Accounts Payable (AP) tab functions

The Post Wizard can automatically send approved POs, Bills, Subcontracts, SCOs and Sub Invoices to Sage Intacct if the Sage Construction Management Prime Contract has been linked to a Sage Intacct Job. However, there can be scenarios where a transaction has been entered manually in both systems by accident and would need to be Marked As Posted to avoid duplicates or a transaction needs to be unlinked so it can be posted again if modifications are required. All of these functions can be performed in the Accounts Payable (AP) tab as listed below.

Accounts Payable (AP) related functions

Sage CM POs

• View POs - Posted: View details of POs of Posted status and manage their functions:
  • Unlink Selected POs.
• View POs - Marked As Posted: View details of POs of Marked as Posted status and manage their functions:
  • Mark PO as available for post.
• View Not Posted POs: View details of POs of Not Posted status and manage their functions:
  • Mark Selected POs as Posted.
• View POs - Discrepancies: View details of POs with discrepancies and manage their functions:
  • Permanently remove POs with Discrepancies.
• View POs - In Queue: View details of POs of In Queue status and remove them as needed:
  • Delete all In Queue POs.

Sage CM subcontracts

• View Subcontracts - Posted: View details of subcontracts of Posted status and manage their functions:
  • Unlink Selected Subcontracts.
• View Subcontracts - Marked As Posted: View details of subcontracts of Marked as Posted status and manage their functions:
  • Mark Subcontracts as available for post.
• View Not Posted Subcontracts: View details of subcontracts of Not Posted status and manage their functions:
  • Mark Selected Subcontracts as Posted.
• View Subcontracts - Discrepancies: View details of subcontracts with discrepancies and manage their functions:
  • Permanently remove Subcontracts with Discrepancies.
• View Subcontracts - In Queue: View details of subcontracts of In Queue status and remove them as needed:
  • Delete all In Queue Subcontracts.

 

Sage CM sub invoices

• View Sub Invoices - Posted: View details of sub invoices of Posted status and manage their functions:
  • Unlink Selected Sub Invoices.
• View Sub Invoices - Marked As Posted: View details of bills of Marked as Posted status and manage their functions:
  • Mark Sub Invoices as available for post.
• View Not Posted Sub Invoices: View details of sub invoices of Not Posted status and manage their functions:
  • Mark Selected Sub Invoices as Posted.
• View Sub Invoices - Discrepancies: View details of sub invoices with discrepancies and manage their functions:
  • Permanently remove sub invoices with Discrepancies.
• View Bills - In Queue: View details of bills of In Queue status and remove them as needed:
  • Delete all In Queue Bills.

Sage CM SCOs

• View SCOs - Posted: View details of SCOs of Posted status and manage their functions:
  • Unlink Selected SCOs.
• View SCOs - Marked As Posted: View details of SCOs of Marked as Posted status and manage their functions:
  • Mark SCOs as available for post.
• View Not Posted SCOs: View details of SCOs of Not Posted status and manage their functions:
  • Mark Selected SCOs as Posted.
• View SCOs - In Queue: View details of SCOs of In Queue status and remove them as needed:
  • Delete all In Queue SCOs.