Sage Construction Management Data Setup Suggestions

Below are settings within Sage Construction Management that can impact how data is Posted between the two systems.

Locking Transactions in Sage Construction Management After Export

To avoid discrepancies between the two systems, Sage Construction Management transactions can be locked automatically after they have been exported to Sage 300 CRE.

Security Setting in Sage Construction Management: Settings > Company Settings > Global Settings > Transaction Locking.

Posting settings in AccountingLink

In Sage Construction Management, use AccountingLink to set up your Posting preferences.

Set up Posting settings

1. In Sage Construction Management, go to AccountingLink.

2. Select Posting preferences.

   • On the Contact management tab, select how you want to manage updates to contact records.

     For more information, see Contact Management tab.

   • On the Resources Types and Cost Codes tab, specify how to handle mapping for entities, cost resource types, and so forth.

     For more information, see Resource and dimensions tab.

   • On the Accounts Payable tab, select default transaction definitions for AP transactions, specify what should appear in reference fields and line item memos, and so forth.

     For more information, see Accounts Payable tab.

   • On the Job to Date tab, select a batch date preference and the general ledger accounts that should be queried for job-to-date costs.

     For more information, see Job to date tab.

   • On the Tax Codes tab, map Sage 300 CRE tax codes to the related items in Sage 300 CRE. For more information, see Set up tax code mapping.