Procurement module settings
General settings
- Document anticipated costs method
Select one of the following options:
- Itemized Breakdown
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 are not able to use a Microsoft Excel file to import anticipated costs.
If you change the method, any existing anticipated costs will be deleted. - Itemized Breakdown
- Do not allow SubContract Actual Dates to be modified after subcontract has been approved or locked
This option is deselected by default.
- Do not allow Subcontract or SCO items to be modified after Sub Invoices have been created
This option is selected by default and is the recommended configuration.
It’s crucial to have control measures in place to prevent data discrepancies, especially regarding fixed lump sum subcontracts. If original contract items (sub schedule of values) and SCOs are imported into a sub invoice, the item's value shouldn’t be modified later, especially if the transaction is already approved and paid.
Sage Construction Management allows you to override this configuration by deselecting this option, enabling the modification of subcontracts and SCOs. However, this option should only be temporarily unchecked to avoid over or under billing.
- Check Duplicate Invoice Numbers on Bills and Sub Invoices
This option is deselected by default.
If this option is selected, Sage Construction Management checks if the invoice number already exists for that particular project and vendor when entering bills or sub invoices. If a record already exists, a warning message displays, but the user can choose to ignore it.