Move away from CSV imports & introduce Excel imports
It would be more efficient to move away from using CSV file imports & instead enable Excel file imports as this would remove the step of saving as a csv file, it would also reduce the chances of introducing data errors on import when a user op...
Guest
over 8 years ago
in Excel
0
Idea Accepted - Gauging Support
When doing a SOP Return it would be great for the system to generate a document that can be sent to the customer in the same way it does when you enter an order.
No description provided
Sarah Lancaster
almost 8 years ago
in New/Amend Return
0
Idea Accepted - Gauging Support
Setting "Allowed to enter other resources timesheets" works in "Enter Timesheet - Week" screen but not in "Enter Timesheet- Batch" screen.
One of our Engineers incorrectly entered some hours in the incorrect week. They enter their time using the Sage 200 workspace on the web browser. Myself and one other person have the setting enabled so that we can enter timesheets on behalf of oth...
Sales Order Processing - Option to check for duplicate order numbers
Option to notify if a duplicate customer order number has been entered and to display which order it has been used on. This will avoid duplicate orders being entered.
Guest
about 7 years ago
in New/Amend Order
0
Idea Accepted - Gauging Support
Please sort Sage 200 customer addresses in alphabetic order, currently they appear just in the order that they were added which makes it difficult if you have many delivery addresses.
Guest
over 3 years ago
in New/Amend Order
0
Idea Accepted - Gauging Support
Setting for document created by field on orders to be non-amendable
The document created by field can be amended by anyone, this creates an issue when managers check an order. Would be great to have the ability to make this field non amendable, either from System Admin features or a setting in the SOP settings.
Claire Trim
almost 3 years ago
in New/Amend Order
2
Idea Accepted - Gauging Support
SOP Reprint Invoices - Add Button to Amend Customer Order Number
eg The customer order number is not known or is missed when the order is created. Once the invoice has been posted you cannot change the Customer Order Number, Some organisations will not pay invoices until a purchase order number is shown on an I...
Saeed Malik
over 10 years ago
in Reprint Invoice
0
Idea Accepted - Gauging Support
Restricting access to Sales accounts for specific users
The ability to assign specific sales accounts to SOPs and Salesmen would give us better control of our data and streamline the data for both those roles so they only see the accounts relevant to them
Yasmin Davies
about 2 years ago
in User Permissions
1
Idea Accepted - Gauging Support
