Dashboard/Crystal Reports Commercial Contractor

SOLVED

I am in need of some assistance. I am trying to pull reports from Crystal. I am able to pull a payables report and can pull job cost detail report. The problem I am having is that I can not pull any report with the arm. file as we do not have the AR module. We use the JC module to invoice our clients and to receive payment. I am bascially being told since i dont have that I will not be able to pull and use ant finanical report to save as my dashboard. I am confused on how that it possible. Please I hope someone can explain this or let me know a crytsal report that I could use in lieu of this.

  • 0

    Hi Suzannesjsm,

    Are you referring to reports you can use as your Desktop home page? There are several reports you can use. you can find them on your server under TIMBERLINE OFFICE\9.5\Documents\Desktop\Home Pages\Commercial Construction. There are reports there that have (No CN) or (No CN or PJ) in the title that will run off of just Job Cost records.

    Thanks!

  • 0 in reply to Jesse Gordon

    Thank you. I have tried to access these files to bring them to open on my desktop. The problem is that any of the financial ones I try to open give me an error that it can not locate a master file arm. to be able to (I assume gather the information). The tech people were on my computer for over an hour and told me it was because we do not have the AR module. But why would I need It if part of the job cost module is for my billing and receipt of payments.

    Error message : Unable to access the data file: \\server-08\TimberlineDate\DiPompeo\master.arm.

    So basically I was told any reports that had to do with financials' I would not be able to use and that make no sense. (Atleast to me)  Disappointed

  • +1 in reply to suzannesjm
    verified answer

    While Job Cost contains basic functionality to track job-based billings and payments, the Accounts Receivable module, when installed, creates the AR Master File (Master.ARM) that allows you to create Customer Records, and several transactional data files.The AR application must be implemented, by setting up customers and bringing on beginning balances and/or transaction history at the time of "going live" with AR.  When the AR application is installed, the billing and payment functionality contained within Job Cost will be blocked, and the menus allowing entry of billing and payments will no longer appear.  You may need to consult your Sage/Timberline consultant for help with implementing Accounts Receivable if you already own that application.

    Art Minds
    Independent Consultant
    Pasadena, CA