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Sage 200 UKI Ideas Portal

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Remove Profit and Loss transactions to take notice of the period

A customer of mine has backdated transactions in Sage 200 prior to running the year end, they didn't want last years nominal updated but they wanted to update their Customer and Supplier balances. Backdating these transactions using 30/4/21 is fin...
Gary Butler over 4 years ago in Year end 0 Idea Accepted - Gauging Support

Manage Stocktake(By Product) auto-selection criteria

Manage Stocktake(By Product) auto-selection criteria to include drop down list, to select individual products by code, not just by group. Currently the selection criteria overrides any product selections made in the originally displayed list.
Guest over 4 years ago in Stocktake 0 Idea Accepted - Gauging Support

Ability to hide inactive items on Stock Take, using Auto Select parameter screen

Generating a stock take sheet includes any inactive items, it would be useful to have an option to hide these on teh Auto Select screen.
Guest over 9 years ago in Stocktake 0 Idea Accepted - Gauging Support

omit inactive stock items from stock take

currently the stock take displays inactive items which is causing an issue for a client as he would like to omit them. There doesnt seem to be a way to exclude these items
Guest over 10 years ago in Stocktake 0 Idea Accepted - Gauging Support

Relocating Stock

When entering a Stocktake confirmed quantity in the Sage Stock Values screen while in the Sage Manage Stocktake routine I noticed at this point the BIN location's are shown this would be really handy if you could also change the location as with a...
Guest over 6 years ago in Stocktake 0 Idea Accepted - Gauging Support

Do not allow stock take to cause non-negative-allowed stock to go negative

Under certain circumstances, manage stock take can cause stock quantity to go below zero even if negative stock is not allowed for the product group. Required Functionality Either: For the value on the stock take to update with any movement that i...
Guest almost 7 years ago in Stocktake 0 Idea Accepted - Gauging Support

Make Year End Journals Double Entry

The year end routine posts a one sided journal to the retained profit account and adjusts the balances on the headers of the P&L accounts, but this means if you want to do any transaction based reporting spanning multiple years (lots of custom...
Vicky Poole over 8 years ago in Year end 0 Idea Accepted - Gauging Support

Stock Check Adjustments

Allow Stock Bins to be updated as part of stock take process for stock found in different BIN locations from that on the Stock take record Must have ability to add new bin to stock record for bin locations not entered onto the stock record.
Guest about 6 years ago in Stocktake 0 Idea Accepted - Gauging Support

Transaction Date Validation to apply to Manage Stocktake

Currently if you have "Transaction Date Validation" enabled it applies correctly to SL/PL/ and manual stock adjustments (add or write off) etc. But the date validation settings do not apply to the Manage Stock Take screen >> Field >> [...
Paul Daly almost 10 years ago in Stocktake 0 Idea Accepted - Gauging Support

Nominal Removal of Previous Year Profit amp; Loss Transactions

Current option removes transactions based on Transaction date only. nbsp;In the scenario whereby the first period has been opened, transactions dated for the previous Financial year have been posted and Removal of previous year Profit amp; Loss ha...
Anthony Lester about 10 years ago in Year end 0 Idea Accepted - Gauging Support