Changing the Status of a Contract

Overview

Before you start

  • Determine the correct status to assign to the contract.
  • Determine whether you can change the status of the contract's projects at the same time as you change contract status. For example, if all the projects in the contract have been approved, you might want to change the status of all the projects simultaneously to Approved, or to Open if you want to begin charging transactions to the contract.
  • If you are resetting the contract status to Estimate from Open, you need to ensure that the contract is not used in an unposted transaction in another Sage 300 program.
    • To check for unposted job-related transactions in Purchase Orders and Order Entry, print and review transaction lists in those programs.

      Select the option to include job details on each report.

      Do not select the option to include transactions with Posted status; select the options for the other statuses.

    • To check for unposted job-related transactions in Accounts Receivable and Accounts Payable, print and review batch listings in those programs.

      Select the option to show job details on each report.

      Do not select the option to include transactions with Posted status; select Open and Ready to Post.

    • To check for unposted job-related transactions in your Sage 300 payroll program, print a pre-check payroll job register in US or Canadian Payroll.

To change the status of a contract:

  1. Open Project and Job Costing > PJC Transactions > Contract Maintenance.

    Click here for help on the fields on the Contract Maintenance screen.

  2. In the Contract field, type the contract number or use the navigation buttons or the Finder to display the contract whose status you want to change.
  3. In the Contract Status field, select the status to assign to this contract.

    The program displays a message asking whether you also want to change the statuses of the projects in the contract.

    • To change the status of all the projects at once, in the Change Project Status To field, select the status to assign to all the projects, and then click Change.
    • If you prefer to leave the project statuses as they are, so that you can change them individually, later, click Don't Change.
  4. Click Save.