Export change order to job cost wizard: Step 3

In this step, you first specify which sort level to use when grouping estimate items. You can include the Sage 100 Contractor phase as a sort level for the change order.

You also enter the Change Order ID for non-allocated addon amounts. If you assigned a Sage 100 Contractor cost code and cost type to a non-allocatable addon, you must designate the change order that will accept that addon amount.

You also enter the Sage 100 Contractor phase for non-allocated addon amounts to include with addons that have assigned job cost data.

To export a change order – Step 3:

1. From the list box, select the estimate sort level to use to designate a Sage 100 Contractor change order.

2. In the Available change orders box, select all the sort levels for which to create a change order.

3. If you want to send non-allocated addon amounts to Sage 100 Contractor, from the list box, select the change order to which to add these amounts.

4. If you want to use an estimate sort level as a Sage 100 Contractor phase, select the checkbox.

   If you do not select this checkbox, the Sage 100 Contractor phase sort level is unavailable.

5. If you selected a sort level to use as a Sage 100 Contractor phase, type the Sage 100 Contractor phase for non-allocated addon amounts.
6. Click [Next].