M9-JC-1029 Job Invoices with Comment Block

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Contents

Synopsis

This Custom Solution to the Job Cost module adds the ability to include a comment block on Fixed Price and Time and Material invoices.

If Custom Solution JC-1001: Enhanced Job Invoice Format is installed and enabled, you may choose to print the comment block in the header/total section of a one-page Time and Material Invoice.


Unless explicitly stated within this document, no changes have been made to graphical form programs. Do not check the ‘Use Graphical Forms’ option in the affected module’s Setup if you want to take advantage of the form printing changes offered by this Custom Solution. If you have elected to use graphical forms in the module’s Setup, the features of this Custom Solution that affect form printing will not be available.


Installation

Before installing any Custom Solution, please verify that the version level referenced on your installation file is the same version level as your Sage 100 (MAS 90 MAS 200) installation. (For more information please call (800) 425-9843). It is recommended to have a complete and tested backup prior to installing any application on your Sage 100 (MAS 90 MAS 200) platform.

Custom Solutions Control Center

Installing any Custom Solution will add an Custom Solutions Control Center to the Sage 100 (MAS 90 MAS 200) Library Master Utilities menu. When you open the Control Center, the following options will be available:

  • Merge Installation Files
  • Custom Solutions Setup options

Custom Office

If you customize your Sage 100 (MAS 90 MAS 200), then you must run the Update Utility every time you install this Custom Solution.

Setup

Upon completion of software installation, you will need to access the Job Cost Setup menu option screen. After the standard MAS 90 MAS 200 option screens have been displayed, a Setup screen for this Custom Solution will appear. Check the ‘Enable Custom Solution’ box to activate this Custom Solution (Figure 1).

JC-1029 Setup Options
Figure 1


Answer the following prompt:

INVOICE TYPE: Select ‘Fixed Contract Invoice Only’ or ‘Time and Materials Invoice Only’ or select ‘Both’ types of invoices.

You should visit this Setup screen after each upgrade or reinstallation of this Custom Solution.

Operation

Data Entry
When entering a comment on a Job Invoice, a window will appear that allows 14 lines for comments, with 65 characters for each line (Figure 2). Upon leaving the Comment Block window, the first 30 characters of the first comment line will be displayed in the comment field of the Invoice Header (Figure 3).

JC-1029 Comment Block
Figure 2


JC-1029 Job Billing Data Entry
Figure 3


Printing
When printing Job Invoices, the Comment Block will use as its starting row and column position, the location specified for the comment field. The 14 lines of comments will be printed one underneath the other and will stay aligned with each other (Figure 4). Care should be taken when specifying the print location to be sure that the comment block will not wrap around the right margin or print past the bottom of the form.

JC-1029 Invoice


With JC-1001
If you are using the JC-1001 one-page invoice form for Time and Material Invoices, you may print the comment block in the header of every page or in the total section on the last page. Figure 5 is an example of the comment block in the header of every page. Figure 6 is an example of the comment block in the totals section of the last page.

JC-1029 Invoice


JC-1029 Invoice


Visual Integrator

The files listed below have been added or changed in the Data Dictionary by this Custom Solution for Visual Integrator purposes.

JC-1029 Visual Integrator

The Data Dictionary may contain other files and data fields that are not available without their corresponding Sage Software Custom Solutions installed.

Crystal Reports and the ODBC Dictionary

The files listed below have been added or changed in the Crystal Dictionaries by this Custom Solution for Crystal Reports purposes. Any additions or changes to the Crystal Dictionaries will be incorporated into your system after you set up the Custom Solution.

JC-1029 ODBC Dictionary

Be aware that the Crystal Dictionaries may contain other files and data fields that will be unavailable without their corresponding Custom Solutions installed.

Upgrades and Compatibility

The installation CD is labeled with the version of the MAS 90 MAS 200 module for which this Custom Solution was prepared. This Custom Solution will check its compatibility with the appropriate MAS 90 MAS 200 modules and will be disabled if an incompatibility is found. If you upgrade your MAS 90 MAS 200 modules, this Custom Solution must be upgraded as well. Your MAS 90 MAS 200 dealer can supply this upgrade.


Documentation

Only changes made by Blytheco, LLC to the standard operation of Sage Software, Inc. MAS 90 MAS 200 have been documented in this manual. Operations not documented in this manual are standard procedures of MAS 90 MAS 200 processing. Standard MAS 90 MAS 200 processes, data entry screens, inquiry screens, reports, updates, etc., have not been changed unless addressed in this document.

Parts of this document may refer to the Specific Purpose Rule. When referenced, the described feature was developed for a specific client to its specifications and may not conform to generally accepted MAS 90 MAS 200 standards and procedures. These features may or may not benefit you in your application of MAS 90 MAS 200.


Acknowledgments

Copyright © 2010 Blytheco, LLC. MAS 90 and MAS 200 are registered trademarks of Sage Software, Inc.


Revision Note: 4.4

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