Sage 200 UKI Ideas Portal

Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.

ADD A NEW IDEA

Clear

Allocate

Showing 14

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 20 days ago in Allocate / Allocate 2 Further Information Required

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

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

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 Allocation - include the query field

Currently the query field is not visible in the supplier allocation screen.
Val Johnstone over 1 year ago in Allocate 0 Idea Accepted - Gauging Support

PL AND SL ALLOCATION SESSION DISPLAY

Allocation session screen columns - not the most useful information currently displayed, suggestions include removing URN and showing 2nd Ref
Guest about 4 years ago in Allocate 0 Idea Accepted - Gauging Support

add Sage 50 Allocation style to 200

Would it be possible to add the Sage 50 style invoice / payment screen for the entry of sales/purchase receipt ? Customer would like the visibility of the grid used to help allocate .
Guest almost 10 years ago in Allocate 0 Idea Accepted - Gauging Support

Sales Ledger - Customer Allocations

we have customers who pay monthly a batch of 40 plus invoices / credit notes....it would be really handy to highlight the selected payments which they have paid to then press the allocate key on one occasion oppose to the 40 occasions you currentl...
Guest over 6 years ago in Allocate / Allocate 0 Idea Accepted - Gauging Support

To be able to enter a receipt/payment for more than one transaction at a time from the allocation screen:

Applicable to the Sales Ledger and Purchase Ledger. Currently you are only able to enter on a one by one transaction basis even if you have selected more than one transaction before clicking the receipt/payment button. This would save the users so...
Guest almost 10 years ago in Allocate 0 Idea Accepted - Gauging Support

Short Key For Allocating Mass Payment (PRESS ENTER FOR SHORT KEY)

Maybe this post will help someone else avoid repetitive strain injury on there index finger!!!! When allocating payments and receipts to invoices. No Short key is provided however if you press ENTER it will allocate the full payment. F3 was the sh...
Russell Russell over 6 years ago in Allocate / Allocate 0 Idea Accepted - Gauging Support