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Sage 200 UKI Ideas Portal

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Set up additional charges in euros

You can set up sales ledger accounts in euros, but the only currency available available for setting up additional charges (carriage) is sterling. If you agree a carriage figure with a customer who pays in euros it needs to be fixed - currently it...
Tracy Bailey about 2 months ago in Additional Charges 0 Idea Accepted - Gauging Support

SSA > Users - Sort UserID as a numeric value

When sorting the users by user ID, the sort treats the field as alphanumeric instead of numeric e.g. user 150 comes between users 1 & 15 and 2 and 20 - e.g. 1,15,150,2,20 It's a small thing but when the site has over 150 users and new users ar...
Andrew Dunn 6 months ago in Users 0 Idea Accepted - Gauging Support

Change the numbering system for Quotes and SOs so they match

Like Sage 50, when you have saved a quote, the number it produces should be reserved for when it is converted to a sales order so they stay streamlined and match up rather than having to reference multiple numbers to link them. This would also mea...
Ella Browell 9 months ago in Convert Quote 0 Idea Accepted - Gauging Support

Service Level Data & Reporting on Orders

Service Level Agreements (SLAs) I’d like to introduce Service Level Agreements (SLAs) into our sales order process and need Sage 200 to give us better visibility of order performance. Specifically, we want the system to: • Automatically calculate ...
Simon Wright 6 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

Stop Sales Order transaction when Account is on Hold

When an account is on Hold, you can currently still process a Sales Order within the system. It would be better if you could place a customer on hold and allow it to transact a Sales Order dependant on what 'Hold' status is given. Status ActionOn ...
Guest over 7 years ago in New/Amend Order 3 Idea Accepted - Gauging Support

Pro forma's don't show whether item in stock or not

Pro forma's don't show whether item in stock or not (turns the item yellow) - this means that whenever a pro-forma is raised for a customer we are unable to identify whether the stock is available or not until it is converted to an order. This is ...
Lynn Jeffery 10 months ago in New/Amend Pro Forma 0 Idea Accepted - Gauging Support

"Negative" Roles - Revoke Authorisation

This could be a mad one! - for want of a better term I would call them "Negative" roles The idea is to have Roles where Features can have authorisation revoked Specifically this is not to unauthorise features as the revoke option would only be app...
Andrew Dunn about 2 months ago in Roles 0 Idea Accepted - Gauging Support

Make the 'Use by' fulfilment sequence work when batch numbers are selected when despatching stock.

The 'Use By oldest date' stock fulfilment sequence is over ridden by bin priority when the system is configured to assign batch/serial numbers upon despatch rather than allocation. When despatching stock we would like to be able to choose batches ...
mollie mcewan about 2 years ago in Despatch 2 Idea Accepted - Gauging Support

Posting part payments against sales orders before issuing the invoice

We have a lot of customers who pay upfront for their orders. Using the proforma is a faf, so we just use sales orders and mark them as paid using analysis codes. My question is, if a customer pays for half of an order (like a goodwill gesture) can...
kate thomas 7 months ago in New/Amend Order 3 Already Exists

SSA (sage system administration) should NOT require admin access on the local machine

SSA (sage system administration) should NOT require admin access on the local machine as stated in the subject; the admin tool is installed using a "click-once"nstaller and so it installs against the users profile (and thus does not require admin ...
Guest over 2 years ago in Installation 0 Idea Accepted - Gauging Support