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Sage 200 UKI Ideas Portal

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Enable use of transaction analysis codes in all modules

At present, the Analysis Codes can only be selected in the Commercials modules and the Transaction Analysis Codes can only be selected in the Financials modules. A separate idea has been posted about using the Analysis Codes across all modules and...
Alan Becker over 9 years ago in Analysis Codes 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

More Analysis Codes

There are lots of bits of info against SL accounts / SOP Orders and Stock items that we would like to store in Sage that are required for certain processes. 20 is better then the 6 that was previously in Sage 200, but 20 is not enough, and if we r...
Guest over 10 years ago in Analysis Codes 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

Making Analysis Codes Mandatory

Currently in Sage 200, to make an Analysis Code mandatory you have to have ticked a default value under ASM Settings Maintain Analysis Codes. I would have thought that the point in the Analysis Code being mandatory would be so users are prompted i...
Guest over 8 years ago in Analysis Codes 0 Idea Accepted - Gauging Support

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

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 about 8 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

Ability to change the order of analysis codes in the ledger lists

It would be useful if you could reorder analysis codes in all ledgers so that the analysis code number itself didn't dictate the order they are shown in. When you add a new analysis code you might want it to show in a particular place in the list ...
Michelle White over 8 years ago in Analysis Codes 0 Idea Accepted - Gauging Support