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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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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

Choose Output Mode to have default for Email:

So you have preview, printer, spool. To include a radio button for email where it links to the default mail provider for the client PC. Also handy if using Spindle because it means one less click of the button!
Guest about 8 years ago in Emailing 0 Idea Accepted - Gauging Support

Allow Prospect Accounts in multiple currencies

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

Ability to set up multiple SMTP Profiles

Have two companies set up in Sage 200, which each need to be able to email out Remittances via SMTP. They do however have different SMTP servers for each company, so need to be able to store two sets of SMTP server details to be used. Sage 200 lim...
Tom Blatchford over 5 years ago in Emailing 0 Idea Accepted - Gauging Support

To be able to choose an email account that Sage documents are sent from

Currently, when emailing layouts from Sage 200 the document is sent from the first email address in the mailbox list within Outlook. If the email settings within the layout are set to 'Send emails immediately' then the user does not have the optio...
Guest over 8 years ago in Emailing 0 Idea Accepted - Gauging Support

Allow Negative Values on Quotes

Allow Quotes to have negative value lines in the same way Sales Order can. E.g. A Trade in discount.
Sentley Wilson about 10 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

Email address to be pre-configured onto any sage report with contact details on!

Email address to be pre-configured onto any sage report with contact details on! Sage need to move with the times and replace the fax section with email by default instead! Nobody faxes anymore!
Guest about 8 years ago in Emailing 0 Idea Accepted - Gauging Support

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

Allow the creation of a Returns Authorisation

Just the opposite of a quotation for an order - but it comes with its own layout where you can specify the address where returns should be sent, an returns note number, and (within the lines of the quote) details of any restocking charges. Then yo...
Guest over 2 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support