Available in Sage 50 Premium Accounting and higher.

Set Up a Phase

You can use phases to divide jobs into distinct sections. Once you set up a phase you can apply it to any job (this is done as you enter a transaction that will be applied to a job). To enter a phase you need to:

Click the Jobs navigation aid on the Customers & Sales Navigation Center and select New Phase.
Enter the phase ID and description. The description can be up to 30 characters long.

Note: You can use the Setup Advisor located on the right-hand side of the screen as a guide when setting up your phases.
If you want to use cost codes with this phase, select This phase uses cost codes. Tell me more about cost codes.

Otherwise, select This phase uses the cost type and select a cost type from the drop-down list. Sage 50 requires you to specify a cost type if the phase does not use cost codes. If you select This phase uses cost codes, the cost type selected for the cost code will be used for reports. Tell me more about Cost Types.
If you want to enter another phase, click Save and New. Otherwise, click Save and close the window.

Note: Marking the Inactive check box in the Maintain Phases window indicates that the phase is no longer used. This field is checked to make the phase available for year-end purging. Sage 50 will display a warning message if you try to use an inactive phase.