HI Matt,

You can link the secondary vendors to JC commitments (Subcontracts) and/or specific commitment items.

In version 12.1 and greater the Lien Waiver records moved from AP to Job Cost.

The secondary vendor should also be referenced on the JC Lien Waiver records.

If the secondary vendor is established on the Subcontract (commitment) in Job Cost, then you should still be able to pull this information into a Report designer report. However, how you get the information that you need into a Report Designer report will depend on what record is used as the primary processing record and what record stores the information that you would like to include on the report.

There are several new records added in Job Cost with versions 12.1 and above.

In Report Designer you can select Tools>Available Fields to take a look at the new records that have been added with the Compliance Management enhancements

There is a document available that outlines all of the changes associated with the Compliance Management changes that you may not be aware of. Click HELP in TS Main, Job Cost, and/or AP then select Product Documents, then select Docs_web_page.pdf.  Click the Product Documents link included in the Docs_web_page.pdf then select Sage 300 Constructions and Real Estate, then look for the Subcontractor Compliance Management Training Supplement listed under the version 12.1 documents. There is a section there that outlines the process to associate a secondary vendor to a specific commitment item.

You may also want to take a look at the version 12.1 Release notes, as this document includes more information regarding the Compliance Management changes than what is documented in the 13.1 Release notes.

We would need to know specifically what record you are storing the secondary vendor information and what the primary processing record is that will drive your report to determine how you can Lookup and/or link the secondary vendor information in Report Designer.

Thanks Denise - I found the document above and that was helpful.   My key question, is can you have a report with a primary processing record of JC Lien Waiver, be able to pull in the full list of secondary vendors associated with a commitment.   Or if you have primary processing record of JC Secondary Vendors, can you pull in data from JC Lien Waiver.  Thanks for your help.  

Hi Matt,

Since the key field on the JC Secondary Vendor table is the Secondary Vendor ID and

that field does exist on the JC Lien Waiver table you should be able to use the Lien Waiver table and primary and pull the Secondary Vendor information in.

You cannot do it with the Secondary Vendor as primary since the key field it needs to link would be the Lien Waiver ID and that does not exist in the Lien Waiver table.

Denise Pierce (the other Denise)

Hi Matt,

Since the key field on the JC Secondary Vendor table is the Secondary Vendor ID and

that field does exist on the JC Lien Waiver table you should be able to use the Lien Waiver table and primary and pull the Secondary Vendor information in.

You cannot do it with the Secondary Vendor as primary since the key field it needs to link would be the Lien Waiver ID and that does not exist in the Lien Waiver table.

Denise Pierce (the other Denise)