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Sage 200 UKI Ideas Portal

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Excel Add On to refresh reports on to a tab within Excel (formulas set up for analysis)

It would be great to be able to install an Excel add on that allows you to refresh a report within Excel, rather than refreshing within Sage 200 and exporting the report again. SAP by design has this feature and we could add formulas to the left h...
Jenny Jose about 8 hours ago in Excel Reporting 0 Review Required

Improve Excel VAT Transactions Report

The current VAT Transactions report (Excel) records the VAT on Sales Invoices as a positive amount, rather than as a negative amount and Sales Credits as negatives instead of positives so that the cumulative total differs from the VAT return. Can ...
David Waller about 2 years ago in Excel Reporting 4 Idea Accepted - Gauging Support

Make the 'Use by' fulfilment sequence work when batch numbers are selected when despatching stock.

The 'Use By oldest date' stock fulfilment sequence is over ridden by bin priority when the system is configured to assign batch/serial numbers upon despatch rather than allocation. When despatching stock we would like to be able to choose batches ...
mollie mcewan about 2 years ago in Despatch 2 Idea Accepted - Gauging Support

Ability to have 'non ship' days as not available for despatch

This would help blank out the days when we know we are unable to ship
Pauline Douglass about 2 years ago in Despatch 1 Idea Accepted - Gauging Support

View Despatch history from Sales order

when sales orders have a number of part despatches, there is no easy way to look at the associated delivery notes
Manji Gami about 1 year ago in Despatch 5 Already Exists

Add narrative column to excel report Supplier Transactions

I would find the Supplier Transactions report, which can be found in the excel reports, much more useful if a column showing the narrative was included. When processing invoices we leave the default narrative, which includes the supplier code and ...
Guest almost 3 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Serial Number amendment/allocation on despatch

When despatching serial numbers, it is a long task to have to select each number individually by ticking them. it would be a benefit if we could select ranges of numbers via the shift key or similar method, in a similar way that we are able to mul...
Simon Tomkins over 2 years ago in Despatch 0 Idea Accepted - Gauging Support

SOP Despatch, tracking screen. Pieces. Need extra fields for package type / no of packages.

Pieces is being used to show the number of pallets being sent. Package information is also required, the number of packages and type of package (from a drop down if possible). Box/Carton etc
Karen Ona Gibbons almost 2 years ago in Despatch 3 Idea Accepted - Gauging Support

Excel Reporting - Revenue and Cost report: flip sign on budgets

A client is using the Excel Revenue and Cost report to extract budgets and actuals from Sage 200 for reporting. The actual values are signed flipped, so that the revenue credits are displayed as positives and the cost debits as negatives. Budgets,...
Gregor Imrie over 4 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Sage 200 web users able to drill down into budget line details

We have rolled out "My Budget Overview" access to our managers for keeping more up to date view on budget spend than monthly management accounts allow. However it would be useful if the figures in actual/committed POs/etc columns were able to be d...
Jo Clarkson over 6 years ago in Excel Reporting / Roles 0 Idea Accepted - Gauging Support