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Procurement

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Ability to Hold Retainage % on Purchase Orders (POs)

Please see also SAGECM-I-445. The request from John Masterson included a request to add the ability or option to hold retention on Procurement Purchase Orders similar to the way it is held on Procurement Subcontracts. This request separates the or...
David Holler about 1 year ago in Procurement / Retention Retainage Holdback 1 Future consideration

Additional fields for anticipated cost

it would be really helpful if there were a few more field on each line for anticipated cost entry, like vendor name and date anticipated for the cost.
Brandon Dahn 8 months ago in Anticipated Costs / Feature Settings 2 Future consideration

PO Bill and Sub default auto populate fields from Supplier info or Settings

To help speed up PO, Bill and Subcontract entry if certain fields could be pre populated from supplier fields or system settings. For a PO currently Issued By and Authorized By populates the same from the Prime Contract Contact. Would be useful to...
Tim Smith 8 months ago in Contact Management / Contacts / Procurement 0 Future consideration

Notify a selected individual when a PO/Subcontract in entered

PM would like to be notified upon a commitment being added/imported
Matthew Carlisle about 1 month ago in Alerts and Calendars / New Email Features & Email Browsing / Notifications / Procurement 1 Future consideration

Make Sage CM PO / Subcontract Document ID the Sage Intacct Document Number

When exporting Purchase orders and Subcontracts to Sage Intacct, the transaction definitions are required to use a sage intacct numbering sequence. The Sage CM document ID is referenced in the reference field. This causes confusion when trying to ...
Jack Speshock over 1 year ago in Accounting Link for Sage Intacct / Purchase Orders / Subcontracts 3 Future consideration

Memo options on checks

It would be helpful to have the following as an option in the memo line that prints on checks "Project Number, Client, City and State" (no Subject Line)
Sue Kelly about 1 month ago in Accounting Link for Sage Intacct / Procurement 2 Future consideration

Subcontract Invoice import option

If we can import bills (for PO and non-PO bills) then we should be able to do the same for Subcontract Invoices against the Subcontract.
Patrick Sheppard about 1 year ago in Subcontract Invoices / Subcontracts 2 Future consideration

Custom Fields - Companies, Contacts, Leads, Projects, Prime Contracts, and Subcontracts

It would be really helpful to be able to add custom fields to leads/projects records to hold information that is not in the system out of the box. For example, maybe we need to specify a gate code for a project address so that we can make it to th...

Populate PO fields in Intacct form SCM import

It would be great of the PO from SCM going into Intacct would populate fields like the Schedule dates or the Internal Issued by field with the employee who created the project.
Brandon Dahn 11 months ago in Accounting Link for Sage Intacct / Purchase Orders 0 Future consideration

TeamLink Print Sub Invoice Option for Subs

Some of our subs have been using ProCore where there is an option to export a pdf copy of their invoice, this feature would be nice.
Rachel Betts about 1 month ago in Subcontract Invoices / TeamLink Portal 6 Future consideration