Posting Preferences - Contact Management tab

Customer Post Options

This setting applies to Customers that are linked in Sage Construction Management and Sage 100 Contractor.

Options Description
Use last modified entity as master (Recommended) The Customer modified last in Sage Construction Management or Sage 100 Contractor will be the master record.
Always use Sage Construction Management to update Sage 100 Contractor Customer's address and phone information will be copied from Sage Construction Management to Sage 100 Contractor.
Always use Sage 100 Contractor to update Sage Construction Management Customer's address and phone information will be copied from Sage 100 Contractor to Sage Construction Management.

Vendor Post Options

This setting applies to vendors that are linked in Sage Construction Management and Sage 100 Contractor.

Options Description
Use last modified entity as master (Recommended) The Vendor modified last in Sage Construction Management or Sage 100 Contractor will be the master record.
Always use Sage Construction Management to update Sage 100 Contractor Vendor's address, phone, and email information will be copied from Sage Construction Management to Sage 100 Contractor.
Always use Sage 100 Contractor to update Sage Construction Management Vendor's address, phone, and email information will be copied from Sage 100 Contractor to Sage Construction Management.

Employee Post Options

This setting applies to employees that are linked in Sage Construction Management and Sage 100 Contractor.

Options Description
Always use Sage 100 Contractor to update Sage Construction Management Employee's address, phone and email information will be copied from Sage 100 Contractor to Sage Construction Management.

Company Type Mapping for Vendor

In this section, you can set the vendor types to be used as follows:

  • Select the Vendor Type to use as a Default Vendor Type if the Company Type isn’t selected on Sage Construction Management when you post these to ERP.

  • For each Sage CM Company Type listed on the left, select the appropriate Sage Vendor Type on the right.

Company Type Mapping for Customer

In this section, you can set the customer types to be used as follows:

  • Select the Customer Type to use as a Default Customer Type. Available options:

    • Government-Local

    • Government-Federal

    • Government-State

    • Commercial

  • For each Sage CM Company Type listed on the left, select the appropriate Sage Customer Type on the right.

The Save option is grayed out if any required fields are not filled out. Select the Missing Required Fields link to view the fields in each tab that must be filled out before saving.