Please  Note:  Companies  are  Added  on  the  Server  and  Activated  on  the  Workstations  

To  Add  Company  (On  the  Server):  

1. Once  you  have  opened  Pastel  Version  14,  click  on  File  |  Open  at  the  top  of  the  screen.  

2. On  the  Open  a  Company  screen  click  on  either  Manage  or  Add  Company.  

 

3. On  the  Sage  Registration  screen,  you  will  see  your  registered  ‘registration  server’.  Click  on  Add  Company  as  shown  below.  

 

4. On  the  Browse  for  Companies  screen,  click  on  your  company  data  and  then  on  OK.  

   

 

                               

5. Note  that  your  company  data  will  be  listed  under  the  registered  server.  Click  on  Close  to  view  the  Open  a  Company  screen.  

 

6. On  the  Open  a  Company  screen,  you  will  see  your  data  in  the  list  of  companies  available  for  you  to  open.  

   

 

 

 

To  Activate  Company  (On  the  Workstations):  

1. Once  you  have  opened  Pastel  Version  14,  click  on  File  |  Open  at  the  top  of  the  screen.  

2. On  the  Open  a  Company  screen  click  on  either  Manage  or  Add  Company.  

 

3. On  the  Sage  Registration  screen,  you  will  see  your  registered  ‘registration  server’.  The  companies  will  be  listed,  but  will  have  red  crosses  next  to  them,  meaning  that  they  need  to  be  activated.  

   

 

 

4. Click  on  the  company  that  needs  to  be  activated,  and  click  on  Activate  Company.  

5. On  the  Browse  for  Companies  screen,  select  the  mapped  drive  to  the  Server.    

   

6. Click  on  your  company  data  and  then  on  OK  

7. Note  that  your  company  data  will  be  listed  under  the  registered  server,  without  a  red  cross,  meaning  that  it  is  now  activated.  Click  on  Close  to  view  the  Open  a  Company  screen.  

   

 

 

8. On  the  Open  a  Company  screen,  you  will  see  your  data  in  the  list  of  companies  available  for  you  to  open.  

 

 

 

   

 

Adding  a  logo  to  a  form:  

Most  companies  prefer  having  their  company  logo  printed  on  the  documents  they  send  out,  and  consult  with  other  companies  to  get  this  done  for  them.  We  have  simplified  this  procedure  in  order  for  you  to  be  able  to  personally  customize  your  documents  at  your  convenience.  To  do  this,  follow  the  steps  below.  

·∙  The  company  logo  has  to  be  a  bitmap  (.bmp),  Jpeg  (.jpg/  .jpeg),  icon  (.ico)  or  Windows  Metafile  (.wm)  image.  

·∙  This  logo  needs  to  be  formatted  to  the  required  size  prior  to  inserting  it  into  your  stationery  layout  as  you  will  not  have  the  capacity  to  alter  the  logo  in  the  Pastel  forms  designer.  If  the  image  area  is  larger  or  smaller  than  the  image  itself,  Pastel  will  shrink  or  stretch  it  to  fit.  

·∙  Save  this  file  into  your  C:\Pastel  (or  Xpress)\Custom\Forms  folder  and  into  the  relevant  company  folders.  This  is  because  you  may  have  several  companies  on  your  books  that  all  require  their  own  letterheads  and  printouts.  

·∙  Determine  the  type  of  paper  that  you  are  printing  to  and  the  relevant  file  that  is  going  to  be  customized.  You  will  need  to  know  this  in  order  to  determine  the  file  which  needs  to  be  edited.  

·∙  For  example,  if  you  are  printing  to  single  plain  A4  paper  you  would  need  to  customize  the  file  called  csdocsp.eng  for  all  customer  and  supplier  documents,  and  csmthsp.eng  for  all  customer  and  supplier  statements  and  remittances.  

Please  refer  to  our  Help  files  within  Pastel  for  more  information  on  these  form  file  names.  

·∙  Open  your  company  in  Pastel.  

·∙  Click  on  the  Utility  Menu,  and  then  select  Forms  Designer.  

·∙  Click  on  File...Open  and  then  select  the  relevant  .eng  file  to  be  customized.  

·∙  Once  you  have  decided  where  you  would  like  your  logo  to  appear  on  the  form,  click  on  the  Insert  menu  and  select  Picture.  

·∙  Your  cursor  will  change  to  a  cross.  You  will  be  able  to  draw  a  box  with  this  cursor,  by  clicking  and  dragging  the  mouse  to  the  specifications  of  your  logo  image.  

·∙  It  will  insert  a  blank  box  in  the  area  where  you  would  like  your  logo  to  appear.  

·∙  At  the  bottom  right  hand  corner  of  the  screen,  you  will  see  a  Properties  List,  where  there  are  a  few  options  where  you  are  able  to  set  the  exact  length,  width  and  height  of  the  box.  

·∙  There  is  also  a  Picture  option.  Click  on  this  and  then  click  on  the  radio  button  that  allows  you  to  browse  [the  button  that  appears  with  three  .’s  -­‐  …].  

