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Sage 200 UKI Ideas Portal

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Add/Transfer Stock Items within Stock Take Process

During a stock take process items may be found in a different location/bin to that reported on the stock take sheets, so the quantity in stock may be correct but the location is incorrect. A simple transfer button option would allow the user to mo...
Howard Taylor about 1 year ago in Stocktake 1 Idea Accepted - Gauging Support

Year end Process - Profit & Loss Movement to Retained Profits

I'm struggling to understand why the journal transferring balances from the profit and loss nominal codes to retained profits isn’t shown during the year-end process. It would make complete sense to display this movement clearly. (The journal wipi...
Russell Russell 8 months ago in Year end 0 Idea Accepted - Gauging Support

Ability to trace who has deleted a stocktake

It is possible in SQL to see who has created a stocktake, or been into the stocktake screen, however it is not possible to see if anyone has deleted a stocktake.
Debbie Hunt about 2 years ago in Stocktake 0 Idea Accepted - Gauging Support

Year End Progress Update

When running the Year End process it would be useful to have more information than Processing I've had two databases sit there in a state of limbo with this message for a considerable time over the last few days unable to tell if the process had c...
Guest over 4 years ago in Year end 0 Idea Accepted - Gauging Support

Stocktake should work across Desktop and Web Apps

The stock take process is slightly different when run through the desktop app versus the web app. The documentation advises doing any given stock take in one or the other app. It would be useful if the process was consistent and we could switch be...
Garren England 12 months ago in Stocktake 1 Will not implement

Add the ability to select Analysis codes to stocktakes

Adding the ability to select analysis codes to the stocktakes would allow you to make them customer specific, this is a regular requirement from our customers.
Paul Critchley almost 2 years ago in Stocktake 0 Idea Accepted - Gauging Support

Year End Account Maintenance - P&L transactions are archived, which relate to current Financial Year, but with transaction dates relating to the Previous Financial Year

Despite the warning that the Account Maintenance routine for P&L Transactions should be run immediately following a Year End routine, some customers are running this routine at a later date. Transactions have then been entered with transaction...
Eric Belshaw 8 months ago in Year end 0 Idea Accepted - Gauging Support

Traceable Items to be included in Stock Take

For years now I have been asked when traceable items will be included in the stock take. Typically, if there is 'missing' or found stock the users undertaking the stock take know which batch / serial numbers are affected. What should happen is tha...
Michelle White about 8 years ago in Stocktake 1 Idea Accepted - Gauging Support

Stocktake working the same for tracked and non-tracked items,

When completed a stocktake, non-tracked items are updated automatically, but serial/batched ones need to be done manually via add/write off stock , would be good if the relevant boxes/fields were able to open within the stock take process to updat...
Guest over 9 years ago in Stocktake 0 Idea Accepted - Gauging Support

Old Wish List 1236: The ability to make stock adjustments for batch/serial numbered items through stocktake

The ability to make stock adjustments for batch/serial numbered items through stocktake. DescriptionTo be able to perform a stock take for batch/serial numbered items in the same way that you can do a stock check for non batch/serial numbered item...
Guest almost 10 years ago in Stocktake 0 Idea Accepted - Gauging Support