IMPORTANT: Document your settings for Manage APFlow Settings and on the bridge prior to making this change. Specifically, get screen shots of your setup on Manage APFlow Settings for the General and Advanced tabs and any customizations made in the Manage Entry Fields. Additionally, you will need to reset any changes on the Advanced and Additional DSN buttons set on the Bridge tab in the Vault setup.

Document the following before you begin:

• APFlow > Manage APFlow, Advanced tab
• APFlow > Manage APFlow, General tab, Manage Entry Fields button - if you made any changes in here
• Administration > Vaults, the Bridge tab, if any changes in the Advanced or Additional DSN setup buttons, and if using the account job rules

Refer to the Sage Paperless Construction setup guide for full information on setting up the bridge.

Steps for removing and re-establishing the bridge for a new data location.

Warning: Making changes to the bridge settings may result in losing settings and customizations. An incomplete setup may result in being unable to connect to the Accounting Database. Please plan ahead before making changes to the Bridge. Please carefully read all steps before starting and follow all steps to prevent issues after setting up the bridge.

1. Have the Sage Paperless Construction administrator sign in.
2. Click Administration, Vaults.
3. Select your vault.
4. Click Edit Vault.
5. Click the Bridge tab.
6. Change the Bridge Type to None.
   Note: In older versions it will be the Bridge Product that is set to None.
7. Click OK.
8. Click No.
   IMPORTANT: You must click No on the prompt "The bridge information for this vault has changed. APFLOW user settings may or may not still apply. Would you like Sage Paperless Construction to remove APFlow Settings for this vault?" to maintain your APFlow user settings for this vault.
9. Click Close.
10. Click Administration, Vaults.
11. Select your vault.
12. Click Edit Vault.
13. Click the Bridge tab.
14. Verify that the Bridge Product lists None, it must list None before you continue.
    Note: If you are having difficulties setting the bridge to None make sure all users are out of Sage Paperless Construction and repeat the steps above.
15. Change the Bridge Type to Construction and the Bridge Product to either Sage 300 CRE or Sage 100 Contractor - SQL.
16. If Sage 300 CRE:
    1. Either paste in the UNC path to and including the company data folder or use the … button to navigate to it. (an example is \\Server\Timberline Office\Data\Construction Sample Data).
    2. Click Login Info and enter the credentials for the Sage 300 CRE user who is both an Application and Security Administrator.
       Note: If use Sage Replicator do not use paperless or SPCAdmin as the user name.  An alternative user name could be SagePaperless. Additionally, be aware that ODBC for Sage 300 CRE cannot have the following special characters in the password: [ ] { } ( ) , ; ? * = ! @
    3. Select Use as Server Default.
    4. Click OK.
    5. When the pop-up saying Connection Successful appears, click OK.
    6. Click Add Bridge.
    7. If you want to map the accounting system's routing rules to APFlow reviewers, select the Use Sage 300 CRE Job Routing Rules.
    8. Click OK.
    9. Click Edit Vault.
    10. Click the Bridge tab.
    11. Click on the Settings button.
    12. Click on the Retrieve button.
    13. Once the fields in this window populate with the necessary GL settings in the Sage 300 CRE Control Settings click OK.
17. If Sage 100 Contractor – SQL:
    1. Enter the SQL Server name. This is the same SQL Server name you see when you sign in to the Sage 100 Contractor Connect to SQL Server window. For example, Servername\Sage100Con or Servername\SQLExpress
    2. Enter the Database name. This is the same name you see on the Company List in Sage 100 Contractor.
    3. Click Login Info and enter the credentials for a Sage 100 Contractor Company Administrator.
       Note: This user must be a member of the API group. Also, if experiencing difficulties make sure the user you are using is both a Company Administrator and SQL Server Administrator in the Sage Database Administration for Sage 100 Contractor tool.
    4. Select Use as Server Default.
    5. Click OK.
    6. When the pop up saying Connection Successful appears, click OK.
    7. Click Add Bridge.
    8. Select the company and click OK.
    9. If you want to map the accounting system's routing rules to APFlow reviewers, select the Use Sage 100's Job Routing Rules.
18. Click OK.
19. Click Close.