Job Cost Loan Draws

Posted By Coral Murns over 9 years ago

I need to get some ideas on how to accomplish a certain task. We recently converted to Sage 300 from Quickbooks. One of our partners is now expecting us to produce loan draw requests from Timberline rather than on an Excel spreadsheet. I've worked in Timberline for almost 15 years and have never come across any Job Cost report that look like the samples that were sent to us (attached). I think they are either custom reports or from another Sage product (maybe 100?). I've looked through Reports Manager and in my data file can't find anything even close to this. Does 300 have this functionality and if so, how do I set it up? If not, does anyone have ideas on reports I can maybe modify to accomplish this? I haven't used the billing function in Job Cost before but I was thinking I could convert the job to a contract and use a billing report. Thoughts? Thanks.

0 Django over 9 years ago

This isn't an easy report to generate. It can be done, however. Original budget and current budgets are stored in the same tables. Getting the prior period transactions and current period transactions is relatively easy - from PMTRAN.

The biggest challenge is that PJC is really good at telling you where you stand with your project 'right now'. It is not so good at telling you how your project was at 'the end of last month'. In order to make this report so you can backdate it you have to pull data in from other tables (like where budget changes are stored).

You'll need to be very comfortable with Crystal and sub-reports or with writing database queries or with customizing Excel.
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0 Scott Schreiner over 9 years ago

This may be for Sage 300 CRE (Timberline) not Sage 300 ERP (Accpac)
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0 Derek Vink over 9 years ago in reply to Scott Schreiner

Moving this post to the Sage 300 Construction and Real Estate Support Group.

Thanks,

Derek
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0 Jesse Gordon over 9 years ago

Hi Coral!

You may look in to adding the Billing module for Sage 300 Construction and Real Estate if you don't already have it. Billing has many common industry templates that can be modified using Crystal Reports to meet your specific needs.

If you would like more information, shoot me an email [email protected].

Thanks!
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