The ability to create data entry templates has been
available in the program for many years, yet I often find that users are not
using templates because they were unaware of them or forgot that they existed!
Templates help by reducing the amount of repetitive data
that must be entered in a screen. Take a
look at data entry where you find yourself entering same or similar data over
and over again or a type of transaction that you enter repeatedly. Enter the repetitive data for a type of
transaction and save it as a template in the “File>Save as Template”
drop down menu. Then, when beginning a
repetitive transaction, go to “File>Load/Delete Template” and select the type
of template you want to start entering. You
will see all the repetitive fields already completed and all you must then do
in enter the non-repetitive data, review it and save it.
Templates in Sage 100 Contractor are found in most data
entry screens, including
·
1-3 Journal Transactions
·
3-2 Receivable Invoices/Credits
·
3-5 Jobs (Accounts Receivable)
·
3-6 Receivable Clients
·
3-7 Progress Billings
·
3-8 Loan Draw Requests
·
3-9 Unitary Billing
·
3-10-1 T&M Billing Setup
·
4-2 Payable Invoices/Credits
·
4-4 Vendors (Accounts Payable)
·
4-7-3 Enter Credit Card Receipts
·
5-2-1 Employees
·
5-2-2 Payroll Records
·
5-5-1 Daily Payroll Entry
·
6-4-1 Change Orders
·
6-6-1 Purchase Orders
·
6-7-1 Subcontracts
·
6-11-1 Requests for Proposal
·
6-11-2 Requests for Information
·
6-11-3 Transmittals
·
6-11-4 Submittals
·
6-11-5 Plan Records
·
6-11-6 Daily Field Reports
·
6-11-7 Punch Lists
·
6-11-8 Correspondence
·
8-3 Equipment
·
9-2 Parts
·
9-3 Assemblies
·
11-2 Work Orders/Invoices/Credits
·
12-2 Inventory Allocation
For assistance in the creation and use of templates, give us a call.
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