The vault "bridge" connects the Sage Paperless Construction system to a single Sage 100 Contractor data folder. The bridge provides all of the data look-ups and exporting features needed to run the Sage Paperless Construction system. A vault can only be bridged to one data folder. To bridge multiple data folders to Sage Paperless Construction, additional vault license codes must be purchased.
Sage 100 19.X Bridge Settings
Follow these bridge settings setup procedures for customers using the 19.X version of Sage 100 contractor.
1.From the ribbon toolbar, click Administration.
2.Click Vaults, 
.
The Vaults window similar to the following displays:
3.Click to highlight Sage 100 Contractor 19.X.
4. Click Edit Vault.
The Vault Properties window displays with the General tab active:
5.Click the Bridge tab.
The following window displays:
6.In the Bridge Type field, verify that Construction displays.
Note: Construction is the Bridge Type field default.
7.In the Bridge Product field, from the dropdown select Sage 100 Contractor 19.X.
8.In the Data Location field, click browse,
, to locate the folder that stores the Sage 100 Contractor 19.X data.
Important: Make sure to include the company name folder in the path select. Once selected, click Add Bridge to add the company name to the Bridged Companies section.
9.If appropriate, click to select Use Sage 100 Contractor Job Routing Rules.
This is a special setting for the APFlow™ module that ties Superintendent, Salesperson and Estimator's assigned-to jobs in Sage 100 Contractor for routing rule purposes. Checking this box "tells" the Sage Paperless Construction system to look at the job record to map the Superintendent, Salesperson or Estimator to the invoice route. This mapping will occur in conjunction with the routing rules set up directly in the APFlow™ module.
Note: Leave it unchecked to run the APFlow™ rules only.
10.Click Advanced.
The Advanced Bridge Configuration window displays:
Note: This grid contains settings that impact the vault data behavior.
11. For information on the Bridged Accounting System Cache, click here.
12. In the Employee Lookups - Display SSN Value field, use the dropdown.
This advanced configuration determines whether or not an employee look-up should display the employee's Social Security number.
company's privacy rules determine how this feature should be set up.
True means Social Security numbers will display during an employee look-up.
False means Social Security numbers will not display during an employee look-up. This is the default.
13. Use the dropdown in the Value field to select True, if appropriate.
14. In the Value column for the Enable DAL Logging, select between False and True.
False is the default for performance reasons.
Change the Value to True when troubleshooting data issues onsite and working a support call with a Paperless Environments employee.
15. Click OK.
Sage 100 Contractor SQL Bridge Settings
Follow these bridge settings setup procedures for customers using the SQL version of Sage 100 contractor.
1.From the ribbon toolbar, click Administration.
2.Click Vaults, .
The Vaults window similar to the following displays:
3.Click to highlight Sage 100 Contractor SQL.
4.Click Edit Vault.
The Vault Properties window displays with the General tab active:
5.Click the Bridge tab.
The following window displays:
6.In the Bridge Type field, verify that Construction displays.
Note: Construction is the Bridge Type field default.
7.In the Bridge Product field, from the dropdown select Sage 100 Contractor SQL.
8.In the SQL Server field, type the SQL Server instance name of the SQL server that stores the Sage 100 SQL data.
9.In the Database field, type the SQL database name where the Sage 100 SQL data is stored.
10. Click Login Info.
The User Login For Sage 100 window displays:
11. In the User Name field, enter a SQL server user name for an individual with full rights to the Sage 100 SQL database.
Note: This will be the central :behind the scenes" user to access all information for data look-up as well as posting transactions back to the Sage 100 system. Entering a user without full rights will cause errors in some areas of the program.
12. In the Password field, type the password of the SQL user entered in the User Name field.
13. Click to check the Use as Server Default check box. This saves the user name and password for use by Sage Paperless Construction to access data.
14. Click OK to verify the connection information and save it.
15. If appropriate, click to select Use Sage 100 Contractor Job Routing Rules.
This is a special setting for the APFlow™ module that ties Superintendent, Salesperson and Estimator's assigned-to jobs in Sage 100 Contractor for routing rule purposes. Checking this box "tells" the Sage Paperless Construction system to look at the job record to map the Superintendent, Salesperson or Estimator to the invoice route. This mapping will occur in conjunction with the routing rules set up directly in the APFlow™ module.
Note: Leave it unchecked to run the APFlow™ rules only.
16. Click Advanced.
The Advanced Bridge Configuration window displays:
Note: This grid contains settings that impact the vault data behavior.
17. For information on the Bridged Accounting System Cache, click here.
18. In the Employee Lookups - Display SSN Value field, use the dropdown.
This advanced configuration determines whether or not an employee look-up should display the employee's Social Security number.
company's privacy rules determine how this feature should be set up.
True means Social Security numbers will display during an employee look-up.
False means Social Security numbers will not display during an employee look-up. This is the default.
19. Use the dropdown in the Value field to select True, if appropriate.
20. In the Value column for the Enable DAL Logging, select between False and True.
False is the default for performance reasons.
Change the Value to True when troubleshooting data issues onsite and working a support call with a Paperless Environments employee.
21. Click OK.