Project Contract Creation

The Project Contract Creation Writeback workbook creates new project contracts and related contract lines in Sage Intacct. Use it to define project contract details, billing settings, retainage, and general ledger accounts directly from a workbook.

The workbook uses the NECWRITEBACK formula, generated with the Writeback Wizard, to send the completed contract and contract lines to Sage Intacct.

Typical workflow

1. Enter the project contract header information.
2. Select Writeback Contract Header to Intacct to create the project contract.
3. Enter the project contract lines in the project contract lines grid.
4. Review the required fields and billing settings for each line.
5. Select Writeback Project Contract Lines to Intacct to create the contract lines.
6. After a successful writeback, use the populated Project Contract ID to review the contract in Sage Intacct.
7. Select Reset before preparing another project contract.

Contract header

Defines the project contract to create. The project contract header must be created before contract lines can be written back.

Contract field	What it does
Project Contract ID	Unique identifier for the new project contract.
Project ID *	Sage Intacct project associated with the contract.
Customer	Customer associated with the selected project and 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	Status assigned to the project contract.
Description	Description of the project contract.
Billable	Indicates whether the project contract is included when generating billable transactions.

important

Fields marked with an asterisk (*) are required.

Project contract lines

Contains the individual billing lines associated with the project contract.

Contract line field	What it shows
Project Contract Line ID *	Unique identifier for the 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.
Maximum Billing *	Method used to limit the amount that can be billed for the line.
Maximum Billing Amount	Maximum billable amount when the selected maximum billing method requires a specified amount.
Retainage %	Percentage of the billed amount retained from the contract line.
GL Account *	General ledger account associated with the contract line.

Billing settings

The Billing Type and Maximum Billing fields determine how each project contract line is billed.

Example:

A contract line using Progress Billing as the type could set Maximum Billing to Revised Contract Price, limiting the total billed for that line to the contract's current approved amount. A line using Time and Material instead could set Maximum Billing to No Max, where the billing type supports it.

Writeback actions

Writeback action	What it does
Writeback Contract Header to Intacct	Creates the project contract header in Sage Intacct. Complete this action before writing the related contract lines.
Writeback Project Contract Lines to Intacct	Creates the entered project contract lines for the previously created contract header.
Reset	Clears the current contract entry so another project contract can be prepared.

Review the contract before writeback

• Confirm the Project Contract ID, Project ID, and contract header information are correct.
• Create the contract header before entering or submitting contract lines.
• Confirm all required (*) contract line fields are complete.
• Review the billing type, maximum billing settings, retainage percentage, and GL account for each line.
• Select Writeback Contract Header to Intacct first.
• After the header is created successfully, select Writeback Project Contract Lines to Intacct.

After both writebacks complete, review the project contract in Sage Intacct to confirm that the header and contract lines were created successfully.