Sage 200 UKI Ideas Portal

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    set correct allocation date on an allocation only entry SL / PL

    When entering an allocation for a payment on account transaction would like the system setting payment rule to apply - i.e. to set the allocation date to the receipt date in case of sales ledger and payment date in terms of Purchase Ledger - most ...
    Adrian Evans about 2 months ago in Allocate / Allocate 2 Further Information Required

    Save and print button on create quotation screen

    When creating quotation's in sage it would be ideal to have a save and print button.
    Craig Ingram 10 months ago in New/Amend Quote 5 Already Exists

    Quotations - Allow to amend/edit a line without having to delete and add a new line at the bottom and having to move it up to be in the same place

    We have quotes for clients that are in a order so it might be say Plot 1, Plot 2 etc with the relavant product under that heading. The customer then changes the length or colour and you can't edit that line. You have to delete and then re-add a li...
    Roy Hughes over 1 year ago in New/Amend Order / New/Amend Quote 5 Idea Accepted - Gauging Support

    Unable to see stock levels when creating a quotation

    When creating a quote there is no easy way to see if the items are in stock and can be supplied immediately unlike when a full sales order created. Often we are asked for a quotation, which can be accepted the same day and only then do we find out...
    Robert Lewis 8 months ago in New/Amend Quote 0 Idea Accepted - Gauging Support

    Allow Quotation revision functionality

    Currently each quote is created as a unique entry, a customer may request a change, but the original quotation is still valid, can a revision sequence be created so that all details for the project remain under 1 quote.
    Rebecca Knight about 2 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

    When you copy a quotation the Fx rate also copies across to your new quote

    We update exchange rates in Sage 200 on a monthly basis with rates from HMRC. We've just noticed that when a new quotation is created using the 'copy quotation button', it will also copy the exchange rates from whenever the original quote was crea...
    John Wilkins over 1 year ago in New/Amend Order / New/Amend Order / New/Amend Quote 2 Idea Accepted - Gauging Support

    List unallocated credit notes and payments on the purchase ledger

    This would be useful to ensure we do not over-pay our suppliers. Also useful for reporting on the effectiveness of ledger clerks in allocating these items.
    Dick Dick over 1 year ago in Allocate 1 Already Exists

    Show invoice numbers on allocation session drilldown

    When looking an allocation within the SL module you can only see the invoice number and the date of the allocation. It would be very helpful if you could also see the invoice date in this view. Thanks
    Guest over 3 years ago in Allocate / Allocate 0 Idea Accepted - Gauging Support

    Supplier Transactions - ability to update memo field for individual transaction, when allocating

    Update Memo field for individual transaction
    Val Johnstone over 1 year ago in Allocate 7 Idea Accepted - Gauging Support

    Change pricing structure for all items in an order with 1 click

    For Account customers, when you enter a new order, all items are assigned to the customer's specific pricing band. The same thing happens with Cash customers but if you want to change to a different pricing band, you have to do this manually for e...
    Gordon Kerr over 1 year ago in New/Amend Invoice / New/Amend Order / New/Amend Pro Forma / New/Amend Quote 0 Idea Accepted - Gauging Support