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Sage 200 UKI Ideas Portal

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SOP Order Discount / Surcharge - Restrict User Access

The Order Discount / Surcharge on the Delivery and Invoicing tab can be amended by any user - even an user with no SOP permissions - it would be helpful of access to this could restricted via SOP permissions Note that the order discount % / value ...
Andrew Dunn 5 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

Running total in stock history

Would be great (if possible) to see a running total of stock qty in the stock history screen. This would help users understand which movements have affected their stock levels.
Guest over 7 years ago in View Stock Item History 0 Idea Accepted - Gauging Support

Unable to check stock item and associated quotes

My colleague was asking whether there was a way to see whether an item was associated with any open quotations. We'd made a stock item inactive in the past but we'd noticed that it had been made active again. It was not easy to view from looking a...
John Wilkins about 2 years ago in Enquiry 2 Idea Accepted - Gauging Support

Specify a default bin name and priority rather than unspecified

Add the ability to set a default bin location to be used when adding a warehouse rather than the unspecified Bin.
David Richardson over 2 years ago in New/Amend Stock Record 0 Idea Accepted - Gauging Support

Allocate serial numbers (when using Sell By Dates for fulfilment) by looking at the system date rather than the order date

Currently the order document date is used to allocate serial numbers to sales orders when using Sell By Dates for fulfilment. This means that expired serial numbers can be allocated if an older order is allocated on the system date, as by using th...
Damian Graham 9 months ago in Allocate / Allocate 0 Idea Accepted - Gauging Support

When you copy a quotation the Fx rate also copies across to your new quote

We update exchange rates in Sage 200 on a monthly basis with rates from HMRC. We've just noticed that when a new quotation is created using the 'copy quotation button', it will also copy the exchange rates from whenever the original quote was crea...
John Wilkins over 1 year ago in New/Amend Order / New/Amend Order / New/Amend Quote 2 Idea Accepted - Gauging Support

SOP View Order / View Invoice to show the invoice address

On the SOP screens, the box labelled Invoice Address is actually the current S/L account address and not the invoice address - i.e the address displayed is from CustomerLocation and not SOPInvCredAddresses All the standard, default Sage invoice la...
Andrew Dunn 10 months ago in New/Amend Order 3 Idea Accepted - Gauging Support

Stock Transit Process

Stock in transit process that would hold the stock in a movement warehouse until arrival at location, with associated documentation.
Kate Hutchinson over 6 years ago in Transfer 0 Idea Accepted - Gauging Support

Date requested, date promised - can this be simplified?

Not sure why there are both dates as there is also the document date. Seems excessive. Do I not understand the reasoning behind this?
Christine Sellick about 1 year ago in New/Amend Order 1 Idea Accepted - Gauging Support

Ability to trace who has deleted a stocktake

It is possible in SQL to see who has created a stocktake, or been into the stocktake screen, however it is not possible to see if anyone has deleted a stocktake.
Debbie Hunt about 2 years ago in Stocktake 0 Idea Accepted - Gauging Support