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 2 years ago
in Archive
0
Idea Accepted - Gauging Support
Be able to see who has or hasn't authorised a purchase order when the status is "not authorised"
When there are multiple people required to authorise a purchase order, it is only updated in the notifications when the last person authorises the purchase order. It would be good to see in the notifications each time the purchase order is authori...
Holder, Ellie
almost 3 years ago
in Authorise
0
Idea Accepted - Gauging Support
It is a legal requirement to keep documents for customers / suppliers for a number of years, the customers want these attachments to be easily accessible, currently when archiving takes place the links to these documents are removed, and the docum...
Vicci Crawshaw
over 1 year ago
in Archive / Archive
1
Idea Accepted - Gauging Support
Supplier default nominal but cost centre blank to be variable
It would be good if you could set up the default nominal against a supplier but leave the cost centre or department blank. This would cut down on misposts of invoices being coded to the default cost centre by mistake, if the box was blank it would...
Ian Dyson
about 1 month ago
in Account
0
Idea Accepted - Gauging Support
In the workspace designer you are able to change the type of a field to be a URL. This means you could set up an analysis code against sales orders for a 'Tracking URL' and the like so users or automation can enter the tracking URL. In some cases,...
John Dunn
3 months ago
in Workspaces
0
Idea Accepted - Gauging Support
When entering SOP item, allow to view Stock Items to check part code/stock levels
When entering a SOP, currently Sage 200 Standard does not allow you to open Stock Items when trying to add a new line to SOP. Sometimes you just need to double check part code or stock quantity as you are entering an order, especially if the SOP h...
Martin Carnell
6 months ago
in New/Amend Order
0
Idea Accepted - Gauging Support
Enter/Amend Communications when Sales Ledger Account is on hold
Sales Ledger Communications were introduced in Sage 200 2025R1. Its only available to add/edit a record through "Sales Ledger New/Amend Account" forms. However, anyone can view communications through Sales Ledger Enquiry. As it stands a Sage User ...
Jenkins Jenkins
9 months ago
in Communications
1
Idea Accepted - Gauging Support
Introduce a dedicated "Customer Inspection Return" or "Return to Customer" process within Sage 200. The process should allow users to:
Record receipt of customer-owned goods for inspection or repair.
Record serial numbers and maintain complete...
Lisa Chapman
2 months ago
in Notification
0
Idea Accepted - Gauging Support
On SAGE 50, you can press F3 to allocate a full payment but on SAGE 200 you have to triple click. The 'auto allocate' doesn't work when they pay invoices and miss a couple out in between. We sometimes have to allocate over 100 transactions to a pa...
Hennessey, Megan
almost 2 years ago
in Payment / Payment/Receipt
4
Idea Accepted - Gauging Support
