Update Existing Project Contracts - CRE

Sage Intacct, CRE Writeback

The Update Existing Project Contracts Writeback template updates existing project contracts and their contract lines in Sage Intacct Construction and Real Estate (CRE) directly from a workbook. You can use the template to change the contract header information, billing settings, retainage, GL accounts, and existing lines of a project contract. It uses the NECWRITEBACK formula, generated with the Writeback Wizard, to send changes from the workbook back to Sage Intacct.

Update a project contract in Sage Intacct

1. Select the Project Contract ID in the contract header.
2. Update the contract header fields.
3. Click Update Contract Header to send the header changes to Sage Intacct.
4. Update the lines in the existing contract lines grid.
5. Review the contract update, then click Update Contract Lines to send the line changes to Sage Intacct.
6. Click Reset before you select another contract.

Existing contract header fields

When you select the Project Contract ID, the template loads the existing contract header, the project information, and the contract lines. Fields marked with an asterisk (*) need to stay filled in when you update the contract.

Header field	What it contains
Project Contract ID *	Existing Sage Intacct project contract to update.
Project ID *	Project associated with the selected contract.
Customer	Customer associated with the project contract.
Contract Name *	Name used to identify the project contract.
Contract Date *	Date associated with the project contract.
Contract Type	Type or classification of the project contract.
Status	Current status of the project contract.
Description	Description of the project contract.
Billable	Indicates whether the project contract is included when generating billable transactions.

Writeback actions

Writeback action	What it does
Update Contract Header	Sends the header changes of the selected project contract to Sage Intacct. The header changes need to reach Sage Intacct before the line changes.
Update Contract Lines	Sends the changes of the existing contract lines to Sage Intacct.
Reset	Clears the current selection and reloads the workbook so another contract can be reviewed or updated.

Existing contract lines grid

The grid lists the existing lines of the selected project contract. Total Revised Price and Total Billed show the current contract values for reference while you review the lines.

Contract line column	What it contains
Project Contract Line ID *	Identifier of the existing contract line.
Project Contract Line Name *	Name or description used to identify the contract line.
Item *	Item associated with the contract line.
Line Date *	Date associated with the project contract line.
Billable	Indicates whether the line is included when generating billable transactions.
Billing Type *	Billing method used for the contract line.
Retainage %	Percentage of the billed amount retained from the contract line.
Total Revised Price	Current revised contract value for the line.
Total Billed	Amount billed against the contract line to date.
GL Account *	General ledger account associated with the contract line.

Review the contract update before writeback

Click Update Contract Header before Update Contract Lines, since the line changes need the updated contract header in Sage Intacct. After both updates, open the project contract in Sage Intacct to confirm the changes.

• Confirm that the correct Project Contract ID is selected.
• Review the loaded header information before you change it.
• Make sure every required (*) field is still complete.
• Go over the Billing Type, Retainage %, GL Account, and other line details.