TUG News & Updates: General

TUG Tip -- Sage 300 CRE

Wednesday, March 14, 2018   (2 Comments)
Posted by: Mary Jo Hamik, Beckenhauer Construction, Inc.
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Sage 300 CRE Tip - Accounting/ Contracts

Delete Standard Contract

A Standard Contract was set up in error and needs to be deleted. 

It happens in every company, someone who doesn’t know the software, sets up a STANDARD Contract in the Contracts module and it should have been an ACTIVE Contract. Now you need to delete the contract before someone uses it incorrectly. Note: You cannot delete the contract or contract items if any of them have a status of Approved, Closed, or Paid in Full.

In my case, the deletion was easy. 

  • Open the contract
  •  Edit/Delete
  •  Click Yes.
  •  Repeat for each contract item and for the contract as needed.

* For video instructions, see our YouTube channel


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Comments...

Haley Chrismon, Meeting Expectations says...
Posted Wednesday, March 21, 2018
Snyder Construction-- The best way for a new user to learn Sage 300 CRE is exploring the resources TUG has to offer. I would recommend attending the monthly training webinars and open forum community calls. You can find those on the Community Calendar. My other suggestion is to attend the National Conference, which is coming up May 1518 in Orlando, Fl. Email info@tugweb.com if you have any questions. The TUG Office can point you in the right direction!
Snyder Construction says...
Posted Wednesday, March 21, 2018
What is the best way for a new user to get acquainted with Sage 300 CRE.

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