• Project Management Custom Log report

    In PJ, our engineers use a custom log called Daily Job Progress Report Entry. Is there any way to get that information to print in a report with date conditions? There is the print button on the top right of entry grid, but the font is so small on the…

  • job cost report for several cost codes without duplication on the second one

    How do I select conditions so I can create a job cost report for several cost codes without duplication for the second one (or other errors).

  • We have a Job Cost History report that will list the Description(JC-Transaction) and the Invoice(JC-Transaction) but will not populate Ref1(JC-Transaction).

    We have a Job Cost History report that will list the Description(JC-Transaction) and the Invoice(JC-Transaction) but will not populate Ref1(JC-Transaction). Unless its on the Category desc line.

    The sort order is Process all Transactions in Job (JC -…

  • Is there a "count" formula that could be added to Report Designer reports? Specifically to PR reports to count employees?

    I understand that I can save a report to excel and get a count that way, but is there any way to add a formula that would count employees within some of the reports (report designer) we run most often?

  • Job Cost Forms

    I'm trying to use a Report Designer report for Subcontract forms (Subcontract, Change Order) but when I select the form in Job Cost Settings it is rejected because it is not a Crystal Report. I understand that if Project Management is installed Crystal…

  • Max date formula for Report Designer

    AMAX does not work with Dates - I tested it.  I don't use RD much anymore - do mostly crystal.

    any help would be great.  or an example 

  • Pay Earnings Report prior years totals

    Good morning, I am looking for an "Employee Totals by Period" report for prior years.  This report provides "Prior Year" but I also need 2020.  I have gotten a few requests from employees financing companies requesting a breakdown of…

  • AP Vendor Payment Details by Job

    Is there a report in Sage 300 Construstion and Real Estate that we can run by Job to pull all payment information for a vendor?

    We are looking more detail such as check number or ach information....

  • Crystal Report Formula for a Purchase Order (PO)

    Can someone recommend a person to help with a Crystal Report formula for a Purchase Order (PO)?

  • Payroll system - terminated employee

    We have quite a number of terminated employee's that still appear on reports, the term date and reason are both completed fields.  Some of these people we don't want to delete because they are seasonal. 

    Why would terminated employees still appear…

  • Rounding AIA Invoices in Billing

    Is there a setting that will round an invoice (specifically AIA invoices) to the whole dollar?  We have numerous GC's that are getting on our case about submitting invoices that aren't whole numbers.  It's because of retainage and at the end of…

  • Trying to make my quarterly City mill tax report preparation easier.

    I'm trying to make my quarterly City mill tax report preparation easier.  This requires providing subcontractor payment amounts for the particular calendar quartier.  Presently I'm using the AP  Payment Register by Job, selecting the jobs which are…

  • Help with Purchasing & Crystal Reports

    I'm trying to print the Location of the Delivery on the PO.  (Not necessarily the job site). 

    For example: Order materials for Job X, but have the PO inform the Supplier to deliver the materials to our Shop.

    How it is set up now, it looks like the material…

  • Employee Profile Report

    Is anyone familiar with an Employee Profile Report?  Is this is a canned report or something that must be written?  Can anyone tell me what fields are included in this report besides the basic employee information? 

  • Bank account created in CM is not showing in AP when trying to generate crystal reports.

    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…

  • Payroll posting detail

    Our client posts their payroll in summary format so when I look at the detail in the general ledger the description says "Payroll Summary".  When I drill down on that line item it just takes me to the summary journal entry posting that particular…

  • Customer Data

    How do others perform customer analysis? Is there a 3rd party product?  we are looking at top customers by $, looking at repeat customers over a period of time, % of customers who spend above a certain dollar amount or lower than a certain dollar amount…

  • Printing memo field from employee setup...

    I'm using Crystal Reports, i would like to print out the memo field from custom fields for any employees who have a memo entered?

    "PRM_MASTER__EMPLOYEE__CUSTOM_FIELDS" is the table

    and 

    "Employee_Custom_Flds_Nots: Memo" is the field…

  • How to have zeros on a report instead of blanks?

    I have a custom report that was made prior to me starting with the company that is a job cost report that shows the original estimate on it as well.  This report was made in report designer.  The owner would like it to have zeros instead of blanks in the…

  • Crystal Report Design

    Hello Community,

    We are looking to contract someone for assistance with Crystal Rport Design.

    Specifically we have a template that wer would like to add an additional column.

    Please respond if interested.

    Best,

  • Reporting

    Where do I run a report called Sub-Contractor Material by Cost Code by Project?

  • Sage 300 CRE Payroll Questions

    I need a report that has employee gross wages and fringes for a specific time period.  One of the unions is requiring us to provide the workers with the wages and benefits every 6 months.

  • Job Cost report

    Is there any way to run a job cost report with the markup already in the costs?

  • PM Cash Receipts reprint journal

    Does anyone know how to reprint a PM cash receipt?  I've made a copy of the PM cash Receipts Journal.rpt but I don't know how to condition it to only pull the dates I need.

  • Anyone work with State of Ohio ODOT and have to submit Certified Payroll Report in xml format?

    Anyone work with State of Ohio ODOT and have to submit Certified Payroll Report in xml format? Have you figured out a way to submit payrolls in the xml format?