Supplier settings, contacts and notes — Pro

Supplier defaults, hold setting, address lines, all contacts, methods, roles and notes on demand.

DOCUMENTARY AND SYNTHETIC VALIDATION ONLY — not tested on a real Sage 200 installation. For purchasing, supplier service, accounts teams and managers: open supplier references, names and short names, VAT registration, current hold setting, last transaction date, order-priority and nominal defaults, payment-term days and basis, and account allocation type. Three on-demand buttons open all recorded address locations (first two lines only), contacts and account notes. From each contact open all recorded contact values and assigned roles, with a separate preferred-contact indicator for each role. Multiple email values, locations, notes and roles remain separate; blank contacts remain visible. This is a current supplier settings/contact dossier, not an aged-payables, invoice, credit-limit or purchasing-order report.

Why Cifru? Adapt configurations to the way you work. Choose the fields, filters and details you need, and bring information to your phone that may not be available in your business software’s own mobile app. Available options depend on the data exposed by your authorised source and your Cifru plan.

Pro: one company SQL Server source, six lists, six Details routes and five lazy related buttons. Bounded read-only custom SELECT, up to 2,000 rows per read, no periodic refresh. Loaded-row search/filters do not automatically query additional rows. Limits do not guarantee a cheap query. Validate installed keys, execution plans and timeouts; use an authorised least-privilege SQL reader. Direct SQL does not inherit Sage UI permissions; navigation and account hold are not access-control boundaries. Child contact-value/role queries recheck both supplier and contact. Notes can contain commercially sensitive free text: grant access only to authorised readers. Values are displayed, not executed; no attachment URL or automatic external contact-link opening is included.

Unofficial and not affiliated with Sage. Selected physical identifiers come from the Sage 200 2015 database guide (November 2014); it is partial legacy documentation, not DDL or a guarantee for current installations. Requires those selected objects in dbo on an authorised company SQL Server database; verify installed edition, types, uniqueness and schema before import. Not Sage 200 Standard, Evolution or Sage 300. Account allocation type is Balance Forward / Open Item / Auto Allocation, not Cash / Credit / Prospect. Account hold is not the Hidden status. Payment defaults do not calculate transaction due dates. Address lines 1 and 2 are not a complete postal address: postcode, remaining lines and segmented fields are intentionally omitted until their physical bindings are proved. The supplier diagram does not show a preferred-contact-value column: no such field or default email is invented. A preferred contact for a role is not a preferred email/telephone value. Supplier notes are not attachments. Balances, credit limits, payment groups, settlement discounts and monetary totals are omitted until exact physical/value/currency bindings are proved; no GBP, overdue amount or historical state is guessed. Boolean adapters recognise native 1/0 only and leave other/null values visibly unknown. No server addresses, credentials or source business rows are packaged. Native DEMO images use fictional local rows, not a real ERP or live SQL Server compatibility test.

Primary physical guide: https://desktophelp.sage.co.uk/sage200/PDF/2015/Understanding%20the%20Sage%20200%202015%20Database.pdf
Supplier contacts: https://desktophelp.sage.co.uk/sage200/professional/Content/PL/EnterNewSupplierAccountContacts.htm
Supplier payment defaults: https://desktophelp.sage.co.uk/sage200/professional/Content/PL/EnterNewSupplierAccountPayment.htm

Screenshots

What this package creates

1 Home5 Details6 lists1 sources to map

Home: Supplier accounts
Details: Address lines
Details: Contacts
Details: Contact methods
Details: Contact roles
Details: Notes
Sub-button: Supplier address lines
Sub-button: Supplier contacts
Sub-button: Supplier contact methods
Sub-button: Supplier contact roles
Sub-button: Supplier account notes

Sources are mapped locally and verified before applying.

Custom queriesPRO6 SQL

Custom queries are a PRO feature. Cifru repeats read-only validation against the local source before execution.

Statically verified read-only$.components.workspaceSelection.datasets.0.sqlQuery

SELECT a.PLSupplierAccountID AS SupplierKey, a.SupplierAccountNumber AS SupplierCode, a.SupplierAccountName AS SupplierName, a.SupplierAccountShortName AS ShortName, a.TaxRegistrationNumber AS VATReference, a.DefaultOrderPriority AS OrderPriority, a.DefaultNominalCostCentre AS CostCentre, a.DefaultNominalDepartment AS Department, a.PaymentTermsInDays AS PaymentDays, a.DateOfLastTransaction AS LastTransaction, CASE a.SYSAccountTypeID WHEN 0 THEN N'Balance Forward' WHEN 1 THEN N'Open Item' WHEN 2 THEN N'Auto Allocation' ELSE CASE WHEN a.SYSAccountTypeID IS NULL THEN N'Not recorded' ELSE CONCAT(N'Unknown native value: ',a.SYSAccountTypeID) END END AS AccountType, CASE a.SYSPaymentTermsBasisID WHEN 0 THEN N'Calendar monthly' WHEN 1 THEN N'From start of month' WHEN 2 THEN N'From end of month' WHEN 3 THEN N'From document date' ELSE CASE WHEN a.SYSPaymentTermsBasisID IS NULL THEN N'Not recorded' ELSE CONCAT(N'Unknown native value: ',a.SYSPaymentTermsBasisID) END END AS PaymentBasis, CASE a.AccountIsOnHold WHEN 1 THEN N'On hold' WHEN 0 THEN N'Not on hold' ELSE N'Hold setting unknown' END AS OnHold FROM dbo.PLSupplierAccount a WHERE a.PLSupplierAccountID IS NOT NULL