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Sage Construction Management Ideas Portal
Status Future consideration
Created by Carl Lyles
Created on Aug 22, 2024

Prime Contract Status visible in Accounting Link "Primes Ready for Posting"

We are very excited about the August 2024 release, and the ability to send the prime contract separate from the project. As per the release notes, this is especially important when updates to the prime contract are to be made.


Having the ability to post updates to the prime contract brings with it a workflow issue. In our organization, our controller (or an individual under our controller) will be responsible for for posting items to Sage Intacct. We do so to ensure the integrity of the data being posted to Intacct. Our project managers and account managers will generally not have access to Intacct, and as such they would be unable to verify that the data being pushed down was posted correctly.


The issue lies in the fact that with the information provided in the accounting link, our controller will be unable to decipher which prime contracts are new, and which prime contracts are updates. As it the integration currently exists, the controller will need to check each project # in the accounting link to see if that project exists already in Intacct.


To overcome this issue, it would be ideal to have some additional Prime contract statuses indicating that the prime contract is either "approved - new" or "approved - update". Were theses statuses then visible in the accounting link, the Controller would be able to more easily identify which action needs to be taken when posting the prime contract.

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