Use the Job Cost Transfer Wizard

1. In Estimating, from the Interface menu, select Job Cost...
2. Follow the on-screen steps to create a transaction file with the following information:
   • For phases - a transaction for each quantity at the phase level.
   • For items - a transaction for each category with an amount. Depending on the setting of the units to job cost for each item, the transaction also includes the takeoff quantity or order quantity. The takeoff quantity is used for one-time items.
   • For non-allocated addons - a transaction for each addon.
   • For allocated addons - no separate transactions. The cost is buried in the items used to calculate each addon
     • Notes: Quantities are sent to job cost only for phases, items, and addons that have an assigned job cost phase and category code.
     • This command is available only if the database has been set up with a Job Cost interface.
3. Import the transaction file in Job Cost. See article 25123 DocLink: How do I import an estimate in Job Cost?.

For more detailed instructions for setting up Job Cost options prior to integration, see the chapter entitled, Estimating to Accounting Integration in the Sage Estimating (Pervasive/Aptian) Users Guide for your version of Sage Estimating found at http://cdn.na.sage.com/docs/en/customer/estimating/Documentation.htm

For instructions to setup the Job Cost interface with Estimating SQL version, please see article ID 75352 in Related Resources below.