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Sage 200 Evolution ZA Ideas Portal

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Exchange rate auto update on Sales orders

The client is processing and Saving sales orders and only opens and processes then a few days after capturing or the following week due to stock verification etc. Upon re opening the Sales order the document retains the exchange rate of when the d...
almost 2 years ago in  1

As an admin user I want to be able to select the correct UOM under Inventory Price Maintenance and Journal Batches without having to search all units of measure.

Currently the drop down shows all units of measure whereas it should only show the units of measure applicable to the inventory item selected. Describe why this enhancement is needed: This enhancement is needed so the user does not have to search ...
almost 2 years ago in  0

Sage 200 Evolution email feature to allow supporting documents attachment for example attaching a letter when sending customer statements.

This is useful as client wants to send letters sharing important information with their customers when sending statements. Customers and users will benefit from this feature.
about 2 years ago in  1 Will not implement

To populate the new unit cost column upon Inventory journal import

Users capture inventory journals by means of import on a daily basis. The batch information received does not have the new unit cost information/field. As the new unit cost field populates on the inventory journal batch lines when you manually sel...
about 2 years ago in  0

Requisitions to Purchase Orders (Default Warehouse not being picked up) - WF1018517

In the Place Order tab the default Warehouse isn’t coming up even though it is set up as a default on the Agent itself. This should pick the default warehouse. Our client has hundreds of lines and due to this has to go through the lines one by one...
about 1 year ago in  0

Outstanding Balance on Municipal Customer Receipts

Customers will e able to see what is the outstanding balance on their accounts immediately after doing a payment instead of requesting for another statement reprint.
6 months ago in  0

Update unit cost using Inventory Journal Batch when Qty on hand is zero

The client has requested the ability to update the unit cost price using the Inventory Journal Batch specifically when the quantity on hand is zero. Currently, they are required to perform cost updates using inventory adjustments, which is both ti...
about 1 year ago in  1

Client would like a comprehensive user guideline developed or changes to make Data Import/Export easy and seamless

Client would like a comprehensive user guideline developed or changes to make Data Import/Export easy and seamless Client says that instructions are very vague and the import is too sensitive to data changes/ data formatting for any ease of use. P...
about 2 years ago in  0 Will not implement

Create Purchase Order from Inventory Enquiry

When enquirying an inventory item on the transactions tab, it would be very useful to have a right-click option to create a purchase order template from an order showing in the transactions
about 1 year ago in  0

As a Sage 200 Evolution user, I would like to have an option to disallow discount per inventory item.

As a business user it would be great to disallow discounts on certain inventory items. It is nice to allow an overall discount for some customers but sometimes some inventory items should not allow a discount. On the EDIT INVENTORY ITEM>INFORMA...
about 2 years ago in  0