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 8

    Sales Quotations amend type form pro forma

    by accident we occasionally amend a sales order to a pro forma - once done CANNOT RECONVERT TO A SALES ORDER
    Stuart Shephard 10 months ago in Convert Pro Forma 2 Idea Accepted - Gauging Support

    Add document originator feature from purchase orders to sales orders

    In purchase orders you have the option to set the document originator as someone else from a drop down list. This would be helpful to be a feature in sales orders as the person who takes the order isn't always who inputs it into the system. Curren...
    Bethany Houghton 9 months ago in Convert Pro Forma / New/Amend Order 0 Idea Accepted - Gauging Support

    Pro-Forma Converted rather than completed

    In the list view currently, the document status for a converted pro-forma is completed. I think it would be really helpful to have the status as converted rather than completed.
    Guest about 4 years ago in Convert Pro Forma 0 Idea Accepted - Gauging Support

    Convert pro forma to order retains pro forma date

    When converting pro forma to order it doesn't use the proforma date, it uses todays date
    joanne scott about 7 years ago in Convert Pro Forma 0 Idea Accepted - Gauging Support

    Convert Proforma to Invoice

    Sage 200 has brought back the Invoicing module last available in the the Line 100 days. This is good functionality but there seems to be some missing options. When you raise a Proforma, you have the option to convert it to a Sales Order. A benefic...
    Guest about 8 years ago in Convert Pro Forma 0 Idea Accepted - Gauging Support

    Reports that have criteria for Analysis Codes should only list values in the drop down list that are present in the analysis code used in the criteria

    eg the default reports installed show all analysis codes in the drop down lists when you click on Criteria, each report has to be amended to restrict the values.
    Saeed Malik about 7 years ago in Criteria 0 Idea Accepted - Gauging Support

    To have the option to enter leading zeros on Report Criteria

    It can be quite time consuming have to enter the leading zeros when filling out a criteria on a report. So it would be useful if you could select oneither the criteria within the report, or the report criteria within Sage 200 if you want to enter ...
    Guest almost 9 years ago in Criteria 1 Idea Accepted - Gauging Support

    Run SL / PL reports by Tax Code

    For the ability, out of the box, to run Sales Ledger and Purchase Ledger transaction listing reports with the criteria of Tax Code. This way, if there is concern that someone has entered a variety of transactions with the wrong tax rate, then - wi...
    Guest about 9 years ago in Criteria 0 Idea Accepted - Gauging Support