Sage 200 UKI Ideas Portal

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    Change the numbering system for Quotes and SOs so they match

    Like Sage 50, when you have saved a quote, the number it produces should be reserved for when it is converted to a sales order so they stay streamlined and match up rather than having to reference multiple numbers to link them. This would also mea...
    Ella Browell 9 months ago in Convert Quote 0 Idea Accepted - Gauging Support

    Supplier and additional analysis columns in nominal breakdown.

    Allow users to add in additional columns in the nominal breakdown screen, such as seeing the supplier that the invoice has been processed against.
    Sage API User over 2 years ago in Nominal 1 Idea Accepted - Gauging Support

    Can Journal entry endpoint be added to the Sage 200 API for standard and professional?

    Can Journal entry endpoint be added to the Sage 200 API for standard and professional?
    Guest almost 3 years ago in Nominal 3 Idea Accepted - Gauging Support

    Invoice address to copy across to sales orders when converting a Prospect Quotation to the default Cash Account customer

    Customers would like the invoice address that is entered against prospect quotations to be copied across the sales order when converting from a prospect quote to the default cash account customer as the invoice address is appearing wrong on the fi...
    Guest almost 7 years ago in Convert Quote 1 Idea Accepted - Gauging Support

    Convert Quote to Order from Amend Quote Screen.

    It would be a really good idea to have a button at the bottom of the amend quote form which would allow direct conversion of the quote to an order, instead of having to go through the menu and then find the quotation again. Invariably customers al...
    Guest over 10 years ago in Convert Quote 0 Idea Accepted - Gauging Support

    Merge various Quotes into one Sales Order.

    The ability to merge various quotations for one customer into one order.
    Darryl Spencer-Hicks almost 10 years ago in Convert Quote 0 Idea Accepted - Gauging Support

    Retain stored warehouse in Sales Quotation when converting to a Sales Order

    Currently as per Sage documentation, it states 'You cannot convert a quotation in the following circumstance': 'The stock item is no longer stored at the warehouse specified for the item in the quotation'. Every time you go to convert a quote, it ...
    Guest about 9 years ago in Convert Quote 0 Idea Accepted - Gauging Support

    Convert Quote from Prospect to Customer to pick up nominal structure for stock items.

    We have a customer who builds the nominal account for stock items using the nominal from stock and cost centre/dept from customers. When they create a quotation for a prospect account, it uses the default nominal details from the prospect. However...
    Christie O'Connor almost 8 years ago in Convert Quote 0 Idea Accepted - Gauging Support

    GENERIC SALES QUOTATION CONVERTION TO LIVE SALES ORDER - NEW CUSTOMER ACCOUNT

    Convert a generic Sale Quotation e.g. ENQ9 to a new customer account MCCA0012? When the quotation is converted to a live SOP the customer box is greyed out and cannot be amended to a new customer a/c. At the point of quotation we do not alw....
    Guest over 2 years ago in Convert Quote 0 Idea Accepted - Gauging Support