Integrating Sage 300 CRE with Estimating: overview

Sage 300 CRE integration with Estimating provides a built-in integration with Job Cost in Sage 300 CRE. Integration is a bridge between the two programs allowing you to integrate Sage Estimating data into Sage 300 CRE.

 

Why integrate Sage Estimating with Sage 300 CRE?

By using these programs together to create estimates, sort using extras, and change request into Project Management, you can take advantage of the robust power of Sage Estimating and the fully integrated accounting system in Sage 300 CRE.

 

Basic integration steps for Sage 300 CRE

How do I setup a Sage Estimating standard database to interface with Job Cost? (SQL) (Supplemental Video) 

How do I setup the Sage Estimating estimate to interface with Job Cost? (SQL) (Supplemental Video) 

How do I send an estimate from Sage Estimating SQL to Job Cost? (Supplemental Video) (SQL) 

How do I import a change request into Project Management from Estimating? (Pervasive SQL) (Supplemental Video) 

 

Job Cost Transfer Transaction file

What is in the JCE file created by Sage Estimating? (SQL)

 

To Edit or view the Job Cost information

How do I set up a spreadsheet sequence to view Job Cost information in Estimating? (SQL) (Supplemental Video) 

How do I send an estimate from Sage Estimating SQL to Job Cost? (Supplemental Video) (SQL) 

How do I add or change a Job Cost Cost, code or Category on an item in an estimate? (SQL) (Supplemental Video) 

How do I add or change Job Cost Phase codes on my Standard Database? (DBE) (SQL) 

 

Errors

Problem with migrated standard databases and estimates that used a job cost interface (SQL) 

Error: An import issue has been found that can be fixed (SQL) (Supplemental Video)