Sage Active Ideas Portal

The external order number is the customer's own number, which enables them to find their order to pay the invoice. However, this number does not appear on the invoice! This number, which is entered in a specific field, needs to be displayed on the...

It's important, especially for companies, that the name of the person to whom it's addressed appears on the delivery note. Original Idea: QUE SALGA EL NOMBRE DEL CONTACTO EN EL ALBARAN EN LA DIRECCION DE ENTREGA PARA QUE CUANDO SAQUEMOS UN ALBARAN...

When adding lines in an order that maintains the order of the products entered, that does not reorder them Original Idea: que cuando se entren líneas en un pedido que mantenga el orden de los productos introducidos en el pedido, que no los reordene

Issue date and operation date Configure the system so that the issue date and operation date are the same. When we select an issue date, the operation date should automatically change, as otherwise, it has to be entered twice. --- Fecha emisión y ...

for sagecopilot to be a truly useful tool, it should also become a chatbot assistant that accepts user questions and responds immediately based on the existing help and support database in the sageactive system. example: "how can i configure the s...

Sales invoice list in Excel. Hello, when I export a sales list to Excel, the invoice date and due date appear with the time attached. I would like the dates to be displayed without the time, as this is not operational. --- Listado en EXcel de fact...

The product name should be editable in a quote. Sometimes, when creating a quote, you need to modify the product name, not the code or description, but the name itself because the client identifies it this way. --- Que se pueda modificar el nombre...

Order delivery note lines Do not automatically sort the delivery note lines; keep them as we enter them. For example, if we place the shipping at the end, it should remain there instead of being reordered to appear first. --- Que no ordene automat...

In SBCA, when I was going to create a sales invoice or a credit note, on the same screen there were fields to fill in everything, and others that were automatically filled in. Now you have to search for them. Can't everything be entered at a glanc...

Analyze sales performance with copilot to identify the best-selling season Provide information about the most successful time of year for my sales will help me predict and prepare for future peak seasons.