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Sage 200 UKI Ideas Portal

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Integration

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Business Intelligence - Stock/Nominal Anaysis

In Business Intelligence, currently there are no cubes that link between the Stock History & Nominal To be able to analyse Nominal Postings behind Stock transactions/movement i.e. drill into a stock item history (any or all movements) and view...
Paul Daly about 10 years ago in Microsoft Power Apps 0 Idea Accepted - Gauging Support

Password/MFA Policy - remember this device

Allow Administrators to ensure user passwords meet NIST guidelines and also enforce MFA.Could the password policy be configurable or enforced as below by administrators? Further to disable the ability for users to remember this setting on this dev...
Callum Middleton over 1 year ago in Sage ID (Sage Account) 1 Will not implement

Password/MFA Policy - account lockout threshold

Allow Administrators to ensure user passwords meet NIST guidelines and also enforce MFA.Could the password policy be configurable or enforced as below by administrators? Account lockout threshold to a sufficiently high value of 10 attempts to ensu...
Callum Middleton over 1 year ago in Sage ID (Sage Account) 1 Already Exists

Password/MFA Policy - enforce password history

Allow Administrators to ensure user passwords meet NIST guidelines and also enforce MFA.Could the password policy be configurable or enforced as below by administrators? Enforce password history: 10 password remembered The Minimum Password Age sho...
Callum Middleton over 1 year ago in Sage ID (Sage Account) 2 Further Information Required

Password/MFA Policy - password age

Allow Administrators to ensure user passwords meet NIST guidelines and also enforce MFA.Could the password policy be configurable or enforced as below by administrators? Maximum password age: 60 Days The Minimum Password Age should be set to 1 or ...
Callum Middleton over 1 year ago in Sage ID (Sage Account) 2 Further Information Required

CRM connector - the ability to allow custom Sage 200 fields to be surfaced via CRM out of the box

CRM connector – the ability to allow custom Sage 200 fields to be surfaced via CRM out of the box, for example, surface Sage 200 analysis fields within CRM
Guest over 8 years ago in CRM 1 Will not implement

To be able to refund imported Opayo entries

You are able to refund Payment with Order and Online Card Receipt transactions with Opayo, however if you import them from Opayo, you are unable to refund. It would be beneficial that Sage200 could do the same as it does with the transactions crea...
Gary Butler over 4 years ago in Opayo 0 Idea Accepted - Gauging Support

When processing online card payment - can we review the customers opening transactions and also get a print of the receipt - both of these can be done in sage 50

Customer has just moved from Sage 50 to Sage 200. When processing online card payments in sage 50 you can see what open transactions are on the account before entering the payment value - in sage 200 you cannot do this you have to go into another ...
Lisa Ward over 2 years ago in Opayo 0 Idea Accepted - Gauging Support

Integrate Exchange Rate between Sage 200 and Sage CRM

Allcurrencies present in Sage 200 have to be added to Sage CRM or integration will fail, but the exchange rates are not maintained as part of the integrationand therefore need to be updated in two places. I would suggest that on an integrated Sage...
Guest almost 11 years ago in CRM 0 Idea Accepted - Gauging Support

CRM connector quotes and orders. - use form popping to bring up the Sage 200 Quote / Order screen when using Opportunities within CRM

CRM connector – quotes and orders. The ability to use form popping to bring up the Sage 200 Quote / Order screen when using Opportunities within CRM. (i.e. rather than at a Company level). This will allow an association between the quotes and orde...
Guest over 8 years ago in CRM 1 Will not implement