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Votes
5
Do not delete notes from Proposals when using Phases.
Currently any additions or updates to proposals will erase all existing notes in all phases upon saving. The notes on each line are an important part of the Proposal. ...by: Lou F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
Labor Sell Rates on Estimates/Takeoffs
It would be nice if you could set the labor cost and labor sell price for each Takeoff/Estimate. Currently I can update Overhead/Profit by Cost Type to set the labor cost ...by: kevin S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
In estimating takeoff it would be nice if you could change the color ...
When you create an estimate it would be nice if you could change the font or color of text in a line so you could track changes in the estimate.by: Sandy B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
1
Custom fields do not copy over when copying/pasting a record
At least in the 9-2 Parts menu, custom fields are not saving when copying/pasting records.by: Matthew D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
4
Create a pricing matrix for parts that calculates the vendor cost of a ...
I have a access database that i created to do this functionality outside of sage and then import the net price into sage as a vendor price for a part. But it would be ...by: Manuel A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
2
This is more a bug fix.
In Windows 7 when I drag a screen to the top of the monitor, it fully expands. However, the parts window 9-2 does not.by: Kiel P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
5
Rename the 9-5 Takeoffs Bid Item 0 Description
It would be nice to be able to rename the Bid Item 0 Description from None.by: ROBERT M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
1
Hot List not populated when exporting PO, Subcontract or CO from ...
If "Hot List" is set to be checked as the default (F7) in CO, PO and Subcontract Screen - when exporting from takeoff, the program "unchecks" the hot list box. This ...by: Greig S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
4
Deleting Parts and Assemblies is now a pain in v20
I have a ton of jobs in my company that are open because of an AP invoice from years ago that may be off by a few dollars. This discrepancy does not allow me to delete ...by: JJ S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
2
Change default folder for importing/exporting grid files
I want to be able to change the default folder that opens when in 9-5 Takeoffs and import>grid file or export>grid file is selected. This would be useful anytime Sage ...by: Darrik C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
4
updating price lists by alpha part number
We get price lists from our vendors with new list prices once or twice a year. In order to upload a new price list it needs to be updated by the sage part number which ...by: Jennifer H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
4
Cost Type Entries
Cost Types are limited to only 9. This makes no sense. Cost Type has no ability to add new cost types past #9. Using Cost Types for estimating is critical to varying ...by: Gordon T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
5
Takeoffs - exporting to Request for Proposal by job/phase allow the ...
If you have a vast amount of phases for a takeoff, It is extremely time consuming to "uncheck" all the phases to export just a couple. Allow user to toggle on/off all ...by: Terri m. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
6
Add a Material Substitutions Table
Many times when estimating, there are not specifications for ALL products. It is often left up to the general contractor/subcontractor to determine the product that will ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
When exporting PO's do not combine like items
When we have items on a take off with the same description and price, the system is combining them into one item when the PO is exported from the take-off. even if the ...by: Regina S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
2
Be able to copy vendor parts prices to a new vendor
When you have a new vendor with the same prices as an exiting vendor it would be great to be able to copy the old vendors prices in the parts database to the new vendorby: Gary L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
2
6-2 Budget - Set
The 6-2 Budget should show if the budget is set or not. Maybe a check box just like the lock edit box. Then you could see if the budget was actually set. The problem ...by: Trinity P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
4
On the Jobs 3-5 screen, I would like to have a link to the 9-5 ...
It would be similar to the links available to go to the AP Invoices, AR Invoices, Proposalsby: David C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
Move a quote to another client
We would like to see the ability to move a quote from one client to another. If we could just have the ability to change the client number for the quote, we will be more ...by: Sammy R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
12
View 2 Take-Offs simultaneously
We should be able to view 2 take-offs at the same time. It creates a lot of wasted time having to go in and out of one to see the other.by: Mica P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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