TUG Tip - Sage 300 CRE

TUG Tip -- Sage 300 CRE

Contracts Workflow - Schedule of Values

Enter all your general info from your owner within the contracts module for more information to flow into your G702 (AIA Progress Billing)  Ex. your job location, county/state for Notary info, contract terms, etc.  
Entering your SOV can be done in the contracts module, just remember you have to slide your status bar to approve.

A big time saver though for contracts with a larger schedule of values: Setup your SOV in Job Central where you can use the cut/paste feature (small scissor in the right hand corner)

Job Cost – Job Central (If this is grayed out, maybe ask your administrator if you can see it as it does have some easy copy/paste features.)

First, create an excel sheet with the following four columns and simply cut & paste into the Job Central – Schedule of Values 
Contract Item; Description (30 char or less); Blank Tab for the the status; and contract amount

Copy/Paste the top left row and hit finish.  If you go back to contracts, each of these lines will be created, named, with the amounts for each.

There is also the entry of Billing area where you can select the invoice format and retainage in Job Central – therefore you would be updating all of your lines at one time.  Then go back to the contracts module if you need to adjust/remove any contract items on retainage not being held.