Sage Construction Management Ideas Portal
Issue:
Client is being issued a credit from a subcontractor after line has been billed 100%
Intacct will not allow you to input a negative value against a positive line item (for the credit)
Since SCM combines all cost codes during the sync, we cannot create a credit line like we would in Intacct
Since SCM does not have the ability to flag an item for “conversion reversal” we also cannot issue a credit to the line directly
Potential fixes/ remedy for the Subcontract credit issue between SCM – SIC:
If the integration allowed for the creation of multiple lines using the same cost code
including the addition of lines via a SCO
Enabling a field within SCM that could map to the “conversion reversal” checkbox on the line
This would depend conversion reversal being enabled in Intacct’s Purchasing configuration.
Why not do the following?
Sage CM:
1) Create a negative CO or SCO depending on the contract. The change line item needs to have a negative quantity and positive unit price.
2) Create a prime or sub invoice and import the CO or SCO. This change needs to be billed 100%.
Accounting Link for Sage Intacct Construction:
3) Post CO or SCO created in step 1
4) Post Prime or Sub Invoice created in step 2
BTW - Sage Intacct Construction's 2025 Q1 release will loosen up restrictions when it comes to contract or purchasing credits so this process may be less prone to error.
@Guest Currently, this issue is know and is slated to be addressed in our February 2025 Release. If it is not ready in time, it may be moved to the April 2025 Release.
As a work around, have you considered creating a negative SCO? Have you reviewed the KB Topic on Reverse Conversion? Have you reported this to Support at sagecmsupport@sage.com.