Operands

Task Setup > Condition Step >

 

 

 

 

The list of available operands for Condition row will change depending on the type of information being looked up. Operands are selected as part of building a Condition.

 

Text Operands

Available when checking text entered in Sage. Common examples include AP Vendor ID, AR Customer Name, PR Employee Number, and JC Job Description.

 

Operand

Definition

Example

The text from the field or formula to the left of the operand matches the text entered or Sage field selected on the right

To see all Subcontracts:

The text from the field or formula to the left of the operand doesn't match the text on the right

To see Jobs where the Project Manager isn't John Smith:

The text to the right of the operand is somewhere in the text from the field on the left

To see all Commitments where "wiring" is somewhere in the Commitment's Description:

The text to the right of the operand is not anywhere in the text from the field on the left

To see AR Customers where "University" is not in their name:

The text from the field or formula on the left starts with the text entered or Sage field selected on the right

To see all Jobs that begin with the "23":

The text from the field or formula on the left ends with the text entered or Sage field selected on the right

To see all Commitments on Jobs that end in "100":

The text to the right of the operand is somewhere in the text from the field on the left

To see all Employees that have "Admin" somewhere in their title:

The text to the right of the operand is not anywhere in the text from the field on the left

To see all Jobs where "NYC" is not in the description:

The text from the field or formula to the left of the operand matches one of the options on the right

To see Customers with an ID of "GA","OHSU", "TT" or "TC":

The text from the field or formula to the left of the operand doesn't match any of the options on the right

To see Employees that don't have an ID of 100, 101 or 103:

The field or formula specified is blank

To see Employees with no Email Address in PR Employee Setup:

The text field is not blank

To see Employees with Email Addresses in PR Employee Setup:

The text from the field or formula to the left of the operand does not begin with the text entered or Sage field selected on the right

To see Jobs with IDs that do not begin with "XX":

The text from the field or formula to the left of the operand does not end with the text entered or Sage field selected on the right

To see Cost Codes that do not end in "000":

 

 

Number Operands

Available when checking numbers entered in Sage. Common examples include the Total Estimate on a Job, the Net Pay amount on a PR Check, the number of Days Before Due entered in AR Customer Setup, and the number Payment Days in AP Vendor Setup.

 

Operand

Definition

Example

The number from the field or formula to the left of the operand equals the number entered or Sage field selected on the right

To see AP Invoice Distributions with $0 paid:

The number from the field or formula to the left of the operand doesn't equal the number entered or Sage field selected on the right

To see Commitments where the amount invoiced isn't $0:

The number from the field or formula to the left of the operand is greater than the number entered or Sage field selected on the right

To see Cost Codes that are over-budget by more than five percent:

The number from the field or formula to the left of the operand is greater than or equal to the number entered or Sage field selected on the right

To see Commitments that are $500 or more:

The number from the field or formula to the left of the operand is less than the number entered or Sage field selected on the right

To see Cost Codes with revised Contract amounts less than $1,000:

The number from the field or formula to the left of the operand is less than or equal to the number entered or Sage field selected on the right

To see AP Invoices with $1,500 or less open on them:

The number from the field or formula to the left of the operand is between the two numbers specified on the right

To see Jobs with Total Estimates between $100,000 and $200,000:

The number on the left is not between in the two numbers on the right

To see Jobs with Revised Contracts not between $50,000 and $100,000:

The number from the field or formula to the left of the operand is between the two numbers specified on the right

To see Bank Accounts whose balances changed between $2,500 and $5,000 yesterday:

The text from the field or formula to the left of the operand matches one of the numbers on the right

To see AP checks numbered 100251, 100257, 100275 or 100301:

The text from the field or formula to the left of the operand doesn't match any of the numbers on the right

To see Credit Card Payments with a Payment ID other than 200150 or 200188:

 

Date Operands

Available when checking dates entered in Sage. Examples include the Period End Date on a PR Check, the Date Issued on a Lien Waiver, the Invoice Date on an SM Invoice, and the Accounting Date on a JC Transaction.

 

Operand

Definition

Example

The date from the field or formula to the left of the operand matches the day the Task is run

To see AP Electronic Payments with a Payment Date matching the day the Task runs:

The date from the field or formula to the left of the operand is before the day the Task is run

 To see Subcontracts and Purchase Orders (i.e. Commitments) with a date prior to the day the Task runs:

The date from the field or formula to the left of the operand is after the day the Task is run

To see AP Invoices with a "Due Back Date" that is after the day the Task runs:

The date from the field or formula to the left of the operand is between the day the Task runs and the number of days entered in the future

To see AP invoices with a discount date in the 15 days after the date the Task is run:

The date from the field or formula to the left of the operand is between the day the Task runs and the number of days entered in the past

To see Transactions with a date in the 7 days prior to the date the Task ran:

The date from the field or formula to the left of the operand is further in the future than the day the Task runs plus the number of days entered

To see Jobs where the Estimated Completed Date is more than 90 days after the day the Task ran:

The date from the field or formula to the left of the operand is further in the past than the day the Task runs minus the number of days entered

To see AP Invoices dated more than 30 days before the date the Task ran:

The date from the field or formula to the left of the operand is after the date the Task ran minus the number of days entered or in the future

To see PR Checks with Period End Dates in the 6 days before the Task ran, the same day the Task runs, or in the future:

The date from the field or formula to the left of the operand is after the date the Task ran minus the number of days entered or in the past

To see Vendors with Worker's Comp Insurance expiring in the 30 days after the Task runs, the same day the Task runs, or in the past:

The date from the field or formula to the left of the operand is between the two dates entered or Sage fields selected on the right

