Ideas

Showing 198

Create Stage Payments (Milestones) for Sales and Purchase Orders

Can the SOPs and POPs have a facility so that if the order has Stage (milestone) payments, there is a way to facilitate this easily without having to mess with the stock parts? We process contracts that often have stage payments in the orders and ...

Paul Cordell about 2 years ago in New/Amend Order / New/Amend Order 2 Idea Accepted - Gauging Support

3 VOTE

Create SOP Pro Formas on API

Currently, it is not possible to create a SOP Pro Forma using the Sage 200 Standard API. We have had a client request an import routine for this and we've had to inform them that it isn't possible.

Scott Furniss 3 months ago in SOP 0 Idea Accepted - Gauging Support

4 VOTE

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 5 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

4 VOTE

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 6 months ago in New/Amend Order 3 Already Exists

60 VOTE

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

7 VOTE

Allow users to amend the date on Invoice and Payment when doing payment with order in SOP

If a user takes Payments with Sales Orders, and it is set to Invoice Immediately the date of the invoice that is generated automatically and the receipt that is posted take the current date. This is fine if you are entering live on the same day as...

Alison Alison about 1 year ago in New/Amend Order 0 Idea Accepted - Gauging Support

10 VOTE

Sales Order Authorisation on Sage 200

We use the purchase order authorisation feature in Sage 200 but need an equivalent system to authorise Sales Orders before orders are put into manufacture in our factory. We currently have to do this manually on paperwork in the absence of a Sage ...

Dominic McGivern over 1 year ago in New/Amend Order 0 Idea Accepted - Gauging Support

10 VOTE

Setting to make Customer Document number mandatory

When a customer order number is required but users forget or just skip past it. Would like an "Customer Document number mandatory" tick box in settings so that you can't save unless one is entered.

Claire Trim almost 2 years ago in New/Amend Order / New/Amend Order 0 Idea Accepted - Gauging Support

13 VOTE

API Enhancements

Sage 200 has a dedicated developer and partner community who use our developer tools extensively to customise the software to customers business requirements. We'd like to hear feedback on areas where the API needs to be extended.

Guest over 2 years ago in API 7 Idea Accepted - Gauging Support

8 VOTE

Quotations - Allow to amend/edit a line without having to delete and add a new line at the bottom and having to move it up to be in the same place

We have quotes for clients that are in a order so it might be say Plot 1, Plot 2 etc with the relavant product under that heading. The customer then changes the length or colour and you can't edit that line. You have to delete and then re-add a li...

Roy Hughes over 1 year ago in New/Amend Order / New/Amend Quote 5 Idea Accepted - Gauging Support

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