When cancelling a purchase order or lines within it there is no option to record a reason why. This would be helpful to refer back to if there are future queries.
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
Amend Order Status form is for both changing the hold status and cancelling orders.
Have later versions separated the amend order hold status from cancelling orders function? It would be good to have these separate as our users need to be able to take orders off hold but do not need to be able to cancel orders. It's a control issue.
Guest
over 2 years ago
in Cancel order
0
Idea Accepted - Gauging Support
Some of our customers cancel Sales Orders if the lines have not been despatched for a certain amount of time and it is very time consuming having to manually do this order by order. It would be useful if there was an option to be able to cancel mu...
Guest
about 8 years ago
in Cancel order
0
Idea Accepted - Gauging Support
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
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
Cancelling Payment with Order - interacting with created Credit note
In circumstances where a customer raised an order and ticks Payment with Order and Invoice immediately, and then the customer cancels. If you cancel the order it prompts that a credit note will be created. It creates and posts the credit note but ...
Gary Butler
over 2 years ago
in Cancel order
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
