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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

Sage report criteria dropdown selections are too slow

When running various reports in Sage such as the 'Receipts and Despatches' report, criteria selections can be very slow to load, for example if you select criteria 'Order/Return Number:' Is and click the drop down, it takes 7 seconds on a small da...
Tim Critchley 6 months ago in Criteria 2 Idea Accepted - Gauging Support

Saving criteria in Report Designer to be retained

A customer of ours is using a report but wants it to default to a particular range via saving the criteria in the report designer design mode. When running the report this isnt saved so has to be manually entered. They could save the criteria on r...
Gary Butler over 4 years ago in Criteria 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