Integration with Sage 100 Contractor (SQL) > Create Proposal > Create Proposal Wizard - Step 3
Export proposal to job cost wizard: Step 3
In this step, you can choose to generate the proposal
by Cost Code or Bid
Item.
If you select Bid Item, you must specify which estimate sort
level represents the bid item
in Sage 100 Contractor. The Bid Items
Sort Level list box contains all available estimate sort levels.
Choosing Bid Item
also displays an option to include Sage 100 Contractor Phase
as a sort level for the proposal.
To export a proposal – Step 3:
- For the Export Proposal by option, select Cost
Code or Bid Item.
- If you
selected Bid Item, select the estimate sort level to designate as
the Sage 100 Contractor bid item from the first list box.
- (Optional) Select the Include
an estimate sort level to be used
as a Sage 100 Contractor Phase check box, if desired.
- If you
selected the check box, select a specific sort level to use
as the phase from the second list box.
- Click [Next].