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Sage 200 UKI Ideas Portal

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

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Ideas

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For security to prevent users from Right Click Send to Excel

Option to disable Send to Excel on lists for particular users For security purposes
Gary Butler almost 5 years ago in Roles 1 Idea Accepted - Gauging Support

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 10 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

On the Authorise Features for Role option for highlight to default to Filter button

When amending Roles and searching for features, you can type in the Feature Name field to look for a word that will help you find an option easier. However the button highlighted by default is OK, so if you type and press Enter, it closes the form...
Gary Butler almost 7 years ago in Roles 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

Multiple Company and Role access

I have 3 sage 200 companies and i want a user to have full access to 2 of the sage companies and partial access for one of the companies. How could this be achieved?
Lucy Johnson over 4 years ago in Roles 0 Idea Accepted - Gauging Support

Sage 200 2016 Change Roles Missing?

We can assign multiple roles to single users however the user can no longer swap between those different roles. My reseller says this is no longer possible?
Guest about 9 years ago in Roles 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

Make available only those workspaces for the modules licenced

When enabling Workspaces and assigning them to Roles please can the licenced modules be taken into account and those Workspaces for modules that the client does not have not show in Sage 200. My example is my client today, they are financials only...
Michelle White over 8 years ago in Roles 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