Prime Contracts

Visual Mapping

Proposals in Sage 100 Contractor

Overview

Agave maps Sage 100 C's Proposals with Procore's Prime Contracts.

Proposals (see Sage's documentation here) break out the receivable contract's amount (the amount you will get paid) by cost code and cost type.

Creating a Proposal from the Budget

If you do not currently create Proposals for your projects in Sage 100, they are easy to generate by importing the budget.

As an example, consider this budget for a project that does not yet have a Proposal in Sage 100 Contractor:

Step 1: Open 6-9 Proposals and Select the Job

Step 2: Select Options > Import > Budget

Step 3: (Optional) Enter Overhead and Profit Markup Amounts

Step 4: Set the Original Proposal and Click Save:

Setting the Original Proposal

Agave syncs the original proposal amount from Sage 100 to Procore. If all original amounts are showing as zero, click "Set Proposal" in the bottom left corner of your Sage 100 Proposals screen (6-9):

Now, the Original Amounts (scroll to the right) are filled:

Ensure you click Save afterwards.

One Line Item Per Cost Code in Sage 100 Proposal

Each Cost Code can only occupy one line in the Sage 100 Proposal for a successful sync with Procore. Unlike Sage 100, Procore allows only one proposal line per Budget Code.

If you encounter the following error, use the examples below to fix it in Sage 100: [Sage 100 Contractor] Database Error: Expected only 1 result for for id=<id> and source_id=<id>, found 2.

See Budget Line Items for an example of how to resolve the above error.

Deleting Prime Contracts

You may unintentionally sync Prime Contracts to Procore without all of the line items you would like to include. Instead of manually (1) setting the Prime Contract back to "Draft", (2) unlinking the Prime Contract, and (3) deleting the Prime contract, you can use Agave Sync to delete Prime COntracts you have synced to Procore.

To delete Prime Contracts you have synced to Procore:

Identify the Prime Contracts you would like to delete:
In Agave Sync, select those Prime Contracts and press Delete from Procore:
The Prime Contracts will now appear as syncable but they will no longer exist in Procore: