Here's what we've been up to this past month:
Features and enhancements for Integrations:
Features and enhancements for Office, Field, and Project Managers:
Sage 300 Manual Sync Button
Previously, Sage 300 integrations were scheduled to update once every hour. Now, customers using Sage 300 direct integration can manually trigger importing jobs, vendors, phase codes, cost categories, tax codes and GL codes.
There are use cases where getting an updated sync of entities from Sage 300 sooner than an hour is useful; for example, when a job is newly created or edited in Sage 300 CRE purchasing agents don’t have to wait for the scheduled 1 hour import to start making POs against that job.
When “Sync Now” is clicked for the entity type to be imported we will trigger importing the entity from their Sage 300 CRE instance within the next few minutes.
Bill of Materials
A Bill of Materials (BOM) is a list of materials and quantities that are estimated to be needed for a job. Contractors already make materials estimates in order to bid on jobs, and these estimates can be used in Kojo once the job is won to guide procurement decisions and track spending throughout the project.
Project managers and purchasing agents can view and edit the BOM and track spending. Foremen can requisition from the BOM on their mobile devices, quickly choosing from a job-specific list of planned, approved, and in-spec materials every time.
Bill of Materials is a feature that connects several different user roles at Kojo:
Project Managers
Use a job’s estimated materials to guide procurement decisions
Monitor actual materials spend against estimates
Purchasing Agents
Create bulk orders in advance for spec’ed materials
Access pricing history for every line item — see the average, latest, and lowest prices paid
Reduce miscommunications with the Field about requested materials
Foremen
Request items—quickly—from a list of approved, in-spec materials for the job
Browse planned materials by phase code or cost code
Reduce miscommunications with the Office about what’s needed
For a full breakdown of how to set up, use, and analyze your Bill of Materials within Kojo, we are happy to offer a new course in Kojo Academy: LINK