·∙  Browse  for  and  select  the  image  that  you  have  saved  into  your  C:\Pastel  (or  Xpress)\Custom\Forms.  

·∙  This  will  insert  the  logo  image  onto  the  form.  Note:  This  image  cannot  be  re-­‐sized  once  it  is  inserted  onto  the  form  in  Pastel  (It  will  only  be  shrunk  or  stretched  to  fit  into  the  assigned  area).  This  will  need  to  

   

 

done  in  a  program  that  facilitates  for  image  editing  e.g.  MS  Paint.  

·∙  Once  you  are  satisfied  with  the  form,  you  will  need  to  save  it.  

·∙  Click  on  File...  Save  As  and  select  your  company  directory  from  the  drop-­‐down  list,  to  save  this  form  into  the  specific  company  folder.  It  is  important  that  the  logo  and  the  form  are  saved  in  the  same  location  i.e.  your  company  directory.  

·∙  The  filename  will  change  from  .eng  extension  to  an  .enz  which  denotes  customized  forms.  

·∙  The  first  time  you  print  the  form  after  having  edited  it,  you  might  need  to  select  the  form.  On  the  Print  menu,  tick  the  box  “Use  custom  layout”,  and  then  browse  for  the  form.  

·∙  You  will  need  to  open  that  specific  .enz  file  in  future,  when  adjusting  the  form  again.  

 

 

   

 

Backup  Errors  (530/506/507)    

Close  Pastel,  and  then  register  the  following  files:    

1.  Go  to  Start,  Run  and  type  in:  

regsvr32  xceedzip.dll  then  click  on  OK  button  

 

If  the  registration  was  successful,  it  should  bring  up  a  window  like  this:  

   

2.  Go  to  Start,  Run  and  type  in:  

regsvr32  ssa3d30.ocx  then  click  on  OK  button  

 

If  the  registration  was  successful,  it  should  bring  up  a  window  like  this:  

   Now  go  back  into  Pastel  and  you  should  not  have  the  error  anymore.  

 

If  any  of  the  files  fail  to  register,  run  a  repair  on  Pastel.  

 

To  run  a  repair  on  Pastel,  please  do  the  following:  

-­‐  Insert  the  Pastel  CD  into  the  computer  

-­‐  Once  the  Auto  play  menu  has  loaded,  click  on  Install  >  Product  

-­‐  Once  the  installation  begins  a  Program  maintenance  screen  will  open  prompting  you  to  choose  to  either  run  a  repair,  modify  or  remove  pastel  

-­‐  Select  Repair  and  click  on  Next  

-­‐  Once  the  maintenance  is  complete,  

-­‐  Click  on  Finish  

 

   

 

The  purpose  of  this  document  is  to  guide  the  users  with  regards  to  applying  the  correct  procedure  after  running  the  year  end.    

Debtors  Manager  stores  its  data  on  the  SQL  database,  which  a  user  creates  before  using  Debtors  Manager.    

In  most  cases  when  users  run  the  year  end  and  create  a  new  company,  this  new  company  will  be  where  they  will  continue  processing.    

Users  will  need  to  point  the  newly  created  company  to  the  company  database  that  was  created  in  SQL  in  order  to  retrieve  all  the  notes  that  were  done  previously.  

To  do  that  Open  up  the  old  database  that  was  used  on  the  prior  year.  And  go  to  File...  Locate  a  Pastel  Company.    

Then  browse  to  the  New  Company  and  click  on  OK  

 

 

If  the  steps  above  were  followed  correctly,  the  screen  below  will  pop  up.    Please  click  the  OK  Button.  

 

 

   

 

Open Batches found when running the year-end.

a) The first thing is to ensure that there are no batches showing under View…Open Batches. If any are showing, you need to update these batches.

b) Please note that if client has deleted updateable documents they still need to update the batch so that the invoice will not show on Open Batches.

c) If there are no batches showing on Open Batches screen, you need to go to the company folder and search for files with the names accbtn*.*, accsjctl*.*, accbsj*.*,

acctgrid*.* - If any are found, delete the files that show under the company fo lder that is giving the error.

d) If the client does not use Point of Sale and the system shows POS open batches when you go to View…Open batches you can move the file “Documents.mdb” as shown below out of your company folder.

e) If you have open batches for customer or supplier documents showing under View…Open Batches but it does not show which user, please open your company folder and check you have a file with the name ACCINV.032. If you have the file, you need to create user 32 as shown below and then you can check if you can access the credit note batch. You can then delete this user after you have accessed and updated the batch.

Please note that the file might have a different number. If it as different number, you need to create a user with the corresponding number.

f ) Also search for accbtr*.* which is recurring batches, if found, rename them to

accbtr.o ld.. Do not delete them, unless client does not use recurring batches.

g) After all this has been done and client still has the error, you will need to get the data in for datafix.

   

 

If you have followed all the steps to update POS batches and you still get the message for

POS open batches, please open the file Documents.mdb using Microsoft Access and

ensure that updated is ticked on all documents under the “tblDocumentHeader” table as

shown below. Please ensure that you have a valid backup before deleting or changing

any files. I have attached documentation to assist with processing a backup.

