Sage Construction & Real Estate

I could not download any templates from Help, but I am hoping that someone will share with me. We record 50+ entries for distributions daily and wanted to speed up the process by importing all the entries into Sage via csv file.

I have 2 Cost Codes that have randomly stopped working for 2 users. I am the Admin and it won't let me use them for 1 specific job only. The other 2 users is for any project. Won't allow them to be used when entering a Change Order Request in Project…

Hello One of our workstations crashed and we have currently installed 20.5 version of Sage 300 CRE (there are no other versions on this workstation). The server is also on 20.5 which we upgraded from 18.4 to 20.5 In the workstation, the install completed…

I am looking to Import several lines, with headers, and hoping someone has a template that is easy to follow. Not too sure what the Ps and Cs are for or what to enter. If you have an Excel template and/or detailed instructions, please let me know. Need…

We have created a new bank account in CM module and the transactions are correct going but when trying to generate crystal report in AP module the particular bank name is not listed.The CM and AP module details and not sync. In order to generate crystal…

Hey Sage experts, Can anyone provide an excel template or guidance in importing budget estimates into Sage from our excel job master. I’ve been able to create a working template for accounts payable which is great for credit cards and payroll. my…

I am trying to create a condition that looks at one of our checklist items in JC setup. We have all the items names in JC setup with what they are for, but they are displaying in MYA under the JC Jobs table as checklist 1, checklist 2, etc. instead of…

So we have been paying a certain vendor for a number of years. This year, our admin created a new vendor to pay them. So I have five years' worth of data under vendor 1 and one check from July 2021 under Vendor 2. Is there any way I can do a credit to…

We just purchased another company and they have approx. 200 vendors. is it possible to upload the vendor information?

Are there instructions some where that will take you step by step? We have been entering our payroll manually in a journal entry. Is there a template that we can use to upload the payroll journal entry?

We have 300-400 CC transactions to enter and are hoping to use this tool. Does any one use the feature "Import Invoices" under the AP-Tools? I need a solution to import our credit card transactions from our bank website. The bank can provide the output…

What table in the DB has all the Job Setup Change Management information - looking for the table that has the markup grid

This would be from coming from our company to a vendor or a subcontractor.. One of our divisions issues Purchase Orders on QuickBooks and hands us a report on a weekly basis of their activities. Mainly Purchase Orders since it's a manufacturing company…

When creating a General Ledger inquiry, the Excel Export button is grayed out and I am unable to export the data. The "Alt X" function also does not work. Why would this be?

Where can I find the job cost upload file?

We enter monthly direct cost allocations to jobs and I am in need of a template. Does anyone have a import template?

I accidentally closed our contracts module twice, rolling it forward two months rather than one. How can I reopen the contracts module?

I am trying to establish a ODBC connection to Sage 300 using Powershell ODBC. I am getting below error. I have tried using the same username and password for importing via ODBC in MS Access and it works. What am I missing? Exception calling "Open…

We do almost all Cost-Based invoicing. In the past few cycles, billing has been generating invoices un-prompted! Has anyone else experienced this? Our process is as follows: 1. Generate Work in Progress for ALL jobs 2. Generate Cost Based invoices…

We just changed our storage server and in the process "simplified" where we scan AP invoices. The problem is, the links in AP are now pointing to a non-existent location. Is there a way to redirect the file location? Or, where is this info stored…

Hi - I'm new to Sage 300 CRE -- I just imported a job estimate into Sage 300 and accidently named it job 21-005 when it should be job 21-001 -- the only thing I have posted so far is the estimate which has all of the costs by cost code. Is there an easy…

We recently change IT Providers and they are now hosting our servers. We access Sage via Remote App. They have created a separate Excel app I have to use (Remote App) that I am to use for ODBC. I know we have updated Excel and Sage but holy-moly - either…

I can connect to Sage 300 tables via the Sage 300 ODBC connection ; however, the ODBC Connection doesn't have access to any Service Management tables. Is there a different method for connecting to the S.M. tables. Finally, where can I get a list of the…

I had a KB that described the process of deleting the replicated database(s) from the SQL server (compnaydata, izenda, etc) to start from a clean slate, can anyone point me to this KB. Thanks V

Looking for guidance how we can export our standard cost codes from one company and import into another?