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Exporting budgets from 9-5 Takeoffs to 6-2 Budgets

Exporting purchase orders from 9-5 Takeoffs to 6-6-1 Purchase Orders

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

Exporting change orders from 9-5 Takeoffs to 6-4-1 Change Orders

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

To export change orders:

  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. On the Export menu, point to Change Orders, and then click one of the following commands:

    • Job.
    • Job/Phase.

  4. Select the change orders you want to export, and then click Export.

    Sage 100 Contractor automatically selects change orders you have not yet exported.

  5. In the 6-4-1 Change Orders window, review and save each change order.