Service Receivables features are available only if you have purchased the Service Receivables Add-On Module.
The status of a service record indicates its location in the process.
Important! You can change the status of records assigned status 1-Open, 2-Review, or 3-Dispute to another of the first three status settings. However, you cannot assign status 4-Paid or 5-Void.
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Status |
Description |
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1-Open |
Indicates you have invoiced the customer. Sage 100 Contractor posts the record to the general ledger. |
|
2-Review |
Indicates the management or bookkeeping staff should review the record. |
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3-Dispute |
Indicates a record disputed by the client. |
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4-Paid |
Indicates a record paid in full. |
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5-Void |
Indicates a void record. |
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6-Quote |
Indicates a quote has been provided to a potential customer. A service call has not been scheduled. You cannot hold stock for a service record assigned this status. |
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7-Work Order |
Indicates a service call is scheduled. You cannot hold stock for a service record assigned this status. When you post a work order, Sage 100 Contractor assigns the record status 1-Open. |
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8-Complete |
Indicates the service work is complete, but you will not bill the customer for the work. |
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9-Route |
Indicates the work order is for a service route. You cannot use serialized part numbers in the record. However, you can enter parts without serial numbers. |
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10-Contract |
Indicates a service provided on a regular basis. You cannot use serialized part numbers in the record. However, you can enter parts without serial numbers. |
Note: When an invoice or credit is fully paid, Sage 100 Contractor automatically assigns status 4-Paid. If you void the record, Sage 100 Contractor automatically assigns status 5-Void.
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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.
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