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

Sage 100 Contractor creates purchase orders for lines assigned to a vendor.

If you adjust the price or quantity after you export purchase orders, you must also adjust the purchase order in 6-6-1 Purchase Orders.

In addition, if you exported the purchase order previously, the export amount that is displayed changes to the new amount even though the full amount was not exported. An alternate method for making the adjustment in 6-6-1 Purchase Orders is to re-export the purchase order with the new amount, and then delete the previously exported purchase order in 6-6-1 Purchase Orders.

When exporting purchase orders from 9-5 Takeoffs to 6-6-1 Purchase Orders, remember that:

• Exporting by Job exports the combined Vendor total for all bid items.
• Exporting by Job/Phase exports the combined Vendor total for all bid items.
• Exporting by Change Order exports the combined Vendor total for all Type-4 items.
• Exporting by Task exports the items with a Vendor and Task. To use this option, a Vendor and Task must be assigned to the item on the takeoff line.
• When you export purchase orders from 9-5 Takeoffs, you do not receive a warning if the purchase order exceeds the budget amount plus approved change orders for the job/phase/cost code/ cost type combination. Therefore, after exporting purchase orders, you should run the 6-1-12-21 Committed Costs report for the correct job to verify that purchase orders do not exceed the budget.

To export a purchase order:

1. Open the 9-5 Takeoffs window.
2. In the Takeoff Launch window, double-click a job to start a takeoff.

3. On the Export menu, select Purchase Orders and then click one of the following:

   • Job
   • Job/Phase
   • Change Order
   • Task
4. Select the purchase orders you want to export, and then click Export.
5. Close the 9-5 Takeoffs window.
6. Open the 6-6-1 Purchase Orders window.
7. In the data control text box, enter the record number for the purchase order that you want to view.