Skip to Main Content
Sage Construction Management Ideas Portal
Status Planned
Created by Patrick Sheppard
Created on Nov 27, 2024

Back out Change order and Change Request after errored sync

When the client is importing a Change order to Intacct from SCM; if it errors out then it will not show the CO as posted, but it will still post and leave the Change Order and Change Request in Intacct.


If the client makes the correction to the Change order in SCM and then goes to import, the change order will encounter an error that the item "already exists." This causes the client to have to go into their Intacct environment and then manually delete the Change Order and Change Request.

It would be nice to have those items backed out if Intacct upon finding/ encountering an error

  • Attach files
  • Admin
    Norman Wendl
    Reply
    |
    Dec 2, 2024

    Patrick: Are you asking for a Repost function for Sage CM COs?

    2 replies
  • Admin
    David Holler
    Reply
    |
    Dec 2, 2024

    Patrick:

    Did you already send in a Customer Support Request for the portion of the process that does not work? If so, can you share that ticket number?


    1 reply