Exporting service work orders from 9-5 Takeoffs to 11-2 Work Orders-Invoices-Credits

Note: This functionality is available only if you have the Estimating Module.

You can export a single grid from a takeoff or an entire takeoff to the 11-2 Work Orders/Invoices/Credits window.

When you export a grid, job and client information from the current grid are included on the work order record.

When export a takeoff, Sage 100 Contractor copies all the lines from all the bid items and phases from the Takeoff Details grids and inserts them in the Invoice Details grid in the 11-2 Work Orders/Invoices/Credits window, with a blank line separating each bid item or phase section.

If you have a Gross Margin Override, Sage 100 Contractor exports as if the Bid Amount is locked. Markup information is inserted directly into the work order as follows:

• Markup % goes to either the Taxable or Non-Tax Markup % text boxes in the 11-2 Work Orders/Invoices/Credits window.
• Dollar Markup goes to either the Taxableor Non-Tax Markup $ text boxes in 11-2 Work Orders/Invoices/Credits.

• Job and client information are included in the work order record.

  Address and contact information from the job record or the client record are included .

To export a takeoff as a work order:

1. From the Sage 100 Contractor main menu tree, double-click 9-5 Takeoffs.
2. In the Takeoff Launch window, double-click a job to start a takeoff.

3. If you are exporting the current grid:

   1. From the Bid Item list, select a bid item.
   2. From the Phase list, select a phase.

   If you are exporting the entire takeoff, skip this step.

4. On the Export menu, point to Service Work Order, and then select one of the following commands:

   • Current Grid Only
   • Entire Takeoff

   Sage 100 Contractor opens the 11-2 Work Orders/Invoices/Credits window.

5. Continue working with the service work order in the 11-2 Work Orders/Invoices/Credits window.
6. From the Type list, select an invoice type.
7. Click File > Save.