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:
- From the list box, select the estimate sort level to use to designate a Sage 100 Contractor change order.
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In the Available change orders box, select all the sort levels for which to create a change order.
- 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.
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If you want to use an estimate sort level as a Sage 100 Contractor phase, select the check box.
If you do not select this check box, the Sage 100 Contractor phase sort level is unavailable.
- 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.
- Click [].