Entering job phases
Note: Job phases, in contrast to bid items, affect estimates and some billing items and follow through the entire job.
To use Phases, you must begin with Phase 1 or higher. Phase 0-None is a place holder if you are not using Phases.
To enter job phases:
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1
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Open 3-5 Jobs (Accounts Receivable), and then select the job. |
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2
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From the Options menu, select Job Phases. |
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3
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On the Job Phases window, in the Phase# column, enter the phase number. |
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4
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In the Description column, enter a brief statement about the phase. |
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5
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Do any of the following, as required: |
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a
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In the Billing Amount column, enter the amount that you want to bill per phase when creating invoices by phase. |
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b
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In the Retention column, enter the retention rate for the phase. |
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c
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In the Model column, enter the model. |
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d
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In the Unit column, enter the unit of measurement. |
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e
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In the Quantity column, enter the measurement. |
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6
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Repeat steps 3–4 for each phase. |
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7
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Repeat step 5 for each phase only as required. |
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8
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On the File menu, click Save. |
Tip: Instead of setting a retention rate for the entire job, you can set a separate retention rate for each phase.
More resources
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.