Post Preferences - Accounts Receivable (AR) Tab

1. Default GL Revenue Account, Item, and Contract Type Mapping

   Each Sage Construction Management transaction for Accounts Receivable (AR) can be mapped to a Sage Intacct transaction definition.

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

   Sage Construction Management transaction / contract type	Sage Intacct transaction definition / contract type	Sage Intacct contract invoice object
   Revenue GL Account	This is a required field. Select the corresponding GL account from the dropdown, e.g., Credit Card Payable, Debit Card Payable, etc.	N/A
   Default Line Item ID	This is a required field. Select the corresponding item id from the dropdown.	N/A
   Fixed Lump Sum	Select Fixed Price Contract. Select the checkbox to enable using its doc # in Sage Intacct.	Select Project Contract Invoice.
   Cost Plus With GMP   Cost Plus Without GMP	AccountingLink for Sage Intacct looks whether a Project Contract is present: If a Project Contract exists, the system uses the Cost Plus with GMP AR invoice. Select the checkbox to enable using its doc # in Sage Intacct. If a Project Contract does not exist, AccountingLink for Sage Intacct is set to use the Cost Plus without GMP AR invoice. Select the checkbox to enable using its doc # in Sage Intacct.	Select Project Contract Invoice.
   Unit Price	Select Fixed Price Contract. Select the checkbox to enable using its doc # in Sage Intacct.	Select Project Contract Invoice.

   The Contract Invoice Object must have auto numbering disabled in Sage Intacct to use the Sage Construction Management Transaction #.

   Use Quick Bill Invoice for Cost Plus Prime Invoices, regardless of whether the contract includes a GMP. Use Project Contract Invoice only when you need to reference contract line items for a Cost Plus With GMP contract.

   • Exclude Items (Job Cost Codes) that have not been invoiced. Applies to all contract types.: Select the checkbox to exclude Job Cost Codes that have not been invoiced.

2. Default GL Revenue Account Mapping for Project Contract and Change Request Lines

   • Revenue GL Account Mapping Logic:
     > Use Default GL Account Only
     > Use Sage CM Project Classification to populate Revenue GL Account
     > Use Sage CM Contract Type to populate Revenue GL Account

   • Default Revenue GL Account

   • Sage CM Project Classification Type

3. Default Line Item Mapping for Project Contract and Change Request Lines

   • Line Item Mapping Logic:
     > Use Default Line Item ID Only
     > Use Sage CM Project Classification to populate Line Item ID
     > Use Sage CM Contract Type to populate Line Item ID

   • Default Line Item ID

   • Sage CM Project Classification Type

4. 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

5. 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	Required?	Line Item Format
   Sage CM CO Description	This is a required field. Select one of the Sage Intacct transaction definitions that are available in the dropdown.	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	This is a required field. Select one of the Sage Intacct transaction definitions that are available in the dropdown.	Project # - Prime Contract # - CO # Project #: Project Title - Prime Contract #: Prime Contract Subject CO #: CO Subject Project Title - Prime Contract Subject - CO Subject

6. 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.

   Sage Construction Management payment term	Required?	Sage Intacct AP Payment Term
   Default Payment Term	This is a required field. Select one of the transaction definitions that are available in the dropdown.	Due Upon Receipt End of Month Net 10 Net 15 Net 20 Net 30 Net 30,2 pct dsct if paid in 10 days Net 30,2 pct dsct if paid in 15 days Net 60 Net 90
   Net 10	Select one of the Sage Intacct transaction definitions that are available in the dropdown.
   Net 15	Select one of the Sage Intacct transaction definitions that are available in the dropdown.
   Net 20	Select one of the Sage Intacct transaction definitions that are available in the dropdown.
   Net 30	Select one of the Sage Intacct transaction definitions that are available in the dropdown.
   Net 45	Select one of the Sage Intacct transaction definitions that are available in the dropdown.
   Net 90	Select one of the Sage Intacct transaction definitions that are available in the dropdown.