We're a consulting services business and want to use Sage 50 Quantum to track values of contracts we have from our customers, including original values, changes (change orders), invoices, and remaining amounts. It looks like we should be setting up each contract as a Job and then doing Sales Invoices. In Jobs, we can enter the original contract amount as Estimated Revenue, and changes as Change Orders. This shows us the current value of the contract. We typically bill clients based on time entered as Time Tickets. We can enter Time Tickets against a Job, but I don't see the connection/report that will show contract value, invoiced, and remaining amounts. How to do this? If we were to use Sale Orders to represent contracts, I can see how an invoice can "deduct" from the Sales Order if we use the "Apply to Sales Order" option. However, our Sales Orders would typically have a single line for the lump sum amount of the contract, but the invoices need to show detail by Activity Item. We don't break down contracts by Activity Items, but we do invoice that way. Therefore, it doesn't look like we can use the "Apply to Sales Order" option because our invoices need to have different lines than the Sales Orders. If we use the "Apply to Sales" option, I don't see how that amount hits the Job to show contract amount remaining. Any suggestions?
149
113
