• AP pop up note for a job

    We have a job (T&M) with one of our clients where they are requiring us to submit copies of all material invoices when we bill. Is there a way in AP 4.2 to have a notice pop up when we input AP for a specific job? We have the ability to have alerts pop…
  • User defined "Number" option has no decimal places. Is this new?

    I'm sure I've used the usrdf1/usrdf2 in places and changed it to be a number value, but i have noticed lately that when i change it to number it is only accepting and integer and not a decimal. I know i can make custom fields but i avoid them as they…
  • Custom fields PIN button missing

    When trying to Pin a custom field page to the 3-5 screen, the 'Pin' button is missing. The user is signed in as an administrator. Other users within their company have the Pin button available. Why would a particular user not have access to the Pin button…
  • SDK user defined field in Job module

    Hi All, I am trying to add the user-defined field in sage 100 contractors using SDK, Anyone knows how to achieve it using SDK? Thanks SF
  • Having a Master PO, how to assign a derivate PO to a different phases?

    As soon as you hit new order to draw quantities, Phase option is disabled. Unless you assign the Master PO to a Phase, but that's not practical.
  • Setting Up Jobs

    We work strictly government jobs and when work is issued, it's by a delivery order. We set up each delivery order individually so that certified payroll reports are pulled correctly. Is there another way of setting these up so we don't have such a large…
  • Can you edit cost types?

    Can you edit cost types? We only use 1-material and 4-subcontract. We would like to only have these options available.
  • Looking for a way to generate more intuitive purchase order numbers

    I'm hoping to be able to make our automatic purchase order numbering be more intuitive for someone just looking at the PO number. Ideally Id like it to be Job#-CostCode#-JobPOSequence, so for example: Job number 90504, Cost code 2200 Automatically…
  • Service Receivables 11-1-2-61 Profitability Report not finding any cost data

    Service Receivables 11-1-2-61 Profitability Report not finding any cost data for material, labor, other, total cost. They all show as blank. Has the srvinv database been changed?
  • RECAP Period

    So I'm trying to track the number of hours worked by each employee so far in the week, and someone told me about the RECAP option which is exactly what I need, but how do I find out what the time period is and change it? I'm going to Recap by period by…
  • Changing the department for an employee

    I am trying to change the department for an employee. It was originally set up incorrectly and I need to change department. The field will not allow a change. This is in 5-2-1. I have looked at other screens, but cannot seem to find it.
  • Calculated Field Computes in Print Preview, but Returns Blank Results in Excel Export

    I have created a calculated field that computes correctly when I run a print preview of my report, but when I try to export to excel, that column is always blank (besides the header). All of my fields are right aligned, formatted identically, etc., so…
  • Vehicles in Equipment Module

    Setting up new company and in the process of uploading company vehicles and equipment. The company has numerous pieces of construction equipment as well as multiple vehicles. Within the "Equipment Module" is there a method for specifying whether the item…
  • Calculated Field Help

    I am trying to write a calculated field to pull a custom field created in 3-6 that we plan to use when a customer wants invoices/statements emailed. My current formula works, but repeats the result (I believe for the number of jobs created under this…
  • Closed Projects

    Is there a way to "lock" the job status field once it has been set to closed? I have closed several FY 17 projects but since our Project Managers also have access to this area (AR-Jobs), they have the ability to change a job from closed to open again…
  • Job field with alphanumeric and symbol

    Would love to enter a letter in front of a job name or a symbol. Has anyone found a way?
  • Assigning a job # when starting a takeoff

    We need to be able to assign a temporary name/number to each takeoff as we do not assign job #s until the bid is won. Is there any way to assign a temporary name that can be changed to our job numbering system later? Would prefer not to assign job numbers…
  • Changing Job Cost Methodology

    Need to modify the Cost Codes in Sage 100 CRE. We have TOO many cost codes plus when they were originally set up that person used a 5 diget plus 3 decimal XXXXX.XXX cost code. Much too complicated for our field personnel to get it right. I want to change…