on the report
Traceable Components
Report nameBOM Traceable Components Report
Sage 200 Version2011 and above
LocationBill of Materials > Reports
Groups / sortsThe report is grouped by traceable components ID number
Report valuesFor each traceable ID the report shows -
  • Compoenent stock code and name
  • Identification number
  • Finished item code and name
  • Build number, date and name
  • Identification number
  • Component quantity
FilterThere is no filter on the report
Where Used - Component
Report nameWhere Used - Compoenent
Sage 200 Version2011 and above
LocationBill of Materials > Reports
Groups / sortsThe report is grouped by stock item, product group and sorted by BOM record and Sage 200 Version
Report valuesFor each product group the report shows -
  • Product group code and description
  • Component code and description
  • BOM reference
  • BOM Sage 200 Version
  • BOM description
  • Sequence number
  • Quantity
  • Unit of measure
FilterThere is no filter on the report
Where Used - Drawing
Report nameWhere Used - Drawing
Sage 200 Version2011 and above
LocationBill of Materials > Reports
Groups / sortsThe report is grouped by drawing reference and sorted by BOM record and Sage 200 Version
Report valuesFor each drawing reference the report shows -
  • Drawing reference and description
  • Effective from date
  • Effective to date
  • BOM reference
  • BOM Sage 200 Version
  • BOM description
FilterThere is no filter on the report
Where Used - Operation
Report nameWhere Used - Operation
Sage 200 Version2011 and above
LocationBill of Materials > Reports
Groups / sortsThe report is grouped by operations reference and sorted by BOM record, Sage 200 Version and sequence number
Report valuesFor each operations reference the report shows -
  • Operations reference and description
  • BOM reference
  • BOM Sage 200 Version
  • BOM description
  • Sequence number
  • Default run time in hours minutes and seconds
FilterThere is no filter on the report
Where Used - Labour Resource
Report nameWhere Used - Labour Resource
Sage 200 Version2011 and above
LocationBill of Materials > Reports
Groups / sortsThe report is grouped by labour resource reference and sorted by BOM record, BOM Sage 200 Version, BOM operations sequence number and BOM operations reference
Report valuesFor each labour resource the report shows -
  • Labour resource reference and description
  • BOM reference and description
  • BOM Sage 200 Version
  • Sequence number
  • Operation reference and description
  • Default run time in hours minutes and seconds
FilterThe report is filtered to show labour resource types only
Where Used - Labour Resource Group
Report nameWhere Used - Labour Resource Group
Sage 200 Version2011 and above
LocationBill of Materials > Reports
Groups / sortsThe report is grouped by labour resource group reference and sorted by BOM record, BOM Sage 200 Version, BOM operations sequence number and BOM operations reference
Report valuesFor each labour resource group the report shows -
  • Labour resource group reference and description
  • BOM reference and description
  • BOM Sage 200 Version
  • Sequence number
  • Operation reference and description
  • Default run time in hours minutes and seconds
FilterThe report is filtered to show labour resource group types only
Where Used - Machine Resource
Report nameWhere Used - Machine Resource
Sage 200 Version2011 and above
LocationBill of Materials > Reports
Groups / sortsThe report is grouped by machine resource reference and sorted by BOM record, BOM Sage 200 Version, BOM operations sequence number and BOM operations reference
Report valuesFor each machine resource the report shows -
  • Machine resource reference and description
  • BOM reference and description
  • BOM Sage 200 Version
  • Sequence number
  • Operation reference and description
  • Default run time in hours minutes and seconds
FilterThe report is filtered to show machine resource types only
Where Used - Machine Resource Group
Report nameWhere Used - Machine Resource Group
Sage 200 Version2011 and above
LocationBill of Materials > Reports
