Troubleshoot project and prime contract posting errors

1. Identify the project that's causing issues when sending financial data to Sage 100 Contractor.

   Determine whether there are issues when exporting prime invoices, purchase orders (POs), or subcontracts.

2. Unlink the Sage Construction Management prime contract from the Sage 100 Contractor customer:job as follows:
   1. Go to Projects and select the affected project in the Quick Select section.
   2. On the Project Home page, select Prime Contracts in the Client Contract Admin section.
   3. Select the prime contract number from the list.
   4. In the Accounting Status section, select Unlink Transaction.

3. Ensure that the project and prime contract numbers in Sage Construction Management match the format used in Sage 100 Contractor:

   1. Review the project number and prime number in Sage Construction Management.

   2. Compare them to the corresponding values in Sage 100 Contractor.

   3. If required, update the project and prime contract numbers so that the formats match as follows:

      • On the Project Home page, select Edit and update the Project # field.

      • On the Prime Contract Information page, select Edit and update Prime Contract # field.

      For example, remove leading zeros.

4. Relink the Sage Construction Management project and prime contract manually to the Sage 100 Contractor customer:job as follows:
   1. Go to Accounting Link and select the Projects, Estimates & Contracts tab.
   2. Select View Prime Contract - Not Posted or Failed in the Prime Contract Status section.
   3. Specify the From Date and To Date as needed to filter the results by date.
   4. Select Link Job next to the appropriate project and prime contract.
   5. Select the corresponding Sage 100 Contractor Job from the dropdown.
   6. Select Link Contract.

5. Repost the estimate as follows:

   1. Go to Accounting Link and select the Projects, Estimates & Contracts tab.

   2. Select View Prime Contract - Posted in the Prime Contract Status section.

   3. Specify the From Date and To Date as needed to filter the results by date.

   4. Select Re Post next to the appropriate project and prime contract.

6. Confirm that the project and prime contract are now correctly linked, and that transactions can be sent successfully as follows:

   1. Verify that the project and its prime contract show as linked in Sage Construction Management.

   2. Post purchase orders (PO) and subcontracts to Sage 100 Contractor and confirm that they’re processed successfully in the accounting system.

Next steps: If you encounter additional issues after resolving the initial linking problem, such as errors related to change orders, address them separately.