Sage 200 UKI Ideas Portal

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    Suggested payments - exchange gain/loss on credit notes

    It appears that there is no entry created for revaluation on credit notes included in processing via the suggested payments routine, whereas there is if the credit note is manually allocated first e.g. EURO supplier. Entered 2 invoices fx 1.00 for...
    Guest about 3 years ago in Suggested Payments 0 Idea Accepted - Gauging Support

    Ability to copy an account within CRM

    In Sage 200 you can copy an account and amend the details after. Within CRM you cannot do this. Customer would like the ability to take a current account, copy it and amend fields. Then this will be linked to Sage 200.
    Guest over 6 years ago in CRM 1 Will not implement

    suggested payments - amend screen

    I have a customer who is missing the 2nd reference field on the amend suggested payments in PL , please can this be added back as a feature as is very helpful
    Guest over 7 years ago in Suggested Payments 0 Idea Accepted - Gauging Support

    CRM connector- the ability to sync suppliers details from Sage 200 with CRM out of the box.

    CRM connector – the ability to sync suppliers details from Sage 200 with CRM out of the box.
    Guest over 8 years ago in CRM 1 Will not implement

    SageCRM Connector Quote/Order should just work better! +ideas hub discussion starter

    Sage CRM connector should do the following out-of-the-box: Set "requested date" on the order or per line. Setting a default warehouse or viewing an analysis code are also not possible! Set a default warehouseSet address info, nominal codesView/Set...
    Guest over 8 years ago in CRM 1 Will not implement

    Amend Suggest Payments - ability to tick each row to select invoices for payment

    at the moment you have to enter into each row mark invoices for payment
    Saeed Malik over 8 years ago in Suggested Payments 0 Idea Accepted - Gauging Support

    Sage 200 CRM to have a Discount percentage

    Sage 200 CRM already has the discount value, but not the discount percentage on quotes or orders synchronised from Sage 200. This means when you do a merge to a quotation template in Sage 200 CRM you can not show the discount percentage on a quota...
    Robert Brailsford over 10 years ago in CRM 0 Idea Accepted - Gauging Support

    Sage 200 CRM Installer improvments

    Currently an the installer for Sage 200 CRM is pretty much the same as the standard CRM Standalone installer other than changing some labels. Post install of CRM there are a lot of manual steps required such as changing folder permissions changing...
    Guest almost 11 years ago in CRM 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 over 5 years ago in Suggested Payments 0 Idea Accepted - Gauging Support

    Sage 200c - CRM Sync Enhancement - Pricing Update

    When product pricing / price lists are updated in Sage 200c in bulk this can create a large number of records to sync which can be very disruptive to the business. E.g.~ 400k products and 8 price lists gives 3.2million records to sync each time th...
    Jeff Smith over 7 years ago in CRM 1 Will not implement