Sage 200 UKI Ideas Portal

Create Stage Payments (Milestones) for Sales and Purchase Orders

Can the SOPs and POPs have a facility so that if the order has Stage (milestone) payments, there is a way to facilitate this easily without having to mess with the stock parts? We process contracts that often have stage payments in the orders and Sage 200 has no way to do this easily!

We currently have to create the stock items and then 100% discount them so there is zero cost on all items on the order.
Then we create a free text line for each of the stages (30%, 60%, 10% as an example) so that the invoice can be generated against these free text lines.
The downside to this is that when we analyse the sales - the values are zero!

  • Paul Cordell
  • Dec 12 2023
  • Idea Accepted - Gauging Support
Idea Benefit The stock values will show in any analysis and an easy way to handle stage payments
How do you solve for this problem today? Using free text as described above and then having to manually adjust the sales figures in excel
  • Tony Davis-Coyle commented
    12 Dec, 2023 08:34pm

    Totally get this. There are many instances where a payment schedule may be agreed against the delivery of an order.