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Sage 200 UKI Ideas Portal

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Allow fields to be searchable in list view even if columns are hidden

In Sage 50, information you could access drilling down into an order could be searchable whether its in a showing column or not. For example, you could search part of an address and it would bring up the orders containing this. Info referenced by ...
Ella Browell 7 months ago in List / List 2 Idea Accepted - Gauging Support

Drag and Drop Line Items

On Large PO's or SO's it sometimes take a long time to have to press the up and down buttons on each line when you are organising them a certain way. It's not a problem if you are manually creating the paperwork but for an example we use MRP for P...
Ben Payne 12 days ago in New/Amend Order / New/Amend Order 4 Already Exists

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

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 4 months ago in New/Amend Order 1 Idea Accepted - Gauging Support

Allow filters to be set up the same way as custom report manager

There is a function to set a filter on a list view as public or private but it would be really beneficial to be able to tick per user if they have access to it or if it's hidden. We rely heavily on filters across modules and often they are relevan...
Ella Browell 7 months ago in List / List 1 Idea Accepted - Gauging Support

Scroll should be available for 5000 customers and products

we have 5000 products lines and 2500 customers, it’s difficult to find them
Naraine Seth 9 months ago in List / List 1 Idea Accepted - Gauging Support

Amend customer Order number on sales invoice

An increasing number of customers are unable to supply a PO at the time of order. We are continually having invoices rejected by automated systems due to the PO not being quoted. We are having to reprint invoices to manually add customer PO number...
Oldschool Oldschool over 1 year ago in New/Amend Order 3 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 4 months ago in New/Amend Order 3 Further Information Required

Mobile Numbers in Customers list

Being able to view mobile numbers on the customers list.
Karen Marsh 5 months ago in List 2 Idea Accepted - Gauging Support

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 4 months ago in Generate orders / New/Amend Order / New/Amend Order 0 Idea Accepted - Gauging Support