Sage 100

If they want to change from completion to close (or vice versa) before posting, just delete the entry and start again.  I expect a completion technically differs enough from a close (with quantity) that Sage doesn't change between them seamlessly.

Thanks for the reply. Problem with deleting and re-entering is they use Serialized items. If they delete it, they'll need to enter the Serial numbers again. Right now, I just have them deleting the duplicate Issue before they post. The Close option I believe just closes the WT and puts it in History.  They do the close and Completion in 1 entry. 

If they want to change from completion to close (or vice versa) before posting, just delete the entry and start again.  I expect a completion technically differs enough from a close (with quantity) that Sage doesn't change between them seamlessly.

v2023 you can do completions within the Close transactions.  It isn't a checkbox, it is a transaction type.

You can enter the quantity to complete for each WT, within the Close transaction.

Two steps in one.

Thanks for the reply. Problem with deleting and re-entering is they use Serialized items. If they delete it, they'll need to enter the Serial numbers again. Right now, I just have them deleting the duplicate Issue before they post. The Close option I believe just closes the WT and puts it in History.  They do the close and Completion in 1 entry. 

If they want to change from completion to close (or vice versa) before posting, just delete the entry and start again.  I expect a completion technically differs enough from a close (with quantity) that Sage doesn't change between them seamlessly.

What version of PM?  This was a Scanco PM issue and I thought it was resolved in the Sage PM version?

Its 2022 SP1. I didn't see a write-up on it.

What version of PM?  This was a Scanco PM issue and I thought it was resolved in the Sage PM version?

Going back to what @Kevin Moyes posted. Is there is a specific reason why they need to start this as a completion entry go through those steps? If they want to do the completions and close in one-step, then they should be choosing "Close" as the transaction type. When you do Close as a transaction type and put a quantity completed in on the lines tab it will create the backflush transaction for labor and materials the same as a completion transaction. It acts the same as a completion, but also closes the W/T. 

Its 2022 SP1. I didn't see a write-up on it.

What version of PM?  This was a Scanco PM issue and I thought it was resolved in the Sage PM version?