To see Jobs with Estimated Completion Dates between 6/30/2022 and 12/31/2022:

The date from the field or formula to the left of the operand is sometime in the calendar year after the date when the Task is run

To see PR Checks dated for the calendar year after the day the Task runs:

The date from the field or formula to the left of the operand matches the date entered or Sage field selected on the right

To see Vendors whose General Liability Insurance will expire on 12/31/2022:

The date from the field or formula to the left of the operand doesn't match the date entered or Sage field selected on the right

To see AP Invoices where the Invoice Date doesn't match the Accounting Date:

The date from the field or formula to the left of the operand is after the date entered or Sage field selected on the right

To see Jobs where the Last Cost Update was after the last time the Job was billed:

The date from the field or formula to the left of the operand is the same day as or later than the date entered or field selected on the right

To see PR Checks with a Period End Date the same day or after the Check Date:

The date from the field or formula to the left of the operand is before the date entered or field selected on the right

To see Subcontracts and Purchase Orders (i.e. Commitments) with dates prior to the date when a signed contract was received:

The date from the field or formula to the left of the operand is the same day as or before the date entered or field selected on the right

To see Jobs where the Actual Completion Date is the same day or prior to its Last Cost Update:

The date from the field or formula to the left of the operand is blank

To see AP Vendors where the Expiration Date for their Worker's Comp insurance has not been entered in Sage:

The date from the field or formula to the left of the operand is not blank

To see Jobs that have had overtime and when they had it:

The date from the field or formula to the left of the operand is between the two dates entered or Sage fields selected on the right

To see Credit Card payments dated between 12/1/2022 and 12/31/2022:

The date from the field or formula to the left of the operand is not between the two dates entered or Sage fields selected on the right

To see Vendors whose most recent invoices were not between 1/1/2022 and 12/31/2022:

The date from the field or formula to the left of the operand is after the day the Task runs but still in the same year

To see Cost Codes with Estimated Completion Dates later in the same year the Task was run:

The date from the field or formula to the left of the operand is between the day the Task runs and 30 days in the future

To see Employees who have an employment anniversary in the next 30 days:

The date from the field or formula to the left of the operand is between the day the Task runs and 7 days in the future

To see Subcontracts and Purchase Orders (i.e. Commitments) with a Delivery Date in the next 7 days after the Task is run:

The date from the field or formula to the left of the operand is in the year the Task runs

To see Vendors who have been cut a check in the year the Task is run:

The date from the field or formula to the left of the operand is in the month the Task runs

To see Jobs that last had a billing in the month the Task is run:

The date from the field or formula to the left of the operand is between the day the Task runs and 7 days prior

To see PR Checks with a Check Date in the last 7 days:

The date from the field or formula to the left of the operand is between the day the Task runs and 30 days prior

To see AP Invoices with an Accounting Date in the last 30 days:

The date from the field or formula to the left of the operand is before the day the Task runs but still in the same year

To Employees who were hired earlier in the year the Task runs:

The date from the field or formula to the left of the operand is from before the calendar year when the Task was run

To see Subcontracts and Purchase Orders (i.e. Commitments) with a Last Check Date from a year before to the year the Task is run:

The date from the field or formula to the left of the operand matches the date entered or Sage field selected on the right

To see AP Invoices where the Invoice Date is the same day as the Payment Date:

The date from the field or formula to the left of the operand is any day in the month the Task was run

To see AP Electronic Payments made in the same month the Task is run:

The date from the field or formula to the left of the operand is any day in the week the Task is run

To see Jobs with an Actual Start Date in the same week the Task is run:

The date from the field or formula to the left of the operand is any day in the calendar year the Task is run

To see PM Leases with an Actual End Date in the same year the Task is run:

The date from the field or formula to the left of the operand is in the month after the month the Task is run

To see Vendors with Auto Insurance expiring in the month after the month the Task is run:

The date from the field or formula to the left of the operand is in the year after the year the Task is run

To see Subcontracts and Purchase Orders (i.e. Commitments) scheduled to start in the year after when the Task is run:

The date from the field or formula to the left of the operand is in the month before the month the Task is run

To see AP Checks cut in the month before when the Task is run:

The date from the field or formula to the left of the operand is in the year before the year the Task is run

To see Employees terminated in the year before when the Task is run:

The date from the field or formula to the left of the operand is between the day the Task runs and the beginning of the year

To see AP Invoices entered from the beginning of the year up to when the Task is run:

The date from the field or formula to the left of the operand is in the month of January in any year

To see Employees with a birthday in January:

The date from the field or formula to the left of the operand is in the month of February in any year

To see Employees that were hired in the month of February:

The date from the field or formula to the left of the operand is in the month of March in any year

To see Employees with a birthday in March:

The date from the field or formula to the left of the operand is in the month of April in any year

To see Employees that were rehired in the month of April:

The date from the field or formula to the left of the operand is in the month of May in any year

To see Employees with a birthday in May:

The date from the field or formula to the left of the operand is in the month of June in any year

To see Employees with a birthday in June:

The date from the field or formula to the left of the operand is in the month of July in any year

To see Employees that were hired in the month of July:

The date from the field or formula to the left of the operand is in the month of August in any year

To see Employees with a birthday in August:

The date from the field or formula to the left of the operand is in the month of September in any year

To see Jobs completed in the month of September:

The date from the field or formula to the left of the operand is in the month of October in any year

To see Employees terminated in the month of in October:

The date from the field or formula to the left of the operand is in the month of November in any year

To see Employees with a birthday in November:

The date from the field or formula to the left of the operand is in the month of December in any year

To see Employees with a birthday in December:

 

 

 

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