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
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
Current SOP settings only allows a single PROSPECT account. Customers want to be able to create quotations in multiple currencies - typically Euros and US Dollars - but you can only set up a single prospect account, usually in sterling. If an when...
Guest
over 8 years ago
in New/Amend Quote
0
Idea Accepted - Gauging Support
Export of report to csv should correctly treat bracketed numbers as negatives
When a report is exported to csv file in SAGE 2015, bracketed numbers (as defined by the windows regional setting for negative numbers) are not exported as negative. It was correct in SAGE 2010.
Guest
over 10 years ago
in CSV
0
Will not implement
Copying International Quotations to UK Company does not copy VAT CODE
When you copy a Quotation produced for an International Customer for a UK Customer, the VAT codes do not update. This has caused us to make mistakes in the past. However, when you copy a Quote originally created for a UK company, to an internation...
Guest
over 2 years ago
in New/Amend Quote
0
Idea Accepted - Gauging Support
