The example below shows data objects synchronised between your project management and Accounting/ ERP software
MODULE |
Autodesk Build | ERP SYNC | Foundation | |
CORE | Companies | ⇒ | ⇐ | Vendors |
CORE | Companies | ⇒ | ⇐ | Customers |
CORE | Projects | ⇒ | ⇐ | Jobs |
CORE | Budget Segment Values | ⇐ | Phases, Cost Codes, Cost Classes | |
CORE | Budgets | ⇐ | Job Budgets | |
AP | Contracts (Purchase Orders) | ⇒ | ⇐ | Purchase Orders |
AP | Contracts (Subcontracts) | ⇒ | ⇐ | Subcontracts |
AP | Subcontract Change Orders | ⇒ | ⇐ | Subcontract/PO Change Orders |
AP | Cost Payment Applications | ⇐ | AP Invoices | |
AP | Expenses | ⇐ | Job Cost | |
AR | Main Contracts | ⇐ | AIA Billing | |
AR | Owner Change Orders | ⇐ | Job Contract Change Orders | |
AR | Budget Payment Applications | ⇒ | ⇐ | AR Invoices |
AR | Budget Transfers | ⇐ | Internal Job Contract COs |
Notes: As a best practise, we ask you pick one direction for data type. We can add remove data types, and change sync direction as shown.