Thank you for your post smaris!

What version and update of Sage 100 Contractor are you currently using? The version will reference 18.X or 19.X under Home & Resources, About Sage 100 Contractor in the software. (example 19.2.221.0)

This will help other users compare their set up to yours! You may also want to provide more information on how your company processes this workflow to give other users an idea of where you are starting with this.

Aloha - You are certainly correct about differentiating regular vs. overtime hours.  The Dispatch area of Service Receivables is designed to record, of course, scheduled hours vs. actual hours.  A busy service-related company is likely to have many work orders being completed on any given day by any given employee, so it would be difficult to differentiate on any given work order if work is overtime or not until all of the work orders for a given day for that employee can be tallied up.  Add to that the issue that in some States overtime is on any time over 8 hours in a day, and other States it's any time over 40 hours in a work week.

Completed Work Orders can be imported into standard Payroll (5-2-2/Options/Import Data/Service Orders).  This would eliminate having to double enter some of the data.  Once the information is imported, grid data can be sorted on any of the columns - examples would be to sort by date or by wok order.  Decisions can then be made about exactly which day/work order/job, etc. to assign overtime to.

Hope this helps!

Kathy Gotzenberg

Construction Business Services, Inc.

Certified Sage 100 Contractor Consultant

So to bill a client from a workorder I would then have to re-enter the hours and assign specific charge out rates (on the invoice tab), and then after i import into Payroll i have to re-enter and reassign payroll rates yet again?  So I'm entering those same hours 3 times?   Seems a bit redundant?

Aloha - Entering hours & quantities does seem redundant, but the various areas to record this information are for various uses.  The Actual hours on the Dispatch tab are primarily used to import into Payroll, and are typically the actual hours spent performing the work order that the employee needs to be paid for.  These hours are not necessarily the number of hours (quantity) that you may want to bill your client for, and the billing amount may not necessarily be the the same rate that an employee is actually paid at.

Setting up a Part (or Parts) for labor can speed up the Invoice entry process.  A Billing Amount can be embedded in the Part(s) setup that will carry over to the Invoice Price when used, and as noted above you would enter the number of hours (quantity)  you will be billing the client.

Kathy Gotzenberg