Skip to Main Content
Sage 200 UKI Ideas Portal

Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.

ADD A NEW IDEA

Clear

Ideas

Showing 31

Search/ Filter capabilities when using Cross Sell

When selecting cross sell items on an order, would like the ability to have a search and/or filter capability to make it easier to find the product required
Jo Kirkup 9 months ago in New/Amend Order / New/Amend Quote 0 Idea Accepted - Gauging Support

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

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

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

Tracking of cross-sell items

Some method (probably an additional field on the SOPOrderReturnLine table) that would enable the tracking of items added via cross-selling on Sales Orders, and Quotations if cross-sell was enabled on there. This would then allow customers to analy...
Steve Brown almost 6 years ago in Tracking of Cross Sell Items 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 about 9 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

User correct DateTimeCreated in the database!!!

We create a number of reports in Sage based on data directly from SQL. We use the DateTimeCreated field in a number of tables to provide KPIs and time triggered reports. DateTimeCreated has always been generated from the Server time that SQL is ru...
Guest over 8 years ago in Database 1 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

lock the import ledger file transaction process in nominal ledger

sage will allow multiple users to import at same time which can end up in import imbalances (although added together they do balance) the client would like this process to be exclusive to 1 user to prevent this from happening
joanne scott almost 4 years ago in Locking 0 Idea Accepted - Gauging Support