Sage 200 UKI Ideas Portal

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    Pro forma's don't show whether item in stock or not

    Pro forma's don't show whether item in stock or not (turns the item yellow) - this means that whenever a pro-forma is raised for a customer we are unable to identify whether the stock is available or not until it is converted to an order. This is ...
    Lynn Jeffery 7 months ago in New/Amend Pro Forma 0 Idea Accepted - Gauging Support

    Allow stock to be allocated to pro forma invoice before payment received

    We need to be able to allocate stock to a pro forma before payment is received. Payment can often take +1 days to come through and we run the risk of stock not being available to fulfil the order.
    Elka Williams almost 3 years ago in New/Amend Pro Forma 0 Idea Accepted - Gauging Support

    Add Suggested Items to Proforma Screen

    When creating a new proforma please can we have the option to add the Suggested Items function
    Sarah Bell about 2 years ago in New/Amend Pro Forma 0 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

    Enable Cancelled Status for Pro Forma Invoice

    Could you please Enable a function to Cancel Invoice rather than deleting it and losing trackability or convert it to order and Cancel the Order?
    Guest about 4 years ago in New/Amend Pro Forma 0 Idea Accepted - Gauging Support

    Reports that have criteria for Analysis Codes should only list values in the drop down list that are present in the analysis code used in the criteria

    eg the default reports installed show all analysis codes in the drop down lists when you click on Criteria, each report has to be amended to restrict the values.
    Saeed Malik about 7 years ago in Criteria 0 Idea Accepted - Gauging Support

    To have the option to enter leading zeros on Report Criteria

    It can be quite time consuming have to enter the leading zeros when filling out a criteria on a report. So it would be useful if you could select oneither the criteria within the report, or the report criteria within Sage 200 if you want to enter ...
    Guest almost 9 years ago in Criteria 1 Idea Accepted - Gauging Support

    Process Pro Forma Invoices

    Can a routine be created to allow the processing of Pro Forma Invoices to allow for the correct processing of the VAT. Once the correct VAT Invoice has been received it then allows the VAT to update the VAT Return.
    Guest almost 7 years ago in New/Amend Pro Forma 2 Further Information Required

    Run SL / PL reports by Tax Code

    For the ability, out of the box, to run Sales Ledger and Purchase Ledger transaction listing reports with the criteria of Tax Code. This way, if there is concern that someone has entered a variety of transactions with the wrong tax rate, then - wi...
    Guest about 9 years ago in Criteria 0 Idea Accepted - Gauging Support