Job Cost Export Wizard window

Use this window to enter information to export from an estimate to the Sage 300 Construction and Real Estate Job Cost application. Assuming your standard database contains the necessary job cost information, this wizard exports the estimate with the following information:

  • For phases, a transaction for each quantity at the phase level.

  • For items, a transaction for each category with an amount.

    Depending on the setting of the units to job cost for each item, the transaction also includes the takeoff quantity or order quantity. The takeoff quantity is used for one-time items.

  • For non-allocated addons, a transaction for each addon.

  • For allocated addons, no separate transactions. The cost is included in the items used to calculate each addon.

Note: Quantities are sent to Job Cost only for phases, items, and addons that have an assigned job cost phase and category code.

To open this window:

With the estimate open in Sage Estimating, select Advanced > Export to Job Cost. (This command is available only if the current estimate was set up with a Job Cost interface.)

Items in this wizard

When you see the introductory window, click [Next] to proceed through the steps.

Job Cost Export Wizard Step 1
Item Notes
Transaction date

Enter the date to use for the JC transaction file. Initially, this is the current date.

Tip: You can change the date by clicking the calendar button and selecting another date.
JC job number

Displays the job number for the transactions. Sage 300 Construction and Real Estate retrieves this number from the estimate.

Tip: You can change this number by clicking the Lookup button (Lookup button), and then selecting the number from the list of available job numbers.

 

Job Cost Export Wizard Step 2
Item Notes

Checkbox   Round accumulated item quantities

Select this checkbox if you want to round the accumulated item quantities based on the rounding method set up for each item.

Clear the checkbox to leave the quantities as calculated with no rounding.

Checkbox   Allocate addons

Addons are markups at the end of an estimate that increase the estimate total.

Select this checkbox if you want to allocate (or spread) those values across the items in the estimate so the markups do not show on the estimate.

Note: Some addons cannot be allocated, so they are not spread across the estimate items. Non-allocatable addons are included as separate transactions.

Clear the checkbox to include every addon as a separate transaction.

 

Job Cost Export Wizard Step 3
Item Notes

Checkbox   Map estimate information to extras in Job Cost

Select this checkbox to choose an extra in Job Cost to associate with each item when you generate transactions.

Sort level

If you selected to map estimates to extras, choose the sort level (such as Location or WBS) to map to extras in Job Cost.

After making your selection, select a specific work breakdown structure or all work breakdown structures from the list.

Important!

  • Extras cannot exceed 10 digits.
  • If you choose a sort level, you cannot export non-allocatable addons to Job Cost.

Sort level values

Select either:

  • Use all values
  • Use only the value selected below. You then click Lookup button (the Lookup button), select the value or values from the list, and click [OK].

 

Job Cost Export Wizard Step 4
Item Notes

Report destination

Select either:

  • File to create a report file that lists the transactions created by this wizard.
  • None if you do not want a report file.

[Export to JCE]

Click this button to create a text file with the transaction information.

Note: If there are errors (such as invalid cost codes), a message asks if you would like to fix the errors. You can click [Yes] and fix the errors in the prompt windows—click [No] to create the text file that you can fix later; the report shows the errors found and the suggested resolution steps.

[Send to JC]

Click this button to enter the transaction information into the new.JCT file.

Note: Errors (such as invalid cost codes) must be fixed before the information can be sent.