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  • setting up contracts

    If I have a contract with over 50 contract items on my SOV is there a way to import these items instead of entering them individually?

  • Contract amounts are not pulling over to WIP/job cost but all items are linked

    We have a contract that seems to be set up properly, but the contract amounts are not showing up in the WIP or job cost inquiries. All items in the contract are approved and linked to a job. The job is set up for 'use contracts'. I found one difference…

  • Edit Change Order Headings

    Does anyone know how to edit the headder on a change order in contracts? It currently has our old business name on it and we are trying to change it to the new one.

  • Newbie Question - How do I get a contract to populate so I can apply an invoice?

    We just had our information migrated over from QuickBooks. I am having a lot of trouble with invoice entry. I was able to edit the change orders migrated so that when I enter in subcontractor information, the change orders pop up. However, I cannot figure…

  • error message in Contracts when linking cost codes

    When linking cost codes in Contracts the error message that the cost code already exists pops up, however we are using an Extra. We have done this a million times with extras, I'm not sure why this is now happening.

  • Job Cost Commitment edits in AP

    We have a commitment entered. The vendor and job are tied to the commitment. We’ve been told by the help desk that there are no edits in an AP entry to prompt to add the commitment. SAGE suggested sticky notes or leaving the insurance out of the system…

  • Job Cost Accounting & Closing Cancelled Contracts

    Hello World! We are a mid-sized business and are using Sage 300 CRE 17.1 rev. 7. In the contracts module, how do I close out a contract when the contract is cancelled and we have already posted the necessary refunds to the contract? We're of course…

  • Contract based invoice - how to distribute amount to Amount Types in Contracts

    Hello, I'm trying to figure out how the contract shall be set up to allow for amount distribution to different amount type. I have a contract item with contract amount populated against Labour, Material and Overhead. I use Progress billing. When I…

  • Estimator / Project Manager Position

    South Bay Landscape Company is currently seeking a qualified Special Projects Estimator/Project Manager to join our team. This position requires an understanding of the complete bidding process of landscape installation or renovation of projects along…

  • How to set up FL sales taxes

    Some FL counties have multiple layers of sales tax. Some of which are capped at a dollar amount. Is it possible to set up a tax that is up to an amount? Is it possible to have multiple taxes on one contract line item?

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