Sage 100 has 6 available job status codes, and we need more in order to manage our workload more efficiently. Please add 4 more to allow the users to design more codes for job status that will further breakout jobs such as when the job is completed, but the customer still owes a balance (retainage) or when a unique grouping is needed for jobs by area, customer, scope, etc.
I would also want to rename all 10 codes so I can define the order of them.
Or make sure you pre-define a code between current and complete to be called final-w balance due or similar designation. I am constantly having to explain why I still need a completed job on a list because the customer hasn't paid in full.
by: Kathy R. | over a year ago | Accounts Receivable
Comments
Very important to us too. We need a way to identify that a the work on site has been completed- no longer a work order- but the invoice is not yet ready to send- not 'open' status yet.
or project is 100% billed, but punchlist items pending, or payment not received, or any other number of issues we would want to track separately. very important to add and to rename codes because we need one inbetween current and complete. and we cannot use closed.
We do not use the job statuses as intended and it would be nice to be able to change the titles, which seem to be hard coded into the client side program rather than stored on a table. We would also like to be able to add additional statuses beyond 6. Since it is only storing a numerical value, there really isn't a reason this cannot occur.
We use the job statuses as intended but it would be nice to be able to change or add additional ones like: invoiced or billed... Please respond.
Agreed! Ex: we would utilize a status: On Hold on projects which have been placed on hold and are not considered "current". Then revising the option on what status's should be removed (under Options) would also be helpful.