Would you be able to use Phases for this?

I tried that, but certified payroll reports won't pull by a Phase.....it strictly pulls by job.  If we could get the job set up to allow alpha/numeric in the job number field, it would help out tremendously.  Or if Sage could change the phase where you could check a box for certified payroll reporting (or put yes in the box) and pull the payroll information accordingly, that would help.  

I am unclear how the alpha/numeric in the job # would help (the short name was created as a way to allow a form of alpha number while still having the required numeric job number)- but if you had the ability to run your certified report for a phase would that help? I have a certified report i would be willing to "try it out on" to see if it would work

The way we currently set up our job numbers for example is 19180033....the 19 is the client #, 18 is the year the contract was issued and the 0033 is part of the delivery order number (19F0033 is the actual DO#).  We had another DO issued as 20F0033, normally we would've used 19180033, but we can't reuse a job number.  So this was set up as 19182033.  I understand the short name is alpha/numeric and we do utilize it there.  Yes, I believe it would help to run the certified by phase.  If you could try it out, I'd appreciate it.  Let me know if it works.  I'm also open to suggestions for a different job numbering system.  

I know someone that can write a custom certified payroll report.  contact Pam Schulz at www.realPamSchulz.com

On the Idea of Phases: You will need Administrator rights. This requires updating system report 05-01-06-21 and creating Report Form based on System.Certified. System reports have higher reporting functionality that is not available to the end user. However, it is possible to make minor changes to system reports. The drawback is you have to do this for each workstation needing the change. Also, system updates may update your revision if Sage makes a change to that report. So keep a backup of the report file.

1. In file explorer go to "C:\Program Files (x86)\Sage\Sage 100 Contractor SQL\System Reports" and find 05010621.rpf.
2. Copy that file to your desktop.
3. Rename the original file to 05010621.rpf_bak (just in case you don't like the outcome, you can go back).
4. Open the copied file you saved on your desktop with NOTEPAD.
5. The first block of information starts with [Version 2]. The last line shows the fields offered in the query selection for this report, (i.e., payrec.payprd,tmcdln.dtewrk,tmcdln.jobnum). Go to the end of the line and add ",tmcdln.phsnum" without the quotes, but keep the comma.
6. Save the file.
7. Copy this file back to "C:\Program Files (x86)\Sage\Sage 100 Contractor SQL\System Reports" 
8. Open Sage and go to 5-1-6 and click report 21.
9. Click Edit | Form Design (Ctrl+F).
10. Click on the form where you want the phase info to go, click Insert | Fields... and go the "Job Phases" table in the tree to find the field you want to use.
11. Click File | Save (Ctrl+S), give this a new filename and choose where you want to save it.

Now try running report 21 using the new report form. You should see Phase in the query section and the new report form will print your phase information.

I have not fully tested this because I don't have any current certified payroll jobs. I used it with a previous job (without phase criteria) and the got a report without errors. So I think if you tried it with a job that had phases it would work.

Neil,

I appreciate your suggestion, but we don't use that certified payroll report.  We use 5-1-11 and I don't believe you can make edits to that report.

Thank you!

Char,

If PS10 can't get it to work on her custom report, then I'll contact Pam.

Thank you!

We have never used 5-1-11 (didn't realize it was there), instead we use 5-1-6-21 as an alternate way to report for both federal and state projects. It provides the same information (actually a little more) and we can modify in-house. You are correct, 5-1-11 uses the 3rd party Aatrix service, which cannot be edited. BTW, I noticed that 5-1-11 does not pull all the information from the project/client to complete the form.

5-1-6 may be an alternative to achieve the results you were looking to have. Meanwhile, I would use the "Submit Product Idea" feature in Sage to send your request. I noticed there are for ideas out there for 5-1-11 that do not addressed your need.

https://www5.v1ideas.com/TheSageGroupplc/Sage100Contractor/search?q=5-1-11

Thank you

Hello LSimmons. I have been able to modify my custom Certified Report for Phases. I will be happy to send you the report file and you can see if it will work for your purposes. Please send me an email with your contact information and I will get this over to you to test out. My email address is [email protected]

Hi PS10.  I sent you a message so you'll have my email.  Looking forward to seeing if this will take care of our needs.  Thank you!