Export proposal to job cost wizard: Step 1

Before you export Estimating data, you must identify the SQL Server instance where your Sage 100 Contractor database is located. You must also enter your user name and password for the Sage 100 Contractor company. You can also enter a transaction date and select or create a job number.

To export a proposal:

1. In the SQL Server instance box, type or select the name of the server that hosts your Sage 100 Contractor database.

2. In the User Name box, type your user name for the Sage 100 Contractor company.

   Important! If Integrated Security (Windows authentication) is turned on for your user name in Sage 100 Contractor, enter the domain name and your user name in the form Domain\user.

3. In the Password box, type the user's password.

   Note: If Integrated Security is turned on for the user, you do not enter a password.

4. In the Transaction date box, accept the displayed date, or select a different date.

5. In the Sage 100 Contractor job number box, accept the displayed job number or select a different job number from the list.

   To create a new job in Sage 100 Contractor, click the [Create New] button in the job list window.

6. Click [Next].