Sage 300 Construction and Real Estate data setup suggestions

Below are some general guidelines on how to set up Sage 300 Construction and Real Estate for a construction or engineering firm with the intention of integrating it with Sage Construction Management

Contact management - Customers, vendors, and employees

Since with AccountingLink you can import Active Customers, Vendors, and Employees from Sage 300 Construction and Real Estate, it’s generally a good practice to review each list in regards to their status. For example, if a vendor is no longer used then it should be marked inactive in Sage 300 Construction and Real Estate before performing the import function within the AccountingLink.

Sage Construction Management and Sage 300 Construction and Real Estate awarded job setup

Setup Vendor Companies, Customer Companies, Employee Profiles, and the Cost Code List in Sage 300 Construction and Real Estate before linking it with Sage Construction Management. These resources can then be imported into Sage Construction Management from Sage 300 Construction and Real Estate.

Do not setup Jobs in Sage 300 Construction and Real Estate. Projects and Prime Contracts will be setup in Sage Construction Management and then posted to Sage 300 Construction and Real Estate.

After the AccountingLink between Sage Construction Management and Sage 300 Construction and Real Estate is set up, all Cost and Commitment Transactions, or records should be initially entered in Sage Construction Management and then posted to Sage 300 Construction and Real Estate.

Job cost codes

The Golden Rule of Job Costing is to have a master list of cost codes for categorizing work. These standard cost codes would be used by estimating, project management, and accounting staff so information can flow easily between departments. Thus, it is generally a good practice to have an identical master cost code structure in both systems. If this coding structure has already been established in Sage 300 Construction and Real Estate then these codes can be imported quickly into Sage Construction Management. Go to AccountingLink > Master Cost Codes tab for more details.

Entities

Sage 300 Construction and Real Estate doesn't support classes. However, if your Sage 300 Construction and Real Estate instance is set up with multiple entities, you'll need to specify manually the entity for a job after Sage Construction Management posts it to Sage 300 Construction and Real Estate. Each entity in Sage 300 Construction and Real Estate is associated with a GL Prefix. The AccountingLink for Sage 300 Construction and Real Estate doesn't allow setting an entity when a job is created.