WIP Progress Report

SOLVED

IS there a Work in Progress that uses a specific end date requirement and excludes Closed jobs?


Currently the JC WIP as of a specific date includes all jobs even closed.

And the Schedule of Work in Progress does not have a specific date cut off requirement but can exclude closed jobs.

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    verified answer

    Hello,

    this would be a great example of a report change that is fairly small in nature and you could perform on your own without having a Channel Partner/Consultant create an entirely new report for you.

    If you own the Report Designer application, you would simply open up the standard (canned) design that came with Sage 300 Construction and Real Estate, then you can go to Design > Conditions and add a condition permanently to the report to suppress closed status jobs.

    Refer to KB Article ID:25614 for steps and considerations to permanently add conditions to a Report Designer report.

  • 0

    There are also two canned WIP reports that do what you request.