Sage 100 Contractor: Latest in Service Receivables

Votes
4

11-2 change status of multiple work orders

I would like to be able to change the status of multiple service orders to complete or void instead of having to go into each service order.

Comments (0)

by: Tara R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
Votes
8

Creating POs to multiple vendors from one work order

Since we have to generate the PO directly from the Work order window in order to link the PO (and therfore corresponding AP invoices and job cost), users would like the ...

Comments (0)

by: Charlene D. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Service Receivables
Votes
2

Sales Zip code report

We need a report that shows how many works orders are performed within a zip code within a specified date range. We live in a big city where we need to split it up for ...

Comments (1)

by: Sammy R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
Votes
6

WO numbering default to next needs to be the highest next

Many companies have their WO #s set to skip during entry so that the number is assigned when the records are saved because they have more than one user creating them at ...

Comments (2)

by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
Votes
2

location tax district for WO's not pulling in

The locations have a tax district field/column, but when you create a WO for that location, it is not filling in the tax district, like it would if you were billing a job ...

Comments (0)

by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
Votes
10

client / location warning for Service

Ability to create warnings for various issues for a client, location, job, etc. Works like vendor certificates.

Comments (1)

by: Charlene D. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Service Receivables
Votes
2

Service WO template should exclude the payroll labor from original ...

We took an existing service invoice record and created a template from it. When we looked at it in SSO, it brought over the original payroll hours. This should not ...

Comments (0)

by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
Votes
10

Add keyboard shortcuts - EVERYWHERE

Please make it easier to navigate through tabs and pages without using the mouse, especially in service orders.

Comments (0)

by: Gretchen H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
Votes
6

3-6 client equipment is tied to a client location but wont populate in ...

We are an HVAC company and use 11-2 to create work orders for our technicians to go out on calls. In 3-6 we utilize the location tab and equipment tab for clients who ...

Comments (0)

by: Veronica M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
Votes
11

Option to print statements in ALPHA - AR, SR & Combined

Statements have very few options, please add an option to print in alpha order, printing by customer number is useless.

Comments (1)

by: Gretchen H. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Service Receivables
Votes
2

work order average cost

At the moment when using a part for a work order/service invoice, it automatically pulls what the default cost is, and not the average cost. We believe it would be more ...

Comments (1)

by: Tristan H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
Votes
3

Service statements - print in invoice date or # order, not record #

Please change the default sort of all the job, client, and service statements by invoice date instead of record #. This would be true for just about every other list ...

Comments (0)

by: Charlene D. | over a year ago | Last activity about a year ago | Status changed over a year ago | Service Receivables
Votes
10

11-2 Add keyboard shortcut for the "calculate" function

Many functions have a keyboard shortcut like CTRL+D or whatever. Can you create one for the calculate function? Looking for it in SR 11-2 but would be helpful in ANY ...

Comments (1)

by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
Votes
4

Markup % Hides Price

When printing out a service invoice in 11-2 whenever there's a markup % added to the invoice the price and the Ext Price are blank. I would like the computed total for ...

Comments (0)

by: Tristan H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
Votes
13

Attachments not viewable in SSO if document is located outside the ...

Documents that we attach in Sage menu 11-2 are not visible in SSO if we attach by creating a link to the file. Any item linked to somewhere outside of the Sage ...

Comments (1)

by: Ryan S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
Votes
8

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 (1)

by: Jess D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
Votes
9

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 (3)

by: Anthony A. | over a year ago | Last activity about a year ago | Status changed over a year 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. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
Votes
4

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. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
Votes
8

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. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables

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