AccountingLink for Sage 300 CRE - Batch Post Error - Prime Invoices

The following items should be reviewed if a Prime Invoice can not be posted to Sage 300 CRE.

Step 1: Relink Sage Construction Management and Sage 300 CRE Customer

1. Open AccountingLink
2. Click Contact Management tab
3. Click Manually Link Customer link
4. Relink Sage Construction Management Customer referenced on Prime Invoice with Sage 300 CRE Customer

Step 2: Run Batch Post Wizard and try posting Prime Invoice again

1. Click Batch Post Wizard in the Post tab
2. Post Prime Invoice to see if an error occurs.

IF ERROR:

Step 3: Review Post Preferences

1. Click Posting Preferences link at top.
2. Click the Resources and Dimensions tab and review the following properties.
   • Cost Code Mapping | Logic and default cost code
     Tip: Review how job cost codes referenced on the Sage Construction Management Prime Invoice correlate to Sage 300 CRE Cost Codes based on the Cost Code Logic property.
3. Click the Accounts Receivable (AR) Tab and review the following properties.
   • Default GL Account
   • Default Line Item ID
   • Post Transaction Object:
     • Default Sage Construction Management Prime Invoices
     • Optional: Fixed Lump Sum Prime Invoice
     • Optional: Cost Plus Without GMP Prime Invoice
     • Optional: Cost Plus With GMP Prime Invoice
     • Optional: Unit Price Prime Invoice
   • AR Payment Terms Linking | All Sage Construction Management payment terms should be linked to a Sage 300 CRE term.
4. Be sure to Save if any changes are made.
5. Run Batch Post Wizard again to post Prime Invoice.