Sage 200 - ZA

Go to Voucher Management | Maintenance | Role Setup Click the add button, or edit an existing Role Notice there is no option for Edit Refer to the following query logged in JIRA that explains why it's so important to have an Edit role as well: Ref...

Currently, the Bank Reconciliation screen has a Save button and it works fine to ensure all reconciled transactions are reconciled. However, the suggestion is to add a 'Post Reconcile' or 'Process Reconciliation' button which is used to finally 'p...

Detailed expected outcome: The expected outcome would be to be able to restrict users from selecting these options and to only process the inventory count. Reason for request – what is the business process ? The reason for this request is to preve...

When the RFQ goes to the 'generate RFQ stage' it must give the user the incident reference number, REQ number, and the item code/s, via e-mail Describe the shortfall of the current feature to meet the objective outline above: When it goes to 'Gene...

Good Day With AR AP Cashbook batches there is a setting under properties whether to allow duplicate reference numbers whilst filling the batch. This is fine, however Sage does not compare to transactions already posted on customer/suppliers/GL tra...

The expected outcome is when the requisition is rejected at the RFQ approval stage. Provide an option for the user to choose to which Workflow Step (Stage) a rejected Requisition should be sent to. Currently, a rejected requisition automatically g...

Currently the client can only untick checkbox "Print On Hold Customers" but the on hold customers still show in the lookup. Describe how you see users benefiting from this feature. Users will benefit with saving time as they will not see on hold c...

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...

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...

I want to link Supplier Payments ( vendor ) to Purchase Orders in from the order entry module Transactions Purchase order. Detailed expected outcome: i.e How much payment has been made to particular vendor for a particular vendor . I have placed s...