Accounts Receivable (AR) Tab Functions

The Sage Construction Management Post Wizard can automatically send approved COs and Prime Invoices to Sage 300 Construction and Real Estate if the Prime Contract has been linked to a Sage 300 Construction and Real Estate Job. However, there can be scenarios where a transaction has been entered manually in both systems by accident and would need to be 'Marked As Posted' to avoid duplicates or a client invoice needs to be unlinked so it can be posted again if modifications are required. All of these functions can be performed in the Accounts Receivable (AR) Tab as listed below.

Accounts Receivable (AR) related functions

Sage CM COs

• View COs - Posted: View details of COs of Posted status and manage their functions:
  • Unlink Selected COs.
• View COs - Marked As Posted: View details of COs of Marked as Posted status and manage their functions:
  • Mark COs as available for post.
• View Not Posted COs: View details of COs of Not Posted status and manage their functions:
  • Mark Selected COs as Posted.
• View COs - Not Synced: View details of not synced COs.

• View COs - In Queue (In Progress): View details of In Progress COs and delete them:

  • Delete all In Queue COs.

• View COs - Posted Header Only: View details of COs of Posted Header Only status and select the ones you need to unlik:
  • Unlink Selected COs.

Sage CM Prime Invoices

• View Prime Invoices - Posted: View details of Prime Invoices of Posted status and manage their functions:
  • Unlink Selected Prime Invoices.
• View Prime Invoices - Marked As Posted: View details of COs of Marked as Posted status and manage their functions:
  • Mark Prime Invoices as available for post.
• View Not Posted COs: View details of Prime Invoices of Not Posted status and manage their functions:
  • Mark Selected Prime Invoices as Posted.