Sage Evolution
Knowledgebase Article
Article Outline Sage Pastel Online Knowledge Base guide
Article Date 2018/03/13
Knowledge Type Enquiry: General How to
Knowledge Activity Overview
Application Version V7.20.4.000
Application Edition ☒ Evolution Standard / ☒ Evolution Premium /
Sage 100 Evolution Sage 200 Evolution
Primary Module All/Multiple Modules/Not Relevant
Secondary Module All/Multiple Modules/Not Relevant
Knowledge Source Incoming Customer Query
Description of Enquiry
This article discusses the basic features of the Sage Online Knowledge Base (KB), including
on how to search and navigate finding Knowledgebase Articles (KBA’s).
Solution / Details
1. Location:
• Directly accessing the Online KBA
Open the following URL:
http://kb.pastel.co.za/
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• Accessing the Online KB through the Customer Zone:
• Accessed through the Customer- or Partner Zones:
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2. Logon Procedure
a) If directly accessing the Online KB by using the above URL, the user’s Base
Serial Number and Customer Number values are required below:
b) If accessing via one of the above Zones, no login details are required.
3. Landing Page – KB Home
4. Main features and Basic Navigation
4.1 Ask a Question
This feature allows the user to log a query with either Sage Evolution or Partner/Express
Support by selecting the relevant Product below.
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When the user selects the Submit button below the entered query is automatically e-mailed to
the relevant product support e-mail department.
Finally, also notice the Suggested Articles section on the right automatically populated based
on key words entered on the Content field below.
4.2 Sage Pastel Community and Reseller
Both the above links opens the Sage Evolution Community (a different site than the Online KB)
which is only accessible for registered Sage Evolution Business Partners.
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4.3 My Favorites
Select this menu to display your favourite KBA’s.
The article/s populated above are those that the user specifically earlier selected by clicking
the button indicated below. The KBA below should now also be added to the above list if the
button below is clicked.
5. Searching and finding KBA’s
5.1 All Categories drill down method
On the All Categories section as found on the far left of the screen, drill down on the relevant
Category, by selecting the plus (+) icon to the left of the relevant category folder
.
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For instance, if a certain Accounts Payable related KBA is searched, note the sub-folder path
that has been opened.
This allows the user to drill down further within the relevant sub-categories to the actual KBA
level.
Finding articles this way is not making use of key search words.
5.2 Making use of key search words
On the search field below, enter the relevant key word/s. Notice the suggested articles
opening below, allowing the user to easily open a specific KBA from here. Or else, if not
satisfied with the suggested KBA’s, after entering the keyword/s, click the Search button on
the right.
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In addition to the records found by the above search activity, also notice the screen that opens on
the left. This allows the user to even further define his search results.
Refer to 5.3 Advanced Search feature below for more details.
5.3 Advanced Search
Click the above link to open the Advanced Search feature (also automatically opened above).
Let’s explain further by referring to the following search scenario:
The user has a BIC (Sage Intelligence reporting) related installation issue with the relevant
error message having the following phrase as part of the complete message: error 1330
The user can therefore enter the key words: error 1330 on the That contains field below and
select the relevant Search within the Category drop down value as Installation Issues
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before clicking on the Advanced Search button below.
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Doing this should display all articles with the above entered search criteria to be separately
opened by the user, by simply clicking on it.
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Also notice the Search in option field where users can search the key words entered on the
That contains field, in either the online KBA’s Title, Content, Keywords or All field.
6. Viewing and other article options
6.1 Rating, Subscribing - and E-mailing article options
Scroll to the bottom of the opened article and select any of the required options:
6.2 Comments
Users are welcome to leave comments on any KBA.
To find this option, scroll down to the bottom of the article, compose the relevant comment and
click the Post Comment button when done.
Based on the relevant Category the article is linked to, an automatically generated e-mail
should be send to the relevant Sage product e-mail support department (Evolutions Support,
Partner/Express or Pastel Payroll). The new comment should therefore create a new incident
to be responded to by a support consultant.
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7. E-mail subscriptions
At the bottom of any of the pages, users can complete an e-mail subscription to be notified of
any new articles added to the Knowledge Base.
Simply enter your e-mail address and click the Subscribe button to
receive these e-mail alerts.
Do you need any more reasons not to start using the Sage Online
Knowledge Base?
Disclaimer: These articles refer to possible solutions and a platform to share information. Each article describes a method
that solved a query (knowledge gathered from previous sites) and how Sage Evolution should operate. These articles make
reference to a specific Sage Evolution version, however the thought process can be generalised. Please note the information
contained in these articles should be treated as guidelines and adapted to accommodate differences in business processes
and IT environments. Articles may not be applicable to all environments. If this article did not resolve your query please contact
the Sage Evolution Support Department directly on: +86 (0) 112 6837.
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