AR Invoices (Order Entries)
Agave Sync allows you to export Autodesk Build Budget Payment Applications to Sage Intacct Order Entries.
Agave Sync exports AR Invoices to Sage Intacct in a Pending status. AR Invoices will appear in Sage Intacct's Accounts Receivable module. You can then apply AR Payments against them.
Visual Mapping
Video Tutorial
FAQs and Common Errors
Setting the Sage Intacct Order Entry Type
When configuring your AR Invoice sync to Sage Intacct, your Agave Account Manager will ask you to specify a default Order Entry Type.
You can find a list of valid Order Entry Types in Sage Intacct by navigating to Order Entry-->All-->Transactions:
How does Agave Sync determine a Sage Intacct Line Item's (Entry's) Item ID?
When syncing to Sage Intacct, Agave Sync uses the Item ID linked to the corresponding Prime Contract Line Item. Since Autodesk does not assign Item IDs, Agave defaults to the Item ID from the Prime Contract Line Item during the sync.
How does Agave Sync determine the Sage Intacct Order Entry number?
Depending on your settings in Sage Intacct, Agave Sync may use the Order Entry Sequence Number generated by Sage Intacct as the default, rather than the Budget Payment Application Number from Autodesk Build.
You can see if an Order Entry sequence number is enabled by navigating to:
- Order Entry-->Setup-->Transaction definitions:
- Select View for the Transaction Type, then scroll down to Transaction Numbering:
- Select the Transaction Number sequence and confirm if the Sequence Status is "Active":
Does Agave Support Syncing Sub-items from Autodesk Build?
Yes, Agave supports syncing one level of sub-items from Autodesk Build for the following record types:
- Subcontracts
- Purchase Orders
- Change Orders
- AP Invoices
- Prime Contracts
- Prime Contract Change Orders
- AR Invoices
To enable syncing for sub-items, ask your Agave Account Manager to enable it for you.
How It Works
Autodesk Build records have a hierarchical structure with:
- Root items — parent line items
- Sub-items — child line items
- Sub-sub items — which are explicitly filtered out (only one level of nesting is supported)
Agave Sync will include root items and their direct sub-items when syncing. Any items nested deeper than one-level are excluded.
Configuration in Sage Intacct
Order Entry Transaction Definition for AR Invoices
Configure a single Order Entry Transaction Definition in Sage Intacct for AR Invoices. You can find or configure these under Order Entry → Setup → More → Transaction Definitions.
The template name is flexible; the required settings are:
- Workflow category:
Invoice - Enable job contract billing: selected
Default Item ID for AR Invoice Line Items
Since Autodesk Build does not assign Item IDs for AR Invoices, provide a single default Item ID that corresponds to a contract revenue GL Account. Your Agave Account Manager can apply this default for you.