Sage 200 UKI Ideas Portal

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New/Amend Invoice

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    Stock Invoice (No SOP) to show yellow if location with 0 stock selected

    A Customer raised an invoice but inadvertently selected the wrong location. Meaning an investigation in the data to find out what went wrong. It would be useful for the functionality used in SOP when a quantity of stock selected against a line wit...
    Gary Butler almost 4 years ago in New/Amend Invoice 0 Idea Accepted - Gauging Support

    Invoice screen and ability to change invoice before posting.

    We need an Invoice screen. So that when goods are despatched from a sales order they immediately create an invoice, we then need to be able to access the invoice in the invoice screen to amend the price and then post the invoice to complete.The da...
    Guest over 9 years ago in New/Amend Invoice 0 Idea Accepted - Gauging Support

    Invoicing reference & 2nd reference

    We have just started looking at the invoicing module in our demo company and have noticed that the same reference (the Inv number) is used as the Reference and 2nd Reference in customer enquiry. Has anybody asked for the 2nd reference to be the cu...
    Guest about 2 years ago in New/Amend Invoice 2 Idea Accepted - Gauging Support

    A way to prevent invoices with incorrect nominal/cost centre/department combinations to be posted via the invoicing module

    If you raise an invoice via a sales order and you accidentally type in the wrong nominal/CC/department combination it highlights yellow as a warning that that does not exist giving you the opportunity to check and correct. However in the invoicing...
    Guest almost 9 years ago in New/Amend Invoice 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 about 1 year ago in New/Amend Invoice / New/Amend Order / New/Amend Pro Forma / New/Amend Quote 0 Idea Accepted - Gauging Support

    Add create unposted invoice to API endpoints

    There are major limitations to the functionality offered by the current Sage 200 Standard API. In particular there is no endpoint for creating an unposted invoice. This leave a major hole in any integration that depends on invoices being created
    Hugh Smith about 2 years ago in API / New/Amend Invoice 2 Idea Accepted - Gauging Support

    Invoice Module Add/Select Project

    On the new Invoicing module - there is only the option to add/select Nominal Code (no option to select project code) Would be handy to be able to select Project Code - especially if you only want to invoice a non-stock item like a free text/delive...
    Paul Daly over 7 years ago in New/Amend Invoice 0 Idea Accepted - Gauging Support

    Allow rapid input for Pro Forma invoices

    Allow rapid input for Pro Forma invoices.
    Elka Williams over 2 years ago in New/Amend Invoice 0 Idea Accepted - Gauging Support