Sage Construction Management Ideas Portal
There is currently no option to prevent a PO from being Over-invoiced in Sage CM.
There is only a warning to alert the user when they are entering an invoice that exceeds the PO amount.
When this occurs and the users accepts the warning in Sage CM and moves forward, the Bill is processed successfully in Sage CM. However, this Bill will not post to Sage Intacct. It will be rejected by Sage Intacct due to the PO being exceeded.
It will be good to have an option or a setting in Sage CM to hard stop user from over billing a PO.
The purpose of Workflow is to catch those overages, if there are any. So....please consider ONLY if there is also an admin option to allow a PO overage as a default under Settings. For instance, when a 1000SF flooring order is received, more often than not the flooring will have shipped at 997.653SF or 1017.46SF and not 1000SF due to supplier packaging methods. It would be an absolute pain in the backside if I had to undo, adjust, and re-initiate materials orders.