Progress Billing Set up

SUGGESTED

Hello,

I am using Sage 100 Contractor version 194 and have a question with Progress Billing set up.   I currently have a schedule of values for main line items (i.e. General Conditions, Site Prep, Masonry, etc...) I would like these main line items to show up on the Progress Billing to the client but would also like to track and add percentage complete for the multiple cost codes that make up for example General Conditions in Sage and not have this show on the client's Progress Bill.  Any way to do this?

Thank you,

Laurie 

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    Hi Laurie,

    The Schedule of Work Completed in the Progress Bill shows the Contract Value, Previous Billing, Current Billing, Total Complete, %, and Balance....by cost code or bid item depending on how you import the proposal to the progress billing.

    You wrote..."but would also like to track and add percentage complete for the multiple cost codes..."

    The progress billing will calculate the % complete by dividing the "total complete" by the"contract value", or you can manually enter the % or total complete that you want...

    So, if the progress billing Schedule of Work Completed already does what you want it to do, then you could modify the report (create a new copy) and delete the percentage complete column...

    If you don't see the cost codes in your progress billing, its prob because you created the progress billing from the Budget instead of the Proposal (which gives you the option to import by cost code.)

    If you want the Progress Billing to include grouping of Cost Codes by Bid Item, then you may need a custom report.

    Good luck!

    -Joe S.

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    SUGGESTED

    You might be able to set them all up on the PB screen but somehow identify which lines should be sub-totaled on the the report that you'll have to customize.  Tech support won't help you on this, you'll need to reach out to your certified Sage 100 Contractor consultant.  

    But Joe is right, you can just set up the PB by bid item or description rather than cost code.  And then run job cost reports to track by cost code internally.

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    If you are talking about Groups & Subgroups (i.e. Floor 1, Floor 2, etc., I set up Billing cost codes for a Group as 100001.001, 100001.002, 100002.001, 100002.002, etc. & used a different Division for each group of cost codes (all in 100001, all in 100002, etc.) then I copied & modified the SOV report for Group 1 as the Division code and Group 2 as the Cost Code.  I am going to set up Custom Fields to enter specific descriptions per job, then point to the custom field IF(cost code = 100001.001 THEN custom field 1 ELSE ""), etc.  It takes a bit of work, but it can be used for any job & customized to each one.