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Votes
4
11-2 Work Order, Control bar drop down, Client #
I have found many times that the Client Name instead of the Client # on the 11-2 Work Orders Control Bar drop down would be much more useful. While posting invoices in ...by: Connie H. | over a year ago | Last activity over a year ago | Status changed 4 months ago | Service Receivables
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Votes
4
Work Order Selection for Posting
When in the 1-2 Screen and I want to post Open Work Orders, I click on Post, the click Multiple Records. The list shown does not include all the Unposted Open Work ...by: Amy C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
8
The Canadian version does not have the markup in Service
Not sure why in the Cdn software we do not have the service markup in the 11-2by: Britt S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
12
Entering Service Work Orders
It would be nice if the Client P.O.# defaulted (from the Receivable Client record) rather than having to populate it by entering through the field.by: Janet D. | over a year ago | Last activity over a year ago | Status changed 4 months ago | Service Receivables
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Votes
4
SAGE 100 Canadian Version 19.4 - Removing Void Records from 11-2 and ...
Would help tremendously to have the ability to remove all the void work orders [screen 11-2] and all the void progress bills [screen 3-7] - in 11-2, once the record has ...by: valentina m. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
3
Need to be able to add dispatch information to billed work orders
Work orders are billed daily. Time may be entered after the work order is billed. I need to be able to enter time to the work order after it is invoiced.by: Tracy R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
4
Need to be able to delete a dispatch in SSO by admins
Currently in SSO there is no way to delete a dispatch on the dispatch screen. Ours change all the time and would be helpful to delete on the SSO module and not only in ...by: Robin S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
8
Need to be able to open a WO without a client
We have to open WO's for jobs on recon or for bid jobs when a lot of the time we don't know who the client will ultimately be. Need a way to change the client on the WO ...by: Robin S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
6
Column for Location in Service Orders and Service Invoices lookup
I need a column for the name of the Location when looking up Service Orders or Service Invoices through the Client record. Currently I have to enter the name in the ...by: Elaine E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
4
Add display lookup window for client PO in the service module - 11 - 2
would love to be able to search by Client PO #'s in 11-2 billing screenby: Jan H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
2
Create a recurring service receivable revenue module
Create a recurring service receivable module similar to 3-11 in Accounts Receivable. This would be helpful for monthly recurring revenue. Currently it is possible to ...by: Rosie A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
2
Client search
I really would like to to have the option to search clients by short name like the older version of Sage. It has been a challenge to find some clients without having to ...by: Yvonna R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
4
I need to be able to print monthly dispatch reports so our project ...
We use the SSO time entry system coinciding with SAGE 100 and need to be able to print a monthly dispatch report through either one of the systems.by: Robin S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
9
11-2 Work Order should not be voided after Service Order Costs have ...
The system should not allow you to void a Work Order after costs have been posted. If you have posted costs through AP or Payroll that are charged to the work order, it ...by: Jennifer L. | over a year ago | Last activity about a year ago | Status changed 4 months ago | Service Receivables
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Votes
5
Be able to partially invoice for totally invoice a workorder without ...
Many times our customers request us to send them the invoice to begin processing prior to our technicians being dispatch to the job. If we invoice the work-order in Sage ...by: Melinda A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
18
Have the deposit on a work-order automatically apply to work-order
When a deposit on a work-order is received it is just entered at the bottom of the work-order and a credit invoice is created. Would be nice if you could just receive ...by: Melinda A. | over a year ago | Last activity over a year ago | Status changed 4 months ago | Service Receivables
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Votes
28
Service Contract on Work Order
WHO: HVAC and Plumbing Contractors that have clients with schedled maintenance service contracts WHAT: On the Work Order, create a new field called Service Contract. ...by: Barbara T. | over a year ago | Last activity about a year ago | Status changed 4 months ago | Service Receivables
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Votes
5
Add Short Client name to Work Order Display preferences
Need to add Short Client Name since many of our clients are identified thru the short name, not their long name. We need to be able to choose that as one of the fields ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed 4 months ago | Service Receivables
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Votes
3
Ability to Create a Template for Work Order Notes Section
When we send service invoices, basically every single notes section is the same with some very minor adjustments. It would be nice to be able to save a template that ...by: Ryan C. | over a year ago | Last activity about a year ago | Status changed 4 months ago | Service Receivables
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Votes
6
Option to update prices in existing work orders
We do monthly, yearly and various other time frame services on equipment we install. We do not use service contracts. We have agreements with our customers that if ...by: Teri W. | over a year ago | Last activity over a year ago | Status changed 4 months ago | Service Receivables
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