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Sage 200 UKI Ideas Portal

Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.

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Add a reason for cancelled purchase order

When cancelling a purchase order or lines within it there is no option to record a reason why. This would be helpful to refer back to if there are future queries.
Guest almost 8 years ago in Cancel order / Cancel order 1 Idea Accepted - Gauging Support

Allow multiple processes to take place in the Provisioning portal

Hi,I'd like to request the ability to have more than one ongoing process for a site in the Sage provisioning portal. As things stand if I initiate an on demand backup I then have to wait a good 30 minutes or more before I can initiate another for ...
Stuart Mcalister almost 3 years ago in Provisioning Portal 0 Idea Accepted - Gauging Support

Restore backup from one Company into another in SEOS

In SEOS its not possible to restore a backup from one Company e.g. the Live Company into another e.g. Year End Archive or Training without downloading a bacpac, importing it, running the online migration, creating a new bacpac, uploading it and th...
Guest over 2 years ago in Backups 0 Idea Accepted - Gauging Support

Sage BMS Online services - Assigning to sites feature - request to improve

Hi, Sage recently introduced authorization features to Sage BMS Online services which now adds an extra safety step when users are assigning to sites but who are not marked as a Customer Administrator or Customer Operations Agent. This is a great ...
Stuart Mcalister over 5 years ago in Assign Sites to Features 0 Idea Accepted - Gauging Support

Amend Order Status form is for both changing the hold status and cancelling orders.

Have later versions separated the amend order hold status from cancelling orders function? It would be good to have these separate as our users need to be able to take orders off hold but do not need to be able to cancel orders. It's a control issue.
Guest over 2 years ago in Cancel order 0 Idea Accepted - Gauging Support

Cancel Sales Orders in bulk

Some of our customers cancel Sales Orders if the lines have not been despatched for a certain amount of time and it is very time consuming having to manually do this order by order. It would be useful if there was an option to be able to cancel mu...
Guest over 8 years ago in Cancel order 0 Idea Accepted - Gauging Support

Change Company Name in Provisioning Portal for Archiving

When you have a company that is wanting to archive and start again to be able to change the name to ARCHIVE to that the company select screen shows Archive. currently you have to copy backup, download and reupload creating new company name with AR...
David Shearer about 3 years ago in Ability To Change Company Name For Archiving 0 Idea Accepted - Gauging Support

SEOS customer operations agent should be allowed to re-send notifications

On www.sageerponlineservices.com a Customer Operations Agent can add new users. Adding a user that does not have a Sage ID will raise a notification. The customer operations agent should have the ability to re-send the notification
Guest over 2 years ago in Provisioning Portal 0 Idea Accepted - Gauging Support

When logging into the Sage 200 2015 online portal, users have to type in the username which is an email address. Some clients have a long company name hence this a problem. No option is available to remember the username or no provision to create a short

No description provided
Guest over 2 years ago in Provisioning Portal 0 Idea Accepted - Gauging Support

Cancelling Payment with Order - interacting with created Credit note

In circumstances where a customer raised an order and ticks Payment with Order and Invoice immediately, and then the customer cancels. If you cancel the order it prompts that a credit note will be created. It creates and posts the credit note but ...
Gary Butler over 2 years ago in Cancel order 0 Idea Accepted - Gauging Support