Sage 100 Contractor configuration
Below are some general guidelines on how to set up Sage 100 Contractor for a construction or engineering firm with the intention of integrating it with Sage Construction Management
Because AccountingLink enables you to import active customers, vendors, and employees from Sage 100 Contractor, we recommend reviewing each list to verify the accuracy of their statuses. For example, if a vendor is no longer used, then mark it as inactive in Sage 100 Contractor before importing the vendors using the AccountingLink.
The golden rule of job costing is to have a master list of cost codes for categorizing work. These standard cost codes are used by estimating, project management, and accounting staff so information can flow easily between departments. Thus, it’s generally a good practice to have an identical master cost code structure in both systems. If this coding structure has already been established in Sage 100 Contractor, then these codes can be imported quickly into Sage Construction Management. Go to AccountingLink > Master Cost Codes tab for more details.
Set up vendor companies, customer companies, employee profiles, and the cost code list in Sage 100 Contractor before linking it with Sage Construction Management. These resources can then be imported into Sage Construction Management from Sage 100 Contractor.
Do not set up jobs in Sage 100 Contractor. Projects and prime contracts will be set up in Sage Construction Management and then posted to Sage 100 Contractor.
After the AccountingLink between Sage Construction Management and Sage 100 Contractor is set up, all cost and commitment transactions or records must be initially entered in Sage Construction Management, and then posted to Sage 100 Contractor.
Sage 100 Contractor does not support classes like other Sage CRE products. However, if your Sage 100 Contractor instance is configured to categorize jobs by departments, you'll need to assign manually the department to a job in Sage 100 Contractor after Sage Construction Management posts the prime contract. The AccountingLink for Sage 100 Contractor does not allow setting a department when a job is created.