Hi Jonathan,

Thank you for your question. Review Solution ID# 222924250017541, from the Sage knowledgebase for Sage 500 ERP. This covers the full upgrade path including the SQL Server requirements. This also covers the essential steps for the database upgrade.

• Version 8.00 through 8.10 can be upgraded directly to version 2023(8.20)
• Version 8.10 through 8.20 can be upgraded directly to version 2024(8.30)
• Version 2021 (8.10) is supported on Microsoft SQL Server 2012 SP2, Microsoft SQL Server 2014, Microsoft SQL Server 2016 SP1, and Microsoft SQL Server 2017 CU6, Microsoft SQL Server 2019 CU3
• Version 2023 (8.20) is supported on Microsoft SQL Server 2016 SP1, and Microsoft SQL Server 2017 CU6, Microsoft SQL Server 2019 CU3
• Version 2024 (8.30) is supported on Microsoft SQL Server 2016 SP1, and Microsoft SQL Server 2017 CU6, Microsoft SQL Server 2019 CU3, Microsoft SQL Server 2022 CU3

You really should work with a Sage business partner on this as there may be customizations in place. 

Thank you, will pass along.

Also, maybe you can answer if there is a Project Management section. All I see is Project Accounting and when I look for ways to map Retention held in AR and AP I cannot seem to find a way to set that up per research. Have used Vista for years and it was straight forward for setups though I think this system was never fully integrated and needs refinement.

Thanks again.

Hi Jonathan, We do not have a standard PJM - Project management module in Sage 500, only Project Accounting. It is quite possible you have a third party solution integrated with Sage 500 ERP. This would be fully supported by your Sage Business Partner as we do not have this domain knowledge.

how do we setup contracts to hold retention on jobs. says AP and AR however I don't see where this can be done.

As far as AP/AR integration with PA goes, you can generate invoices from a project and you can also select project lines in an AR invoice entry and then specify a GL account, which can be the retention account. See if the following helps and try this in your test database copy first:

On reviewing the help topics for Sage 500 ERP, I did not find any specific field references related to 'retention' so I believe this has to be entered as misc. line entries, either as a project transaction or as you indicated, on an invoice, tied to a GL account, representing retention.

Others in the customer or partner community can weigh in on this topic and you can also see if there is anything out in Youtube or Google forums posted by partners. You could also create a support ticket if you want a detailed discussion on this.

The following supports my assessment:

www.google.com/search

www.netatwork.com/.../sage_500_project_accounting.pdf

Thank you, they are using enter projects to generate a project number with some surface information. In AR they are selecting enter invoices but no project number (ARIN), nothing is even available to choose from. Seems the job setup process is not even close to being finalized for proper job costing and or selection for billing. They are putting the job number in the comments section of the billing which definitely is off the mark. 

Thank you, they are using enter projects to generate a project number with some surface information. In AR they are selecting enter invoices but no project number (ARIN), nothing is even available to choose from. Seems the job setup process is not even close to being finalized for proper job costing and or selection for billing. They are putting the job number in the comments section of the billing which definitely is off the mark.