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Sage 200 UKI Ideas Portal

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Excel Reports - organisation

Can you create a system so we can organise the excel reports - we currently have a long list of reports and it can be hard to find the one you want. A folder system would be useful.
Guest almost 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Department budget vs actuals summary

A report in excel that produces a one line summary of budget vs actuals for a specified month and YTD. The report should include totals and full department names to make it as useful as possible. As a school the majority of our internal management...
Guest about 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Excel Reporting (Date/FY) FiIters before opening excel

Some clients, with years + years worth of data, and as such, the functionality to amend the pivot tables, create new graphs etc.. and re upload into Sage to be used next month is not available as the file size is too big. The function to amend and...
Guest about 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Excel Financial Report Pack to have values for Budget for the Year & Forecast for the Year

Budget for the Year & Forecast for the year are key values for financial analysis, these are not currently available in the Pivot Table Field list
Saeed Malik over 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Set Default Stock Location by Stock Item

We have several locations and store different items in each locations. SOP only allows you to set a default for the entire order, we pick from multiple locations so it would be clearer for us to set default locations by stock item.
Amanda Blundell over 8 years ago in New/Amend Stock Record 0 Idea Accepted - Gauging Support

Unit of Measure needs displaying on stock item suppliers details

You can add/amend the supplier details for any stock item. You can put in list prices and quantities, but nowhere does the screen display the appropriate unit of measure that applies to these prices and quantities. It needs to be displayed to avoi...
Guest over 8 years ago in New/Amend Stock Record 0 Idea Accepted - Gauging Support

When entering a NON STOCK item, surely a location is not needed.

Sage 200 won't let you save a part No without a location even though it is not a stock item . I have a number of these and I have had to put a location in before it will let me save it
Guest over 8 years ago in New/Amend Stock Record 0 Idea Accepted - Gauging Support

allow additional fields to be added to excel reporting reports

client would like to add the user field to excel reporting report cashbook transactions but not on the list of fields available in the pivot table tools analyse section
joanne scott almost 9 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Weight on Products

We need the ability to retrieve the weight when getting a product from Sage 200 Extra Online.
Guest about 6 years ago in New/Amend Stock Record 1 Already Exists

Stock View Batch/Serial No screen: include archived stock transactions

At present, this screen (Sage.MMS.Stock.ViewTraceableItemDetailsForm) doesn't show any details (receipts/issues) once the relevant stock history has been archived. This applies to both current and archived batch/serial numbers, and means that it c...
Geoff Turner over 6 years ago in New/Amend Stock Record 0 Idea Accepted - Gauging Support