Customer Code Editability on Prospect Accounts for Sage300 and SAP
For customers using Sage300 or SAP accounting integrations, BuildOps now:
Auto-generates a Customer Code when a new Prospect Account is created in CRM+.
Allows teams to edit the Customer Code while the account is still a Prospect.
Locks the Customer Code once the account becomes Active, to protect accounting integrity.
Sage300 and SAP require a Customer Code to successfully create and sync accounts. Previously, missing Customer Codes could cause account creation and sync to fail.
With this update:
Sales teams can create Prospect Accounts without knowing the final Customer Code.
Accounting teams can still apply their own naming standards before the account syncs.
How It Works
Auto-generated Customer Code
When a Prospect Account is created in CRM+, BuildOps automatically assigns a sequential Customer Code (for example,
1001,1002).Existing Active accounts created in your core system keep their existing, meaningful Customer Codes.
Editable while Prospect, locked when Active
Account status | Customer Code behavior |
Prospect | Editable text field |
Active | Read-only |
Deactivated | Read-only |
Once an account moves out of Prospect status (for example, becomes Active), the Customer Code is locked and can no longer be edited.
Project Setup – Schedule of Values Datagrid Update
We’ve upgraded the Schedule of Values (SOV) table in Project Setup to a modern datagrid.
The SOV table is now powered by a new datagrid component across all project types
The new layout is cleaner and consistent with other modern tables in BuildOps.
New: You can now resize column widths to better fit your screen and preferences.
Previous SOV table layout.
Updated SOV datagrid with modern styling and resizable columns.
Ability to Duplicate Purchase Orders & Subcontracts
You can now duplicate Purchase Orders (POs) and Subcontracts in BuildOps with a single action. This creates a new Draft copy with the same header details and line items, so you don’t have to rebuild repeat orders from scratch.
What’s New:
New Duplicate action is available for Purchase Orders and Subcontracts.
The new Draft copy includes:
Vendor, department, job/project, ship-to address, tax settings, tags.
All line items, including quantities, unit costs, cost codes, and tax settings.
The new document is created with:
A new PO/SC number.
Status = Draft and today’s date.
All totals and taxes recalculated using current rates.
Any transactional history (receipts, bills, fulfilled quantities, sync status, etc.) is not copied, so the new document starts clean.
Duplicate action from the Purchase Orders list.
Duplicate action from the PO Page
Duplicate action from the Project Purchasing tab.
How It Works
Choose a PO or Subcontract to duplicate
From any PO/SC list view (Purchase Orders list, Subcontracts list, Project Purchasing tab, Job Parts & Purchasing tab), open the row action menu and select Duplicate Purchase Order / Subcontract.
Or, open the PO/SC detail page and use the Duplicate action in the header.
Confirm the duplication
A confirmation dialog appears summarizing that a new Draft will be created.
Confirmation dialog before duplicating a Purchase Order.
A success banner confirms the new number
3. Work on the new Draft
After confirming, BuildOps creates the new Draft and takes you directly to its edit view.
Adjust dates, quantities, prices, or any other fields as needed. Save or submit the Draft as you normally would.
Users who can create or edit Purchase Orders or Subcontracts today will be able to use the Duplicate action.