Small issue - if the end user amends an account (S/L or P/L) and then clicks Save, the UI stays on the same tab (e.g. memos) - this confuses the user as they do not realise that they no longer have an account selected I checked amending N/L and CA...
Andrew Dunn
about 1 month ago
in Account / Account
0
Idea Accepted - Gauging Support
Can change the default nominal code on a supplier account but can't delete completely if you want to leave blank. Would also be good if you can have a default nominal but variable cost centre.
Rachel Bartholomew
5 months ago
in Account / Account
2
Not an idea
Add delivery instructions to SOP Delivery addresses.
Everyone wants to share good information so deliveries are completed and not have returned as the customer is out or for us to lave it with a neighbour or secure location. We are just converting from Sage 50 and this is standard feature.
Carl Chapman
over 1 year ago
in Delivery Address
0
Idea Accepted - Gauging Support
It will be beneficial to list just the quotations separately from the standard sales order list. Reducing the need to filter and build complex filters if need just quotes and other fields.
Karen Ona Gibbons
over 1 year ago
in List
0
Idea Accepted - Gauging Support
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
Change the numbering system for Quotes and SOs so they match
Like Sage 50, when you have saved a quote, the number it produces should be reserved for when it is converted to a sales order so they stay streamlined and match up rather than having to reference multiple numbers to link them. This would also mea...
Ella Browell
8 months ago
in Convert Quote
0
Idea Accepted - Gauging Support
When we add customers or suppliers, the code we assign to their account is based on their company name. Sometimes these entities change their names and then it would be really useful if there was a way to change their account code too.
David Selvage
over 3 years ago
in Account / Account
0
Idea Accepted - Gauging Support
Pro forma's don't show whether item in stock or not
Pro forma's don't show whether item in stock or not (turns the item yellow) - this means that whenever a pro-forma is raised for a customer we are unable to identify whether the stock is available or not until it is converted to an order. This is ...
Lynn Jeffery
8 months ago
in New/Amend Pro Forma
0
Idea Accepted - Gauging Support
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
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
