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Sage 200 UKI Ideas Portal

Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.

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Workspace - Credit Control Second Reference

I need the second reference to show up on sage to 200 as I require this reference for customer listings in order to get paid for invoices. It is not currently available as a viewing option so it can be exported to
Guest almost 10 years ago in Credit Control 0 Idea Accepted - Gauging Support

Amend amount received percentage in Workspaces to exclude Confirmation not required line items

In the Purchase Document Status workspace, the percentage received currently includes line items which are set to Confirmation not required. This gives a misleading impression for ho much has actually been received so or goods receipt team spend t...
Henry Turner over 3 years ago in Purchase Document Status 0 Idea Accepted - Gauging Support

Swap between companies in Workspaces

As a Multi Academy Trust we have many members of staff in senior positions working across each of our academies. As the academies are set up as separate databases our users are having to log in to each database to check for items to authorise, the...
Guest about 8 years ago in Switch Companies 0 Idea Accepted - Gauging Support

Sage200CRM vs. CRM Connector Documentation

Today we discovered Sage200CRM will be supported in Sage 200 2017 (there was no confirmed date for depreciating Sage200CRM). Can we have a feature comparison between Sage200CRM and CRM Connector? for example No. Feature Sage200CRM Connector1 Sage2...
Guest almost 9 years ago in CRM Connector 0 Will not implement

Add Quantity Status Pipeline Indicator to the Sales Document Status List workspace.

The Sales Document Status List workspace does not show orders on the Value Status Pipeline Indicator for orders with no price. Any order that is put on with a pound;0 total, the order will not update. However, if there is multiple items on the ord...
Guest over 9 years ago in Sales Document Status 0 Idea Accepted - Gauging Support

Drill down to transactions on My Budgets Workspace in Nominal Account Budgets pane

The My Budget Workspace is great but I have been asked the same question by a number of clients, can the action 'Transaction Enquiry' be added in the Nominal Account Budgets pane? I see in Summer 2019 there are some new budget excel reports but no...
Guest over 6 years ago in My Budgets Overview 1 Idea Accepted - Gauging Support

Allow order lines to be chosen in workspace for processing

When using workspace to book an order into the system or transact the invoice on the order, it would be nice to choose the items showing in the workspace and then action these. The relevant screen will then populate the items you have just ticked ...
Guest about 7 years ago in Grids 0 Idea Accepted - Gauging Support

XML imports - scheme

Within the help menu, there are csv import file examples with the xls guide to completing them, there is also an XML example, but no formal XML scheme behind the XML example. The XML scheme should show field level attributes, i.e. the characterist...
Guest over 7 years ago in Import help 1 Idea Accepted - Gauging Support

Web Set Up Guidance

All the guidance for how to set the web up and process all requisitions and orders is all very segregated all the guidance notes need to be together from a person raising a requistion to the order being sent out. The videos should include sound wi...
Guest almost 8 years ago in Help/ Documentation 1 Idea Accepted - Gauging Support

SOP document status workspace to have same column selection as SOP order lists

client using workspaces but the delivery postal name and delivery postcode isn't available on the workspace
joanne scott almost 8 years ago in SOP Document Status 0 Idea Accepted - Gauging Support