(Version 9.7.0.0)
Enable an automatic Redirect for Project Managers to the COR Log screen on pending items from the Subcontractor Online Pay that need approval.
This option needs to be enabled through the System Admin > Configuration > Accounting > Advanced Settings screen.
Activity Flow when the ApproveCORRedirect option is enabled:
1.User opens the AccuBuild program and logs into a company.
2.If the user is designated as a Project Manager on any job that has unapproved COR's, the message show below will be displayed.
3.On clicking OK, the Project Management - COR log screen will be automatically opened.
Notes:
1.User must be designated as a Project Manager on a project.
a.The user's name must first be set up as a Vendor in the Clients system. (One time setup only)
b.Link the Vendor to the User in the File > System Administrator > User Maintenance screen. (One time setup only)
c.Link the Vendor to the Job Cost > Update Jobs > Project Manager field on all appropriate jobs.
2.All status codes, except those listed below, will be considered as pending approval.
X ("Not Approved [Amended]")
Y ("Approved")
Z ("Not Approved [Dead]")
V ("Void")