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Sage 200 UKI Ideas Portal

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SOP Archiving by customer account number

We need functionality to archive sales orders by customer account number. This is crucial as we cannot delete a customer account without archiving the data first. At present we can only archive based on date, therefore, we are also archiving order...
Katja Monks over 1 year ago in Archive 0 Idea Accepted - Gauging Support

Write Off Small amounts to follow Transaction Date Validation settings

Hi,We&ve had a request from a customer asking if it would be possible in a later version to have the Write Off Small amounts wizard obey Transaction Date validation settings. IE if a transaction which is to be written off has a date in a close...
Stuart Mcalister over 5 years ago in Write Off Small Amounts 0 Idea Accepted - Gauging Support

Ability to tag Sales Orders or Sales Quotations for Archiving

Currently you can only archive orders and quotations by specifying a date to, it would be useful to be able to tag orders for archiving
Saeed Malik almost 6 years ago in Archive 0 Idea Accepted - Gauging Support

Order Archiving Process has wrong criteria

In Sales Order Processing you have the opportunity to archive old orders. However, the &date& criteria works on the order date - i.e. the date the order was placed. Our customer recently &lost& the ability to reprint current year i...
Guest over 10 years ago in Archive 0 Idea Accepted - Gauging Support

Sales orders to archive correctly for consolidated invoicing accounts was wish list 3990

The Archive Sales Orders function is using Invoice Date if the Sales Ledger Account is set to Consolidation. (Normal Sales Orders will archive on Order Date)  This problem occurs on SOPs that are left open for a long period of time, have many li...
Guest almost 10 years ago in Archive 0 Idea Accepted - Gauging Support

Being able to change the default Write Off Value in Write off Customer Small Amounts

The default value inWrite off Customer Small Amounts is the extremely large figure of £200, there seems to be nowhere you can change this. Given that this is normally used to write off a few pence here and there, £200 seems an awful lot. Ive check...
Guest over 2 years ago in Write Off Small Amounts / Write Off Small Amounts 0 Idea Accepted - Gauging Support