The example below shows data objects synchronised between your project management and Accounting/ ERP software
MODULE |
Autodesk Build | ERP SYNC | SAGE 300 CRE | |
CORE | Companies | ⇒ | ⇐ | Vendors |
CORE | Companies | ⇒ | ⇐ | Customers |
CORE | Projects | ⇒ | ⇐ | Jobs |
CORE | Budget Segment Values | ⇒ | ⇐ | Extras, Cost Codes, and Categories |
CORE | Budgets | ⇐ | Estimates | |
AP | Contracts (Purchase Orders) | ⇒ | ⇐ | Purchase Orders (Commitments) |
AP | Contracts (Subcontracts) | ⇒ | ⇐ | Subcontracts (Commitments) |
AP | Subcontract Change Order | ⇒ | ⇐ | Commitment Change Orders |
AP | Cost Payment Application | ⇒ | ⇐ | AP Invoices |
AP | Expenses | ⇐ | Job Cost Transactions | |
AR | Main Contract | ⇐ | Job Contracts | |
AR | Owner Change Order | ⇐ | Job Contract Change Order | |
AR | Budget Payment Applications | ⇒ | ⇐ | AR Invoices |
AR | Budget Transfers | ⇒ | Estimate Changes |
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.