Batch Post Wizard overview

The Batch Post Wizard will identify new customers, vendors, and related transactions that can be posted to Sage 100 Contractor. It will eliminate all the guess work and provide accounting staff complete control of what companies and transactions can be posted.

1. Go to Accounting Link and select Posting > Batch Post Wizard.
2. From the Jump to dropdown, select one of the following options:
• To post Sage Construction Management projects with approved prime contracts, select Projects.

  The following Sage Construction Management Project and Prime Contract information are posted:

  • Project number
  • Project title
  • Prime contract number
  • Prime contract subject
  • Customer company

  If a value exceeds the maximum number of allowed characters, Sage Construction Management posts a truncated version.

  Project and prime contract numbers must consist of numbers only and must not begin with a zero. If you attempt to post a project or prime contract with leading zeros in their number, a warning message displays.
• To post Sage Construction Management vendors with approved AP-related transactions, select Vendors.
• To post Sage Construction Management purchase orders (POs), select Purchase Orders.
• To post Sage Construction Management subcontracts, select Subcontracts.
• To post Sage Construction Management SCOs, select SCOs.
• To post Sage Construction Management bills, select Bills.
  Before you post bills, ensure that the Ledger Account field is specified in Sage 100 Contractor for the vendor referenced on the bill. The ledger account must be a Cost of Goods Sold GL Account in Sage 100 Constructor.
• To post Sage Construction Management sub invoices, select Sub Invoices.
  Before you post sub invoices, ensure that the Ledger Account field is specified in Sage 100 Contractor for the vendor referenced on the sub invoice. The ledger account must be a Cost of Goods Sold GL Account in Sage 100 Constructor.
• To post Sage Construction Management labor timecards, select Labor Timecards.
  To post labor timecards, you must enable the integration of labor timecards with Sage 100 Contractor using the Time Sheet tab in the Posting Preferences.
• To post Sage Construction Management change orders (COs), select Change Orders.
• To post Sage Construction Management prime invoices, select Prime Invoice.
3. Select Post next to the appropriate item.

   Alternatively, you can select multiple items from the list and select Post Selected.