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Sage 200 UKI Ideas Portal

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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 11 months ago in New/Amend Order / New/Amend Quote 0 Idea Accepted - Gauging Support

Please supp the client credentials grant type on your API

More and more customers are wanting coupled integration with Sage 200 / Standard using the API from their e-commerce sites so this is getting to be an urgent requirement for a lot of developers. This then requires a service to written to get order...
Guest almost 3 years ago in Authentication 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 over 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

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

Force users to login in to Sage using username and password.

Since removing the function between Sage 200 2011 and 2013 where a user must use their password to login to Sage, this has opened up a massive opportunity for fraud. If a PC is left on and unlocked, anyone who can gain access to that PC is guarant...
Guest about 8 years ago in Authentication 1 Already Exists

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 almost 10 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 almost 10 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

Password Protect Companies

To prevent accidental entry of transactions in the wrong company - new V2015 feature of Colour Coded Companies is useful
Saeed Malik almost 11 years ago in Authentication 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