Sage 300 COR Sync

How to Create a COR in eSUB and Push it to Sage 300

Create Change Orders in eSUB to send to a client (General Contractor, Owner) then approve the change orders in eSUB and send to Sage Accounting Software with just a few clicks!

Step 1 - Ensure the Project is Linked to a Sage 300 Project.

1. Select the Edit pencil icon  for the project that needs linked

2. Ensure that the drop down below is linked to the correct Sage job.

Step 2 - Create Pending COR in eSUB

1. Select the project you want to use
2. Select Job Cost Docs > Change Order Requests

3. Fill in Required Fields (red)

4. Select "Manage Line Items" for each line item that you would like sage to increase the budget

a. Use the line item breakdown to reflect the actual costs of the change order

b. Use the "Hidden Markup" input to reflect what price you would like to show the client.

Note: to use with Sage, ALL LINE ITEMS MUST have a "Phase/Cost Code" and "Category" (if applicable) filled out.

5. Click Save Data

Step 3 - Approve COR after GC Approval

1. Select Job Cost Docs > Change Order Requests

2. Under the Action column, click Approve/Void (Stamp) on a specific COR

a. Fill in "Approved Amount"

b. Change COR Status to "Approved"

c. Select the "Contract"

d. Select the Contract Item or +New Contract Item (Cannot exceed 10 characters)

e. Check-off the "Send to Sage300"

f. Click Save Data

3. Click COR Log to Exit.

4. When the Transaction is complete, Green Sage logo will appear as shown below.