Batch Post Error - Prime Invoices

The following items should be reviewed if a Prime Invoice can not be posted to Sage Intacct.

Step 1: Relink Sage Construction Management and Sage Intacct Customer

1. Open AccountingLink
2. Click Contact Management tab
3. Click Manually Link Customer link
4. Relink Sage Construction Management Customer referenced on Prime Invoice with Sage Intacct Customer

Step 2: Run Batch Post Wizard and try posting Prime Invoice again

1. Click Batch Post Wizard in the Post tab
2. Post Prime Invoice to see if an error occurs.

IF ERROR:

Step 3: Review Post Preferences

1. Select Posting Preferences.
2. Select the General Preferences tab and review the following properties.
   • Cost Code and Contract Item Formats
     Tip: Review how job cost codes referenced on the Sage Construction Management Prime Invoice correlate to Sage Intacct Cost Codes based on the Cost Code Logic property.
3. Select the strongAccounts Receivable (AR) tab and review the following properties.
   • Revenue GL Account
   • Default Line Item ID
   • Post AR Transaction Object Mapping:

   Sage Construction Management transaction	Sage Intacct transaction definition
   Default Sage Prime Invoices	This is a required field. Select Contract Invoice.
   Fixed Lump Sum Prime Invoices	This is a required field. Select Contract Invoice.
   Cost Plus without GMP Prime Invoices	This is a required field. Select Quick Bill Invoice.
   Cost Plus with Prime Invoices	This is a required field. Select Quick Bill Invoice.
   Unit Price with Billed Quantities Prime Invoices	This is a required field. Select Contract Invoice.
   Exclude Items (Job Cost Codes) that have not been invoiced	Select this check box to exclude all job cost codes that haven't been invoiced. This option applies to all contract types.

   • AR Payment Terms Linking Preferences should be linked to a Sage Intacct term.
4. Select Save to save your changes.
5. Run Batch Post Wizard again to post the prime invoice.