The customer account import routine does not include all the fields on the customer record - eg: DUNS Number is missing. Update the importer routine to include all SLCustomer fields
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
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
almost 7 years ago
in New/Amend Quote
0
Idea Accepted - Gauging Support
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
Remove the forced default NL code on Customer and Supplier import
This has been introduced since you changed the import/update feature in Sage 200. Previously all customers and suppliers could be imported without a NL code. Now they cannot. Its forcing me to run scripts on every db to remove a default NL code. A...
