Exporting budgets from 9-5 Takeoffs to 6-2 Budgets
Exporting service work orders from 9-5 Takeoffs to 11-2 Work Orders/Invoices/Credits
Exporting subcontracts from 9-5 Takeoffs to 6-7-1 Subcontracts
Note: This functionality is available only if you have the Estimating Module.
Note: When you export subcontracts from 9-5 Takeoffs, Sage 100 Contractor does not display the warning that the subcontract exceeds the budget amount plus approved change orders for the job/phase/cost code/ cost type combination. We recommend that, after exporting subcontracts, you should run the 6-1-12-21 Committed Costs report for the correct job to verify that subcontracts do not exceed the budget.
To export subcontracts:
- In the Sage 100 Contractor main menu tree, double-click 9-5 Takeoffs.
- In the Takeoff Launch window, double-click a job to start a takeoff.
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On the Export menu, point to Subcontracts, and then select one of the following commands:
- Job.
- Job/Phase.
- Select the subcontracts you want to export, and then click Export.
- Close 9-5 Takeoffs.
- Open 6-7-1 Subcontracts.
- In the data control box, enter the record number for the subcontract that you want to view.
Important! Sage 100 Contractor only uses cost type 4-Subcontracts to create subcontracts.