Batch Post Wizard overview

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

1. Go to Accounting Link and select Posting > Batch Post Wizard.
2. From the Jump to drop-down, 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 #
  • Project Title
  • Prime Contract #
  • Prime Contract Subject
  • Customer Company
  A warning message appears if you attempt to post a Project or Prime Contract with leading zeros in their number, as these are not allowed.
• To post Sage Construction Management vendors with approved AP related transactions, select Vendors.
• To post Sage Construction Management 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.
• To post Sage Construction Management sub invoices, select Sub Invoices.
• 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, 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.