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Sage 200 UKI Ideas Portal

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Excel Reports - organisation

Can you create a system so we can organise the excel reports - we currently have a long list of reports and it can be hard to find the one you want. A folder system would be useful.
Guest almost 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Department budget vs actuals summary

A report in excel that produces a one line summary of budget vs actuals for a specified month and YTD. The report should include totals and full department names to make it as useful as possible. As a school the majority of our internal management...
Guest almost 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Excel Reporting (Date/FY) FiIters before opening excel

Some clients, with years + years worth of data, and as such, the functionality to amend the pivot tables, create new graphs etc.. and re upload into Sage to be used next month is not available as the file size is too big. The function to amend and...
Guest almost 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Sales & Purchase Ordering, Show Total Standard Product Weight

During Both Sales and Purchase Order entry/Amendment show the accumulated Weight of all stock lines on an order next to the total values, this would greatly assist when taking an order over the phone or placing and order with a supplier, as you ma...
Guest almost 8 years ago in New/Amend Order / New/Amend Order 0 Idea Accepted - Gauging Support

Default action on Sales order List

Go to sales order list and click on any live sales order, it defaults to amend order. The only time it doesn't is when clicking on a completed sales order, it goes to view order. Whilst there is the above toolbar to use to view or amend a sales or...
Guest about 8 years ago in List 0 Idea Accepted - Gauging Support

Excel Financial Report Pack to have values for Budget for the Year & Forecast for the Year

Budget for the Year & Forecast for the year are key values for financial analysis, these are not currently available in the Pivot Table Field list
Saeed Malik about 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

allow additional fields to be added to excel reporting reports

client would like to add the user field to excel reporting report cashbook transactions but not on the list of fields available in the pivot table tools analyse section
joanne scott over 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Retain stored warehouse in Sales Quotation when converting to a Sales Order

Currently as per Sage documentation, it states 'You cannot convert a quotation in the following circumstance': 'The stock item is no longer stored at the warehouse specified for the item in the quotation'. Every time you go to convert a quote, it ...
Guest almost 9 years ago in Convert Quote 0 Idea Accepted - Gauging Support

Customise comment lines on Quotations / Orders (make bold, italic, underline)

Currently when you add a comment line to a quotation / order, it is in standard format/font and blends into the rest of the quotation. Quotations I produce are usually quite long with many items on one quotation/order. I usually add 'Comment lines...
Guest about 9 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

Reporting on sales line items that have been added to a SOP using Cross Selling Functionality

I believe it would be very useful to many Sage 200 users to be able to report on the use of the cross selling functionality. This reporting would be based on value added to SOP orders etc.
Guest over 4 years ago in New/Amend Order 0 Idea Accepted - Gauging Support