Sage 200 UKI Ideas Portal

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    Sales Quotations amend type form pro forma

    by accident we occasionally amend a sales order to a pro forma - once done CANNOT RECONVERT TO A SALES ORDER
    Stuart Shephard 11 months ago in Convert Pro Forma 2 Idea Accepted - Gauging Support

    Add document originator feature from purchase orders to sales orders

    In purchase orders you have the option to set the document originator as someone else from a drop down list. This would be helpful to be a feature in sales orders as the person who takes the order isn't always who inputs it into the system. Curren...
    Bethany Houghton 9 months ago in Convert Pro Forma / New/Amend Order 0 Idea Accepted - Gauging Support

    Allow multiple processes to take place in the Provisioning portal

    Hi,I'd like to request the ability to have more than one ongoing process for a site in the Sage provisioning portal. As things stand if I initiate an on demand backup I then have to wait a good 30 minutes or more before I can initiate another for ...
    Stuart Mcalister almost 3 years ago in Provisioning Portal 0 Idea Accepted - Gauging Support

    Restore backup from one Company into another in SEOS

    In SEOS its not possible to restore a backup from one Company e.g. the Live Company into another e.g. Year End Archive or Training without downloading a bacpac, importing it, running the online migration, creating a new bacpac, uploading it and th...
    Guest over 2 years ago in Backups 0 Idea Accepted - Gauging Support

    Sage BMS Online services - Assigning to sites feature - request to improve

    Hi, Sage recently introduced authorization features to Sage BMS Online services which now adds an extra safety step when users are assigning to sites but who are not marked as a Customer Administrator or Customer Operations Agent. This is a great ...
    Stuart Mcalister over 5 years ago in Assign Sites to Features 0 Idea Accepted - Gauging Support

    Pro-Forma Converted rather than completed

    In the list view currently, the document status for a converted pro-forma is completed. I think it would be really helpful to have the status as converted rather than completed.
    Guest over 4 years ago in Convert Pro Forma 0 Idea Accepted - Gauging Support

    Convert pro forma to order retains pro forma date

    When converting pro forma to order it doesn't use the proforma date, it uses todays date
    joanne scott about 7 years ago in Convert Pro Forma 0 Idea Accepted - Gauging Support

    Change Company Name in Provisioning Portal for Archiving

    When you have a company that is wanting to archive and start again to be able to change the name to ARCHIVE to that the company select screen shows Archive. currently you have to copy backup, download and reupload creating new company name with AR...
    David Shearer about 3 years ago in Ability To Change Company Name For Archiving 0 Idea Accepted - Gauging Support

    Convert Proforma to Invoice

    Sage 200 has brought back the Invoicing module last available in the the Line 100 days. This is good functionality but there seems to be some missing options. When you raise a Proforma, you have the option to convert it to a Sales Order. A benefic...
    Guest about 8 years ago in Convert Pro Forma 0 Idea Accepted - Gauging Support

    SEOS customer operations agent should be allowed to re-send notifications

    On www.sageerponlineservices.com a Customer Operations Agent can add new users. Adding a user that does not have a Sage ID will raise a notification. The customer operations agent should have the ability to re-send the notification
    Guest over 2 years ago in Provisioning Portal 0 Idea Accepted - Gauging Support