TUG Tip - Sage 300 CRE

TUG Tip -- Sage 300 CRE 

Sage/Procore - Use "Inquiry" to verify budget and contract lines that were imported Procore.  

Build an Inquiry in Job cost to include the fields that will allow you to view your change management activity. One company has labeled their Inquiry to Procore Entries.

These fields will include the following:

“Job, cost code, description, Cat, Transaction type, Transaction date, Bath, Contract Item, Change Management Ref 1, Change Management Ref 2, Amount, source, Description”.

Condition the inquiry to include the source equal to ‘change management activity’. Limit your review by a transaction date greater than yesterday's date.