If you're working on a job that requires you to submit one invoice to your customer, but it must be filed as multiple different contracts or purchase orders in your ERP, you can link those projects together to create one SOV in Siteline.
Please note: This feature is available for customers using Sage 300, Spectrum, Vista, Acumatica, or Sage Intacct.
Look up one contract and use that to add the project to Siteline.
Once you've created the project, go to Settings, and scroll down to Integrations. Click + Link additional contract. If you have more than one ERP instance associated with Siteline, choose the integration from the drop down. Once contracts have loaded, choose the one you'd like to add to the project.
At this time, you can re-rank the list of contracts to determine the default order of the line items. Note: Once you have saved this and made any changes to the order of the line items, any new line items will be added to the bottom of the SOV, by default.
Return to the SOV tab and click Import SOV (it may say something like Full SOV instead).
After reviewing the line items, click Import.
Once you've imported all of your line items, you can re-order them as you like. A new column will appear that lists which contract each line item is associated with.
After billing, when you're ready to sync your AR invoice to your ERP, click Sync in the top right corner while you're in pay app. A dropdown menu will appear that will list the contracts associated with the job. Click on the contract you'd like to sync, and follow the usual steps to sync that to your ERP. Once complete, do the same for the other contracts that had billing associated with them in that pay app.