Sage 200 UKI Ideas Portal

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    Pro forma's don't show whether item in stock or not

    Pro forma's don't show whether item in stock or not (turns the item yellow) - this means that whenever a pro-forma is raised for a customer we are unable to identify whether the stock is available or not until it is converted to an order. This is ...
    Lynn Jeffery 7 months ago in New/Amend Pro Forma 0 Idea Accepted - Gauging Support

    Allow stock to be allocated to pro forma invoice before payment received

    We need to be able to allocate stock to a pro forma before payment is received. Payment can often take +1 days to come through and we run the risk of stock not being available to fulfil the order.
    Elka Williams almost 3 years ago in New/Amend Pro Forma 0 Idea Accepted - Gauging Support

    Add Suggested Items to Proforma Screen

    When creating a new proforma please can we have the option to add the Suggested Items function
    Sarah Bell about 2 years ago in New/Amend Pro Forma 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 over 1 year ago in New/Amend Invoice / New/Amend Order / New/Amend Pro Forma / New/Amend Quote 0 Idea Accepted - Gauging Support

    Month End & Period End Wizard

    To have all the month/period end features in one place eg Maintain Accounting Periods, Reconciliation Enquiry, TB, P&L, Balance Sheet
    Saeed Malik almost 8 years ago in Month End 0 Idea Accepted - Gauging Support

    Enable Cancelled Status for Pro Forma Invoice

    Could you please Enable a function to Cancel Invoice rather than deleting it and losing trackability or convert it to order and Cancel the Order?
    Guest about 4 years ago in New/Amend Pro Forma 0 Idea Accepted - Gauging Support

    Change what is included in quot;period end routinesquot;

    Hi, apologies if this seems a bit picky, but Ive often thought a lot of routines are quot;dumpedquot; into the heading quot;period end routinesquot; when they arent really part of this. If we take the Nominal Ledger for example....there are severa...
    Guest almost 10 years ago in Month End 0 Idea Accepted - Gauging Support

    Process Pro Forma Invoices

    Can a routine be created to allow the processing of Pro Forma Invoices to allow for the correct processing of the VAT. Once the correct VAT Invoice has been received it then allows the VAT to update the VAT Return.
    Guest almost 7 years ago in New/Amend Pro Forma 2 Further Information Required