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Sage 200 UKI Ideas Portal

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New/Amend Order

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Stop Sales Order transaction when Account is on Hold

When an account is on Hold, you can currently still process a Sales Order within the system. It would be better if you could place a customer on hold and allow it to transact a Sales Order dependant on what 'Hold' status is given. Status ActionOn ...
Guest about 7 years ago in New/Amend Order 2 Idea Accepted - Gauging Support

Amend customer reference on sales invoice

After raising invoices customers always seem to want to add purchase order numbers. It takes a long time to resolve. You could not allow users to amend invoice numbers or values - but amending reference order number would be really useful.....
Oldschool Oldschool about 1 year ago in New/Amend Order 1 Idea Accepted - Gauging Support

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

Create Stage Payments (Milestones) for Sales and Purchase Orders

Can the SOPs and POPs have a facility so that if the order has Stage (milestone) payments, there is a way to facilitate this easily without having to mess with the stock parts? We process contracts that often have stage payments in the orders and ...
Paul Cordell over 1 year ago in New/Amend Order / New/Amend Order 2 Idea Accepted - Gauging Support

Produce Acknowledgements for Sales Returns

When customers need to return unwanted goods, they need to be told (a) where to return them to, (b) that they wont receive full credit unless the goods are in good condition, and (c) they may be subject to a re-stocking charge. The principles mirr...
Guest over 10 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

Allow amendment of customer order number on Sales Invoices

Very often sales orders are taken and the customer order number is either missed off or is not yet available, some customers will reject a sales invoice if this is missing & currently the only way to issue a replacementsales invoice with a cus...
Guest about 6 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

Attachments to Sales and purchase orders

Ability to add attachments to Sales orders and purchase orders, which can be referenced in enquiry and amend programs
Guest over 8 years ago in New/Amend Order / New/Amend Order 0 Idea Accepted - Gauging Support

Sales Order Processing - Option to check for duplicate order numbers

Option to notify if a duplicate customer order number has been entered and to display which order it has been used on. This will avoid duplicate orders being entered.
Guest over 6 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

In Sales/Purchase Orders Document Created By is actually Document Last Saved By. Could we have a column for each?

It would be useful to know who initially created a sales/purchase order, rather than just who saved it or amended it.
Guest over 8 years ago in New/Amend Order / New/Amend Order 0 Idea Accepted - Gauging Support

Insert lines on an Order or Quote

Ability to insert a line on an order/quote. For example if you have a 30 line order and need to add a line at position 3 you currently have to click Move Up 27 times, it would save time to have an 'Insert Below' option.
Guest over 9 years ago in New/Amend Order 1 Idea Accepted - Gauging Support