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Sage 200 UKI Ideas Portal

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Role restriction for workspace actions, currently removing access to the feature doesnt prevent the user from being able to do certain things. Only way is remove workspaces completely which is a massive shame.

For eg: I have removed access to the feature: nbsp;Delete Customer Transactions, but the user has access to the customer transactions workspace. nbsp;From the actions i can access the delete customer transactions screen. nbsp; I have called this t...
Guest almost 10 years ago in Roles 0 Idea Accepted - Gauging Support

Product record flag to show there are attachments against this record e.g. images COSHH Data Spec Sheets

It would be really useful on the main screen or product workspace to see if there are attachments relating to the product rather than having to View the record and move to the attachments tab to see if anything is present. this would make it easie...
Victoria Hanley almost 8 years ago in New/Amend Stock Record 0 Idea Accepted - Gauging Support

When adding stock should be able to specify a stock unit

When you are adding stock in for an Item. Would be better if you could specify the stock unit for the stock you are adding in. I.e. rather than using 0.1 for a box of 10 to add in 1 part of the box, you should be able to choose the &Each& ...
Guest about 10 years ago in New/Amend Stock Record 0 Idea Accepted - Gauging Support

Restrict user access by country at the role level

Within Sage Admin, have a filter that allows selection of one or more country codes from a sales and/or purchase ledger account, and restricts user access to records of those countries.
James Dowdeswell over 4 years ago in Roles 1 Idea Accepted - Gauging Support

Using the Duplicate option for a Stock item should also pull through the Supplier List Price

Currently when Duplicating a Stock Item the Supplier is pulled through but not the Supplier List Price. Strictly speaking this would be expected to pull through, however in the design and implementation phase it was decided that after seeking feed...
Guest over 2 years ago in New/Amend Stock Record 0 Idea Accepted - Gauging Support

When removing an option from a roles menu, it remains in favourites unless removed manually.

In a company where controls are tightening as it grows, we rely on the system admin features area to limit a departments access. We have found out the hard way that even though we have removed the feature of Amend Order Status from their role, bec...
Guest over 7 years ago in Roles 1 Idea Accepted - Gauging Support

Ability to quickly select all locations when adding a new stock item

Our customer has requested the ability to select all locations quickly from a tick list when creating a new stock item via Sage200 rather than have to add them one by one. The ideal scenario would be a stock setting to apply all locations when cre...
Kathleen Leask about 10 years ago in New/Amend Stock Record 0 Idea Accepted - Gauging Support

Remember default Role for user in Sage 200 2015

in Sage 200 2015 the role isn&t defaulted to when you log back into Sage 200, similarly a default role is ignored when logging into Sage 200. It needs to operate similar to switch configuration like it did in 2013 R2. I have a customer who wil...
Guest over 10 years ago in Roles 0 Idea Accepted - Gauging Support

Custom Roles For User Access

It would be great to develop the User Roles a bit more (Settings - Organisational & Financial - User Access), and have the ability to create your own. Although Sage has set up some default ones to use, none of them match the roles that I have ...
Guest almost 6 years ago in Roles 0 Idea Accepted - Gauging Support

Copy multiple roles into a new role:

Currently, can only copy one role to another. Example: user has 3 roles, needs access to another feature that these roles cannot have so workaround is to setup a new role and just tick the feature area they need and assign over to them. Rather tha...
Guest almost 9 years ago in Roles 0 Idea Accepted - Gauging Support