For 20+ years my company has used Sage/Simply Accounting. Like many businesses, when we do a quote for a customer we are given a reference that may be a purchase order number or a name. We enter that information in the ‘message’ box of the quote form, process the quote and wait for approval to proceed with shipping the order. When the quote form is reopened and converted to an invoice whatever has been entered in the quote form stays present … until Sage 2019.
The new iteration of the software does not maintain information written in the message box in the conversion to an invoice.
This presents a huge problem for us as the reference information - purchase order, patient name, reference number - is required in order for the order to be processed through receiving departments and for the invoice to be paid by the customer. I will note that the ’new’ design has not provided a replacement space for information to be entered and maintained through a quote to the ordering process.
Despite Sage's request to enter this in the Product Enhancement area - which I cannot find - I don’t regard this as a product enhancement request as much as a request to reinstate a feature that has long been part of the Sage/Simply Accounting software. My feeling is that somebody somewhere forgot to check a box to allow message field content to remain through the conversion from quote to invoice.
I have worked through this issue with a Sage tech person who was able to duplicate the issue quickly, thus his conclusion that this is a design feature intentionally built into the software.
