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New/Amend Order

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Amend customer reference on sales invoice

After raising invoices customers always seem to want to add purchase order numbers. It takes a long time to resolve. You could not allow users to amend invoice numbers or values - but amending reference order number would be really useful.....
Oldschool Oldschool 7 months ago in New/Amend Order 1 Idea Accepted - Gauging Support

Quotations - Allow to amend/edit a line without having to delete and add a new line at the bottom and having to move it up to be in the same place

We have quotes for clients that are in a order so it might be say Plot 1, Plot 2 etc with the relavant product under that heading. The customer then changes the length or colour and you can't edit that line. You have to delete and then re-add a li...
Roy Hughes 3 months ago in New/Amend Order / New/Amend Quote 5 Idea Accepted - Gauging Support

Create Stage Payments (Milestones) for Sales and Purchase Orders

Can the SOPs and POPs have a facility so that if the order has Stage (milestone) payments, there is a way to facilitate this easily without having to mess with the stock parts? We process contracts that often have stage payments in the orders and ...
Paul Cordell 12 months ago in New/Amend Order / New/Amend Order 2 Idea Accepted - Gauging Support

Sales Order Authorisation on Sage 200

We use the purchase order authorisation feature in Sage 200 but need an equivalent system to authorise Sales Orders before orders are put into manufacture in our factory. We currently have to do this manually on paperwork in the absence of a Sage ...
Dominic McGivern 5 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

When you copy a quotation the Fx rate also copies across to your new quote

We update exchange rates in Sage 200 on a monthly basis with rates from HMRC. We've just noticed that when a new quotation is created using the 'copy quotation button', it will also copy the exchange rates from whenever the original quote was crea...
John Wilkins 2 months ago in New/Amend Order / New/Amend Order / New/Amend Quote 0 Idea Accepted - Gauging Support

Setting to make Customer Document number mandatory

When a customer order number is required but users forget or just skip past it. Would like an "Customer Document number mandatory" tick box in settings so that you can't save unless one is entered.
Claire Trim 7 months ago in New/Amend Order / New/Amend Order 0 Idea Accepted - Gauging Support

Change pricing structure for all items in an order with 1 click

For Account customers, when you enter a new order, all items are assigned to the customer's specific pricing band. The same thing happens with Cash customers but if you want to change to a different pricing band, you have to do this manually for e...
Gordon Kerr 2 months ago in New/Amend Invoice / New/Amend Order / New/Amend Pro Forma / New/Amend Quote 0 Idea Accepted - Gauging Support

When copying invoices, nominal codes should be copied as well

When copying a Sales Order from a previous Sales Order, all the details are copied across including the nominal codes, then all you have to do is adjust the quantities. However, if you do the same with an Invoice, the customer details and quantiti...
Jeff Keen 11 months ago in New/Amend Order 1 Idea Accepted - Gauging Support

Costs on Creating Return from Order

In SOP you can now create a Return from a Sales Order. In these days of prices fluctuating a lot due to inflation, its important to get the item cost correct on Sage. If stock is added at a value into Sage, when you are using FIFO and adding it to...
Gary Butler about 1 year ago in New/Amend Order 1 Idea Accepted - Gauging Support

Setting for document created by field on orders to be non-amendable

The document created by field can be amended by anyone, this creates an issue when managers check an order. Would be great to have the ability to make this field non amendable, either from System Admin features or a setting in the SOP settings.
Claire Trim almost 2 years ago in New/Amend Order 2 Idea Accepted - Gauging Support