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Sage 200 UKI Ideas Portal
Status Idea Accepted - Gauging Support
Categories Allocate
Created by Val Johnstone
Created on May 1, 2024

Supplier Transactions - ability to update memo field for individual transaction, when allocating

Update Memo field for individual transaction

Idea Benefit can add a reason why a transaction is being queried
How do you solve for this problem today? we don't !
  • Admin
    Jo Kirkup
    Reply
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    May 8, 2024

    Thanks for the comments Val, understand that you now wish to update memo information on supplier allocation. For the query flag on supplier allocations can you log this as a separate idea rather than a comment just so it doesn't get lost.

  • Val Johnstone
    Reply
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    May 7, 2024

    Hi Jo, During the supplier allocations. It would also be handy to see the query flag at this point as it is not currently visible.

  • Admin
    Jo Kirkup
    Reply
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    May 3, 2024

    thanks for the reply Val, can you provide a short step by step of where you would like to be able to do this in the program?

  • Val Johnstone
    Reply
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    May 3, 2024

    Thank you for the info, but it would be better if you didn't have to go into another location to do this update.

  • Admin
    Jo Kirkup
    Reply
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    May 2, 2024

    As Geoff mentions this is already possible. If this isn't what you mean, then please can you provide more details.

  • Geoff Turner
    Reply
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    May 2, 2024

    (Sage 200 Professional)

    In Supplier Transaction Enquiry, select Memo Drilldown: you can then add/amend/delete the memos for a transaction

  • Val Johnstone
    Reply
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    May 1, 2024

    it would be useful to use the memo field for individual transactions for notes / reason for held transaction etc