Post Preferences - Accounts Receivable (AR) Tab

Contract Mapping

The follwoing fields are required when exporting prime contracts, change orders, and prime contract invoices:

Revenue GL Account: Select the corresponding GL account from the dropdown, e.g., General Checking, Petty Cash, Accounts Receivable, Retainage Receivable, etc.
Default Line Item ID: Select the type of the default line item from the dropdown.
Contract Post Preference: Select the contract's post preference from the dropdown, e.g., Use Job Cost Code.
Default Owner Code: Select the default owner code from the dropdown, e.g., UNC Unclassified owner code.

Use the corresponding Sage Intacct contract type fields to map Sage Construction Management contract types to the project contract types in Sage Intacct.

Construction Management contract type	Intacct contract type
Fixed Lump Sum	Backlog Fixed Price Contract GMP Contract Time and Materials Contract
Cost Plus Without GMP	Backlog Fixed Price Contract GMP Contract Time and Materials Contract
Cost Plus With GMP	Backlog Fixed Price Contract GMP Contract Time and Materials Contract
Unit Price	Backlog Fixed Price Contract GMP Contract Time and Materials Contract

Post AR Transaction Object Mapping

Similar to AP, Sage Intacct has user-defined transaction definitions which contains the accounting rules, workflow settings, security settings, and other characteristics for a transaction. Each type of Sage Construction Management prime contract invoice (see below) can be mapped to a Sage Intacct transaction definition.

Type of Sage Construction Management Prime Contract Invoices:

Sage Construction Management transaction	Sage Intacct transaction definition
Default Sage Prime Invoices	Contract Change Order Contract Invoice Contracts Job Issue Project Contract Invoice Project Contract TM Invoice Quick Bill Invoice SFO Invoice SFO Invoice Adjustment Ship to Job
Fixed Lump Sum Prime Invoices	Contract Change Order Contract Invoice Contracts Job Issue Project Contract Invoice Project Contract TM Invoice Quick Bill Invoice SFO Invoice SFO Invoice Adjustment Ship to Job
Cost Plus without GMP Prime Invoices*	Contract Change Order Contract Invoice Contracts Job Issue Project Contract Invoice Project Contract TM Invoice Quick Bill Invoice SFO Invoice SFO Invoice Adjustment Ship to Job
Cost Plus with Prime Invoices	Contract Change Order Contract Invoice Contracts Job Issue Project Contract Invoice Project Contract TM Invoice Quick Bill Invoice SFO Invoice SFO Invoice Adjustment Ship to Job
Unit Price with Billed Quantities Prime Invoices	Contract Change Order Contract Invoice Contracts Job Issue Project Contract Invoice Project Contract TM Invoice Quick Bill Invoice SFO Invoice SFO Invoice Adjustment Ship to Job

*Cost plus without GMP prime invoices should be mapped to a transaction definition that is setup for non-contract lines.

CO Approval Status Mapping

Select the approval status of change orders (CO) and change requests (CR) in Sage Intacct. You can select one of the following types:

Approved
Contingency
Declined
Pending
Submitted

Post CO Description and Prime Invoice Message Format

The description or memo field can be formatted for change orders (CO) and prime contract invoices.

Sage Construction Management Description	Line Item Format
Sage CM CO Description	Project # - Prime Contract # - CO # Project #: Project Title - Prime Contract #: Prime Contract Subject CO #: CO Subject Project Title - Prime Contract Subject - CO Subject
Sage CM Prime Invoice Description	Project # - Prime Contract # - CO # Project #: Project Title - Prime Contract #: Prime Contract Subject CO #: CO Subject Project Title - Prime Contract Subject - CO Subject

AR Payment Terms Linking Preferences

AR Payment Terms in Sage Construction Management and Sage Intacct should be identical and linked one-to-one. Otherwise, there could be a discrepancy in the payment due date. In addition, Sage Intacct offers a default payment term in the customer profile form which will be used as a backup if a term is not specified on the Sage Construction Management prime contract invoice.

Select the Default Payment Term from the dropdown and then map the same payment terms in both Sage Construction Management and Sage Intacct.