Sage 200 UKI Ideas Portal

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    SOP Archiving by customer account number

    We need functionality to archive sales orders by customer account number. This is crucial as we cannot delete a customer account without archiving the data first. At present we can only archive based on date, therefore, we are also archiving order...
    Katja Monks over 1 year ago in Archive 0 Idea Accepted - Gauging Support

    Can you add nominal narrative to the Sales Ledger/Purchase Ledger Credit Control workspace?

    So you can see more than 20 characters - it makes it quicker to see what the detail is behind the information
    Courtney Sharman 7 months ago in Workspace Designer 0 Idea Accepted - Gauging Support

    Add Workspace Designer to Sage 200 Standard and Education versions

    It would be helpful if Sage 200 Standard had the same Workspace Designer tool as Sage 200 Professional, or failing that a tool like the Custom Report Manager to allow for users to import additional Workspaces.
    Graham Sean over 3 years ago in Workspace Designer 0 Idea Accepted - Gauging Support

    To be able to add reports to Self Service reports

    In the web self service (where workspaces, POP Auth, Purchase Req, WTE can be accessed) there is a report option which shows a handful of reports. If you create a custom report, you are unable to add it to the list. The wish is to be able to add a...
    Gary Butler almost 6 years ago in Workspace Designer 0 Idea Accepted - Gauging Support

    Ability to tag Sales Orders or Sales Quotations for Archiving

    Currently you can only archive orders and quotations by specifying a date to, it would be useful to be able to tag orders for archiving
    Saeed Malik almost 6 years ago in Archive 0 Idea Accepted - Gauging Support

    Summary Workspace label amendability

    I have a customer who requests some toggle-ability on some labels in the Summaries -Is there any way in the Sales Summary and Purchases Summary that the Customer Codes can show Customer Names instead ? It would be good if this could be toggled as ...
    Gary Butler about 4 years ago in Workspace Designer 0 Idea Accepted - Gauging Support

    Order Archiving Process has wrong criteria

    In Sales Order Processing you have the opportunity to archive old orders. However, the &date& criteria works on the order date - i.e. the date the order was placed. Our customer recently &lost& the ability to reprint current year i...
    Guest over 10 years ago in Archive 0 Idea Accepted - Gauging Support

    Sales orders to archive correctly for consolidated invoicing accounts was wish list 3990

    The Archive Sales Orders function is using Invoice Date if the Sales Ledger Account is set to Consolidation. (Normal Sales Orders will archive on Order Date)　 This problem occurs on SOPs that are left open for a long period of time, have many li...
    Guest almost 10 years ago in Archive 0 Idea Accepted - Gauging Support

    How about making workspaces in Sage 200 2016 amendable and add a working query editor

    It used to be possible to edit or create new workspaces in Sage 200, unfortunately the ability to do this seems to have been lost, this is a problem if a site is upgrading and has custom workspaces because the workspace converter does not work eit...
    Guest over 2 years ago in Workspace Designer 0 Idea Accepted - Gauging Support