Skip to Main Content
Sage 200 UKI Ideas Portal

Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.

ADD A NEW IDEA

Clear

Ideas

Showing 3

Create Alert when Customer has exceeded their credit limit

Create an email alert when a customer has exceeded their credit limit. Email could be issued to an appointed user within the company, or multiple users.
Kate Hutchinson almost 7 years ago in Notifications 0 Idea Accepted - Gauging Support

For Quotation and Proforma options for Invoicing and Financials Only licence

With the resurgence of the Invoicing module in Sage200, this functionality is available if you have a Financials only licence. The Functionality of Quotation and Pro-forma lives in SOP, therefore part of the Commercials area. People using Financia...
Guest about 8 years ago in Pro Forma 0 Idea Accepted - Gauging Support

Pop-Up Messages to show Credit Review Dates for Customers

It is possible to add Credit Review dates on Sales Ledger Accounts under the Credit tab. Although it is possible to add these datesagainst the accounts, you have to go into each individual account to check the dates entered. This information does ...
Guest over 9 years ago in Notifications 0 Idea Accepted - Gauging Support