Groups / sortsThe report is grouped by machine resource group reference and sorted by BOM record, BOM Sage 200 Version, BOM operations sequence number and BOM operations reference
Report valuesFor each machine resource group the report shows -
  • Machine resource group reference and description
  • BOM reference and description
  • BOM Sage 200 Version
  • Sequence number
  • Operation reference and description
  • Default run time in hours minutes and seconds
FilterThe report is filtered to show machine resource group types only
Where Used - Tool Resource
Report nameWhere Used - Tool Resource
Sage 200 Version2011 and above
LocationBill of Materials > Reports
Groups / sortsThe report is grouped by tooling resource reference and is sorted by BOM record, BOM Sage 200 Version, BOM operations sequence number and BOM operations reference
Report valuesFor each tooling resource the report shows -
  • Tooling resource reference and description
  • BOM reference and description
  • BOM Sage 200 Version
  • Sequence number
  • Operation reference and description
  • Default run time in hours minutes and seconds
FilterThe report is filtered to show tooling resource types only
Where Used - Tool Resource Group
Report nameWhere Used - Tool Resource Group
Sage 200 Version2011 and above
LocationBill of Materials > Reports
Groups / sortsThe report is grouped by tooling resource group reference and is sorted by BOM record, BOM Sage 200 Version, BOM operations sequence number and BOM operations reference
Report valuesFor each tooling resource group the report shows -
  • Tooling resource group reference and description
  • BOM reference and description
  • BOM Sage 200 Version
  • Sequence number
  • Operation reference and description
  • Default run time in hours minutes and seconds
FilterThe report is filtered to show tooling resource group types only
Audit Trail Log
Report nameBill of Material Audit Trail Log
Sage 200 Version2011 and above
LocationBill of Materials > Reports
Groups / sortsThe report is grouped by BOM History reference, BOM History family identifier, BOM records reference and sorted by BOM history Sage 200 Version and BOM history date/time created
Report valuesFor each BOM record reference the report shows -
  • History BOM reference
  • BOM Sage 200 Version
  • Created by
  • Date/Time created
  • Action
  • History reference
FilterThere is no filter on the report
Construction Report
Report nameConstruction Report
Sage 200 Version2011 and above
LocationBill of Materials > Reports
Groups / sortsThe report is grouped by BOM Sage 200 Version, reference and sorted by component sequence and stock code
Report valuesFor each BOM Sage 200 Version the report shows -
  • BOM reference and description
  • BOM Sage 200 Version
  • BOM status
  • Print sequence
  • Stock code and description
  • Quantity
  • Unit of measure
  • Line type
FilterThere is no filter on the report
Allocation Report
Report nameAllocation Report
Sage 200 Version2011 and above
LocationBill of Materials > Reports
Groups / sortsThe report is grouped by wop number, component, stock code, allocation balances and sorted by warehouse and bin
Report valuesFor each wop number the report shows -
  • Allocation number
  • Reference
  • Built item reference
  • Sub-assembly flag
  • Built item description
  • Warehouse and bin name
  • Stock code and description
  • Quantity allocated
  • Unit of measure
FilterThe report is filtered include component and sub-assembly items which have a quantity allocated greater than zero
Allocation Report with Unassigned Batch/Serial Numbers
Report nameAllocation Report with Unassigned Batch/Serial Number
Sage 200 Version2011 and above
LocationBill of Materials > Reports
Groups / sortsThe report is grouped by allocation balances, wop component stock code, wop number and sorted by warehouse and bin
Report valuesFor each wop number the report shows -
  • Allocation number
  • Reference
  • Built item reference
  • Sub-assembly flag
  • Built item description
  • Warehouse and bin name
  • Stock code and description
  • Quantity allocated
  • Unit of measure
FilterThe report is filtered to include component and sub-assembly items which have a quantity allocated greater than zero
Build Report