Please note that you only do this if these documents show when viewing on Pastel Partner.  

 

 

   

 

Runtime  Error  53  when  running  a  Year  End:  

 

This  problem  will  happen  when  you  are  running  your  year-­‐end  in  a  new  company  folder  from  the  workstation.    

Firstly,  make  sure  the  Year-­‐End  procedure  is  being  performed  on  the  server  machine.    

If  the  problem  persists,  create  a  copy  company  and  after  this  continue  to  perform  the  year-­‐  end  in  the  copy  company.    

 

Steps  to  create  a  copy  Company    

 

•   Open  your  Pastel  Partner    

•   Go  to  File|  New    

•   Select  the  Copy  another  company    

•   Give  a  copy  company  a  name  and  create    

 

   

 

This  document  explains  the  different  possible  steps  to  solve  a  Runtime  Error  70  or  Runtime  Error  75  

 

A.  Remove  the  read  only  Attributes  

B.  Delete  the  diropen.dat  file  

C.  Access  Rights  

     

Runtime  error  70/  75:  

This  error  has  to  do  with  permissions.  

I  listed  the  possible  solutions  below  to  solve  this  problem.  Please  note  these  are  not  necessary  to  be  done  in  any  particular  order.  Anyone  of  these  solutions  might  solve  this  help.  

 

A.  Remove  the  read-­‐only  attributes.  

•   Go  to  Windows  Explorer  

•   Click  on  the  Pastel  folder  e.g  Pastel05,  Pastel07,  Pastel09  or  Xpress05,  Xpress07,  Xpress09/  Pastel  Version  11/  Xpress  11.  

•   Click  on  the  Company  folder  

•   Click  on  the  first  file  press  CTRL+  A  on  your  keyboard  –  this  will  highlight  all  the  files  for  you  Keep  the  SHIFT  key  in  and  right  click  on  the  file.  Go  to  Properties  and  then  take  the  tick  out  of  Read  Only  and  change  it  to  Archive.  It  will  ask  you  if  you  want  this  for  all  the  files  and  sub  directories  –  select  yes.  

 

B.   Delete  the  diropen.dat  file.  

•   Close  Pastel  

•   Click  on  Start...  Search/  Find...  Files  or  folders  

•   In  the  "named"  field,  type  diropen.dat  

•   Click  on  Browse  and  select  the  C:\  drive  as  the  location  to  search  within  

•   Click  on  Search  Now/  Find  Now  

•   Upon  finding  the  file,  namely  diropen.dat,  which  would  be  in  the  Pastel  2005\2007\2009  /  Pastel  Version  11/  Xpress  11  program  folder,  i.e.  C:  Pastel  2005\2007\2009  /  Pastel  Version  11/  Xpress  11?  Delete  it  

   

 

•   Then  try  accessing  Pastel  

 

C.   Access  Rights  

•   Check  that  the  Pastel05,  Pastel07,  Pastel09  or  Xpress05,  Xpress07,  Xpress09/  Pastel  Version  11/  Xpress  11  directory  is  fully  shared.  Reset  the  sharing.  Set  the  folder  not  to  be  shared  and  then  share  the  folder  to  full  sharing.  

•   Also  check  the  user  permissions  on  the  Pastel05,  Pastel07,  Pastel09  or  Xpress05,  Xpress07,  Xpress09/  Pastel  Version  11/  Xpress  11  folder.  By  default  is  you  add  a  user  the  user  do  not  have  full  sharing  rights.  Make  sure  that  the  permissions  are  set  to  full  sharing.  

•   Another  problem  with  windows  XP  is  that  the  users  must  have  Admin  rights  on  the  computer  where  the  data  is  stored.  You  will  need  to  click  on  Start...Settings...Control  Panel...Administrative  Tools...Computer  Management...Local  Users  and  Groups...Groups...Administrators.  All  the  users  that  are  set  to  Administrators  will  be  listed.  Make  sure  that  the  users  that  log  onto  Pastel  are  in  the  list.  If  they  are  not,  you  need  to  add  them.  

•   Set  the  working  directory  in  the  Pervasive  Control  Center.  You  must  click  on  “Start...Run”  type  in  “PCC”.  The  Pervasive  Control  Center  will  be  opened.  Click  on  “Pervasive.SQL  V8,  V9  or  V10  Engines...Computer  Name...Configuration...Server...Directories...Working  Directory”.  Click  on  the  three  dots  and  then  navigate  to  the  C:\PVSW  directory  and  click  on  OK  to  save  the  changes.  

 

   

 

This error will occur when you select your tax type when processing a transaction. The reason for this being that the tax type has reached its expired date.

• It can be corrected following the easy steps below: • Go to Setup... Tax. • Click on the Percentages tab. Here you will find a list of all the tax types’ setup for your company. For

each one of the tax types, you have a start and end date. • The end dates that have expired, needs to be changed to a date in the future, e.g. the year 2020.

Once you have made all the necessary changes, please click the OK button to shave your changes.