When using the “Warehouse Inventory Item Re-order Update” function under the Transactions section, we have noticed that the “Auto Level Update” process only accounts for item movement through actual sales. It completely overlooks stock movement vi...
Add pro-rata depreciation calculation on the last period before an asset is sold/scrapped
This is useful to allow the correct depreciation to be calculated on the last period of an asset before its sold or scrapped For example, an asset is sold on 15/02/2025, depreciation calculated for the period is for the full period which is incorr...
Combined Mailing of Invoices & Statements or Multiple Invoices
It saves a lot of time if you can send a client a statement and automatically include all outstanding invoices at the same time and being able to mail multiple invoices at the same time to a client. We have multiple services and items we invoice t...
On-hold or inactive sales reps, especially reps that no longer work for the company, should have a setting that allows them to be hidden from the Sales Order Sales Rep drop down box. Only active sales reps should show.
To be able to filter debtors by Area in Debtors Manager module
Currently, the Debtors Manager module allows to filter by customer code, group and sales rep. Since numerous clients use the Area functionality, it would be of great help to be able to filter by this field also
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...
Option to allow duplicate external order on POs without confirmation message
Force External Order number is not ticked. However when processing a box appears to confirm that this is a duplicate external order number. when automating the process the automation fails because there is not a way to respond to the question.
When orders are imported the system should not change doc date
When we import orders data using a template file the idea is that users should be able to open the orders and process them easily without further manipulation. What Sage 200 does is that after importation the document date like invoice date is aut...
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...