Category//Setup and configuration//Users//Preferences
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Job Cost estimate import
Description
Cause
Resolution
Information
After the import process is complete, Sage marks the import file as "imported". If you try to import it again, you’ll receive a warning. It still allows you to import the file again.
The import process stops with errors on the Estimate Import Report if any categories in the file aren't Standard Categories.
If a job doesn’t currently exist, the import creates it.
New jobs created from importing automatically use Project Management Change Management if you have PJ installed.
For details about the fields and layout for importing estimates, see the importing Help Topics in Job Cost.
Enter the import file name. Or use the button next to the file name to browse and select the file.
Enter a name for the file that will hold any rejected records. If you don’t include a suffix, it assigns ".jce" as the file extension.
Select Allow creation of Cost Codes not on standard Cost Code list to let Sage create cost codes. You can only use this option if you use categories.
Select the Import as an Approved Estimate Change checkboxto create approved estimate change transactions. It updates the Approved Estimate Change and Total Estimate fields on the job, cost code, and category. It doesn't create Job Cost or Project Management change orders.
NOTE:
It always imports production unit estimate amounts as original estimate amount.
Change the print options as necessary; then click Start.
Review the Estimate Import Report for a list of estimates imported and errors encountered. If the rejected file has errors, correct them and use the corrected rejection file as an import file.
NOTE:
For more information on rejection messages, search the exact message in the knowledgebase.
If the import file is free of errors, post the imported entries using Tasks, Post Entries.