View Prime Contract - Not Posted

• Approved prime contracts that are unlinked to Sage 300 Construction and Real Estate customers will appear in the Not Posted list.
• Approved prime contracts that are unlinked will automatically appear in the Post Wizard and are available for posting.

 

1. Select Accounting Link > Projects, Estimates & Contracts.
2. Click View Prime Contract - Not Posted in the Prime Contract Status section.
   The Projects | Primes Marked Posted page displays including the following details:

• Project #: The name of the project.

• Project Title: The title of the project.

• Prime Contract #: The number of the prime contract.

• Prime Contract Subject: The description of the prime contract.

• Customer: The customer's name.

• Posted Date: The date that the project was posted.

• Sage Job ID: The number of the Sage Job ID.

3. Select a From Date and a To Date to filter the results if needed.

4. Optionally, select Link Job, then select the required Sage 300 CRE job from the dropdown and select Link Job.

You can now mark selected prime contracts as posted.