Sage Construction Management Ideas Portal
It would be very helpful to be able to create a prime invoice by owner code instead of cost code. Sometimes there are several items within one owner code and it would be very helpful to see them all grouped together when creating the prime invoice instead of just on the customer documents.
Below would be the logic on how my mockups would work using the Add Prime Invoice Wizard.
User would select one of the options below.
Enter amounts for Original or CO line items using Job Cost Code as a filter
Enter amounts for Original or CO line items using Job Cost Code Division as a filter
Enter amounts for Original or CO line items using Owner Code as a filter
Click Save & Next
User selects a Job Cost Code, Division, or Owner Code based on what was chosen in step 1. Original and CO Line Items would then be filtered based on that selection.
Current Work or Stored Material Update Amount Options
Enter values manually for each item
Enter % Complete for each item
Select one or more items and use Bulk Action to update % Complete
What about the attached concept?
If every line on your Prime Contract Schedule of Values has a unique Project Specific Job Cost Code, you have an optional format called "Prime Invoice - Fixed Lump Sum - Job Cost Codes Grouped by Owner Code". Other Prime Contract Types have similar detail report templates in this style. I attached a screen shot to help you find this. If this is what you are looking for, please reply, so I know to mark this suggestion as complete.