{"id":14725,"date":"2016-11-22T08:27:41","date_gmt":"2016-11-22T08:27:41","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=14725"},"modified":"2024-02-23T07:05:21","modified_gmt":"2024-02-23T07:05:21","slug":"sage-300-pjc-option-to-default-ar-invoice-comment-field","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2016\/11\/22\/sage-300-pjc-option-to-default-ar-invoice-comment-field\/","title":{"rendered":"Sage 300 PJC &#8211; Option to default AR Invoice Comment Field"},"content":{"rendered":"<p style=\"text-align: justify;\">With the help of Sage 300 Project and Job Costing module, organizations can be able to manage estimations, tracking inventory purchase, costing, and billings of projects, miscellaneous costs as well as processing charges. These types of bills are finally incorporated as Account Receivable invoices so that it will be considered as accounts statement while accounts audits and reporting.<\/p>\n<p style=\"text-align: justify;\">In this blog we are going to discuss about the option provided in Sage 300 PJC module which allows user to default AR Invoice detail line comment value as one of the field value from PJC bill. It is definitely helpful for users to identify the bill is from PJC module and enables them to copy the particulars or remarks from PJC bill to A\/R Invoice bill.<\/p>\n<p style=\"text-align: justify;\"><em><strong>New stuff:\u00a0<\/strong><\/em><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2016\/01\/16\/how-to-allow-user-to-enter-the-timecards-for-specific-payroll-employees\/\" target=\"_blank\" rel=\"noopener\">How to Allow User to Enter the Timecards for Specific Payroll Employees<\/a><\/p>\n<ul style=\"text-align: justify;\">\n<li>In order to access the screen navigates to Project and Job Costing -&gt;PJC Setup -&gt; Options screen -&gt; Integration Tab. Kindly refer the screenshot for the same.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2016\/11\/PJC_ARInvoiceComments1.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-14726\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2016\/11\/PJC_ARInvoiceComments1.jpg\" alt=\"PJC Option field\" width=\"795\" height=\"614\" \/><\/a><\/p>\n<ul style=\"text-align: justify;\">\n<li>As shown in screenshot above there are eight values which you can set as a comments for A\/R invoice generated detail lines. Please find list of the same with detailed explanation :<\/li>\n<\/ul>\n<ol style=\"text-align: justify;\">\n<li><strong>Type-Worksheet Number-Document Number<\/strong><br \/>\nThis will set concatenated values of invoice type, Billing Worksheet Number and Document Number separated by \u201c-\u201d as the A\/R Invoice detail line comment.<\/li>\n<li><strong>Contract-Project-Category<\/strong><br \/>\nThis will set concatenated values of contract code, project code and category code separated by \u201c-\u201d as the A\/R Invoice detail line comments.<\/li>\n<li><strong>Comment<\/strong><br \/>\nThis will set Billing Worksheet comments as the A\/R Invoice detail line comments.<\/li>\n<li><strong>Description<\/strong><br \/>\nThis will set Billing Worksheet description as the A\/R Invoice detail line comments.<\/li>\n<li><strong>Reference<\/strong><br \/>\nThis will set Charges Reference field as the A\/R Invoice detail line comments.<\/li>\n<li><strong>Detail Description<\/strong><br \/>\nThis will set worksheet detail line\u2019s description field as the A\/R Invoice detail line comments.<\/li>\n<li><strong>Contract Description<\/strong><br \/>\nThis will set worksheet detail line \u201cContract Description\u201d field as the A\/R Invoice detail line comments.<\/li>\n<li><strong>Project Description<\/strong><br \/>\nThis will set worksheet detail line \u201cProject Description\u201d field as the A\/R Invoice detail line comments.<\/li>\n<li><strong>Category Description<\/strong><br \/>\nThis will set worksheet detail line \u201cCategory Description\u201d field as the A\/R Invoice detail line comments.<\/li>\n<\/ol>\n<ul style=\"text-align: justify;\">\n<li>By default A\/R Invoice comments field is set to third option i.e. Billing Worksheet comments.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><strong><u>Note:<\/u> <\/strong>User can change the value for this option any time. It will apply these changes when user will next time onwards posts the PJC Billing Worksheets to create A\/R Invoice from PJC Bills, however it will not affect the existing A\/R Invoice entries created from PJC Billing worksheets.<strong><br \/>\n<\/strong><\/p>\n<p style=\"text-align: justify;\"><strong>Example: <\/strong><\/p>\n<p style=\"text-align: justify;\">Please refer to the below screenshot, here the option is set to \u201cContract-Project-Category\u201d.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2016\/11\/PJC_InvoiceComments2.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-14727\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2016\/11\/PJC_InvoiceComments2.jpg\" alt=\"PJC Option change\" width=\"752\" height=\"621\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Created one PJC Billing Worksheet as below.