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 spreadsheet sequence
• 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 (with a license for 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