• Copy tab 6 from customer maintenance to Job Maintenance panel in its own tab

    Is it possible to move tab 6 (invoices) in customer maintenance over to its own tab in Job Maintenance? Where to start with accomplishing this? Users are just tired of needing to open 5 or 6 modules every morning and keep them up all day, so we're looking…
  • switching to calculating retention on jobs in mid-stream

    Is there anyone out there that has turned on calculating and maintaining retention in Job Cost and AR? Crediting IN invoices that are total retention and creating a RT invoice. Just getting started. I was looking for any help...trying to be pro…
  • Inventory by Program and BIN

    Hi, Is there a way to track inventory by both a "Job number" and by the Bin location? There is nothing that I have seen in Inventory that would allow the Job Number to be defined at the unit level, and nothing in Job Cost that allows for tracking…
  • How do i use knowledge sync to automatically create purchase orders base on inventory amounts?

    FormerMember
    FormerMember
    Hi All, Our company recently purchased knowledge sync (Sage Alerts and Workflow), and i was wondering if it was possible to automate the purchase order creation process based on if specific items are below the reorder point and if its inventory cycle…