Skip to Main Content
Sage 200 UKI Ideas Portal
Status Idea Accepted - Gauging Support
Categories New/Amend Quote
Created by Phil Edmondson
Created on Feb 20, 2020

Enable Credit Limits for Quotes on SOP

Would be a good feature to be able to see credit limits across SOP alloptions i.e. Quotes/Pro Forma. Client wants to have more control on what customers are offered when Quoting so would be beneficial for a credit limit pop up to show if the quote would push the account over the credit limit if won. If this is not something possible would be nice to at least see the credit limit when choosing the account in the drop down or a box that shows this so they have a reference point while raising thequoting.

  • +1
5 MERGED

Credit check option for quotes

Merged
Unlike SOP when raising a quotation there is currently no credit check as part of the routine so a quote can be raised and processed all the way to a SOP before a user is warned that the account is over credit limit. Can we get an option to enable...
David Richardson almost 2 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support