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Sage 200 UKI Ideas Portal

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Update Free Stock quantity when writing off stock

A customer has noticed that the 'Free stock quantity' is now static when writing off stock. It brings through the current Free stock when you enter the Stock Item Code and Warehouse but doesn't update when you enter the amount you want to write of...
John Dunn about 7 years ago in Write off stock 0 Idea Accepted - Gauging Support

Financial Data Designer to have the same functionality as Amend Financial Layouts

eg Subtotals so that you can show Gross Profit, Operating Profit, EBIT, Net Profit etc Text lines to put spacing in the report At the moment you have manually add a total in the Pivot Table settings for Net Profit etc ...
Saeed Malik over 7 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

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

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

Set Default Stock Location by Stock Item

We have several locations and store different items in each locations. SOP only allows you to set a default for the entire order, we pick from multiple locations so it would be clearer for us to set default locations by stock item.
Amanda Blundell about 8 years ago in New/Amend Stock Record 0 Idea Accepted - Gauging Support

Unit of Measure needs displaying on stock item suppliers details

You can add/amend the supplier details for any stock item. You can put in list prices and quantities, but nowhere does the screen display the appropriate unit of measure that applies to these prices and quantities. It needs to be displayed to avoi...
Guest over 8 years ago in New/Amend Stock Record 0 Idea Accepted - Gauging Support

Toggle to restrict ability to mark stock inactive when stock quantity is not zero.

In some businesses the ability to mark stock inactive when balance is not zero is fine, and in others it is a bad idea to allow it. Can a toggle be set so that the individual business can choose what is best for them?
Guest over 8 years ago in Settings 0 Idea Accepted - Gauging Support

Allowing allocated stock to be moved to different locations

Why is it when stock is allocated it cannot be moved from its bin location to another without unallocating the stock. We can do a 'total bin transfer' on the handsets but if there is more than one type of stock item in one location it will move it...
Guest over 8 years ago in Transfer 0 Idea Accepted - Gauging Support