Sage 200 UKI Ideas Portal

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    Restrict the Hidden function

    Do not allow a Sage200 account (Customer or Supplier) to be marked as Hidden if the balance is not zero. Currently hidden accounts do not appear on reports that would normally be used by auditors to validate debtors and creditors control. Similarl...
    Guest about 7 years ago in Account Status / Account Status 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

    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

    Multiple on SL and PL On Hold Reason

    Rather than just On Hold it would be useful to be able to select a reason for the customer being on hold. Credit Hold / Account Conflict etc etc
    Guest almost 11 years ago in Account Status 0 Will not implement

    User Defined Customer Status

    User definable Customer Statuses with options to define what processes should be blocked for each status. E.g. Allow quote to be entered but prevent order being entered, or disallow both Allow order but prevent despatch etc. Similar to the way Pro...
    Guest over 2 years ago in Account Status / Account Status 0 Idea Accepted - Gauging Support

    More options when an account is put on hold

    This would then stop invoices being put on hold and also stop things from being despatched.
    Guest almost 7 years ago in Account Status / Account Status 2 Further Information Required

    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