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Sage 200 UKI Ideas Portal

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Transaction Enquiry

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Transaction enquiry text box field copy and paste functionality:

When copying and pasting into this field, if there are any line gaps, it will only paste the top line. To have the ability to copy and paste everything regardless. We know why this functions the way it does currently (due to SQL) but customers wou...
Guest about 7 years ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

Sales and Purchase Ledger Transaction Enquiries - setting to choose whether to sort descending or ascending

In credit control & payment control circumstances, users wish to see the oldest transactions first when loading a transaction enquiry as these are the transactions most likely to need attention, they can click on the column to change the sort ...
Saeed Malik about 7 years ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

For a View In currency button, like Sage 50

People upgrading from Sage 50 are used to a button in transaction enquiries that shows a Euro transaction list for a supplier, say, that will show the value in base currency. This would be really useful for Sage200, as the value in base currency i...
Guest about 7 years ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

A more direct link between TransactionHistory and SOPOrderReturn/POPOrderReturn or general improvements in this area

at the moment there is a loose link between transactionhistories.reference and soporderreturns.documentno / poporderreturns/documentno - though this can cause some issues designing reports or getting information on reports. It would be a lot easie...
Guest over 7 years ago in Transaction Enquiry 0 Idea Accepted - Gauging Support

Take off the option outstanding invoices only.

It would be good in supplier settings to have the ability to turn off the option showing show only outstanding invoices when you click onto a supplier activity
Guest over 7 years ago in Transaction Enquiry 0 Idea Accepted - Gauging Support

transaction enquiry screen

On SL and PL, would be nice in the drop down box to be able to change columns showing- i.e remove Dept + CC from the drilldown box if they are not used by the company
Guest almost 8 years ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

Add posting date to the customer transaction enquiry screen

The posting date is required to print the day book. If looking for transactions on a specific date it is not easy to get the posting date. Suggestion is either change the daybook report to allow transaction date as a criteria or show the posting d...
Guest almost 8 years ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

A better link between SOP Order refs and Invoice numbers

It seems unnecessarily difficult to find the Invoices for a particular PO or the SOP for a particular Invoice. Ideally, this would be a drill-down available within both the SOP and SL modules.
Guest about 8 years ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

Adding Transaction Description field on Sales/purchase Ledger transaction entry screen to hold brief description about transaction - may be up to 60-100 char length.

Customers upgrading from Sage Line50 and many others like to see transaction description in Enquiry screen. Same can be added on SOP/POP so that when inv/credit note posted from SOP can carry over this description to Sales/purchase ledger. Hence h...
Rustum Khedkar over 8 years ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

Ability to find and go to transaction number (from Sage 50)

In Sage 50, when viewing the transaction listing, you could click find, type in a transaction number and go to that transaction. In Sage 200 you can add a filter to isolate the transaction number, but you cannot view it in its original surroundings.
Guest over 8 years ago in Transaction Enquiry 1 Already Exists