Sage Construction Management configuration
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To avoid discrepancies between Sage Construction Management and Sage 100 Contractor, transactions in Sage Construction Management can be locked automatically after they’ve been exported to Sage 100 Contractor.
To enable this functionality, go to Settings (
) > Company settings > Global settings and select Lock Exported Transactions: Auto-lock exported transactions from the Transaction Locking dropdown.
Configure the posting preferences in Sage Construction Management that can impact how data is posted between the two systems.
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In Sage Construction Management, go to Accounting Link.
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Select Posting Preferences and configure the following settings:
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On the Contact Management tab, select how you want to manage updates to contact records.
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On the Resource Types and Cost Codes tab, specify how to map cost resource types and cost codes.
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On the Accounts Payable (AP) tab, specify how the header memo must be formatted for the applicable transactions.
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On the Accounts Receivable (AR) tab, select the Default Revenue Account for change orders (COs) and prime invoices.
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On the Time Sheet tab, select the right data source for the project's labor timecard fields.
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On the Job to Date tab, select a batch date preference and specify the mapping between Sage 100 Contractor cost types and Sage Construction Management resources.
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On the Tax Codes tab, map Sage Construction Management tax codes to the related items in Sage 100 Contractor.
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