Sage Construction Management configuration

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

To manage the transaction locking settings in Sage Construction Management, select Settings > Company Settings > Global Settings > Transaction Locking.

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

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, etc.

     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.

     For more information, see Accounts Payable (AP).

   • 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.

   • 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.