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2016\/11\/PJC_ARInvoiceComments3.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-14728\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2016\/11\/PJC_ARInvoiceComments3.jpg\" alt=\"PJC Billing Worksheet\" width=\"755\" height=\"533\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">As displayed in below screenshot for A\/R invoice, it has taken value of invoice detail line description as Contract Code \u2013 Project Code \u2013 Category Code i.e.\u00a0 \u201c120-1400-100\u201d.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2016\/11\/PJC_InvoiceComments4.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-14729\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2016\/11\/PJC_InvoiceComments4.jpg\" alt=\"Invoice entry\" width=\"898\" height=\"643\" \/><\/a><\/p>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noopener\">Greytrix<\/a>\u00a0a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noopener\">Greytrix<\/a>\u00a0offers unique GUMU&#x2122; integrated solutions of\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\" target=\"_blank\" rel=\"noopener\">Sage 300 with Sage CRM,<\/a>\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/gumu-300-salesforce-integration\" target=\"_blank\" rel=\"noopener\">Salesforce.com\u00a0<\/a>and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/ecommerce-magento-integration\" target=\"_blank\" rel=\"noopener\">Magento eCommerce<\/a>\u00a0along with Sage 300 Migration from\u00a0<a href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\" target=\"_blank\" rel=\"noopener\">Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works<\/a>. We also offer best-in-class\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-300-erp-development\" target=\"_blank\" rel=\"noopener\">Sage 300 customization and development services<\/a>\u00a0and integration service for applications such as\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-300-integration-services\" target=\"_blank\" rel=\"noopener\">POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP<\/a>\u00a0and in Sage 300c development services we offer services such as upgrades of older codes and screens to new web screens, newer integrations using sdata and web services \u00a0to Sage business partners, end users and Sage PSG worldwide. Greytrix offers over 20+ Sage 300 productivity enhancing utilities that we can help you with such as\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greymatrix-apparel-solution\" target=\"_blank\" rel=\"noopener\">GreyMatrix<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greytrix-document-attachement\" target=\"_blank\" rel=\"noopener\">Document Attachment<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greytrix-document-numbering\" target=\"_blank\" rel=\"noopener\">Document Numbering<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/auto-bank-reconciliation\" target=\"_blank\" rel=\"noopener\">Auto-Bank Reconciliation<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/purchase-approval-system\" target=\"_blank\" rel=\"noopener\">Purchase Approval System<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/three-way-po-matching\" target=\"_blank\" rel=\"noopener\">Three way PO matching<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/bill-of-lading\" target=\"_blank\" rel=\"noopener\">Bill of Lading<\/a>\u00a0and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/vat-middle-east\" target=\"_blank\" rel=\"noopener\">VAT for Middle East<\/a>.<\/p>\n<p>For more details on Sage 300 and 300c Services, please contact us at\u00a0<a href=\"mailto:accpac@greytrix.com\" target=\"_blank\" rel=\"noopener\">accpac@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>With the help of Sage 300 Project and Job Costing module, organizations can be able to manage estimations, tracking inventory purchase, costing, and billings of projects, miscellaneous costs as well as processing charges. These types of bills are finally incorporated as Account Receivable invoices so that it will be considered as accounts statement while accounts\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2016\/11\/22\/sage-300-pjc-option-to-default-ar-invoice-comment-field\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[424,866,875,1933,2061,2783],"class_list":["post-14725","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-categories","tag-employees","tag-equipment","tag-pjc-options","tag-projects","tag-subcontractors"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sage 300 PJC - Option to default AR Invoice Comment Field.<\/title>\n<meta name=\"description\" content=\"Organizations can use the Sage 300 Project and Job Costing module to manage estimations, track inventory purchases, cost and bill projects, incidental expenditures, and processing charges.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2016\/11\/22\/sage-300-pjc-option-to-default-ar-invoice-comment-field\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sage 300 PJC - 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