Estimate entries sent to Sage Intacct Construction project tasks (SQL)
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Cause
Resolution

Estimating sends the following data for estimate line entries:

  • Task and Task Name. This is the Intacct Construction task that you mapped to the job cost phase in Estimating.
  • Cost type and Cost type Name. This is the Intacct Construction cost type that you mapped to the item category in Estimating.
  • Quantity. This is the quantity you specified for the Quantity to Job Cost for the database item in Estimating.

Note: Although you can specify Takeoff Quantity, Order Quantity, or None for the Quantity to Job Cost, typically, you would specify Order Quantity.

  • External UOM. For category transactions, this is the unit of measure associated with the Quantity to Job Cost in Estimating. Depending on the item category, this could be the takeoff quantity or the order quantity.
  • Amount. This is the unit rate times the quantity.
  • Memo. Memos provide additional descriptive information for estimate lines from Estimating, as follows:
  • For entries that come from items, the memo consists of the phase code, item code, and item description.
  • For entries that come from phases, the memo consists of phase code, phase description, and phase UOM.
  • For addon entries, the memo is the description for the addon.



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Getting Started: Sage Intacct interface (SQL)