Sage 200 UKI Ideas Portal

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    Sales Quotations amend type form pro forma

    by accident we occasionally amend a sales order to a pro forma - once done CANNOT RECONVERT TO A SALES ORDER
    Stuart Shephard 10 months ago in Convert Pro Forma 2 Idea Accepted - Gauging Support

    Add document originator feature from purchase orders to sales orders

    In purchase orders you have the option to set the document originator as someone else from a drop down list. This would be helpful to be a feature in sales orders as the person who takes the order isn't always who inputs it into the system. Curren...
    Bethany Houghton 9 months ago in Convert Pro Forma / New/Amend Order 0 Idea Accepted - Gauging Support

    Pro-Forma Converted rather than completed

    In the list view currently, the document status for a converted pro-forma is completed. I think it would be really helpful to have the status as converted rather than completed.
    Guest about 4 years ago in Convert Pro Forma 0 Idea Accepted - Gauging Support

    Save BI Advanced Settings to increase Rows and Columns to greater than 100

    BI Advanced settings within BI to increase the number of Rows greater than the default of 100 isn't saved when closing the BI report and re-opening. Customers would like this setting to be saved and copied across all of their reports when changed.
    Guest about 7 years ago in Business Intelligence 0 Idea Accepted - Gauging Support

    Business Intelligence plugin for 64 bit versions of MS Office

    Since Microsoft is going to be deploying the 64 bit version of Office by default soon, wouldn't now be a good time to get the BI plugin working with it? I'm sure 32 bit will be phased out completely one day, and we won't want to be running legacy ...
    Guest almost 7 years ago in Business Intelligence 0 Idea Accepted - Gauging Support

    Add the new Nominal Analysis Codes to all related Reports, Workspaces, BI and Excel Reporting

    Please add the ability to report on the new Nominal Analysis codes in Sage 200C to all related reports, Workspaces, Excel workbooks and BI. It would be useful to analyse Nominal transactions and Accounts by these new codes. I have a few customers ...
    Guest about 8 years ago in Business Intelligence / Excel Reporting / Workspaces 0 Idea Accepted - Gauging Support

    Convert pro forma to order retains pro forma date

    When converting pro forma to order it doesn't use the proforma date, it uses todays date
    joanne scott about 7 years ago in Convert Pro Forma 0 Idea Accepted - Gauging Support

    Convert Proforma to Invoice

    Sage 200 has brought back the Invoicing module last available in the the Line 100 days. This is good functionality but there seems to be some missing options. When you raise a Proforma, you have the option to convert it to a Sales Order. A benefic...
    Guest about 8 years ago in Convert Pro Forma 0 Idea Accepted - Gauging Support

    Add Stock Analysis codes to BI reports

    The ability to add the analysis codes from stock to BI will be extremely useful especially when looking at stock movements. It is something that has never been included and feel it would definitely help numerous customers.
    Guest about 7 years ago in Business Intelligence 0 Idea Accepted - Gauging Support

    Business Intelligence - Restricting Access

    To be able to restrict access to which cubes BI users are able to report on. Currently users have to given full access to all BI reporting data, even if available reports are restricted they are still able to create new reports on any data cube.
    Tom Blatchford over 6 years ago in Business Intelligence 0 Idea Accepted - Gauging Support