FAQ for the Sage Construction Management integration with Sage 100 Contractor

How many Sage 100 Contractor companies can one instance of Sage Construction Management connect to with the AccountingLink?

Each Sage 100 Contractor company will require its own Sage Construction Management instance. However, you’ll only need one Sage Construction Management tenant. If you’re using departments, you’ll need to specify manually the department for a job in Sage 100 Contractor after it’s posted from Sage Construction Management.

How can I get the AccountingLink for Sage 100 Contractor?

You can purchase the AccountingLink for Sage 100 Contractor at an additional cost.

How long does it take for data to become available for any manual data pulling?

The hh2 Sync Client has different configurable sync options that will determine how often the data is transferred between each system. It might take up to 5 minutes for the quickest option because updates have to go from Sage Construction Management to hh2 Sync Cloud Services to hh2 Sync Client to ERP or vice versa.

The system requirements mention a minimum of Windows Server 2016. We currently run Sage on Windows 10. Is a Windows Server OS absolutely required?/>?

hh2 officially supports Windows Server 2016 or later for hosting the synchronization client. While Windows 10 is technically unsupported, it may still function. The key requirement is that the environment is Windows-based. However, hh2 cannot guarantee full functionality or support on Windows 10. If issues arise, they may not be resolved due to the unsupported nature of the OS. Installing the synchronization client on Windows 10 can be attempted, but it will be done at your own risk.

What happens if we proceed with Windows 10 instead of upgrading to a supported server OS?

You may be able to install and run the synchronization client successfully. However, there is no guarantee of stability or compatibility. hh2 support may be limited or unavailable if issues occur. For long-term reliability and full support, migrating to a supported Windows Server OS is strongly recommended.

What is hh2’s role in the integration with Sage Construction Management?

hh2 acts as the integration layer between your local environment and Sage Construction Management. Specifically, hh2 provides the synchronization client used to transfer data between your system and Sage’s cloud-based SCM platform. hh2 does not manage or control Sage Construction Management. hh2’s role is limited to enabling secure and reliable data synchronization.

How will formats in Sage Construction Management be forced to match the required formats in Sage 100 Contractor?

We do not have a way to query the custom formats in the legacy ERPs, so these formats will need to be matched manually in Sage Construction Management. If they do not match formatting, there will be expected issues when sending data with the wrong format, such as jobs, commitments, and so on.

Is there any integration mapping between the Sage Construction Management payment terms and the payment terms in Sage 100 Contractor?

No, we do not have a way to map the payment types, so payment terms must be set up manually in each system to match. Payment terms need to be manually set up on vendors and customers.

When sending over costs through the APIs, will I need to post those within each module and then also post again in job cost?

The only endpoint that can post the transaction is the new job cost commitment ones which we can turn on for your test environments and customers. Apart from that, user settings for posting controls are going to dictate the posting behavior.

The user will need to post AP Invoices created through the platform in Accounts Payable. That posting process will create unposted transactions in the job cost and general ledger. Depending on the posting settings in AP, those general ledger and job cost transactions will either automatically post or the user will need to post them manually in their respective modules.

Direct cost entries created via the platform will need to be manually posted in job cost.

Is there any hh2 API that will handle posting job costs automatically?

Only the new API for commitments is there an ability to post the transactions remotely. The control associated with posting is typically batch numbers and most of the methods that we use to get the data into Sage does not provide a response where we can grab the batch numbers for data feeds. The only case where job cost transactions will be automatically posted is for committed cost transactions created as a result of creating commitments through the Commitment API. In all other cases, the user must post the job cost transactions. This includes the following types of transactions:

Original Estimates
Approved Estimate Changes
Approved Scheduled Value Changes (OCOs)
Direct Costs
Misc Worksheet Entries

How will the hh2 integration work when using transaction files?

Named files are not supported. If you have named files enabled for a given type of transaction file, we can specify a single specific file name that we’ll sync data from. This applies to the following file types only:

PR Master
PR System
PR Transaction
JC Transaction

For all other types, we do not provide any name configuration.

Does Sage Construction Management send the customer contact specified on the prime contract to Sage 100 Contractor?

hh2 does not provide an object to assign a client to a Sage 100 Contractor 3-5 Jobs (Account Receivable) profile. After Sage Construction Management posts the prime contract to Sage 100 Contractor, you need to add the client manually to the newly created job in Sage 100 Contractor. The client in Sage 100 Contractor must exactly match the customer company specified on the prime contract in Sage Construction Management.