Master Job and Supplier Synchronization Settings

These settings determine how information will be updated between Sage Timberline® Office Accounting and WMS during the synchronization process.

Understanding the Master Job & Supplier Synchronization Settings

Timberline Job Cost does not overwrite Workflow Management

• Checked: Each time the Share Job Information With Job Cost process runs, any job information field within WMS that contains an existing value is not overwritten by Sage Timberline Office Job Cost information.

• Not Checked: Each time the Share Job Information With Job Cost process is run, any field that contains a value in Sage Timberline Office Job Cost will overwrite existing information in WMS.

Workflow Management populates blank fields in Timberline Job Cost

• Checked: Each time the Share All Job Information With Job Cost process is run, any field that contains a value in WMS populates the corresponding field in Sage Timberline Office Job Cost if the field is blank in Job Cost.

• Not Checked: Each time the Share All Job Information With Job Cost process is run, WMS receives information from Sage Timberline Office Job Cost only. Job information in WMS does not overwrite any data in Job Cost.

Timberline Accounts Payable does not overwrite Workflow Management

• Checked: Each time the Share All Job Information With Job Cost process runs, any job information field within WMS that contains an existing value is not overwritten by Sage Timberline Office Job Cost information.

• Not Checked: Each time the Share All Job Information With Job Cost process is run, any field that contains a value in Sage Timberline Office Job Cost will overwrite existing information in WMS.

To configure master job and supplier synchronization settings:

1. From the Integration menu select Timberline Accounting > Accounting DB Settings.
   Or, click the Accounting DB Settings icon within the Timberline Accounting Integration toolbar.

2. Verify the database currently selected in the Accounting Databases field list is the correct database for which this setting will be defined. If necessary, click on a different database.

3. Click the Synchronization tab.

4. To turn on one or both of the master job and supplier synchronization options, click the associated checkbox.

1. If the checkbox is checked, the option will be turned on.  

2. If the checkbox is left blank, the option will be turned off.

4. Click the Save button at the top of the screen to save any changes.

Related Topics

Vendor Types to Import

Delete Vendor Types During Synchronization

Scheduling Date Synchronization Settings

Accounting and Estimating DB Settings and Updating Job Fields

Field Mapping Table