Rules for combining items
Sage Estimating uses the following rules to decide whether to
combine items. One-time items are never combined.
In the spreadsheet, items must have the same:
- Phase, item code, description,
and takeoff unit. In Material class sequence, the phase/item codes may differ.
- Sort levels based on the
- Order unit for each category
- Conversion unit
- Presence or absence of lump
amounts
- Unit price for each category
(if items have no lump amounts)
- Subcontractor or Bid Grid
- Vendor
In reports, all of the rules for the spreadsheet apply, plus
items must have the same:
- Subcategory for each category
- Presence or absence of crews
- Ranges for all addons in
the estimate
- Taxable setting for a taxable Category addon
For transactions for job cost, all of the rules for the spreadsheet
and reports apply, plus each category must have the same:
- Rounding unit and method
- Job cost phase
- Units to job cost
- Job cost category for the
Sage 300 Construction job cost interface
- User field values (a location
or WBS code) for the Sage 300 Construction job cost
interface