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Sage 200 UKI Ideas Portal

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Enable Credit Limits for Quotes on SOP

Would be a good feature to be able to see credit limits across SOP alloptions i.e. Quotes/Pro Forma. Client wants to have more control on what customers are offered when Quoting so would be beneficial for a credit limit pop up to show if the quote...
Phil Edmondson almost 6 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

Maintain Accounting Period - Ability to close whilst other users logged in

Most business want to run the month end - close/open periods - during the working day whilst users are still processing in other modules in Sage200 Currently get a warning - Unable to access the SystemManager module feature &Amend Accounting P...
Alistair Alistair over 9 years ago in Accounting Periods 0 Will not implement

Allow the input of unit cost details into Quotations

Users can be set up to allow the entry or change of unit cost (not selling) prices in Sales Orders. However the same facility does not exist in quotations - and I suspect that even if it did then the cost price would not be copied into the sales o...
Guest about 2 years ago in New/Amend Quote 2 Idea Accepted - Gauging Support

Ability to post to nominal in future financial year

we are now in Feb 2016 but are unable to see transactions on nominal ledger because 2015 hasn&t been year ended. A good feature would be to enable the user to post into future financial year in order to run accurate reports, even if current ye...
Guest almost 10 years ago in Accounting Periods 0 Idea Accepted - Gauging Support

DIscounts on Pro formas and quotations

There is an area where discounts can be added to orders, proformas and discounts - this only allows the entry of a percentage discount with two decimal places. Sometimes users wish to record a more precise discount:- eg. Say the order value is £5,...
Guest over 6 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

Ability to clear and rebuild future financial years

Currently if looking to extend the current financial year beyond the end of the first period of the next year and you are shifting you year-end date accordingly moving forward the process to achieve this in Sage 200 is very laborious (extract from...
Guest about 7 years ago in Accounting Periods 0 Idea Accepted - Gauging Support

Quotation Discount Value

Why can I not enter an order discount VALUE on a quotation - it restricts me to a percentage only.
Guest over 9 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

SOP - Quotations automatically close.

Can quotations be automatically closed after a given period? I.e. the set amount of days that the quotation is valid for. (14, 28, 30 days, 1 month, 2 months etc. etc.)
Robert Brailsford over 9 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

Quotation - Prospect Account to Cash Account, loss of address information

When converting a quotation which is an prospect, and selecting the nominated cash sales account any address information put into the Account Selection box is lost when it&s converted, meaning the user has to go back to the quotation and re-en...
Guest over 9 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

Transaction Date Validation - Acceptable Dated Postings should be warned via a Pop Up Message as Sage 50 does

The current colour coded highlight is very easily missed/ignored by users. The warning should be via as Pop Up Message as Sage 50 has done for many years. Admins do not wish to make the postings unacceptable as it may be sometimes that old/future ...
Saeed Malik over 6 years ago in Accounting Periods 0 Idea Accepted - Gauging Support