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Restrict sending of POs, Subcontracts, Prime Invoices, SCOs, etc prior to approval

With workflow enabled, it is still possible to download and/or send POs, Subcontracts, SCOs, etc prior to approval. Ideally, the ability to download and send these documents would be restricted until approved.
Carl Lyles 2 months ago in CO / Contracts and Procurement Workflow / CPR / Prime Contracts / Prime Invoices / Purchase Orders / SCO / Subcontracts 5 Future consideration

Ability to Change Order Out Held Retainage.

When a subcontract warrants retaining the retainage either in whole or partial for a subcontractor to cover damages, repairs by others, etc., there is not currently a way to account for that other than leaving an open balance in SAGE. It would be ...
Dawn Parents 30 days ago in SCO 1 Future consideration

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.
Meredeth Dotson 3 months ago in Feature Settings / Purchase Orders / SCO / Subcontracts 7 Already exists

Date Filter on SCO Reports

Is it possible to add a date filter on the SCO reports, dates are really important which this would be a great add.
Guest about 1 month ago in SCO 1 Future consideration

New CPR, CO and SCO Status Options

New Options in red. Revised CPR Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Revised CO Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Acti...
Norman Wendl 3 months ago in BI Summary Dashboards / CO / CPR / Detail Financial Analytic Reports / SCO 2 Future consideration

Add more filter options when importing estimate items in Contract Admin and Procurement features

See attached mockup for more details
Norman Wendl 3 months ago in CO / CPR / Estimating Items / Purchase Orders / SCO / Subcontracts 0 Future consideration