Sage Construction & Real Estate

Similar to below but I only want to return invoices where the month and year do not match. The day of the month doesn't matter. I'm sure it's a formula but I don't know how to "join" the month and year together in a formula for comparison.

I have a query written to show all work orders still in work order status (7). This is used to help us see what still needs to be billed. What I am wondering is if there is a way to get the cost incurred to pull into the query/report. If we go to each…

How do I go about generating a list of vendors sorted by their payment type? I want to know which vendors I pay are paid by EFT, Cheque, etc.

For one of my reports, we have several jobs that are old but are still included on this custom report we have. Instead of picking each job individually that is active in the Print Selection under Range, I was hoping to create a present range so when I…

Can someone please tell me how to hide all terminated employees from the dropdown employee list (to search for only active employees) when entering paychecks?

Hi All, New user to "Sage". I am trying to determine whether or not there is a "Finder" in Sage 300 AP Module that is similar to the Finder in QB Desktop. Right now I go into my Invoice or Vendor Inquiries to do my searches. Appreciate any assistance…

Hello, Is there a way when I do select payments I can sort the amount from smallest to largest number? Given the fact that the Invoice number is already sorted, it would be beneficial to us as well if there's a way we can sort the amount. I tried our…

When selecting invoices to pay, is there a way to add a condition to filter by vendor type? We run weekly supplier cheque runs and we haven't found a way to filter these vendors out from the subcontractor vendors.

is there a formula I can use to split an employee name in an Inquiry

A product idea was submitted on my behalf to add a feature to SPC and I think it would be really valuable to all users to find documents that are missing information (expiration dates, no index values etc. ) or omit certain information from the search…

I want to show the beginning balance based on a starting date of a check date range in the report query. How would the value from the query field be used? Example: I want to show a running total of accrued vacation hours from each pay period. I need…

Good morning all! There are two users of our software, Me and Notme. Me is off on Tuesdays and has been finding errors in transactions that Notme has made in Me's absence. Currently, the only way for Me to find these goofs is to pull up a specific…

Can someone explain how to get a Company List by Trade? The KB says, " display a list of all contacts in the Address Book database, according to contact type". Then it lists those -Search By- Categories. One of them is 'By Trade'. I can't find a way to…

Can you lookup AR Invoice Date from "AR Activity" data fields from "JC-Draw" data fields? I did lookup formula as follows and doesn't return anything. LOOKUP(Invoice Date (AR Activity), Draw (JC-Draw)). Am I missing something to link these two data fields…

I am trying to create an inquiry that pulls all of my items together by the month so that I can export it to further work with it in Excel rather than run three different reports. I am running into an issue when I have mutliple "Union Class" items being…

Is it possible to create an inquiry or a report that would show invoices by commitment? I can see we have invoices by job and I also have a commitment detail report. I'd like to have another way of finding invoices based on a vendors commitment number…

Can I customize the overtime and doubletime rates in service management? Currently these rates are calculated using the sales rate multiplier on the pay ID setup but our overtime and doubletime rates are not calculated using a standard multiplier for…

Can the total hours from each resources be shown in the standard spreadsheet totals Page ? Currentyly need to run the crew analysis report to get this info.

Can anyone tell me what condition index you will find the wage rate amount from the employees setup PAY box? I cant seem to find the correct index. Everything keeps coming up blank.

Can anyone refer me to a competent custom developer for Sage 100 Contractor? Sage referred us to "Zoom Geeks" to create a script to migrate our transactions from our old COA into our new COA with new departments. It's been almost 7 months and we don…

I'm having trouble joining the JC Job Master file with the PJ Job master file. This seems like it would be straightforward joining "JOB" ON "JNUM" but it's not working. Any ideas?

We work with budgets, under over, and more, but what we really want is a way to compare a bid to the actual costs (after the job has closed). The objective: help our estimators see where they bid high or low on a particular item. I'm happy to write a…

Has anyone had a problem with a user not being able to see the filter button in PJ Field Reports? I have a user that is unable to see the filter button on the Title bar of the PJ Field Reports window. I have highlighted the two items that will not appear…

I'm trying to create / modify a GL Account inquiry to add an additional drill down layer. Initial Level: GL Accounts 2nd Level : GL Transaction based on the GL Account selected in the 1st level 3nd Level: GL Transaction of the batch selected in…

I am trying to print a report to show us what is left on a purchase order. I have been unsuccessful trying to find such a report. Is this function just not an option?