Specifying the job cost interface type for your estimating database
Before you can share data between Sage Estimating (SQL) and Sage 100 Contractor, you need to specify Sage 100 Contractor as the job cost interface type in Sage Estimating (SQL). Then, using the Sage 100 Contractor API as a bridge between the two programs, Sage 100 Contractor cost codes, cost types, and (optionally) phases become available in your estimating database, and you can export estimate data created in Sage Estimating (SQL) to Sage 100 Contractor to create proposals, budgets, or change orders.

Important! For integration using the Sage 100 Contractor API, you must set up a security group amed API and assign that group to users in Sage 100 Contractor. To set up security in Sage 100 Contractor, you must be a company administrator. For more information, see the Sage 100 Contractor help.

To specify the job cost interface type for a standard database:

1. Start Estimating Management Console.
2. Click Standard DB.
3. From the Standard Database Catalog, select the database you want to integrate with Sage 100 Contractor.
4. In the database information window, in the Job Cost Information section, select Sage 100 Contractor from the Job cost system name list.
5. Click the Setup button, and then in the Sage 100 Contractor Job Cost Integrator window that opens:
   1. Select the SQLServer instance for the Sage 100 Contractor database.
   2. In the User Name box, enter the name of the API user that will have access to Sage 100 Contractor.

Important! If the Sage 100 Contractor company uses Windows authentication, enter the domain name with the user name using the format Domain\User name.

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

Note: If Integrated Security (WIndows authentication) is turned on for the user in Sage 100 Contractor, you do not enter a password.

4. In the Company box, select the name of the Sage 100 Contractor company you are integrating with Sage Estimating (SQL).
5. When integrating Sage 100 Contractor with a standard database, enter the default job cost category types.
6. Click [OK].

6. Click [Save] on the Database information window.

Specifying a Sage 100 Contractor company, user name, and password
After specifying Sage 100 Contractor as the job cost interface type, you can choose a specific Sage 100 Contractor company with which to integrate Sage Estimating (SQL) .

To allow the API to access that company you must enter a user name and password for that company. Sage 100 Contractor company cost codes, cost types, and other information can then flow to your estimating database.

Important! To use estimating integration with the API, you must set up a user group named API in Sage 100 Contractor7-3-1 Security Groups. To set up security in Sage 100 Contractor, you require administrator rights for the company. For more information, see the help for the Sage 100 Contractor program.

To specify the Sage 100 Contractor company, user name, and password:

1. If you are specifying the company and user for a selected estimate, in Sage Estimating (SQL), click Home > Views > Info.

If you are specifying the company and user for a standard database, in the Estimating Management Console, select the standard database from the Standard DB menu.

2. In the Job Cost Information section, verify that Sage 100 Contractor is the job cost interface type.
3. Click the [Setup] button, and then:
   1. Select the SQLServer instance for the Sage 100 Contractor database.
   2. In the User Name box, enter the name of the API user that will have access to Sage 100 Contractor.

Important! If the Sage 100 Contractor company uses Windows authentication, enter the domain name with the user name using the format Domain\User name.

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

Note: If Integrated Security (WIndows authentication) is turned on for the user in Sage 100 Contractor, you do not enter a password.

4. In the Company box, select the name of the Sage 100 Contractor company you are integrating with Sage Estimating (SQL).
5. When integrating Sage 100 Contractor with a standard database, enter the default job cost category types.
6. Click [OK].
7. Under Sage 100 Contractor, select a company name.
8. In the User Name box, type your user name for that company.
9. In the Password box, type your password for that company.
10. Click [Close].

Specifying the Job Cost Job Number
Specifying the job cost job number allows you to associate an estimate with a specific job. You specify the job cost job number in the Job Cost Information section on the Estimate Information window.

Before you begin

Using the Estimating Management Console:

• Specify the Job cost interface type as Sage 100 Contractor.
• Specify a Sage 100 Contractor company as the Job Cost Company.

To specify the Job Cost Job Number:

1. In Sage Estimating (SQL), open the estimate you want to associate with a job in Sage 100 Contractor.
2. Click Estimate, and then click Information.
3. Beside the Job Cost Information Job number box, click the [Browse] button.
4. Select the job from the list.
5. Click [OK].

Vendor overview
Vendors are available to you at any point in estimating where a subcontractor can be assigned. These locations are:

• Database: Material Class default vendor
• Estimate: Estimate Information > Client
• Estimate: Estimate Information > Architect
• Estimate: Estimate Information > Engineer
• Estimate: Bid Grid
• Estimate: Sub Name column on spreadsheet