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Export Change Order – Step 1

Export change order to job cost wizard: Introduction

Changing events, or information that was unknown at the time a contract was made, may necessitate a change order. Change orders are used after the budget has been generated and can modify contract time and dollar amounts. Change orders can be additions or subtractions to the job contract.

You use the Export change order to job cost wizard, available from the Interface menu and on the ribbon, to create a change order in Sage 100 Contractor from the information in an estimate created in Sage Estimating (SQL).

During the export process, Sage 100 Contractor information is accessible through the Export change order to job cost wizard.

Before you begin

In the Manage Estimates window, select the estimate to use as the basis for the change order, and then:

  • Specify the Job cost system name as Sage 100 Contractor.
  • Specify the Sage 100 Contractor company and job.

To export a change order:

  1. On the ribbon, click Advanced > Change order.

    In classic view, click Advanced > Export Job Cost Change Order.

  2. On the Introduction tab, read the information and instructions carefully.
  3. To proceed to Step 1 of creating a change order, click [Next].