Sage 200 UKI Ideas Portal

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    Be able to see who has or hasn't authorised a purchase order when the status is "not authorised"

    When there are multiple people required to authorise a purchase order, it is only updated in the notifications when the last person authorises the purchase order. It would be good to see in the notifications each time the purchase order is authori...
    Holder, Ellie about 2 years ago in Authorise 0 Idea Accepted - Gauging Support

    Remove or hide disabled users from POP authorisation out of office

    Would it be possible to remove or hide the disabled users from the drop down when selecting your alternative approver? It seems ridiculous that people who have been disabled in Sage system admin still appear and can be selected as an alternative a...
    John Wilkins about 1 year ago in Authorise 4 Idea Accepted - Gauging Support

    Remove need for Reauthorisation for Purchase orders when Value decreases or remains the same

    When confirming a supplier promise date, or simply adding a supplier order reference or removing an item from a PO Sage requires the order to be re-authorised. It would be nice if there were an option to remove the need for Re-Authorisation unless...
    DAVID HOWLEY over 1 year ago in Authorise 1 Idea Accepted - Gauging Support

    For purchase orders requiring dual authorisation, "part-authorised" status required

    There is no indication that a purchase order requiring dual authorisation may be in a part-authorised status. The order originator has no idea who, if anyone, has performed their part of the authorisation process. No emails are sent until the fina...
    Gareth Beale about 2 years ago in Authorise 0 Idea Accepted - Gauging Support

    Save and print button on create quotation screen

    When creating quotation's in sage it would be ideal to have a save and print button.
    Craig Ingram 11 months ago in New/Amend Quote 5 Already Exists

    Quotations - Allow to amend/edit a line without having to delete and add a new line at the bottom and having to move it up to be in the same place

    We have quotes for clients that are in a order so it might be say Plot 1, Plot 2 etc with the relavant product under that heading. The customer then changes the length or colour and you can't edit that line. You have to delete and then re-add a li...
    Roy Hughes over 1 year ago in New/Amend Order / New/Amend Quote 5 Idea Accepted - Gauging Support

    Unable to see stock levels when creating a quotation

    When creating a quote there is no easy way to see if the items are in stock and can be supplied immediately unlike when a full sales order created. Often we are asked for a quotation, which can be accepted the same day and only then do we find out...
    Robert Lewis 9 months ago in New/Amend Quote 0 Idea Accepted - Gauging Support

    Allow Quotation revision functionality

    Currently each quote is created as a unique entry, a customer may request a change, but the original quotation is still valid, can a revision sequence be created so that all details for the project remain under 1 quote.
    Rebecca Knight about 2 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

    When you copy a quotation the Fx rate also copies across to your new quote

    We update exchange rates in Sage 200 on a monthly basis with rates from HMRC. We've just noticed that when a new quotation is created using the 'copy quotation button', it will also copy the exchange rates from whenever the original quote was crea...
    John Wilkins over 1 year ago in New/Amend Order / New/Amend Order / New/Amend Quote 2 Idea Accepted - Gauging Support

    Purchase Invoice Authorisation to default to no Authorisation needed

    When Purchase Invoice authorisation is turned on you can choose a lower limit where invoices below this amount do not require authorisation. However when entering an invoice that does not require authorisation there is a tick box called requires a...
    David Richardson almost 2 years ago in Authorise 0 Idea Accepted - Gauging Support