About displaying budget recaps
How change orders affect budgets and proposals and subcontracts
Enabling the Over Budget Warning
The Over Budget Warning command notifies you if costs exceed the budgeted amount for a job. When you select the Over Budget Warning command, Sage 100 Contractor determines the costs to date for the jobs by cost code and cost type. It then compares the data to the original budget plus change orders. When you save the record, Sage 100 Contractor notifies you if costs exceed the budgeted amount for a job.
To set the Over Budget Warning:
- Open 1-3 Journal Transactions or 4-2 Payable Invoices/Credits.
- Display the last record, and from the menu select Costs > Job Costs.
- On the Job Costs window from the menu select Options > Set Over Budget Warning.
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In the Message Type dropdown, the choices are mutually exclusive. Select one of the following:
- No message. No message is generated. All options for tolerance are grayed out.
- Warning. A warning and/or alert is generated, but you are allowed to save the record.
- Not allow. A warning and/or alert is generated, but you are not allowed to save the record.
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If you select Warning or Not Allow, you must select one of the following choices in the Tolerance Type list:
- No tolerance
- Flat amount
- Percent
- Percent/not to exceed
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Once a Tolerance Type has been selected, enter the applicable amount or percent for the type:
- Flat amount. Enter the amount in the Tolerance Amount text box.
- Percent. Enter the percent in the Tolerance Percent text box.
- Percent/not to exceed. Enter the percent of the budget plus approved changes by job, phase, cost code, and cost type allowed in the Tolerance Percent text box, and the amount of tolerance in the Tolerance Amount Not To Exceed text box.
- Click OK.