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Status Future consideration
Categories Accounting Link for Sage Intacct Purchase Orders Subcontracts
Created by Jack Speshock
Created on Mar 6, 2024

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Make Sage CM PO / Subcontract Document ID the Sage Intacct Document Number

When exporting Purchase orders and Subcontracts to Sage Intacct, the transaction definitions are required to use a sage intacct numbering sequence. The Sage CM document ID is referenced in the reference field. This causes confusion when trying to look up PO's and Subcontracts that originated in Sage CM

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  • Matthew Carlisle
    May 13, 2025

    You could have the auto numbering you have already in SCM. Project number - three digits (001) to minimize duplication

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  • Matthew Carlisle
    May 13, 2025

    Give the option in posting preferences to use Intacct doc sequence or use Sage CM document id


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  • Matthew Carlisle
    May 13, 2025

    When the Vendor sends the Invoice into the AP solution (Paperless, Titanium, Bill, Stampli, etc) they will have the SCM PO number referenced. The AP solution will use this number to auto-match the Bill to the PO. Currently the document number in Intacct is different to the SCM number and therefore the auto-match will fail. If the PO/Subcontract could be created with the number identified in SCM then the systems would all align.

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