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Add Option to Create CO and Create Prime Invoice from Actions when in Prime Contract

It would enhance the UI if when in the Prime Contract to have the ability to navigate to add change order (Add CO) or create prime invoice from the Actions drop down. This would streamline the flow and add a smoother flow and less navigation clicks.
Dawn Parents 12 months ago in CO / Prime Contracts 0 Future consideration

Use Locations for Work Orders and Cost

Currently Locations are only available for use on the client side. It would be beneficial to be able to have the Locations field populate on the cost side such as work orders, subcontracts, reports, etc. The time it would save to pop in a location...
Dawn Parents about 1 year ago in Prime Contracts / Purchase Orders / Subcontracts / Work Orders 0 Future consideration

Under the Prime Contract Invoice Information in the Net Retainage Summary box it would be helpful to have a column that shows the Subcontractor Retainage amounts.

This would give you a snapshot of how much retainage is currently being held for the entire contract. There is currently not a view that shows this information.
Guest about 1 year ago in Prime Invoices / Subcontract Invoices 0 Planned

Ability to Add SOV that is seperate from job cost codes

Most of our customers are not able to tie thier internal cost codes to owner cost codes in a 1:1 or Many:1 relationship. They would like the ability to enter a SOV that is totally seperate from their job cost codes.
Jack Speshock about 1 year ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) / Prime Contracts / Prime Invoices 1 Future consideration

CO Excel Budget Import - Include Hours Budgets

The excel import for CO budgets doesn't include hours budgets. I tried guessing the column header in case the feature was there, just not documented, but no luck. After import, we need to manually add the hours budgets, but this is often forgotten...
John Drinkwater about 1 year ago in CO 0 Future consideration

CO status to add costs when not yet approved (have final pricing)

We would like a status that sits between pending and approved where you haven't agreed on a final price but client has agreed to do the work so you want to start capturing costs against the CO. Something like "Submitted CO" "Under Review CO" or "U...
Tim Smith about 1 year ago in CO 3 Future consideration

Item Code column visible on Contract and Invoice

There is a field "Item Code" in Prime and Subcontracts but it only sits in the background of the contract items. We find (more commonly in Unit Price contracts) that the Item Code that you need to present to the client or subcontractor presents to...
Tim Smith about 1 year ago in Prime Contracts / Subcontracts 0 Future consideration

Add budget hours based on CO items

Currently when create a CO you have to go to Breakdown section to add hour budgets for the CO and we find people are adding the items but forgetting to add the hour budget. Could an hours column be added to the Manual item add which when save will...
Tim Smith about 1 year ago in CO 0 Future consideration

Intacct Reference Default

It would be great to have a defaulted Reference number option in SCM for Prime invoices coming into Intacct. Currently it populates with "Sage CM Prime Invoice #004". For me it would be great if that pulled the job number and then the billing numb...
Guest 8 months ago in Accounting Link for Sage Intacct / Prime Invoices 0 Future consideration

G702 & G703 Creation/ Custom Report Template

We use the G702 & G703. It would be nice to be able to create that in Sage CM for a specific prime invoice time period, not necessarily per prime invoice. Or be able in the custom report builder to have the G702 & G703 as a template to be ...
Trina Lapena over 1 year ago in Detail Report Templates / Prime Invoices 3 Already exists