Sage Construction Management and Sage 100 Contractor integration overview
The Sage Construction Management and Sage 100 Contractor solution is comprised of three application components all working together to automate the entire estimating, project management, job costing, and corporate accounting functions.
Sage 100 Contractor compatibility
- Sage 100 Contractor (US)
Sage products / User personas
| Product | User personas | Purpose |
|---|---|---|
| Sage Construction Management | Estimators |
Preconstruction services:
|
|
Project Managers Superintendents Engineers Coordinators Accounting Staff |
Contract Administration Procurement Time Tracking Job Costing Budget Tracking Documentation Correspondence Quality control Safety Scheduling |
|
| AccountingLink for Sage 100 Contractor | Accounting Staff |
Import, export, and synchronize customers, vendors, and employees. Post transactions to Sage 100 Contractor. |
| Sage 100 Contractor | Accounting Staff | Corporate Accounting |
Data integration overview
| Sage Construction Management (SCM) | Post from SCM to S100C | Export from S100C to SCM | Additional functionality | Sage 100 Contractor (S100C) |
|---|---|---|---|---|
| Contact management | ||||
| Customers | >>> | <<< | Sync | Customers |
| Companies | >>> | <<< | Sync | Vendors |
| Employees | <<< | Employees | ||
| Master cost codes and cost types | ||||
| Master cost codes | <<< | Standard cost codes | ||
| Resource / cost type (M, L, E, S, O) | Linked | Standard cost types / accumulation categories | ||
| Awarded project setup | ||||
| Projects | >>> | <<< | Linked | Projects |
| Project cost codes / cost types | >>> | <<< | Project cost codes / cost types | |
| Support for mix of cost code tiers (for example, tier 2 and tier 3) | Yes | Project cost codes | ||
| Support for custom cost codes | Yes | Project cost codes | ||
| Cost budgets / estimate | ||||
| Prime contract cost budget | >>> | <<< | Post / repost | Estimate (cost budgets) |
| CO cost budgets | >>> | Post | Estimate change / budget revision | |
| Commitments | ||||
| Purchase order (PO) | >>> | Purchase order (PO) | ||
| Subcontract | >>> | Subcontract | ||
| Subcontract change orders (SCO) | >>> | SCO / commitment CO | ||
| Actual costs | ||||
| Bills associated with PO | >>> | Commitment invoice | ||
| Bills not associated with PO | >>> | Non- commitment invoice | ||
| Sub invoices | >>> | Commitment invoice | ||
| Query ERP JTD costs for PM reporting | ||||
| Summary by project / cost code / cost type | <<< | Auto sync | Job costs by project / cost code / cost type | |
| ERP JTD cost details | <<< | Auto sync | Job cost GL details | |
| Time tracking | ||||
| Labor timecards | >>> | API | Project / payroll timecards | |
| Client contract administration | ||||
| Prime invoices | >>> | Total only | Contract invoices | |
| Payments | ||||
| AP payments | <<< | Auto sync | AP invoice payments | |
| Tax integration | ||||
| Group and non-group tax codes | Linked | Tax districts | ||
| Post purchase order, subcontract, and subcontract change order with tax reference | >>> | Commitments: purchase order, subcontract, and subcontract change order | ||
| Post bills and subcontract invoices with tax reference | >>> | Commitment invoice and non-commitment invoice | ||
| Post prime invoices with tax reference | >>> | Project contract AR invoice, AR invoice | ||