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Sage 200 UKI Ideas Portal

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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 over 2 years ago in New/Amend Quote 2 Idea Accepted - Gauging Support

Prove Ledger Balances (Commercials) to include Serial/Batch Number Items

A common issue can be that the tables associated with Batch/Serial Items can be in disagreement with the Stock Item Header balances with respect to: 1. Quantity in Stock 2. Quantity Allocated 3. Quantity Available These often have to be manually a...
Guest almost 10 years ago in Verify Data 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

Adding Traceable Tables into the Balance Ledgers routine

Currently, If an allocation of a Batch/Serial numbered item gets &stuck&, the Balance Ledgers Routine will not fix the problem. The problem can only be fixed manually through SQL by deleting the corresponding TraceableAllocationBalance/All...
Guest over 10 years ago in Verify Data 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

Verify Data Error Details

Would be useful for the Error Details on Verify Data to be able to be drilled down on so can see what fix/changes are being made. Clients find this very confusing as the explanations are very basic and top level - would be useful to be able see ex...
Phil Edmondson over 6 years ago in Verify Data 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

Balance Ledgers - to be able to select all Financials modules in one click!

For Commercials, you can run the utility on SOP, POP and Stock all in one go. Financials, you have to run individually for Sales, Purchases, Nominal and Cash Book. To enhance and make the process more efficient, to run balance ledgers and be able ...
Guest about 8 years ago in Verify Data 0 Idea Accepted - Gauging Support

Find a prospect quotation by column name:

When you go to &view quotation& you then select the prospect account setup (in my case CASH01) when you do a right click &find& and search bythe &name& you entered when entering the new quote entered for the prospect, match...
Guest almost 10 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support