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Procurement

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Ability to Assign Retainage % by Item Type

Fixed Lump Sum Contracts: Original Items (Work Retainage %, Stored Retainage %) CO Items (Work Retainage %, Stored Retainage %) Cost Plus with or without GMP Contracts: Bills (Work Retainage %) Sub Invoices (Work Retainage %) Labor Timecards (Work...
Norman Wendl 3 months ago in Prime Contracts / Prime Invoices / Subcontract Invoices / Subcontracts 0 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 7 months ago in Prime Contracts / Subcontracts 0 Future consideration

Provide Sage CM users a settings option to choose where emailed PO replies should go - to a business email address or to the inbound email inbox. This would be applicable for other modules that also send emails direct from Sage.

Currently, when responders to an emailed PO select reply, the email address that auto populates is for the inbound email inbox in Sage. It would be preferred if the email address that auto populated was our business email address. Since the inboun...
Emily Sutton 11 months ago in Emailing and Email Templates / Purchase Orders 0 Future consideration

Payment Detail

When exporting payment detail through the accounting link other non accountant users have requested being able to see more payment details i.e. date paid, check number etc. it would be nice for users to be able to see more payment details.
Trina Lapena 8 months ago in Procurement 0 Future consideration

OCR tool scan lines link to existing PO items

Where this would be useful is if you want the specific detail from the supplier Bill in the Bill info in SageCM but the PO may have been less detailed or even a lump sum figure. Currently if scan a bill using OCR and its for an exiting PO and you ...
Tim Smith 4 months ago in OCR / UI User Interface Enhancements 0 Future consideration

Turn off Auto Lock Feature for CO and Subcontracts

Our change orders and subcontracts have started auto locking after the sub signs the contract. Is there a way to turn off this auto lock feature?
Jen Marucci 6 months ago in Prime Contracts / Subcontracts 3 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 6 months ago in Prime Invoices / Subcontract Invoices 0 Planned

Add due date and able to change due date from Column, als add if it bill/invoice was paid or not.

It would be great if the due date would be an option in the column, as well as the option to edit it without having to open it. Also. having the Paid information as well as an option under column.
Pattricia Pozo 7 months ago in Subcontract Invoices / UI User Interface Enhancements / Vendor Bills 0 Future consideration

Anticipated cost date (and filter)

When Anticipated costs were initially added (to Corecon) there was a date field and our understanding was that you could filter for it in reporting but it may have just been filtering on create date. The date was then removed in one of the (Coreco...
Tim Smith 7 months ago in Anticipated Costs / UI User Interface Enhancements 0 Future consideration

Certified Prime and Sub Invoice amounts vs Claimed Amounts

When creating an invoice as a claim that can be rejected and the amount/percentage changed. This is true for both Prime and Sub Invoices. Idea would be to add a new Claimed column where the existing columns would be used as the certified amounts. ...
Tim Smith 7 months ago in Custom definable Fields / Prime Invoices / Subcontract Invoices 0 Future consideration