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Sage 200 UKI Ideas Portal

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Implement URN traceability across POP, Stock and financial ledger

At present the system does not track POP entries across stock history and financial ledgers. There are 2 scenarios to consider. a) prices updated at invoice received. This should in principle be straight forward as the invoice entry generates the ...
Katja Monks 8 months ago in URN 0 Idea Accepted - Gauging Support

Change the numbering system for Quotes and SOs so they match

Like Sage 50, when you have saved a quote, the number it produces should be reserved for when it is converted to a sales order so they stay streamlined and match up rather than having to reference multiple numbers to link them. This would also mea...
Ella Browell 6 months ago in Convert Quote 0 Idea Accepted - Gauging Support

Display URN Number displayed when posting transactions

URN number displayed when a transaction is posted. This was on Sage 50 at the bottom of the task bar.
Guest over 9 years ago in URN 0 Idea Accepted - Gauging Support

Invoice address to copy across to sales orders when converting a Prospect Quotation to the default Cash Account customer

Customers would like the invoice address that is entered against prospect quotations to be copied across the sales order when converting from a prospect quote to the default cash account customer as the invoice address is appearing wrong on the fi...
Guest over 6 years ago in Convert Quote 1 Idea Accepted - Gauging Support

URN number display when posting

Can we have the final URN number display in the green pop up box once a purchase invoice or batch transaction is posted?
Guest about 10 years ago in URN 0 Idea Accepted - Gauging Support

Convert Quote to Order from Amend Quote Screen.

It would be a really good idea to have a button at the bottom of the amend quote form which would allow direct conversion of the quote to an order, instead of having to go through the menu and then find the quotation again. Invariably customers al...
Guest over 10 years ago in Convert Quote 0 Idea Accepted - Gauging Support

Merge various Quotes into one Sales Order.

The ability to merge various quotations for one customer into one order.
Darryl Spencer-Hicks over 9 years ago in Convert Quote 0 Idea Accepted - Gauging Support

Add the last used URN to bottom right of screen (as Sage50)

Add to the bottom grey bar, the last issued URN as per Sage50 - as this can be used as a unique file reference number for writing on the paper copy of the invoice to store, and crucially to assist recover paper copy for Audit inspection.
Guest over 9 years ago in URN 0 Idea Accepted - Gauging Support

Retain stored warehouse in Sales Quotation when converting to a Sales Order

Currently as per Sage documentation, it states 'You cannot convert a quotation in the following circumstance': 'The stock item is no longer stored at the warehouse specified for the item in the quotation'. Every time you go to convert a quote, it ...
Guest almost 9 years ago in Convert Quote 0 Idea Accepted - Gauging Support

Stop SAGE posting multiple transactions under one URN when system crashes

We have a problem where if someone is posting a receipt and SAGE then crashes, multiple receipts are posted under one URN. The net effect of this is the Sales Ledger is out due to the multiple posting however only one transaction is posted to the ...
Guest over 10 years ago in URN 0 Will not implement