Browse By Tags

  • Why can't I see all the JOBS in Project Management when I try to do Commitment COs

    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.
  • 6-12 - Project Work Center - Any way to copy custom menu from one machine/user to another? Or can a custom menu be made the default for all users?

    Hello, we're working on Sage 100 Contractor version 25.1.330.0. Is there any way to copy a custom Project Work Center menu from one device/user to another or to make the custom menu the default for all users?
  • why is screen 3-5 missing units from approved change orders?

    We entered original budget with units (quantities) and a few approved change orders with quantities. But original quantities and only part of the change order units are appearing in the 3-5 budget screen. The 3-5 budget screen is leaving off part of the…
  • CORRESPONDENCE LOG - ADDING MULTIPLE LINE ITEMS AT ONCE

    Hello, I use the Sage 300 Construction Correspondence log in the Project Management Module. I often have to hand type out 8-10 lines of repetitive information for each subcontractor I enter in the log. Is there a way to give the system the name of a…
  • Notify Project Managers When Items Are Received

    Is anyone aware of a way in Sage to have an alert sent to our Project Managers when items are received for their jobs? I have been told that this isn’t an option that can be created in My Assistant because it relates to the Purchasing module. Any insight…
  • Subcontractor and Tier 2 Diversity Spend

    We are getting more requirements from our Owners to formally report our Tier 1 and Tier 2 Diversity spend. We have all of our subcontractors set up in Procore with their diversity status but it looks like getting the spend report out of there is not going…
  • Changing the FIFO dates in X3. Manually.

    Currently when product is received into X3 to any location it is tagged with a receipt date. This is the date that travels with the product and drives the FIFO order for each product. Is there a way to manually FIFO inventory to give more versatility…
  • Subcontract Compliance - Release Management in CA

    Does anyone use the Subcontract Compliance feature for both Private AND Public Works projects in California? From all the articles i've read, the standard setup and options are not conducive to our state and customer requirements. I'm wondering if anyone…
  • Payment Voucher Print

    Hi All, I am facing this issue very often as I was unable to click 'Record' to print Payment voucher for one of the payment entry type and sometimes, with few transactions under this payment type as well. I am using V11 of Sage X3. I tried to set…
  • Project Management Role Setup

    We are new to Project Management and are in the process of setting up roles. Does anyone have a list of roles that work well for your company that you would be willing to share? Also, any pitfalls you wish you would have been aware of would be helpful…
  • Making the Phase field in AR Invoice Distributions functioning

    I am trying to figure out how to make the Phase field in AR for Invoice Distributions functioning since clearly when setup originally that was not completed. I understand that this has to be done in GL > File > Company Settings > Custom Descriptions…
  • Error Message in PM-"job does not use project management change management system"

    Has anyone had this issue before? Do you know how to fix it? Supposedly this would happen to use every few jobs and our A/P girl had a sequence on how to fix the issue. She is currently away and we have no clue how to resolve this matter. I don't know…
  • Timeslips 2016 Bill Preview

    When I generate bills and view them in "display" the entire bill does not show up....i.e. the number of hours, the hourly rate, and the charge on the far right of the bill. It prints correctly, but doesn't show on the screen. This has just started happening…
  • Warehouse Setup

    We have a warehouse that is not setup to track items at the Bin level - can this warehouse be changed to track at the Bin level?
  • Employee Hourly Payroll

    Hello everyone, I am currently having an issue with my employee payroll hourly pay, overtime pay, and additional with holdings. For some reason that spot is the only spot that changes my amounts and rounds them up. Example: hourly wage $12.50 and overtime…
  • How to increase the size of the navigator window and overall layout of timeslips with changing the entire computer?

    Hi all. We recently purchased a new computer with native 1920 x 1080 resolution. Without changing the resolution or setting the display to larger 150%(it's already at medium) how do I increase the size of the icons and windows? I am currently running…
  • How do I fix SEI connection issues?

    FormerMember
    FormerMember
    Users from one of are remote company locations can get to the https login page via the WAN and enter their AD credentials. Once the credentials are provided SEI never moves past the connecting screen. We are using AD authentication and the users who are…
  • Meeting Minutes - formatting in PJ?

    Hi all, For the past few months we have been using the Project Management system to enter Meeting Minutes. Formatting the Minutes is painstaking. There's no spell check and you can't use tab or bullets. Does anyone have any tips or tricks they have…
  • Project Management: Change Request entries auto-fill in all tabs (Price, Cost Estimate, Vendor)?

    Is there a setting (per job or per user) in the Change Request function, that when you enter the amount in the Price tab that it will auto-fill the same amounts in the Cost Estimate tab {or vise versa}. We had an admin leave and this is how her jobs were…
  • negative amounts in remittance Payments Journal

    I began working for the subject company in October and continued to do payroll and remittances as it was done before. When I went to do T4's I noted that there was NOTHING in the Total Remittances field of the summary. Thought I'd try to correct this…
  • What size/resolution logo for Maintain Report Formats?

    Hi - I need to change our logo on our internal reports (Through Maintain Report Formats) and the last time I did it we were worried about Y2K.... What are the recommended sizes in Pixels and/or Inches for the JPGs?? Our logo is approximately 1…