Sage 200 UKI Ideas Portal

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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 about 1 month ago in Generate orders / New/Amend Order / New/Amend Order 0 Idea Accepted - Gauging Support

Service Level Data & Reporting on Orders

Service Level Agreements (SLAs) I’d like to introduce Service Level Agreements (SLAs) into our sales order process and need Sage 200 to give us better visibility of order performance. Specifically, we want the system to: • Automatically calculate ...
Simon Wright about 1 month ago in New/Amend Order 0 Idea Accepted - Gauging Support

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 about 2 months ago in New/Amend Order 3 Further Information Required

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 about 2 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

Sales Order Discount - Recalculate on Save (Amend Order)

The user is only prompted to apply the order value discount if the discount applied would be greater that the current percentage applied The problem is that if the order is amended to a lower value, the percentage is not re-applied e.g. Create new...
Andrew Dunn about 2 months ago in New/Amend Order 5 Idea Accepted - Gauging Support

SOP Order Discount / Surcharge - Restrict User Access

The Order Discount / Surcharge on the Delivery and Invoicing tab can be amended by any user - even an user with no SOP permissions - it would be helpful of access to this could restricted via SOP permissions Note that the order discount % / value ...
Andrew Dunn about 2 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

Posting part payments against sales orders before issuing the invoice

We have a lot of customers who pay upfront for their orders. Using the proforma is a faf, so we just use sales orders and mark them as paid using analysis codes. My question is, if a customer pays for half of an order (like a goodwill gesture) can...
kate thomas 2 months ago in New/Amend Order 3 Already Exists

Put it back to how it was! Listing of items on sales orders when putting order on system

Why has Sage changed how full orders are input? Now, when you enter items onto the sales order (full, not rapid), it no longer adds items to the order screen after each item is saved but saves them all up until Save is pressed on the whole order. ...
Christine Sellick 4 months ago in New/Amend Order 4 Not an idea

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 4 months ago in New/Amend Order 0 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 6 months ago in Corrections / Corrections / New/Amend Invoice / New/Amend Order / Payment/Receipt 0 Idea Accepted - Gauging Support