Update Existing Project Contracts

The Update Existing Project Contracts Writeback workbook updates existing project contracts and their related contract lines in Sage Intacct. Use it to maintain contract header information, billing settings, retainage, GL accounts, and existing project contract lines directly from a workbook. The workbook uses the NECWRITEBACK formula, generated with the Writeback Wizard, to send changes from the workbook back to Sage Intacct.

Typical workflow

1. Select the Project Contract ID to update.
2. Review the automatically populated contract header and project information.
3. Update the required contract header fields.
4. Select Writeback Contract Header to Intacct to save the header changes.
5. Review and update the existing project contract lines.
6. Select Writeback Contract Lines to Intacct to save the line changes.
7. Review the writeback result in Sage Intacct.
8. Select Reset before selecting another contract.

Contract header

Select the Project Contract ID to update. The existing contract header, project information, and contract lines load automatically.

Contract field	What it does
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.

important

Fields marked with an asterisk (*) are required when they are updated.

Project contract lines

Displays the existing lines associated with the selected project contract. The Total Revised Price and Total Billed fields show current contract values for reference when reviewing the line.

Contract line field	What it shows
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.

Writeback actions

Writeback action	What it does
Update Contract Header	Saves changes made to the selected project contract header in Sage Intacct. Complete this action before submitting contract line changes.
Update Contract Lines	Saves changes made to the existing project contract lines.
Reset	Clears the current selection and reloads the workbook so another contract can be reviewed or updated.

Review the contract before writeback

• Confirm the correct Project Contract ID is selected.
• Review the populated contract header information before making changes.
• Confirm all required (*) fields remain complete.
• Review the billing type, retainage percentage, GL account, and other contract line details.
• Select Writeback Contract Header to Intacct before submitting contract line changes.
• After the header update succeeds, select Writeback Contract Lines to Intacct.
• Review the updated project contract in Sage Intacct after both writebacks complete.