Sage 200 UKI Ideas Portal

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    SOP Archiving by customer account number

    We need functionality to archive sales orders by customer account number. This is crucial as we cannot delete a customer account without archiving the data first. At present we can only archive based on date, therefore, we are also archiving order...
    Katja Monks over 1 year ago in Archive 0 Idea Accepted - Gauging Support

    Allow user to specify a write off date when processing bad debt write-offs

    can the system be amended to allow user to specify a write off date when processing bad debt write-offs? It uses the current date as a transaction date which isn't ideal.
    Guest over 6 years ago in Write Off Bad Debt 1 Idea Accepted - Gauging Support

    Ability to change the system date of Sage 200

    Not sure if this has been logged before, but it would be nice if Sage 200 had a button where you could change the System date. Quite often you run your sales period end in the following month. I.e you run January&s sales period end on say 3rd ...
    Guest almost 10 years ago in Write Off Bad Debt 0 Idea Accepted - Gauging Support

    Ability to tag Sales Orders or Sales Quotations for Archiving

    Currently you can only archive orders and quotations by specifying a date to, it would be useful to be able to tag orders for archiving
    Saeed Malik almost 6 years ago in Archive 0 Idea Accepted - Gauging Support

    Bad debt write off functionality for credit type transactions:

    The ability to write off bad debt for credit type transactions as well as the normal functionality.
    Guest about 6 years ago in Write Off Bad Debt 0 Idea Accepted - Gauging Support

    Would like ability to specify an allocation date at the point of a SL\PL Write off

    Within the Write Off forms, would like the option to specify an allocation date so that the invoice, write off transaction and allocation dates can all be aligned for the purposes of the retro Aged Debt\Credit reporting
    Richard Cunningham over 10 years ago in Write Off Bad Debt 0 Idea Accepted - Gauging Support

    Sales Ledger Bad Debt Write Off Date - Ability to specify the transaction date

    Currently the system date is used as the transaction date, users would like to specify a transaction date for the posting
    Saeed Malik about 10 years ago in Write Off Bad Debt 0 Idea Accepted - Gauging Support

    Order Archiving Process has wrong criteria

    In Sales Order Processing you have the opportunity to archive old orders. However, the &date& criteria works on the order date - i.e. the date the order was placed. Our customer recently &lost& the ability to reprint current year i...
    Guest over 10 years ago in Archive 0 Idea Accepted - Gauging Support

    A setting for the maximum threshold for writing off discrepancies in the allocation screen

    If, when allocating sales invoices and receipts, your receipt value is greater than your invoice value you will be given the option (when saving) to write the discrepancy off as a discount. This makes sense for minor discrepancies, such as a few p...
    Guest over 7 years ago in Write Off Bad Debt 0 Idea Accepted - Gauging Support

    Sales orders to archive correctly for consolidated invoicing accounts was wish list 3990

    The Archive Sales Orders function is using Invoice Date if the Sales Ledger Account is set to Consolidation. (Normal Sales Orders will archive on Order Date)　 This problem occurs on SOPs that are left open for a long period of time, have many li...
    Guest almost 10 years ago in Archive 0 Idea Accepted - Gauging Support