Sage 100

 View Only
  • 1.  Partial Completions in OM and PM

    Posted 08-01-2023 17:31

    I keep hitting an issue with both OM and PM and I'm hoping someone has a work around or at least an explanation that clients accept. I have had several clients want to issue all their material for a work ticket at the beginning of their ticket and then want to do partial completions. They are resistant to budgets because either they can't remember to click the button or their costs are wild, and they don't like the standard cost option either. So that leaves us with Actual Costs to Date in OM and Actual costing method in PM. But using this costing method means that the first partial completion gets all the WIP and the later completions have none of the WIP.  Is there anything I'm missing here? and if that is all working as designed, has anyone had clients trying to do this and you provided an explanation that made them see the reasons behind it and accept it? It's especially difficult for clients coming from WO because WO had some logic that handled the partial completion a bit differently. Thanks for any insight!



    ------------------------------
    Kate Krueger
    Consultant
    MicroAccounting
    214.800.5555x553
    ------------------------------


  • 2.  RE: Partial Completions in OM and PM

    Posted 08-01-2023 17:45

    Added in v2023 PM:



    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 3.  RE: Partial Completions in OM and PM

    Posted 08-02-2023 09:29

    Thank you Kevin! This gives me something to tell clients. Sadly the clients I'm currently working with are Operations Management or are stuck in PM 2021 due to enhancement but I'm so glad to know this option is out there. Thank you for your help!



    ------------------------------
    Kate Krueger
    Consultant
    MicroAccounting
    214.800.5555x553
    ------------------------------