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Why can't I see all the JOBS in Project Management when I try to do Commitment COs.
Some jobs are listed but not all. This prevents me from entering a revision in Commitment COs.
Can you add multiple contract items to a contract or must you add them one by one. Often, I will have schedules of values with 100+ lines and it is very tedious to add lines individually.
Can a JOB have more than 1 contract attached and if so HOW do we do that?
We have one project but two separate scopes of work and the want to different SOV's for the progress billilng?
Hello, i'm looking for assistance in the Contracts module; when i select one of the Active Change Orders, the Approve Change Order option is disabled.
I was able to use this option in the past, but now is gone.
Also, i already have the ADMIN and…
Hi there,
Does anyone know how to add W-9s as a compliance condition?
The goal is to add this step as a compliance check before releasing payments with the ultimate goal of saving time chasing W-9s come year end.
No W-9 on file? No payment…
Good Morning,
Can anyone clarify what this message means on my "BILLING POST INVOICE JOURNAL":
MESSAGE READS: NO RETAINAGE CREDIT ACCOUNT IN TAX RATE RECORD - USED CREDIT ACCOUNT?
THANK YOU,
Briana
Hello,
We have been adding all of our holds on invoices under AP - Check Select. I am trying to figure out how to get these holds to show under an Inquiry in IQ. I notice that a "soft hold" don't show at all, when a VENDOR has a "hard hold" it shows…
Im trying to archive work orders in service managment using the Archive Wizard under tools. Does anyone know what could be causing this error. All dates in work order are valid. Thanks for the help.
Archive Work Orders 1/3/2024 8:59 AM
Criteria summary…
Hello, i'm having a problem in the Contracts module; when i select one of the Active Change Orders, the Approve Change Order option is disabled.
I was able to use this option in the past, but now is gone.
Also, i already have the ADMIN and CNENTRY…
Hello, i have users reporting the Purchasing module is not displaying in the application. I checked on the user's setup and the POENTRY role is checked.
But when they login, the module is not there:
Can you assist, please?
Has anyone been able to change or override the billing method after it has been saved? I have multiple jobs that should have been set up as Quick Bill but were set up as contract and I need to either change that or override the setting. I am trying to…
Hello,
We are going to start paying someone mileage weekly in their checks. If I want that money from reimbursements to go to a savings account, can I set that up?
Mileage total WE 10-08-23 = $100.
On employee's check, I want that $100 to go…
We have an employee who is presenting a NYS IT-2104-E Certificate of Exemption from Withholding. There is no selection for this in the PR module. How do we set this up in the employees profile?
Sage 300 CRE desktop - applications tab/list not showing payroll
the payroll module is installed and you can start it from the start menu and it works. In sage desktop in the leftmost applications, left of favorites there is no payroll.
My team recently noticed some jobs which have costs posted to them, but still show as "Unstarted". Wondering what the trigger is in the software which makes a job go from "Unstarted" to "In Progress". We run several reports and even simply go into inquiry…
I just recently started to use the Address Book module. I have noticed that most of my AP vendors, although appear in address book, do not have addresses associated with them. I need to do a mass mailing to all AP and AR vendors. Is there a way to populate…