These settings determine the Accounting system with which WMS interfaces. In this documentation this is referred to as the Accounting Integration Type. The Purchasing and Sales pricing workflows of WMS require an integration to a Job Cost/AP Accounting system to be fully functional. WMS may also be operated without integration to an Accounting system when Scheduling only is purchased.
There are currently three supported Accounting Integration Types:
None
STO Accounting
Explorer Contract Manager V7
The appearance and contents of the WMS desktop menus and screens will change depending on the selection of Accounting Integration Type in this screen. These differences in appearance and function are noted in the specific help topics to which they apply.
Differences in appearance and function within this Accounting Integration setup screen, based on the selected Accounting Integration Type, are noted as they apply in the topics below.
From the Setup menu, select Company.
Or, click the Company icon within the Setup toolbar.
Scroll down the list on the left and click on the 
Accounting Integration icon.
Select the desired Accounting Integration type.
None - this setting is intended for use when only the Scheduling module is purchased, with the intent to operate WMS as a standalone system with no interface to any accounting software. The Integration>Accounting menu is not visible when this setting is selected. Purchasing and Sales Pricing modules will also operate with no Accounting integration, however certain data tables which are populated by the Accounting Integration functions will need to be populated via the BMT.net API or with SQL queries. Certain functions within the Purchasing and Sales pricing workflows such as Send to Accounting will not be available if this setting is selected. Please contact BuilderMT support and professional services for more details if you wish to run WMS Purchasing and/or Sales Pricing with this setting selected.
STO Accounting - The software will be set up to interface with a Sage Timberline Office Accounting system using the Sage Timberline Office ODBC drivers and Sage Timberline Office Import File Formats. In order to complete the necessary settings to interface with Sage Timberline Office Accounting, the user will also need to refer to the Accounting Integration Settings.
Explorer Contract Manager V7 - The software will be set up to interface with an Explorer Contract Manager V7 Accounting system using the BMT.net API and Explorer Import File formats. In order to complete the necessary settings to interface with Explorer Contract Manager V7 Accounting system, the user will also need to refer to the Accounting Integration Settings.
Click the Accounting (Type) tab which displays when the Accounting Integration type is selected to configure the Company level settings specific to the selected Accounting Integration Type.
Accounting (STO) tab (STO Accounting only)
Select the appropriate STO Accounting version
6.x to 8.x - To interface with the 6.x through 8.x versions, the STO ODBC driver is the method of communication between WMS and Sage Timberline Office Accounting.
9.x to 9.7 - To interface with 9.1.3 and later versions, the STO ODBC driver is the method of communication between WMS and Sage Timberline Office Accounting. Changes to the security and database structures in STO Accounting version 9.1.3 and later require this setting be selected for proper operation of the ODBC integration.
9.8 and later - This setting is required for all clients running STO version 9.8 and higher, due to data changes made to the STO AP Master Vendor file.
Accounting (CM) tab (Explorer Contact Manager V7 only)
On the File Delivery Settings tab, select the Delivery Type for sending the Explorer Import files to the Explorer Contract Manager V7 Accounting system.
Send Data to Disk Drive
The Explorer Import files will be transferred to a folder in a mapped network drive or UNC share.
To configure the Root Folder location for Sending Files to Contract Manager, Click on the 
Browse for Folder button and browse to the correct folder, click on the folder name to select it and click OK.
This location should normally be set to a network folder such as T:\BuilderMT\TransfertoCM. If a UNC Path is required by the operating system, browse to the server using Network Places and select the appropriate shared folder.
This folder must be a valid folder with full access rights for the WMS and Contract Manager users who will be performing the integration functions involving Explorer Import files.
Send Data to FTP Site
The Explorer Import files will be transferred to a secure ftp folder.
To configure the ftp Server Information, enter the URL of the ftp server without the ftp:// prefix or any sub folders into the Address field.
To configure the ftp Miscellaneous Settings, set the Port number for the ftp service and check Passive Mode if required by the ftp server.
To configure the secure connection to the ftp site, enter a valid ftp User Name and Password in the User Information fields. Re-enter the Password in the Verify field.
To confirm that the above settings are configured correctly, click the Test Settings button. A 'Success' message will display if the connection is configured correctly, otherwise a message will display with details of the ftp connection error.
To configure the root folder on the ftp site for transferring the Explorer Import Files, enter the ftp folder name/path into the Root ftp Folder for Sending Files to Contract Manager field. Precede all folder names with the forward slash character '/' and ensure the folders entered exist on the ftp site with full access rights for the configured ftp User Name.
To configure the folder location where the Explorer Import files are generated before being transferred to the ftp site, Click on the Browse for Folder button for the Temp Local Folder for Generating Files field and browse to the correct folder. Click on the folder name to select it and click OK.
This location should normally be set to a network folder such as T:\BuilderMT\TransfertoCM. If a UNC Path is required by the operating system, browse to the server using Network Places and select the appropriate shared folder.
This folder must be a valid folder with full access rights for the WMS users who will be performing the integration functions involving Explorer Import files.
On the Folder Settings tab, configure the sub folder names for each Explorer Import file type being sent to Contract Manager.
Each Explorer Import file type must be sent to a distinct sub folder under the root folder defined in the File Delivery settings. This enables the Explorer Contract Manager Import Agent to process the import files according to their type, without the need for specific file names or file extensions.
If Send Data to Disk Drive is selected in File Delivery Settings, to configure the folder name for each Explorer Import file type, click on the Browse for Folder button for each folder field and browse to the correct folder. Click on the folder name to select it and click OK.
Each folder must be a valid folder located directly underneath the root folder configured on the File Delivery Settings tab, with full access rights for the WMS and Contract Manager users who will be performing the integration functions involving Explorer Import files.
If Send Data to FTP Site is selected in File Delivery Settings, to configure the folder name for each Explorer Import file type, click on the Enter FTP Folder Name button for each folder field and enter the ftp folder name in the Enter FTP Folder Name form and click OK.
Each folder must be a valid folder located directly underneath the root ftp folder configured on the File Delivery Settings tab, with full access rights for the configured ftp User Name.
Click on Save to save any changes.
Accounting Integration Settings