Sage 200 UKI Ideas Portal

Allow Prospect Accounts in multiple currencies

Current SOP settings only allows a single PROSPECT account. Customers want to be able to create quotations in multiple currencies - typically Euros and US Dollars - but you can only set up a single prospect account, usually in sterling. If an when you want to convert the prospect quotation to a real order, you can only select existing customer records that have the same currency as the prospect account. You should be able to create several PROSPECT accounts in different currencies, and then select a prospect account when creating a quotation for a prospect.

  • Guest
  • Oct 31 2017
  • Idea Accepted - Gauging Support