Sage Construction Management and Sage 50 Canada Integration Overview

The Sage Construction Management and Sage 50 Canada solution is comprised of three application components all working together to automate the entire estimating, project management, job costing, and general accounting functions.

Application Components

Sage Construction Management / Sage 50 Canada Solution
Application
Component 		Application
Type 		Used By Purpose
Sage Construction Management Web Based Estimators Estimating
Project Managers
Superintendents
Engineers
Coordinators
Accounting Staff 		Documentation
Correspondence
Scheduling
Contract Administration
Procurement
Time Tracking
Job Costing
Budget Tracking
AccountingLink for Sage 50 Canada Windows Based Accounting Staff Transfers records from
Sage Construction Management to Sage 50 Canada
Sage 50 Canada Windows Based Accounting Staff General Accounting

Data Integration Overview

Sage Construction Management
Feature 		Transfer
Method 		Sage 50 Canada
Feature 		Comments
Contact Management
Companies → Customers Existing Customers in Sage 50 Canada are not copied over to Sage Construction Management since contractors will typically have one project per client. However, future clients and their projects that are managed in Sage Construction Management will be exported to Sage 50 Canada automatically if the Prime Contract in Sage Construction Management is marked Approved with a Status Date.
Companies ↔ Vendors Typically, a contractor will have used Sage 50 Canada for a while prior to purchasing Sage Construction Management so many Vendors have probably been documented in the system. Since these types of firms can be involved on future projects, the AccountingLink For Sage 50 Canada provides an option for importing active Vendors. New suppliers or subcontracotrs that are entered in Sage Construction Management will be exported to Sage 50 Canada automatically if they are referenced on an Approved Bill or Sub Invoice.
Employees ↔ Employees Like Vendors, Active Employees can be copied from Sage 50 Canada to Sage Construction Management since they can be involved on future projects.
Awarded Projects
Company referenced
on Prime Contract 		→ Customers If a Project has been awarded in Sage Construction Management, management or accounting staff would setup the Project Directory, Job Cost Codes, Prime Contract and budgets using the built-in wizards. Once this is complete, the Sync Wizard within the AccountingLink for Sage 50 Canada utility would then be run to create the Customer and Project in the accounting system. The Customer referenced in the Approved Prime Contract details form will be the company that is exported.
Project / Prime Contract → Project In construction, a contract is typically signed by the customer before the contractor purchases materials and field staff mobilize to the job site. Sage Construction Management mimics this process where there is a Prime Contract for each awarded Project. There can also be scenarios where there are multiple Prime Contracts for an individual project. For example, a Design-Build Firm could have separate Prime Contracts for design and construction phases. In this scenario, the two Prime Contracts would most likely reference the same customer.

When Sage Construction Management is integrated with Sage 50 Canada, it is technically the Prime Contract(s) that is linked to the Project. The Sync Wizard will automatically export the Project's Prime Contract(s) if it is marked approved with a status date.
Project Transactions: Accounts Payable
Project financial transactions must be entered in Sage Construction Management and then exported to Sage 50 Canada.
Bills → AP Invoice The Approved Sage Construction Management Bill will be exported to Sage 50's AP Invoice feature. If the Sage Construction Management Bill has a negative (-) total then the transaction will appear as a credit.
Sub Invoices → AP Invoice In Sage Construction Management, Subcontracts can either be fixed lump sum, cost plus or unit price which impacts how invoices are processed. In addition, Subcontracts can have Change Orders (SCO) and retainage/holdbacks may need to be tracked. When Sub Invoices are marked approved these transactions can then be exported to Sage 50's AP Invoice feature. If the transaction total is negative (-) the Sub Invoice will appear as a credit.
Project Transactions: Accounts Receivable
Like Accounts Payable transactions, all progress invoices must be entered in Sage Construction Management and then exported to Sage 50 Canada.
Prime Contract Invoices → Invoices Like Sub Invoices, the Prime Contract Invoice's billing method changes depending on the contract type. In addition, these transactions can include Change Orders (CO) and have retainage/holdbacks. When marked approved, Prime Contract Invoices can be exported to Sage 50 Canada via the Sync Wizard. Invoice transactions that have a negative (-) total will appear as a credit in Sage 50 Canada.
Other
Tax Codes ←
Linked 		Tax Codes Accounts payable and receivable transactions above can reference tax codes which impacts how tax is calculated on transactions. Thus, it is imperative that tax codes are linked in both systems and their rates match. Otherwise, a a discrepancy will occur in the calculated tax amount.

Tip: If tax codes are already setup in Sage 50 Canada, it is recommended these codes be imported into Sage Construction Management during the implementation phase.
Job Cost Codes Linked Items All financial transactions in Sage 50 Canada require either a Service Item or Chart of Account reference whereas in Sage Construction Management all Conract Admin, Procurement and Time Tracking transactions require a Job Cost Code.

Since project financial transactions will be entered in Sage Construction Management and then transferred to Sage 50 Canada, the Sync Settings feature within the AccountingLink determines how the mapping of Sage Construction Management Cost Codes to Sage 50 Canada's Items should be handled. This will alleviate the accounting administrator of having to specify the correct item when sending transactions over to the accounting system and eliminate discrepancies.

Integration Nomenclature

→ Sage Construction Management data exported to Sage 50 Canada
↔ Bidirectional Integration