Report nameBOM Build Report
Sage 200 Version2011 and above
LocationBill of Materials > Reports
Groups / sortsThe report is grouped by wop component traceable component ID, wop traceable product ID, wop component ID and wop build number
Report valuesFor each wop build number the report shows -
  • Build number and reference
  • Build date
  • Built by
  • Built item and name
  • Quantity
  • Unit of measure
  • Unit cost
  • Total cost
  • Unit of measure
FilterThere is no filter on the report

Project Accounting

Cost Analysis (By Group)
Report nameCost Analysis (By Group)
Sage 200 Version2011 and above
LocationProject Accounting > Analysis
Groups / sortsThe report is grouped by project entry key 1 to 5 and sorted by project ID
Report valuesFor each key area the report shows -
  • Key description
  • Actual cost
  • Committed cost
  • Total cost
FilterThe report is filtered to not include archived projects that are not part of a template
Cost Analysis (by Structure)
Report nameCost Analysis (by Structure)
Sage 200 Version2011 and above
LocationProject Accounting > Analysis
Groups / sortsThe report is sorted by Project ID
Report valuesFor each project ID the report shows -
  • Actual cost
  • Committed cost
  • Total cost
  • Total cost budget
  • Variance from total budget
  • Variance % from total budget
FilterThe report is filtered to not include archived projects that are not part of a template
Profitability Breakdown (by Group)
Report nameProfitability Breakdown (by Group)
Sage 200 Version2011 and above
LocationProject Accounting > Analysis
Groups / sortsThe report is grouped by project entry key 1 to 5 and sorted by project ID
Report valuesFor each project ID the report shows -
  • Revenue
  • Prime cost
  • Gross profit
  • Gross profit %
  • Overhead
  • Net profit
  • Net profit %
FilterThe report is filtered to not include archived projects that are not part of a template
Profitability Breakdown (by Structure)
Report nameProfitability Breakdown (by Structure)
Sage 200 Version2011 and above
LocationProject Accounting > Analysis
Groups / sortsThe report is sorted by project ID
Report valuesFor each project ID the report shows -
  • Revenue
  • Prime cost
  • Gross profit
  • Gross profit %
  • Overhead
  • Net profit
  • Net profit %
FilterThe report is filtered to not include archived projects that are not part of a template
Revenue Analysis (by Group)
Report nameRevenue Analysis (by Group)
Sage 200 Version2011 and above
LocationProject Accounting > Analysis
Groups / sortsThe report is grouped by project entry key 1 to 5 and sorted by project ID
Report valuesFor each project ID the report shows -
  • Key description
  • Actual revenue
  • Potential revenue
  • Total revenue
FilterThe report is filtered to not include archived projects that are not part of a template
Revenue Analysis (by Structure)
Report nameRevenue Analysis (by Structure)
Sage 200 Version2011 and above
LocationProject Accounting > Analysis
Groups / sortsThe report is sorted by project ID
Report valuesFor each project ID the report shows -
  • Actual revenue
  • Potential revenue
  • Total revenue
  • Total revenue budget
  • Variance from total budget
  • Variance % from total budget
FilterThe report is filtered to not include archived projects that are not part of a template
Cancelled Invoices
Report nameCancelled Invoices
Sage 200 Version2011 and above
LocationProject Accounting > Billing
Groups / sortsThere are no groups or sorts on the report
Report valuesFor each cancelled invoice the report shows -
  • Document number
  • Date
  • Type
  • Customer
  • Cancelled date
  • Cancelled by
  • Reason cancelled
  • Value
FilterThe report is filtered to include cancelled invoice only
Cost Transactions
Report nameCost Transactions
Sage 200 Version2011 and above
LocationProject Accounting > Transactions
Groups / sortsThe report is grouped by project entry key 1 to 5 and is sorted by unique reference number and date
Report valuesFor each cost transaction the report shows -
  • Date
  • Type
  • Reference
  • Account number
  • Parent project code
  • Project item code
  • Details
  • Quantity
  • Cost rate
  • Total cost
  • Charge rate
