Methods of sending addons to job cost
When transferring estimate information to job cost, you control how Sage Estimating (SQL) handles addon (markup) costs.
To generate a separate transaction for each addon:
- In Step 2 of the Job Cost Export wizard, clear the Allocate addons checkbox.
To prorate (allocate) addon costs to items in the estimate:
Note: This method buries a part of the total addon cost in the amount for each item within the selection and range specified for the addon.
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On the ribbon, from the Other Pricing group on the Data tab, click Addons.
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In the Addon window, select each addon as allocatable.
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Select the Allocate addons checkbox in Step 2 of the Job Cost Export wizard.
To use a combination of these two methods:
Note: This method creates separate transactions for non-allocatable addons and includes the cost of addons marked as allocatable in the item transactions.
- Mark only the addons you want to allocate as allocatable in the Addon window (Data tab > Other Pricing group >).
- Select the Allocate addons checkbox in Step 2 of the Job Cost Transfer wizard.