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Sage Construction Management Ideas Portal
Status Already exists
Created by Meredeth Dotson
Created on Aug 13, 2024

Add Option to Include Pending Transactions in Previous Calculations for Subcontracts, SCO's, & PO's

Add a company/global setting to "Include Pending Transactions in Previous Calculations for Sub Commitments (Subcontracts, SCO's, & PO's)". This would help us track executed commitments vs non-executed commitments.

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  • Admin
    David Holler
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    Aug 13, 2024

    Meredeth:

    We will change the status of this enhancement/suggestion to 'Already Exists', but if I understood your question, please reply with clarifications and we can always change the status back to 'Under Review'. Thank you.

    1 reply
  • Admin
    David Holler
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    Aug 13, 2024

    If you want to include Pending Transactions on Detailed Financial Analytic Reports, many of these reports include a parameter to optionally choose to "Include Pending Transactions". Please see the attached screenshot:

    1 reply
  • Admin
    David Holler
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    Aug 13, 2024

    Are you asking for Pending Transactions to appear in Contract Admin Prime Invoices? If so, we have that option in Global Settings > Feature Settings > Contract Admin (see screen shot with notes) attached.

    2 replies