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  • 1.  How to use Time Track w/o posting to Job Cost in SAGE 100 STD v2019 PR 2223.0

    Posted 01-18-2023 16:45
      |   view attached
    @Nancy Hanson .(or anyone else) .. Could you please look at this SAGE 100 Knowledgebase article #108201​?  The title reads "How to use Time Track without processing through the Payroll module."  I have a client that is going the other way. They use Time Track to "pull" time into the Payroll module each week to pay employees. However, they DO  NOT "pull entries" into the Job Cost module. The problem is that Time Track entries NEVER move to Time Track History file because of the JC flag. This knowledgebase containes the phrase "as well as vice versa". This makes me believe that I can turn off in Job Cost Setup Options​ the "Enable Time Track for TimeCard" flag. I assume that with the flag box unchecked the Time Track entries that get "pulled" into payroll and will automatically move to Time Track History file and fall off the Time Track Entry screen for each employee, each week.

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    Michael McDonald - Consultant
    Michael T McDonald CPA
    (616) 813-8887 - mike@mcdcpa.com
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    How to use Time Track wo Job Cost.pdf   371 KB 1 version


  • 2.  RE: How to use Time Track w/o posting to Job Cost in SAGE 100 STD v2019 PR 2223.0

    Posted 01-19-2023 14:11
    I talked to SAGE Technical Support last evening. The support person talked to Alec a TimeCard / Time Track subject matter expert. He indicated that all that is required is to uncheck the Time Track integration checkbox in Job Cost Setup Options. I will give that a try and report back.

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    Michael McDonald - Consultant
    Michael T McDonald CPA
    (616) 813-8887 - mike@mcdcpa.com
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  • 3.  RE: How to use Time Track w/o posting to Job Cost in SAGE 100 STD v2019 PR 2223.0

    Posted 01-20-2023 12:35
    Edited by Michael McDonald 01-20-2023 13:57
    UPDATE: It worked like magic! ...I unchecked the option in Setup > Job Cost Options "Enable Time Track for TimeCard".  All of the previous Time Track entries that will never be updated (posted) to Job Cost fell off the Time Track Entry screen. This way, the data entry user will start with a clean slate (entry screen) each week after "pulling and updating" Time Track entries into the Payroll module.  Happy client!

    Update #2: Did not work - The Job Number, and Cost Code are no longer visible in the Time Track entry screen. We had to re- "Enable Time Track for TimeCard" feature in Job Cost.  Back to the drawing board.
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    Michael McDonald - Consultant
    Michael T McDonald CPA
    (616) 813-8887 - mike@mcdcpa.com
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    Original Message


  • 4.  RE: How to use Time Track w/o posting to Job Cost in SAGE 100 STD v2019 PR 2223.0

    Posted 01-20-2023 14:34
    Thank you for being the guinea pig, @Michael McDonald - I have a client where I need to go make this change.  I always feared it wouldn't let you enter a job number any more.​

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    Beth Bowers
    (269) 358-0989
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    Original Message


  • 5.  RE: How to use Time Track w/o posting to Job Cost in SAGE 100 STD v2019 PR 2223.0

    Posted 02-04-2023 12:43
    Edited by Michael McDonald 02-04-2023 12:46
    @Beth Bowers     Ok I found the "trick" to cause Time Track to move entries into Time Track History file when you ONLY "pull" the time entries into the Payroll module. Each line entry in Time Track has two fields in the secondary grid. The first is the "P/R Posting Status" field and the second is the "J/C Posting Status" field. These two fields carry three different values. "Not Transferred" = a new entry,​ "Transferred" = entry pulled into P/R or J/C, "Updated" = an entry has been "pulled" into and updated into P/R or J/C.​

    When both BOTH status fields are set to "Updated", is when the Time Track system will move the entry into the Time Track History file. So, if you are only "pulling time entries" into the P/R module you have to manually change the J/C Posting Status field to "Updated". You can accomplish this by moving the J/C Posting Staus field up into the Primary Grid.

    However, this field must be the last field (place the field in the last column on the primary grid) you change on a entry line. When you change this field/column to "Updated", prior fields (Job Number, Earnings Code, Cost Code, etc.) on the entry line are deactivated/locked.

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    Michael McDonald - Consultant
    Michael T McDonald CPA
    (616) 813-8887 - mike@mcdcpa.com
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    Original Message


  • 6.  RE: How to use Time Track w/o posting to Job Cost in SAGE 100 STD v2019 PR 2223.0

    Posted 02-04-2023 13:06
    Well - THAT sounds like a whole lot more work than should be needed...

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    Beth Bowers
    (269) 358-0989
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    Original Message


  • 7.  RE: How to use Time Track w/o posting to Job Cost in SAGE 100 STD v2019 PR 2223.0

    Posted 02-04-2023 17:54
    I agree. When I taked to SAGE they could not imagine the circumstances why a SAGE 100 user would NOT want to "pull" time into both Payroll and Job Cost.

    I did not try this, but if you can create a script, I could see where a custom script could automatically change that field to the necessary "Updated" status upon exiting/completing the Time Track line entry.

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    Michael McDonald - Consultant
    Michael T McDonald CPA
    (616) 813-8887 - mike@mcdcpa.com
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    Original Message


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