Sage 100 Contractor data setup suggestions

Below are some general guidelines on how to set up Sage 100 Constructor for a construction or engineering firm with the intention of integrating it with Sage Construction Management

Contact Management - Customers, Vendors, and Employees

Since with AccountingLink you can import Active Customers, Vendors, and Employees from Sage 100 Contractor, it’s generally a good practice to review each list in regards to their status. For example, if a vendor is no longer used then it should be marked inactive in Sage 100 Contractor before performing the import function within the AccountingLink.

Sage Construction Management and Sage 100 Contractor awarded job setup

Setup 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 setup Jobs in Sage 100 Contractor. Projects and Prime Contracts will be setup 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 should be initially entered in Sage Construction Management and then posted to Sage 100 Contractor.

Job Cost Codes

The Golden Rule of Job Costing is to have a master list of cost codes for categorizing work. These standard cost codes would be used by estimating, project management, and accounting staff so information can flow easily between departments. Thus, it is 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.

Departments

Sage 100 Contractor doesn't support classes like other Sage CRE products. However, if your Sage 100 Contractor instance is set up with departments, you'll need to specify manually the department for a job after Sage Construction Management posts it to Sage 100 Contractor. The AccountingLink for Sage 100 Contractor doesn't allow setting a department when a job is created.