Sage Construction & Real Estate

Hello, i'm looking for assistance in the Contracts module; when i select one of the Active Change Orders, the Approve Change Order option is disabled. I was able to use this option in the past, but now is gone. Also, i already have the ADMIN and…

Hello, i'm having a problem in the Contracts module; when i select one of the Active Change Orders, the Approve Change Order option is disabled. I was able to use this option in the past, but now is gone. Also, i already have the ADMIN and CNENTRY…

I have been searching everywhere to find an inquiry that has the last billing date for a contract. Does anyone know if such a thing exists? I can't even find where this information is stored in contracts, billing, job cost, AR, anywhere. Your help is…

I just noticed that when i set up the AIA contract items I accidently entered lump sums instead of putting the units and unit prices. I already approved the contract. I unapproved the contract items because I thought I would be able to add the units and…

In the Contracts module: we just noticed our old Contracts, from 2018, are not showing when we pull up the new contract screen. Why would they not be showing all of a sudden? I did make sure the new contract screen shows active or standard. Do our old…

If I have a contract with over 50 contract items on my SOV is there a way to import these items instead of entering them individually?

We have a contract that seems to be set up properly, but the contract amounts are not showing up in the WIP or job cost inquiries. All items in the contract are approved and linked to a job. The job is set up for 'use contracts'. I found one difference…

My contract is 346,833.00 my change order is for 23,000.00 when i added my change order it never updated. In fact the "revised contract says 23,000.00

I accidentally closed our contracts module twice, rolling it forward two months rather than one. How can I reopen the contracts module?

Does anyone know how to edit the headder on a change order in contracts? It currently has our old business name on it and we are trying to change it to the new one.

Need to find a way to track sales tax charged on invoices for tax exempt jobs. Is there a way to setup a job as tax exempt in Contracts? Sorry, but I'm new to Sage and without a lot of direction....

A number of times, I have had change order line items revert back to the incorrect cost account (in our case, the cost account for sales tax) after I have already changed it to the proper one in Contracts (under the Accounts tab). is there a reason why…

We are a subcontractor for many different General Contractors. Many of our projects are OCIP's. I need to track the expiration dates of these OCIP certs. Do you know where / how I would enter them? Thanks, Bonnie

It doesn't look like there is an ability to use the Write function to update the Original Contract Amount in the JC Job (1) Master table from Office Connector. Is this something that we are able to add in? We would like to keep this field updated for…

When linking cost codes in Contracts the error message that the cost code already exists pops up, however we are using an Extra. We have done this a million times with extras, I'm not sure why this is now happening.

Is anyone using B2W Estimating or Track? We have been using estimating for close to 2 years but I haven't been able to correctly import an estimate into Sage. We have Track but have not started using it yet. I'd like to find out if anyone is using B2W…

We have a commitment entered. The vendor and job are tied to the commitment. We’ve been told by the help desk that there are no edits in an AP entry to prompt to add the commitment. SAGE suggested sticky notes or leaving the insurance out of the system…

Hello World! We are a mid-sized business and are using Sage 300 CRE 17.1 rev. 7. In the contracts module, how do I close out a contract when the contract is cancelled and we have already posted the necessary refunds to the contract? We're of course…

What is the standard practice for creating/updating labor rate tables? Do you create a new rate table every time rates change (we do annually) - or do you just update the current table with the new rates? I'm new to Sage so looking for advice on how to…

Hello, I'm trying to figure out how the contract shall be set up to allow for amount distribution to different amount type. I have a contract item with contract amount populated against Labour, Material and Overhead. I use Progress billing. When I…

Some FL counties have multiple layers of sales tax. Some of which are capped at a dollar amount. Is it possible to set up a tax that is up to an amount? Is it possible to have multiple taxes on one contract line item?

I am having an issue with the Contracts sending cost to Billing. I have the contracts set up in with "Send cost to Billing" checked and Status is "Approved" but when I go into Billing to select the contracts, they are not listed. Does anyone have any…

I am having an issue with the Contracts sending cost to Billing. I have the contracts set up in with "Send cost to Billing" checked and Status is "Approved" but when I go into Billing to select the contracts, they are not listed. Does anyone have…