TUG Tip-- Sage 100 Contractor

TUG Tip - Sage 100 Contractor

Change Orders - Changing Status to Approved - Pay Attention to Posting Period

When changing the CO Status to 1-Approved and Save, the system will auto-fill the Approved date field in the record header. If the Approved date does not correspond with the default Posting Period, a warning will appear. Why is it important to heed this warning? Approved change orders have a big impact on several Project Management reports such as Over/Under Billing and Bonding, and designating a Period is part of the print selection criteria for these reports. If you suspect change order information is not correct on a report, investigate the Approved date field and the Period field (located in the lower portion of the change order record). If the Approved date is incorrect, it can easily be changed. If the Period is incorrect, change the status of the record back to 2-Open and Save the record. Recall the record and you'll be able to change the default Posting Period in the upper right (assuming you have security rights to do so). Remember to change the Status back to 1-Approved and Save.