Welcome to the Sage 200 Support Group on Community Hub! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
In SOP you can now create a Return from a Sales Order. In these days of prices fluctuating a lot due to inflation, its important to get the item cost correct on Sage. If stock is added at a value into Sage, when you are using FIFO and adding it to an…
Our customer has upgraded to 2023 R2 and they are no longer able to remove the order priorities from sales orders. Sage has advised that this was a bug that has now been fixed and order priorities were never intended to be removable. They would like this…
Have later versions separated the amend order "hold" status from cancelling orders function? It would be good to have these separate as our users need to be able to take orders off hold but do not need to be able to cancel orders. It's a control issue…
The document created by field can be amended by anyone, this creates an issue when managers check an order. Would be great to have the ability to make this field non amendable, either from System Admin features or a setting in the SOP settings.
Alerts function for Stock Items!
Creating an alert pop up when entering a Stock Item in a Sales Orders or a Credit note, is a feature that would enhance Sage even more for all users and industries. For example - Stock Item scenario.
1) Selecting a…
We have many customers who pay % deposits so we use the payments with order function a lot. Unfortunately this is not possible for customers set up in non base currencies. We propose that Sage is updated to be able to process payments with orders for…
Hello,
I am trying to add sales order analysis code fields to a copy of the Sales Order (Detailed) report, however they do not appear to be available in the Report Designer 'field picker'. Can anyone advise me as to whether this is possible ? I am aware…
When using an API to passi data from an external system to create transactions within Sage 200, it would be really useful to for the attachments from the 3rd Party systems to be passed into Sage and added on to the Sage attachment for the transaction…
To have carriage rate rules that auto calculate based on order value, and the ability to set the rules up and apply to the sales ledger account. Functionality could be similar to discount groups where the group is the rule and then you can apply as many…
Telephone number and Email are not included in the SAGE API, SOP_Order_Delivery_Address. I think that is interesting enabling these fileds as a lot of customers are doing dropshipping and dleivery address is always different.
For example if you want…
Would be good if you could import sales orders and then generate into invoices.
We use a CRM and generate invoices into Sage manually as they have a product code and I know you can import customer transactions but there isn't a field for the product…
We had migrated to Sage 200 from a proprietary software. In general we manage fine, but there is certain functionality that we had invested into bespoke development of to try to get Sage 200 to function like the system we used to have, but it failed miserably…
You are currently able to save attachments to customer accounts, supplier accounts and purchase orders but not sales orders. Surely this would be an easy addition for Sage?
It would be really helpful to add customer POs, CAD drawings, PODs etc
It would be really useful to have the ability to amend the "Customer Order Number" on a locked Sales Order and Sales Invoice so when re-printing the invoice it shows the correct purchase order number even after posting, and on searching the amended number…
Our customers like us to issue an RMA number and returns paperwork. You can create a Sales Return in Sage200 but you cannot print it? Even though, for the most part, it would use the same template as the Sales Order? It would be super helpful to be able…
Some method (probably an additional field on the SOPOrderReturnLine table) that would enable the tracking of items added via cross-selling on Sales Orders, and Quotations if cross-sell was enabled on there. This would then allow customers to analyse the…
The invoicing module does not allow entry of analysis codes nor shows who created the invoice. This is available as it is stored on the corresponding sales order entry created & hidden from users so can this be exposed to allow both amendment of analysis…
On a long Quote or Sales Order (eg 50 lines) it would be useful to be able to insert a line at the appropriate position instead of at the end end and then having to click Move Up multiple times.
Or perhaps be able to drag the position of lines.
A customer started setting up the re-order/minimum order levels against stock expecting that this feature already existed; that when users were entering an order that would take the stock quantity below either the re-order or minimum level they would…
In the previous versions, the quantity field used to remain highlighted if the item was out of stock but now it only remains highlighted until you move onto the next line. The user would like the out of stock lines to remain highlighted at all times.
Would it be possible to have the suggested items option currently available when entering a new sales order added to enter new quotation as this would be far more useful as from a user point the quote comes before the order and at this point you would…
As queried by one of my clients to have a basic built in calculator which will automatically assign a postage cost on the sales order based on the total net weight. The user then to have the ability to amend the price should the packaging exceed postage…
When adding a new Sales Forecast to the list it gives you the option to enter the forecast for an entire 12 months.
Sometimes a forecast is created with only 3 months left of the financial/Calendar year. In order to enter the information you need to…