Ideas

Showing 152

Change date on posted invoice, journal and bank transaction

Is it possible to change the date of an invoice after it has been printed and posted in Sage 200 Professional, also change the wrong date on a bank transaction instead of having to do a payment/receipt to correct, and also change date on journals....

Janine Holloway 10 months ago in Corrections / Corrections / New/Amend Invoice / New/Amend Order / Payment/Receipt 0 Idea Accepted - Gauging Support

3 VOTE

Drag and Drop Line Items

On Large PO's or SO's it sometimes take a long time to have to press the up and down buttons on each line when you are organising them a certain way. It's not a problem if you are manually creating the paperwork but for an example we use MRP for P...

Ben Payne about 1 month ago in New/Amend Order / New/Amend Order 4 Already Exists

9 VOTE

A flag or warning if an invoice is generated with a zero value line

Our Customer Service Team will sometimes add a line to a sales order and forget to put a unit price. When it comes to despatching/invoicing, the Finance Team can perform allocation through to emailing the invoice, without needing to open or view t...

Tom Allsop 5 months ago in New/Amend Order 1 Idea Accepted - Gauging Support

39 VOTE

Amend customer Order number on sales invoice

An increasing number of customers are unable to supply a PO at the time of order. We are continually having invoices rejected by automated systems due to the PO not being quoted. We are having to reprint invoices to manually add customer PO number...

Oldschool Oldschool almost 2 years ago in New/Amend Order 3 Idea Accepted - Gauging Support

7 VOTE

Check if a customer PO is a duplicated before proceeding with a SO

We have had numerous customer orders processed and invoiced where the PO is actually a duplicate. This is due to to customers sending orders to various emails and them being processed by different people. As there is currently no check the PO numb...

Julie McDermaid 5 months ago in Generate orders / New/Amend Order / New/Amend Order 0 Idea Accepted - Gauging Support

7 VOTE

Similar to being on hold, is there a way that triggers if a customer is on proforma

We dont want to ship goods before payment has been received with certain customers. There is currently no way of the team knowing if a customer needs a pro-forma before the sales order is raised. Is it possible to raise a warning similar to being ...

Daniel Pearce 5 months ago in New/Amend Order 3 Further Information Required

29 VOTE

Customer Details

It would be useful if we could add more customer contact details, within a company there may be several contacts, such as workshop supervisor, purchase ledger clerk, but there doesn't seem the capacity to enter this detail in sage

Sally Bruce about 2 years ago in Customer/Supplier 6 Idea Accepted - Gauging Support

11 VOTE

Customer Part Codes

Allow for customers to have specific codes for your product and allow searching against this code (as well as the master code) on SOP and other relevant forms.

Richard Torr 10 months ago in New/Amend Order / New/Amend Stock Record 1 Idea Accepted - Gauging Support

8 VOTE

In the delivery address form, add an additional optional input field labeled “PO Box” after the primary street address fields.

Some customers may have both a street address and a PO Box. Delivery services sometimes require both to ensure successful delivery. Keeps address data cleanly separated for backend systems and shipping integrations

Edie Collins 8 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

12 VOTE

Payment Reference Field Length needs increasing

Within SOP then the current Payment reference field is limited to 20characters - we're seeing increasing numbers of 3rd party systems providing longer than this. e.g. Worldpay at 64 chars. Without this field being populated it makes it impossible ...

Jeff Smith about 1 year ago in New/Amend Order 0 Idea Accepted - Gauging Support

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