Sage 200 UKI Ideas Portal

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    Pro forma's don't show whether item in stock or not

    Pro forma's don't show whether item in stock or not (turns the item yellow) - this means that whenever a pro-forma is raised for a customer we are unable to identify whether the stock is available or not until it is converted to an order. This is ...
    Lynn Jeffery 7 months ago in New/Amend Pro Forma 0 Idea Accepted - Gauging Support

    Allow stock to be allocated to pro forma invoice before payment received

    We need to be able to allocate stock to a pro forma before payment is received. Payment can often take +1 days to come through and we run the risk of stock not being available to fulfil the order.
    Elka Williams almost 3 years ago in New/Amend Pro Forma 0 Idea Accepted - Gauging Support

    Add Suggested Items to Proforma Screen

    When creating a new proforma please can we have the option to add the Suggested Items function
    Sarah Bell about 2 years ago in New/Amend Pro Forma 0 Idea Accepted - Gauging Support

    Change pricing structure for all items in an order with 1 click

    For Account customers, when you enter a new order, all items are assigned to the customer's specific pricing band. The same thing happens with Cash customers but if you want to change to a different pricing band, you have to do this manually for e...
    Gordon Kerr over 1 year ago in New/Amend Invoice / New/Amend Order / New/Amend Pro Forma / New/Amend Quote 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

    Enable Cancelled Status for Pro Forma Invoice

    Could you please Enable a function to Cancel Invoice rather than deleting it and losing trackability or convert it to order and Cancel the Order?
    Guest about 4 years ago in New/Amend 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