In January we installed Sage 100 PU5 for v2023, OM PU5 and the Sage IRD so the client could process 1099's. Since that was installed they noticed that Labor Costs and AP Direct Material Costs were "not being relieved" from WIP when the work ticket was closed to history. We opened four (4) separate Support Tickets for our client with Endpoint AS. Last week, I finally had to email Kurt Heusner (CEO) as well as a number of upper management people at EAS to get someone to start to review our open cases. They provided a Hot Fix Yesterday and when I asked what was broken in v2023 PU5, here is the response from David Gunnell (VP Engineering). I don't see the Hot Fix, posted on the Partner/JobOps Portal, as of now. It did resolve the problem (I have to double check that EAM was also resolved, WIP is properly being relieved now with the hot fix).
There was a compliance bug introduced that was fixed in 2024.1 and higher right after compliance was finished so that change didnt make it into 2023.5. We do not repair installers as it would require an internal version change to update so this would be a hot fix and will be made available on the jobops portal for anyone with 2023 PU5.
For reference, my four case notes:
48498 – February 2nd, 2026: AP Direct Costs not relieved on Partial Invoice
Documented AP Costs were posted to WIP. Confirmed all costs to date were on the work ticket WIP Report and WIP Detail Report. First Invoice to process revenue did not relieve any WIP Costs. None at all. WT Class is defined as Partial Invoice Costing, All costs to date, and component Partial Billing is Used Components. Screen shots of all setups screens and Transaction Detail Report were included.
56498 –- February 27th, 2026: AP Direct Costs not relieved on Final Invoice
Three sets of client documentation included (multi-page documents). AP Direct Costs were posted, visible on the Work Ticket Invoice Detail Report. Amount of WIP clearly listed on Work Ticket Invoice Detail Report. When posted, the WIP was relieved, but not for the full amount. The WIP Dollars for the AP Direct Costs were not relieved. Three sets of documentation, three separate work tickets. All same scenario, and same problem.
56796 – March 16th, 2026; Labor Costs are not relieved from WIP when Invoiced
Three sets of client documentation included (multi-page documents). AP Direct Costs were posted, visible on the Work Ticket Invoice Detail Report. Amount of WIP clearly listed on Work Ticket Invoice Detail Report. When posted, the WIP was relieved, but not for the full amount. The WIP Dollars for the AP Direct Costs were not relieved. Three sets of documentation, three separate work tickets. All same scenario, and same problem.
58777 – March 25th, 2026: Equipment Asset Maintenance is not being updated when a Parent Item MTO Work Ticket is closed to history, and the item is flagged to "write to Equipment Asset Maintenance
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Madeline Stefanou
Sr. Solution Consultant
RKL eSolutions, LLC
LANCASTER PA
717.208.3117
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