Sage 200 UKI Ideas Portal

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

ADD A NEW IDEA

Clear

Ideas

    Showing 531

    Allocation of payments

    On SAGE 50, you can press F3 to allocate a full payment but on SAGE 200 you have to triple click. The 'auto allocate' doesn't work when they pay invoices and miss a couple out in between. We sometimes have to allocate over 100 transactions to a pa...
    Hennessey, Megan about 1 year ago in Payment / Payment/Receipt 4 Idea Accepted - Gauging Support

    A flag or warning if an invoice is generated with a zero value line

    Our Customer Service Team will sometimes add a line to a sales order and forget to put a unit price. When it comes to despatching/invoicing, the Finance Team can perform allocation through to emailing the invoice, without needing to open or view t...
    Tom Allsop 5 months ago in New/Amend Order 1 Idea Accepted - Gauging Support

    Order Hold Reason

    Putting (Sales) orders on hold is a useful way (The only way?) of preventing orders being processed - a typical example is DX imports where users tend to check the option to put created orders on hold. We have another customer trying to implement ...
    Andrew Dunn 6 months ago in Amend Order Status 0 Idea Accepted - Gauging Support

    Amend customer Order number on sales invoice

    An increasing number of customers are unable to supply a PO at the time of order. We are continually having invoices rejected by automated systems due to the PO not being quoted. We are having to reprint invoices to manually add customer PO number...
    Oldschool Oldschool almost 2 years ago in New/Amend Order 3 Idea Accepted - Gauging Support

    Allow filters to be set up the same way as custom report manager

    There is a function to set a filter on a list view as public or private but it would be really beneficial to be able to tick per user if they have access to it or if it's hidden. We rely heavily on filters across modules and often they are relevan...
    Ella Browell 7 months ago in List / List 1 Idea Accepted - Gauging Support

    Scroll should be available for 5000 customers and products

    we have 5000 products lines and 2500 customers, it’s difficult to find them
    Naraine Seth 10 months ago in List / List 1 Idea Accepted - Gauging Support

    Check if a customer PO is a duplicated before proceeding with a SO

    We have had numerous customer orders processed and invoiced where the PO is actually a duplicate. This is due to to customers sending orders to various emails and them being processed by different people. As there is currently no check the PO numb...
    Julie McDermaid 4 months ago in Generate orders / New/Amend Order / New/Amend Order 0 Idea Accepted - Gauging Support

    Assign Bank accounts to Customers/Suppliers

    We have 5 currency accounts and it is too easy to post receipts or payments to the incorrect bank account when posting within the customer/supplier account - as the bank account always defaults to our sterling account. Incorrect postings to bank a...
    Cathy Pennycook about 1 year ago in Account / Account 1 Idea Accepted - Gauging Support

    Similar to being on hold, is there a way that triggers if a customer is on proforma

    We dont want to ship goods before payment has been received with certain customers. There is currently no way of the team knowing if a customer needs a pro-forma before the sales order is raised. Is it possible to raise a warning similar to being ...
    Daniel Pearce 5 months ago in New/Amend Order 3 Further Information Required

    Customer PO to show on debtors list

    When contacting the customer they always ask for their PO number which isn't shown on the debtors list - this is a basic requirement of credit control.
    Debbie Waring over 1 year ago in Aged Debtors 1 Idea Accepted - Gauging Support