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Sage 200 UKI Ideas Portal

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Retain stored warehouse in Sales Quotation when converting to a Sales Order

Currently as per Sage documentation, it states 'You cannot convert a quotation in the following circumstance': 'The stock item is no longer stored at the warehouse specified for the item in the quotation'. Every time you go to convert a quote, it ...
Guest almost 9 years ago in Convert Quote 0 Idea Accepted - Gauging Support

Multiple Suggested Payments that can be exported and reimported when ready to Generate Payments

Purchase Ledger/ Period End Routines/ Payment Processing User 1: Generate/ or Amend Suggested Payments until the Reported Suggested Payments agrees to what/who you want to pay. Then export the Suggested Payments to a (.csv) or other output. User 2...
Ray Goodey almost 6 years ago in Suggested Payments 0 Idea Accepted - Gauging Support

Convert Quote from Prospect to Customer to pick up nominal structure for stock items.

We have a customer who builds the nominal account for stock items using the nominal from stock and cost centre/dept from customers. When they create a quotation for a prospect account, it uses the default nominal details from the prospect. However...
Christie O'Connor over 7 years ago in Convert Quote 0 Idea Accepted - Gauging Support

Suggested Payments - Change Terminology of Generated Suggested Payments and Generate Payments

The menu names are too similar in name and Customers easily get confused
Saeed Malik almost 11 years ago in Suggested Payments 0 Idea Accepted - Gauging Support

GENERIC SALES QUOTATION CONVERTION TO LIVE SALES ORDER - NEW CUSTOMER ACCOUNT

Convert a generic Sale Quotation e.g. ENQ9 to a new customer account MCCA0012? When the quotation is converted to a live SOP the customer box is greyed out and cannot be amended to a new customer a/c. At the point of quotation we do not alw....
Guest over 2 years ago in Convert Quote 0 Idea Accepted - Gauging Support