  • Value to bill
  • Project unique reference number
FilterThe report is filtered not to include archived projects and zero values or zero quantities
Nominal Transactions
Report nameNominal Transactions
Sage 200 Version2011 and above
LocationProject Accounting > Transactions
Groups / sortsThe report is grouped by project entry key 1 to 5 and is sorted by unique reference number and date
Report valuesFor each nominal transaction the report shows -
  • Date
  • Type
  • Reference
  • Account number
  • Parent project code
  • Project item code
  • Details
  • Quantity
  • Cost rate
  • Total cost
  • Charge rate
  • Value to bill
  • Project unique reference number
FilterThe report is filtered not to include archived projects and zero values or zero quantities
Revenue Transactions
Report nameRevenue Transactions
Sage 200 Version2011 and above
LocationProject Accounting > Transactions
Groups / sortsThe report is grouped by project entry key 1 to 5 and is sorted by unique reference number and date
Report valuesFor each revenue transaction the report shows -
  • Date
  • Type
  • Reference
  • Account number
  • Parent project code
  • Project item code
  • Details
  • Quantity
  • Cost rate
  • Total cost
  • Charge rate
  • Value to bill
  • Project unique reference number
FilterThe report is filtered not to include archived projects and zero values or zero quantities
Timesheet Summary (by Resource)
Report nameTimesheet Summary (by Resource)
Sage 200 Version2011 and above
LocationProject Accounting > Timesheets & Expense Claims
Groups / sortsThe report is grouped by resource ID and project item
Report valuesFor each resource item the report shows -
  • Project code
  • Project title
  • Hours
  • Total cost
  • Total revenue
FilterThe report is filtered not to include archived projects
Timesheet Summary (by Resource)
Report nameTimesheet Summary (by Resource)
Sage 200 Version2011 and above
LocationProject Accounting > Timesheets & Expense Claims
Groups / sortsThe report is grouped by resource ID, last name and project item
Report valuesFor each resource ID item the report shows -
  • Employee
  • Hours
  • Total cost
  • Total revenue
FilterThe report is filtered not to include archived projects
Timesheet Transaction (by Resource)
Report nameTimesheet Transaction (by Resource)
Sage 200 Version2011 and above
LocationProject Accounting > Timesheets & Expense Claims
Groups / sortsThe report is grouped by resource ID and project item
Report valuesFor each project item ID the report shows -
  • item code
  • Date
  • Hours
  • Status
  • Record number
  • Cost rate type
  • Cost rate value
  • Total cost
  • Charge rate type
  • Charge rate value
  • Total revenue
FilterThe report is filtered not to include archived projects
Timesheet Transaction (by Project)
Report nameTimesheet Transaction (by Project)
Sage 200 Version2011 and above
LocationProject Accounting > Timesheets & Expense Claims
Groups / sortsThe report is grouped by record ID and project item ID
Report valuesFor each project item ID item the report shows -
  • Works number
  • Name
  • Date
  • Hours
  • Status
  • Tran number
  • Cost rate
  • Cost rate value
  • Total cost
  • Charge rate type
  • Charge rate value
  • Total revenue
FilterThe report is filtered not to include archived projects
Timesheet Transaction (Charges and Costs)
Report nameTimesheet Transaction (Charges and Costs)
Sage 200 Version2011 and above
LocationProject Accounting > Timesheets & Expense Claims
Groups / sortsThe report is grouped by human resource ID and project item ID
Report valuesFor each project item ID item the report shows -
  • Item code
  • Date
  • Status
  • Hours
  • Cost rate
  • Cost value
  • Total cost
  • Charge rate type
  • Charge rate value
  • Total charge
FilterThe report is filtered not to include archived projects
Expense Transaction (by Resource)
Report nameExpense Transaction (by Resource)
Sage 200 Version2011 and above
LocationProject Accounting > Timesheets & Expense Claims
Groups / sortsThe report is grouped by human resource ID and claim number
Report valuesFor each claim number the report shows -
  • Date
  • Project code
  • Category
  • Item
  • Details
