Integration tips for Sage Construction Management

Construction subscription is needed. To enable a Construction subscription, contact your Sage Intacct account manager. Regional support for Construction is limited to the United States, Canada, Australia, and the United Kingdom.

Subscription

Construction
User type Business user
Permissions

 

Purchasing approvals

  • If you use Sage Construction Management's approval workflow, disable the approval workflow in Sage Intacct Construction.

Work breakdown structure

If you plan to integrate with Sage Construction Management:

  • In the AccountingLink Post Preferences, map each Sage Construction Management cost resource type (Labor, Materials, Subcontract, Equipment, Other) to a Sage Intacct Construction cost type.

  • Instead of setting up master cost code lists in Sage Construction Management, import your Sage Intacct Construction standard cost codes into Sage Construction Management

Define standard cost types

  • Sage Construction Management does not use items. When it sends commitment-related transactions to Sage Intacct, Sage Intacct relies on the item on the cost type setup to determine the GL account to impact based on the transaction definition.

  • If you plan to integrate with Sage Construction Management, assign an item to every cost type.

Construction project contracts

    • Sage Construction Management has its own contracts and billing workflow, which sends the information to Sage Intacct Construction as project contracts and project contract invoices.

    • In Sage Intacct, each project contract line requires an item for billing purposes. Because Sage Construction Management does not use items, you must specify the item for the project contract lines (in the AccountingLink) before sending the prime contract to Sage Intacct/

    • Auto-number project contract invoices in Sage Intacct. When billing invoices come from Sage Construction Management, their invoice number writes to the project contract invoice's Reference number field.

    • Even if you auto-number project contract IDs in Sage Intacct, the project contracts and project contract lines inherit the IDs from Sage Construction Management prime contracts

Add tasks

Sage Construction Management allows up to four sections in the task ID (cost code) (Division, Major, Minor, and Sub-Minor). But Sage Intacct recommends up to three levels. Since Sage Construction Management supports Sub-Minor cost codes even though Sage Intacct does not, if you decide you want four levels, use a decimal to represent the 4th section. For example:

  • l 09-00-00.00

  • l 09-30-00.00

  • l 09-30-13.00

  • l 09-30-13.01