Create Sage Timberline® Office Macros for the Send to Accounting Screen

 

Note

If the client has multiple companies within WMS that integrate with multiple Sage Timberline®  Office Accounting companies, the client will need to have separate Job Cost transfer folders for each company.

 

 

 

 

 

 

 

File Names and Locations

Macro Files:

File names:

WMS_Import_Budgets.mac – Job Cost macro for importing / posting budgets

WMS_Import_POs.mac – Job Cost macro for importing / posting purchase orders

WMS_Import_Invoices.mac – AP macro for importing / posting invoices

 

Location:

Root of the Sage Timberline Office Accounting folder

 

Import Files:

File names

WMS.jce – import file for budgets

WMS.jcc – import file for purchase orders

WMS.txt – import file for invoices

 

Location:

Job Cost Transfer folder

 

Reject Files

File names:

WMS_REJECT_Budgets.jce – Reject file output for budgets

WMS_REJECT_POs.jcc – Reject file output for purchase orders

WMS_REJECT_Invoices.txt – Reject file output for invoices

 

Location:

Job Cost Transfer folder

 

Import Print Files

File names:

WMS_Import_Budgets.prn – Print file output for budgets import

WMS_Import_POs.prn – Print file output for purchase orders import

WMS_Import_Invoices.prn – Print file output for invoices import

 

Location:

Job Cost Transfer folder

 

Post Print Files

Filenames:

WMS_Post_Budgets.prn – Print file output for budgets post

WMS_Post_POs.prn – Print file output for purchase orders post

WMS_Post_Invoices.prn – Print file output for invoices post

 

Location:

Job Cost Transfer folder

 

To configure macros:

  1. On the server under the PMWinstall\Macros directory, find the three files, WMS.jcc, WMS.jce, and WMS.txt.

  2. Copy these files (not the .mac files) to the Job Cost Transfer folder set up for the company. This will provide the sample import file formats needed to configure the macros.

  3. Launch WMS one time with a valid user that is set up in Sage Timberline Office Accounting. This will trigger the software to create the standard macro files for BuilderMT in the Sage Timberline Office Accounting directory registered for that company.

  4. Launch Sage Timberline OfficeJob Cost. From the Tools menu, selectMacros.

  5. Click Open and browse to the Sage Timberline Office Accounting folder.

  6. Open the WMS_Import_Budgets.mac file. Configuring the macro will consist of two steps. The first step is for importing and second step is for posting.

  7. Highlight thePost step (step 2). Click the Delete Step button. Click OK in the Delete Step confirmation.

  8. Highlight the Import step (step 1). Click the Change step button. The Change screen will display.  

  9. Perform the following steps:

    1. Browse to and select the WMS.jce file that was copied in the first step above.

    2. Browse to and configure the reject file to the Job Cost Transfer folder. Name the file WMS_REJECT_Budgets.jce.

    3. Click the Printer Setup button, and click the Print to File option. Next, click the Select File button. Browse to and configure the print file to the Job Cost Transfer folder. Name the file WMS_Import_Budgets.prn.

    4. ClickOK on all screens. Select to terminate the macro immediately when prompted.

    5. Click the Add Step button, which opens the Add Step prompt to "Select a command from the menu bar." Leave this prompt open and open the Tasks menu and select Post Entries.

    6. Click the Printer Setup button. Select the Print to File option.

    7. Click the Select File button. If the Job Cost"Invalid Directory" warning message appears, click OK to proceed.

    8. Browse to and configure the print file to the Job Cost Transfer folder. Name the file WMS_Post_Budgets.prn.

    9. Click OK to all screens. Select to terminate the macro immediately when prompted.

    10. Click Save to save the macro, then click theClose button.

    11. Repeat the same steps outlined above for the WMS_Import_POs.mac macro. Name the files according to the file name convention outlined above.

    12. Launch Sage Timberline OfficeAccounts Payable. Perform the same steps outlined above, starting with Step 4 except in Accounts Payable, for the WMS_Import_Invoices.mac within that module. Name the files according to the file name convention outlined above.

Note

Remember that the import file names' extensions are different for budgets, purchase orders and invoices. So, for each import file type, substitute the appropriate file extensions for steps 9a and 9b above.

WMS.jce – import file for budgets

WMS.jcc – import file for purchase orders

WMS.txt – import file for invoices

 

 

 

 

 

 

 

 

 

 

Related Topics

Send to Sage Timberline Accounting

Send Budgets to Sage Timberline Accounting

Send Purchase Orders to Sage Timberline Accounting

Change Supplier for Purchase Order

Delete Purchase Order in Send to Sage Timberline Accounting Screen

Send Invoices to Sage Timberline Accounting

Unapprove an Invoice

Correcting Import and Posting Errors

Manually Creating Timberline Macros for the Send to Accounting Screen