  • Net (in base currency)
  • VAT (in base currency)
  • Gross (in base currency)
  • Gross (in foreign currency)
FilterThe report is filtered not to include archived projects and where a quantity is greater than zero
Payroll Report (by Resource)
Report namePayroll Report (by Resource)
Sage 200 Version2011 and above
LocationProject Accounting > Timesheets & Expense Claims
Groups / sortsThe report is grouped by human resource ID, last name, payment frequency and company name
Report valuesFor each resource ID the report shows -
  • Works number
  • Name
  • Hours
  • Total pay
FilterThe report is filtered not to include archived projects or by resource ID
Project List
Report nameProject List
Sage 200 Version2011 and above
LocationProject Accounting > Setup
Groups / sortsThe report is grouped by customer ID, account ID and project item ID
Report valuesFor each customer ID the report shows -
  • Project code
  • Project title
  • Status
  • % complete
  • Customer account number
  • Order number
  • Quantity
  • Unit price
  • Price quoted
FilterThe report is filtered on project item type and not to include archived projects
Project List (by Customer)
Report nameProject List (by Customer)
Sage 200 Version2011 and above
LocationProject Accounting > Setup
Groups / sortsThe report is grouped by customer ID and project item ID
Report valuesFor each project ID the report shows -
  • Project code
  • Project title
  • Status
  • % complete
  • Quantity
  • Unit price
  • Price quoted
FilterThe report is filtered on project item type and to not include archived projects
Project List (by Status)
Report nameProject List (by Status)
Sage 200 Version2011 and above
LocationProject Accounting > Setup
Groups / sortsThe report is grouped by customer ID, project item ID and project status
Report valuesFor each customer ID the report shows -
  • Project code
  • Project title
  • Status
  • % complete
  • Customer account number
  • Order number
  • Quantity
  • Unit price
  • Price quoted
FilterThe report is filtered on project item type and to not include archived projects
Project Item List (Setup)
Report nameProject List (Setup)
Sage 200 Version2011 and above
LocationProject Accounting > Setup
Groups / sortsThe report is grouped by cost item type ID
Report valuesFor each cost item the report shows -
  • Project code
  • Project title
  • Unit cost
  • Timesheet pricing rule
  • Stock issue pricing rule
  • Other costs pricing rule
  • Is overhead
FilterThe report is not filtered
Project Item List (by Project)
Report nameProject Item List (by Project)
Sage 200 Version2011 and above
LocationProject Accounting > Setup
Groups / sortsThe report is grouped by project item ID
Report valuesFor each project item code the report shows -
  • Project item code
  • Project item title
  • Cost item type
  • Last cost date
FilterThe report is not filtered
Project Item List (Integration)
Report nameProject List (Integration)
Sage 200 Version2011 and above
LocationProject Accounting > Setup
Groups / sortsThe report is grouped by cost item type ID
Report valuesFor each cost item the report shows -
  • Project code
  • Project title
  • Expense nominal account
  • Revenue nominal account
  • Uplift rate value
  • Uplift rate %
FilterThe report is not filtered
Project Item Type List
Report nameProject Item Type List
Sage 200 Version2011 and above
LocationProject Accounting > Setup
Groups / sortsThe report is not grouped or sorted
Report valuesFor each cost item the report shows -
  • Cost item type title
  • Unit of measure name
  • Status
  • Expense nominal account
  • Revenue nominal account
  • Timesheet pricing rule
  • Stock issue pricing rule
  • Other costs pricing rule
  • Is overhead
FilterThe report is not filtered
Additional Information List
Report nameAdditional Information List
Sage 200 Version2011 and above
LocationProject Accounting > Setup
Groups / sortsThe report is grouped by analysis field name
Report valuesFor each additional field the report shows -
  • Value
  • Persons last name
  • Persons middle name
  • Persons first name
FilterThe report is filtered to only show if the additional fields are used
Cost Analysis (by Structure) (Archived)
