Project Management reports and inquiries with the Specific Job prompt

Commitments with more than one job won't show on reports/inquiries in Project Management if you use the Specific Job prompt when printing. Even if you zero the commitment line with an incorrect job, the record still exists and affects job-specific reports/inquiries. 

This issue affects the following reports in Project Management:

• Purchase Order Log
• PO Log with Detail
• PO Log with Full Detail
• Subcontract Log
• Subcontract Log with Detail
• Subcontract Log with Full Detail

Example

You have several lines on a commitment for Job 12-345, and a blank/zeroed out line for 12-346. In Project Management reporting, if you type job 12-345 in a Print Selection filter, it returns a null value (blank) on the report. It does this because of the blank line to job 12-346 on the commitment. Sage retains commitment change orders saved with blank lines that contain a cost code and job but no amounts as item records on the commitment. When you print, the commitment prints all of these blank lines, and you can't delete them because you approved the commitment COs. All you can do is reverse the amounts.

Job Cost reports and inquiries, and Project Management inquiries without the Specific Job prompt

Task-based forms may print blank because they don't contain a prompt for which job to use. This includes Subcontract Forms, Subcontract Change Order Forms, Purchase Order Forms, and Purchase Order Change Order Forms. On reports or inquiries that read from the commitment item level, the job appears. On reports or inquiries that read from the commitment level, the job doesn't appear due to the mix of multiple jobs/blank jobs. Sometimes, if the report reads from the job record, it shows some commitment items but not others, due to the job.

Commitment items created as remarks without jobs and amounts don't affect reports. Sage doesn't use them to determine if multiple jobs exist on the commitment.

See steps to determine if there are commitment items coded to more than one job and/or a combination of Job/Non Job line items.

We'll add the ability to edit or remove blank commitment item lines in Job Cost and Project Management commitments in a future release. As a workaround, you can add Conditions on reports to suppress blank or incorrect commitment items.

Solution

Delete the commitment and re-enter it without the incorrect job lines. Remove all change orders, invoices, and paid amounts before you can delete or move the commitment. See instructions to correct a commitment.

Workaround

Condition the Job Cost Committed Cost With Detail report to see commitment items that have different job records than the commitment itself.

1. In Job Cost, open Reports, Committed Cost, Committed Cost With Detail.
2. Click Conditions.
   1. In the Field section, select Job.
   2. In the Operator section, select Not Equal To.
   3. In the Value section, click List Items....
   4. Click Index.
   5. Select JC - Commitment and click OK.
   6. Select Job and click OK.
3. Click OK to close the Add Condition window, then click OK again to close the Condition Selection window.
4. Click Print Preview.