Materials List to provide with Invoice

Question

We need a report that will list all materials used on the job (estimate or T&M); there is a current report in the T&M Invoice screen: "T&M Parts Invoice Detail Addendum" but we need the ability to make a couple changes, but this report does not allow modifications. Any tips or ideas?

Brandi Laube · Answer

Carsten, 
 Your best resource would be to contact a consultant who would be able to help create a report based on what you need. If you need to find a consultant in your area, please email me at brandi.laube@sage.com and I will help you locate one. 
 Thank you.

Char DeLange · Answer

You can customize a job cost journal so that you can select by invoice date and cost type 1. However, the T&M invoice (if you are using the module), will automatically include ONLY those materials since the last T&M bill on that job. If you only care about running it at the end of the job (as your inquiry implies), then use one of the system job cost journals to start.

kholtz · Answer

Carsten, 
 The reason the T&M invoice detail report is locked is because there are some very detailed SQL statements to make it work. If you are looking for an AP invoice detail for costs that are on the T&M Billing, the report could be re-written but it would require doing it in an outside report writer because there is no direct correlation in the tables. 
 If you would like to discuss it in more detail, let me know and we can step up a time to talk.

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Materials List to provide with Invoice

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