In estimating, I have sales tax that is normally allocated throughout the estimate. It is shown in the summary where the add-ons are located. When I try to import an estimate into a change request using PJ however, the sales tax shows in the lower add-on box and does not get distributed in the material line items. It's an easy error to fix when dealing with a single material job cost phase, but when there are multiple job cost phases that you are trying to use, it takes time to figure it out and make the corrections.

It would be nice to see PJ allocate add-ons that are in estimating when they are transferred to the change request system.

Sage300CRE V13.1

Comments