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Sage 200 UKI Ideas Portal

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SOP Archiving by customer account number

We need functionality to archive sales orders by customer account number. This is crucial as we cannot delete a customer account without archiving the data first. At present we can only archive based on date, therefore, we are also archiving order...
Katja Monks over 1 year ago in Archive 0 Idea Accepted - Gauging Support

Ability to tag Sales Orders or Sales Quotations for Archiving

Currently you can only archive orders and quotations by specifying a date to, it would be useful to be able to tag orders for archiving
Saeed Malik almost 6 years ago in Archive 0 Idea Accepted - Gauging Support

Order Archiving Process has wrong criteria

In Sales Order Processing you have the opportunity to archive old orders. However, the &date& criteria works on the order date - i.e. the date the order was placed. Our customer recently &lost& the ability to reprint current year i...
Guest over 10 years ago in Archive 0 Idea Accepted - Gauging Support

Add Quantity Status Pipeline Indicator to the Sales Document Status List workspace.

The Sales Document Status List workspace does not show orders on the Value Status Pipeline Indicator for orders with no price. Any order that is put on with a pound;0 total, the order will not update. However, if there is multiple items on the ord...
Guest almost 10 years ago in Sales Document Status 0 Idea Accepted - Gauging Support

More emphasis on Space in Workspace

We use Sales Document Status workspace all day every day. Since upgrading a few weeks ago from Sage 200 2011 to 2016 version, we've lost a load of space in the new design causing unnecessary scrolling. There is also a major performance problem but...
Guest about 9 years ago in Sales Document Status 0 Idea Accepted - Gauging Support

Sales orders to archive correctly for consolidated invoicing accounts was wish list 3990

The Archive Sales Orders function is using Invoice Date if the Sales Ledger Account is set to Consolidation. (Normal Sales Orders will archive on Order Date)  This problem occurs on SOPs that are left open for a long period of time, have many li...
Guest almost 10 years ago in Archive 0 Idea Accepted - Gauging Support