Procurement settings
- Itemize Anticipated Costs or Summarize by JCC
Select one of the following options:
- Itemize Anticipated Costs
This is the default configuration.
If this option is selected, you can use a Microsoft Excel file to import anticipated costs.
- Summarize by JCC (Job Cost Code)
If this option is selected, you cannot use a Microsoft Excel file to import anticipated costs.
If you change the method, any existing anticipated costs are deleted. - Itemize Anticipated Costs
- Do not allow Subcontract Actual Dates to be modified after subcontract has been approved or locked.
This checkbox is cleared by default.
- Do not allow Subcontract or SCO Items to be modified after Sub Invoices have been created
This checkbox is selected by default and is the recommended configuration.
Control measures help prevent data discrepancies, especially for fixed lump sum subcontracts. If original contract items (sub schedule of values) and SCOs are imported into a sub invoice, the item value should not be modified later, particularly if the transaction is approved and paid.
Sage Construction Management allows you to override this configuration by clearing this checkbox, which enables modification of subcontracts and SCOs. Clear this option only temporarily to avoid overbilling or underbilling.
- Check Duplicate Invoice Numbers on Bills and Sub Invoices for all Active Projects
This checkbox is cleared by default.
When the checkbox is selected, bill and subcontract invoice numbers must be unique across all active projects. If the same invoice number exists on any active project, the transaction cannot be saved.
When the checkbox is cleared, validation is performed at the project level. Bill and subcontract invoice numbers must be unique for each vendor within a project, but the same invoice number can be used on different projects or for different vendors.