Report nameCost Analysis (by Structure) (Archived)
Sage 200 Version2011 and above
LocationProject Accounting > Analysis
Groups / sortsThe report is sorted by Project ID
Report valuesFor each project ID the report shows -
  • Actual cost
  • Committed cost
  • Total cost
  • Total cost budget
  • Variance from total budget
  • Variance % from total budget
FilterThe report is filtered not to include archived projects and those that are not part of a template
Profitability Breakdown (by Structure) (Archived)
Report nameProfitability Breakdown (by Structure) (Archived)
Sage 200 Version2011 and above
LocationProject Accounting > Analysis
Groups / sortsThe report is sorted by project ID
Report valuesFor each project id the report shows -
  • Revenue
  • Prime cost
  • Gross profit
  • Gross profit %
  • Overhead
  • Net profit
  • Net profit %
FilterThe report is filtered not to include archived projects and those that are not part of a template
Revenue Analysis (by Structure) (Archived)
Report nameRevenue Analysis (by Structure) (Archived)
Sage 200 Version2011 and above
LocationProject Accounting > Analysis
Groups / sortsThe report is sorted by project ID
Report valuesFor each project ID the report shows -
  • Actual Revenue
  • Potential Revenue
  • Total Revenue
  • Total revenue budget
  • Varaince from total budget
  • Variance % from total budget
FilterThe report is filtered not to include archived projects or those that are not part of a template
Cost Transactions (Archived)
Report nameCost Transactions (Archived)
Sage 200 Version2011 and above
LocationProject Accounting > Transactions
Groups / sortsThe report is grouped by project entry key 1 to 5 and is sorted by unique reference number and date
Report valuesFor each cost transaction the report shows -
  • Date
  • Type
  • Reference
  • Account number
  • Parent project code
  • Project item code
  • Details
  • Quantity/li>
  • Cost rate
  • Total cost
  • Charge rate
  • Value to bill
  • Project unique reference number
FilterThe report is filtered not to include show archived projects and zero values or zero quantities
Nominal Transactions (Archived)
Report nameNominal Transaction (Archived)
Sage 200 Version2011 and above
LocationProject Accounting > Transactions
Groups / sortsThe report is grouped by project entry key 1 to 5 and is sorted by unique reference number and date
Report valuesFor each nominal transaction the report shows -
  • Date
  • Type
  • Reference
  • Account number
  • Parent project code
  • Project item code
  • Details
  • Quantity
  • Cost rate
  • Total cost
  • Charge rate
  • Value to bill
  • Proect unique reference number
FilterThe report is filtered not to include archived projects and zero values or zero quantities
Revenue Transactions (Archived)
Report nameRevenue Transactions (Archived)
Sage 200 Version2011 and above
LocationProject Accounting > Transactions
Groups / sortsThe report is grouped by project entry key 1 to 5 and is sorted by unique reference number and date
Report valuesFor each revenue transaction the report shows -
  • Date
  • Type
  • Reference
  • Account number
  • Parent project code
  • Project item code
  • Details
  • Quantity
  • Cost rate
  • Total cost
  • Charge rate
  • Value to bill
  • Project unique reference number
FilterThe report is filtered not to include archived projects and zero values or zero quantities
Project List (Archived)
Report nameProject List (Archived)
Sage 200 Version2011 and above
LocationProject Accounting > Setup
Groups / sortsThe report is grouped by customer ID, Account ID and project item ID
Report valuesFor each customer ID the report shows -
  • Project code
  • Project title
  • Status
  • % complete
  • Customer account number
  • Order number
  • Quantity
  • Unit price
  • Price quoted
FilterThe report is filtered not to include archived projects and zero values or zero quantities

Sage Business Partners can now log new cases online!

If you're unable to find the help you require from our online resources, log a new case with us without having to use phone or email. Simply select 'Manage your cases' from the dashboard or visit my.sage.co.uk/cases