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Convert Pro Forma

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Add document originator feature from purchase orders to sales orders

In purchase orders you have the option to set the document originator as someone else from a drop down list. This would be helpful to be a feature in sales orders as the person who takes the order isn't always who inputs it into the system. Curren...
Bethany Houghton 11 days ago in Convert Pro Forma / New/Amend Order 0 Idea Accepted - Gauging Support

Sales Quotations amend type form pro forma

by accident we occasionally amend a sales order to a pro forma - once done CANNOT RECONVERT TO A SALES ORDER
Stuart Shephard about 2 months ago in Convert Pro Forma 2 Idea Accepted - Gauging Support

Pro-Forma Converted rather than completed

In the list view currently, the document status for a converted pro-forma is completed. I think it would be really helpful to have the status as converted rather than completed.
Guest over 3 years ago in Convert Pro Forma 0 Idea Accepted - Gauging Support

Convert pro forma to order retains pro forma date

When converting pro forma to order it doesn't use the proforma date, it uses todays date
joanne scott over 6 years ago in Convert Pro Forma 0 Idea Accepted - Gauging Support

Convert Proforma to Invoice

Sage 200 has brought back the Invoicing module last available in the the Line 100 days. This is good functionality but there seems to be some missing options. When you raise a Proforma, you have the option to convert it to a Sales Order. A benefic...
Guest over 7 years ago in Convert Pro Forma 0 Idea Accepted - Gauging Support