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 Construction Management / Sage 100 Contractor integration components
| Application / Component | Used By | Purpose |
| Sage Construction Management | Estimators |
Preconstruction Services: Distributing Drawings and Specs via Invitation To Bid (ITB) Preparing Estimates Requesting and Collecting Vendor Bids via RFP Packages |
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Project Managers Superintendents Engineers Coordinators Accounting Staff |
Contract Administration Procurement Time Tracking Job Costing Budget Tracking Documentation Correspondence QC and Safety Scheduling |
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| AccountingLink for Sage 100 Contractor | Accounting Staff |
Import, Export Syncs Customers, Vendors and Employees Post Transactions to Sage 100 Contractor |
| Sage 100 Contractor | Accounting Staff | Corporate Accounting |
Data Integration Overview
Integration Nomenclature
← Sage 100 Contractor data exported to Sage Construction Management
→ Sage Construction Management data exported to Sage 100 Contractor
↔ Bidirectional Integration
| Sage Construction Management feature | Integration | Sage 100 Contractor feature |
| Master cost codes | ||
| Master cost codes | ← | Master cost codes |
| Resource / cost type - M, L, E, S, O | Linked | Standard cost types / accumulation categories |
| Contact management | ||
| Companies (customers) | ↔ & sync | Customers |
| Companies (vendors) | ↔ & sync | Vendors |
| Employees | ← | Employees |
| Awarded project setup | ||
| Projects1 | → | Projects |
| Project cost codes / cost types | → | Project cost codes / cost types |
| Support for mix of cost code tiers (e.g., tier 2 and tier 3) | Yes | Project cost codes |
| Support for custom cost codes | Yes | Project cost codes |
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1After a project is posted, you must manually enter the retainage held percentage in Sage 100 Contractor and it should match the percentage set in Sage Construction Management. |
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| Cost budgets / estimate | ||
| Prime contract cost budget | → (post / repost) | Estimate (aka cost budgets) |
| CO cost budgets2 | → (post) | Estimate change / budget revision |
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2Reposting API is not available for COR / CO. |
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| Commitments3 | ||
| Purchase order (PO) | → | Purchase order (PO) |
| Subcontract | → | Subcontract |
| Subcontract change orders (SCO) | → | SCO / commitment CO |
| 3Sage Construction Management offers only a post option for commitments because abandoning workflow would change the transaction status to pending and create discrepancies. | ||
| Actual costs4 | ||
| Bills associated with PO | → | Commitment invoice |
| Bills not associated with PO | → | Non- commitment invoice |
| Sub invoices5 | → | Commitment invoice |
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4Reposting is not applicable to actual costs because these transactions affect GL COGS and expenses. 5You cannot post sub invoices that have billed retainage. |
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| Query ERP JTD costs for PM reporting | ||
| Summary by project / cost code / cost type | ← | Job costs by project / cost code / cost type |
| ERP JTD cost details | ← | Job cost GL details |
| Time tracking | ||
| Labor timecards | → (API) | Project / payroll timesheets |
| Client contract administration | ||
| Prime invoices6,7,8 | → (total only) | AR invoices |
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6Reposting is not applicable to prime invoices because these transactions impact GL income. 7You cannot post prime invoices that have billed retainage. 8For each invoice, the retainage amount must match the retainage percent set in Sage 100 Contractor, otherwise it will not match in Sage Construction Management. |
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| Payments and lien waivers | ||
| AP payments | ← | AP invoice payments |