Ideas

Showing 8

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 10 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

3 VOTE

Despatch List Sort

In previous versions of sage 200, the ability to sort despatches via. the columns within the view option for a sales order was present. From at least 2022 R2, this ability has disappeared. It would be beneficial to have this option reinstated in f...

David Casey about 2 years ago in View Order 4 Further Information Required

5 VOTE

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 about 4 years ago in Convert Pro Forma 0 Idea Accepted - Gauging Support

6 VOTE

Enable Archived orders to be searched by Job Code

Could you please confirm if there are any options in the admin console to enable Archived orders to be searched by Job Code? On the current orders page (below) Job Code search is enabled (Screenshot A) On the Archived orders page (below) Job Code ...

Guest almost 7 years ago in View Order 0 Idea Accepted - Gauging Support

5 VOTE

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

5 VOTE

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

5 VOTE

Ability to view Sales Order Document Comments against a Completed Order

Once a sales order is complete there is no option to revisit the document comments. Could this be made available in the view option?

Guest over 10 years ago in View Order 0 Idea Accepted - Gauging Support

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