Sage 100 Contractor: Latest in Service Receivables

Votes
3

Create Work Orders from Contracts

We have many clients on contracts with varying billing cycles. We use Contracts to record all of the details. From 10-Contract you only have the option to Post. This ...

Comments (0) | by: Jess D. | 23 days ago | Last activity 16 days ago | Status changed 23 days ago | Service Receivables
Votes
4

spell check on all caps

Please make spell check work in notes when written in all caps. In the past 7+ years that we've been using Sage Contractor 100, we have always written our notes in all ...

Comments (1) | by: Anthony A. | about a month ago | Last activity 16 days ago | Status changed about a month ago | Service Receivables
Votes
3

Lock invoice number to order number in 11-2

I would like the option to make the invoice number field auto-generate from the work order number, or be required to be the same as the work order number. This would be ...

Comments (0) | by: Maria V. | 2 months ago | Last activity 23 days ago | Status changed 2 months ago | Service Receivables
Votes
1

See attachments to POs on the Work Order where the PO was generated

Please add the ability to see all attachments on the WO including attachments on POs that were generated from the WO. Just like we can see all attachments related to the ...

Comments (1) | by: Charlene D. | 2 months ago | Last activity 2 months ago | Status changed 2 months ago | Service Receivables
Votes
6

Unable to edit a posted transaction without voiding the previous

Unable to edit a posted transaction without sage voiding the previous, then when you search the work order or invoice it brings the “void” one up first. It should not be ...

Comments (2) | by: Kenneth K. | 3 months ago | Last activity 23 days ago | Status changed 3 months ago | Service Receivables
Votes
4

Searchable Work Order Selection for Posting

In 11-2 work orders->Post-> Multiple Records. This screen only displays/sorts by record numbers and not by any other column. Who would want this: Everyone that creates a ...

Comments (0) | by: Richard K. | 4 months ago | Last activity 23 days ago | Status changed 4 months ago | Service Receivables
Votes
4

Allow an alternate GL Control account for S/R customer deposits

Currently, using the "Deposit" entry on a Service Receivables Work Order creates a "credit memo" in Service Receivables. The Debit account can be specified when setting ...

Comments (1) | by: Pam S. | 4 months ago | Last activity 4 months ago | Status changed 4 months ago | Service Receivables
Votes
7

Service Receivables Billing Rates

Add functionality to Service Receivables to be able to apply different billing, markup and overhead rates for materials to different clients. Be able to apply T&M ...

Comments (0) | by: Stephan G. | 5 months ago | Last activity 3 months ago | Status changed 5 months ago | Service Receivables
Votes
4

Service Receivables Billing Rates

Add functionality to Service Receivables to be able to apply different billing, markup and overhead rates for materials to different clients. Be able to apply T&M ...

Comments (0) | by: Stephan G. | 5 months ago | Last activity 3 months ago | Status changed 5 months ago | Service Receivables
Votes
3

ONE step warranty service invoice that pulls inventory and increases ...

Would like to have a status of warranty that would pull parts from inventory and also post to a designated GL and Job.

Comments (1) | by: Sonja W. | 6 months ago | Last activity 23 days ago | Status changed 6 months ago | Service Receivables
Votes
3

Maintenance Contract Alert

We would like to have an alert to pop up for the client (just like the alert for when client has an outstanding balance of 123 and past due balance of 123) in the work ...

Comments (0) | by: Danielle H. | 7 months ago | Last activity 6 months ago | Status changed 7 months ago | Service Receivables
Votes
1

Allow for Account and Subaccount fields to be associated with a ...

When employees add parts to the invoice through SSO or when a dispatcher adds the parts in the 11-2 invoice details certain critical fields are populated but the Account ...

Comments (0) | by: Erik v. | 8 months ago | Last activity 8 months ago | Status changed 8 months ago | Service Receivables
Votes
2

11-2 Service Work Orders and repeat billings

Add the ability to generate regular, repetitive contract billings from an 11-2 Work Order (status 7) record. This enhancement request is forwarded on behalf of the ...

Comments (0) | by: Kenneth K. | 11 months ago | Last activity 8 months ago | Status changed 11 months ago | Service Receivables
Votes
3

Add a cell/spot to show who posted the Service Inovice in 11-2 Work ...

It would be helpful to have an additional User Cell or in the Record History in 11-2 to be able to see who posted the work order to Open. We have 2 departments that work ...

Comments (0) | by: Aurelia D. | 11 months ago | Last activity 8 months ago | Status changed 11 months ago | Service Receivables
Votes
7

Work Order Salesperson Default

Please default the Salesperson in WO from the client table. It would be really nice if you choose the option of default from client OR Job - but if not - client ...

Comments (0) | by: Greig S. | 11 months ago | Last activity 9 months ago | Status changed 11 months ago | Service Receivables
Votes
1

11-2 Billing Cycle Tri-annual/Specific Months

In 11-2 Billing cycle drop down it would be helpful to have an option to chose specific months. We have some clients that want a tri-annual contract or very specific ...

Comments (0) | by: Kim H. | 11 months ago | Last activity 11 months ago | Status changed 11 months ago | Service Receivables
Votes
1

Have Service (SR) Contract Posting create WOs for generic dispatch ...

Contracts are created and posted to generate an invoice. Perhaps this is a user error - but we still need a WO to satisfy the Mtc contract. We would like to be able to ...

Comments (1) | by: Trey B. | about a year ago | Last activity about a year ago | Status changed about a year ago | Service Receivables
Votes
5

When more than one person can open the same Work Order at once, it ...

If we have our dispatch person and accounting person in the same work order updating notes, the first one that saves and exits will be erased when the second person exits ...

Comments (0) | by: Robin S. | about a year ago | Last activity 5 months ago | Status changed about a year ago | Service Receivables
Votes
4

Create a "View Only" user permission for the Dispatch Board

Please create an option for user permissions for the dispatch board to be "View-Only". We want to increase communication between the field and the office, and would be ...

Comments (0) | by: Travis F. | about a year ago | Last activity 8 months ago | Status changed about a year ago | Service Receivables
Votes
3

Defaults set for Purchase Orders should also apply to POs created from ...

You can currently create defaults for purchase orders, but these defaults do not apply to a purchase order that you create from 11-2 work orders. Example: We set all ...

Comments (0) | by: Travis F. | about a year ago | Last activity 2 months ago | Status changed about a year ago | Service Receivables

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