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Sage 200 UKI Ideas Portal

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Custom Roles For User Access

It would be great to develop the User Roles a bit more (Settings - Organisational & Financial - User Access), and have the ability to create your own. Although Sage has set up some default ones to use, none of them match the roles that I have ...
Guest almost 6 years ago in Roles 0 Idea Accepted - Gauging Support

Allow creation of mandatory customer and supplier roles

When creating customer and supplier roles, you cannot set it to be a mandatory role. This means you can delete a contact on a SL or PL account, and not have the role be reassigned to another contact. If you try to delete a contact with a mandatory...
Guest almost 11 years ago in Roles 0 Idea Accepted - Gauging Support

SOP Line number to appear in allocation/despatch windows

We have SOPs with multiple occurrences of the same item, all with the same due date. But these have been made against dedicated works orders for each line. We cannot therefore distinguish whether we are allocating or despatching the appropriate line.
Guest over 9 years ago in Despatch 0 Idea Accepted - Gauging Support

Invoicing of individual dispatches rather than the aggregate total of all dispatches to date

Would it be possible to amend the invoicing process to allow the selection of individual or multiple dispatches to invoice separately rather than the aggregate total of all dispatches to date? On large orders where there are a number of dispatches...
Guest about 6 years ago in Despatch 0 Idea Accepted - Gauging Support

Amend sop despatch UI enhancement

Amend sop despatch UI enhancement to allow: Amend quantity despatched without popping another form (unless it has multiple allocations then this form pop might be necessary!) Amend descriptions Amend despatch date Amend line analysis code (user to...
Guest over 9 years ago in Despatch 0 Idea Accepted - Gauging Support

In Sales Order Processing, allow allocation, despatch and invoice quantity to be greater than order quantity.

Several customers have the issue with back-to-back orders where(example quantities): Sales order qty = 10 PO order qty = 10; PO delivered qty = 11. This is within the terms of business, and Sage 200 handles it OK. Customer needs to allocate despat...
Guest over 2 years ago in Despatch 0 Idea Accepted - Gauging Support

SOP - Amend Goods Despatched to be added to Order Despatches Report

At the moment if you Despatch a SOP you can report on the despatch using Sales Order Processing ; Reports ; Status ; Order Despatches. If you then amend the despatch and re-run this report it says No data for the report. This creates a SOP transac...
Guest over 2 years ago in Despatch 1 Not an idea