SOP Delivery and invoicing tab tax number field to populate:
Entering a new order, when going to delivery and invoicing tab, if invoice address is used only the code is populated and all the boxes are greyed out. If you un-tick this and use customer delivery address, the 3 fields then populate, our customer...
Guest
about 9 years ago
in New/Amend Order
0
Idea Accepted - Gauging Support
In the Sales Orders list, highlight a completed order and select the View option. When the order is displayed the Order Profit button is greyed out, preventing you seeing the profit values, despite the fact that you have the permission to do so.
Currently there are quick link buttons on the top banner of SOP for Orders and Quotes. Idea is to have buttons for Pro Forma&s as well. This is to include New Pro Forma; Print Pro Forma, Convert Pro Forma to Sales Order.
Guest
over 9 years ago
in List
0
Idea Accepted - Gauging Support
Placing sales orders on hold when switching between rapid order entry and full order entry.
I have tested this and it appears that in v5.1 you could switch between Rapid Order entry and Full Order Entry and it didn’t enforce the credit limit check. Neither myself or Sage 200 Support know the exact version when this changed but currently ...
Guest
over 9 years ago
in New/Amend Order
0
Idea Accepted - Gauging Support
Being able to print a sales invoice when not using the stock
When not maintaining stock within the system, there should the function to raise an invoice, print a sales invoice and then post the invoice. At the moment we need to Raise Order, Dispatch Order, print Invoice post invoice. There are to many steps...
Guest
over 9 years ago
in Print Invoice
0
Idea Accepted - Gauging Support
Amend sop despatch UI enhancement to allow: Amend quantity despatched without popping another form (unless it has multiple allocations then this form pop might be necessary!) Amend descriptions Amend despatch date Amend line analysis code (user to...
Guest
over 9 years ago
in Despatch
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
As it doesn&t seem possible to correct the error that causes the Value of Current Orders in SOP to be calculated correctly how about a utility to manually enter the correct figure. Or better still extend the Sales Balance Ledgers Routine to co...
Guest
about 10 years ago
in List
0
Idea Accepted - Gauging Support
Expense Claim date incurred field and closed Periods
If the setting for not allowing to post anything not in the current period is in Accounting System Manager - Settings- System Settings and in the transaction settings it is currently set to Use accounting period based validation and has Unacceptab...
Guest
over 10 years ago
in Project Accounting
0
Idea Accepted - Gauging Support
Filter Projects when authorising expenses and timesheets if resource filtering is enabled
Currently if a person authorises timesheets and expenses in 2015 via self service and you have either resource filtering set up in the project or via the filter tab in the edit resources area, you can still authorise someone&s time sheet which...
Guest
over 10 years ago
in Project Accounting
0
Idea Accepted - Gauging Support
