Procurement 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 cannot use a Microsoft Excel file to import anticipated costs.
If you change the method, any existing anticipated costs are deleted. - Itemized breakdown
- Do not allow subcontract actual dates to be modified after a 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.
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 deselecting this option, which enables modification of subcontracts and SCOs. Use this option only temporarily to avoid overbilling or underbilling.
- Check duplicate invoice numbers on bills and sub invoices
This option is deselected by default.
If this option is selected, Sage Construction Management checks whether the invoice number already exists for the same project and vendor when you enter bills or sub invoices. If a record already exists, a warning message displays, but you can choose to ignore it.