Sage Construction & Real Estate

Similar to below but I only want to return invoices where the month and year do not match. The day of the month doesn't matter. I'm sure it's a formula but I don't know how to "join" the month and year together in a formula for comparison.

How do I go about generating a list of vendors sorted by their payment type? I want to know which vendors I pay are paid by EFT, Cheque, etc.

For one of my reports, we have several jobs that are old but are still included on this custom report we have. Instead of picking each job individually that is active in the Print Selection under Range, I was hoping to create a present range so when I…

Can someone please tell me how to hide all terminated employees from the dropdown employee list (to search for only active employees) when entering paychecks?

Hi All, New user to "Sage". I am trying to determine whether or not there is a "Finder" in Sage 300 AP Module that is similar to the Finder in QB Desktop. Right now I go into my Invoice or Vendor Inquiries to do my searches. Appreciate any assistance…

Hello, Is there a way when I do select payments I can sort the amount from smallest to largest number? Given the fact that the Invoice number is already sorted, it would be beneficial to us as well if there's a way we can sort the amount. I tried our…

When selecting invoices to pay, is there a way to add a condition to filter by vendor type? We run weekly supplier cheque runs and we haven't found a way to filter these vendors out from the subcontractor vendors.

is there a formula I can use to split an employee name in an Inquiry

A product idea was submitted on my behalf to add a feature to SPC and I think it would be really valuable to all users to find documents that are missing information (expiration dates, no index values etc. ) or omit certain information from the search…

Can you lookup AR Invoice Date from "AR Activity" data fields from "JC-Draw" data fields? I did lookup formula as follows and doesn't return anything. LOOKUP(Invoice Date (AR Activity), Draw (JC-Draw)). Am I missing something to link these two data fields…

I am trying to create an inquiry that pulls all of my items together by the month so that I can export it to further work with it in Excel rather than run three different reports. I am running into an issue when I have mutliple "Union Class" items being…

Is it possible to create an inquiry or a report that would show invoices by commitment? I can see we have invoices by job and I also have a commitment detail report. I'd like to have another way of finding invoices based on a vendors commitment number…

Can I customize the overtime and doubletime rates in service management? Currently these rates are calculated using the sales rate multiplier on the pay ID setup but our overtime and doubletime rates are not calculated using a standard multiplier for…

Can anyone tell me what condition index you will find the wage rate amount from the employees setup PAY box? I cant seem to find the correct index. Everything keeps coming up blank.

I'm having trouble joining the JC Job Master file with the PJ Job master file. This seems like it would be straightforward joining "JOB" ON "JNUM" but it's not working. Any ideas?

Has anyone had a problem with a user not being able to see the filter button in PJ Field Reports? I have a user that is unable to see the filter button on the Title bar of the PJ Field Reports window. I have highlighted the two items that will not appear…

I'm trying to create / modify a GL Account inquiry to add an additional drill down layer. Initial Level: GL Accounts 2nd Level : GL Transaction based on the GL Account selected in the 1st level 3nd Level: GL Transaction of the batch selected in…

I am trying to print a report to show us what is left on a purchase order. I have been unsuccessful trying to find such a report. Is this function just not an option?

Does anyone know how to create a formula that would split an employee's name into First Name, MI, Last Name, Suffix in separate columns for an inquiry or would I be better off trying to do this in excel after sending the inquiry to excel?

I'm in Inquiry Designer trying to build a new inquiry that shows the bank account, the check number, the payee, subtraction, addition, and the gl account number offset from the GL Transactions table. I need to know how to make a join on CM Transactions…

Is there any possible way to sort PO's in Service Management by Vendor? Amount? Anyway other than just by PO#?

I am doing some integration so I need table name for the salesperson

A customer has conditions set in inquiry but they do not have Inquiry Assistant. How did the conditions get there? How do I remove the conditions?

I am trying to find out if there is a PSQL query or a report that I can run that will show me where formulas are being used - or if they are. So, if a formula is being used, is it used in another formula, report, etc. I have 100's of formulas & reports…

I'm trying to run a task that pulls prior year actuals from the GL for all accounts not equal to zero at year end, but the task returns almost 400,000 results with dozens of duplicates for each account type. Is there a way to return only distinct values…