AccountingLink for Sage 300 CRE - Post Preferences - Contact Management Tab

Customer Post Options

This setting applies to Customers that are linked in Sage Construction Management and Sage 300 CRE.

Options Description
Use last modified entity as master (Recommended) The Customer modified last in Sage Construction Management or Sage 300 CRE will be the master record.
Always use Sage Construction Management to update Sage 300 CRE Customer's address and phone information will be copied from Sage Construction Management to Sage 300 CRE.
Always use Sage 300 CRE to update Sage Construction Management Customer's address and phone information will be copied from Sage 300 CRE to Sage Construction Management.

Vendor Post Options

This setting applies to vendors that are linked in Sage Construction Management and Sage 300 CRE.

Options Description
Use last modified entity as master (Recommended) The Vendor modified last in Sage Construction Management or Sage 300 CRE will be the master record.
Always use Sage Construction Management to update Sage 300 CRE Vendor's address, phone and email information will be copied from Sage Construction Management to Sage 300 CRE.
Always use Sage 300 CRE to update Sage Construction Management Vendor's address, phone and email information will be copied from Sage 300 CRE to Sage Construction Management.

Employee Post Options

This setting applies to employees that are linked in Sage Construction Management and Sage 300 CRE.

Options Description
Always use Sage 300 CRE to update Sage Construction Management Employee's address, phone and email information will be copied from Sage 300 CRE to Sage Construction Management.

Company Type Mapping for Vendor

In this section, you can set the vendor types to be used.

  • Default Vendor Type: Select the Vendor Type to use if the Company Type isn’t selected on Sage Construction Management when you post these to ERP.

  • The Sage CM company types are listed on the left. For each Sage CM Company Type, select the Sage Vendor Type on the right.

Company Type Mapping for Customer

In this section, you can set the customer types to be used.

  • Default Customer Type: Select the Customer Type to use. Available options:

    • Standard

    • One-Time
    • Service

  • The Sage CM company types are listed on the left. For each Sage CM Company Type, select the Sage Customer Type on the right.