Changing events, or information that was unknown at the time a contract was made, may necessitate a change order. Change orders are used after the budget has been generated and can modify contract time and dollar amounts. Change orders can be additions or subtractions to the job contract. 

You can export the information from Estimating to Sage 100 Contractor to create the change order. During the export process, Sage 100 Contractor information is accessible through the Export change order to job cost wizard.

In the Manage Estimates window, select the estimate to use as the basis for the change order, and then:

Specify the Job cost system name as Sage 100 Contractor.

Specify the Sage 100 Contractor company and job.

To export a change order:

1. On the ribbon, click Advanced > Change order.

In classic view, click Advanced > Export Job Cost Change Order.

2. On the Introduction tab, read the information and instructions carefully.
3. To proceed to Step 1 of creating a change order, click [Next].

Export change order to job cost wizard: Step 1

Before you export Estimating data, you must identify the SQL Server instance where your Sage 100 Contractor database is located. You must also enter your user name and password for the Sage 100 Contractor company. You can also enter a transaction date and select or create a job number.

Note: If you try to create a change order for a non-existent Sage 100 Contractor job, you receive an Export Error message showing the invalid job number. For information about invalid job numbers and how to validate them, see Validate Job Number, Cost Codes, and Cost Types Overview.

To export a change order:

1. In the SQL Server instance box, type or select the name of the server that hosts your Sage 100 Contractor database.
2. In the User Name box, type your user name for the Sage 100 Contractor company.

Important! If Integrated Security (Windows authentication) is turned on for your user name in Sage 100 Contractor, enter the domain name and your user name in the form Domain\user.

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

Note: If Integrated Security is turned on for the user, you do not enter a password.

4. In the Transaction date box, accept the displayed date, or select a different date.
5. In the Sage 100 Contractor job number box, accept the displayed job number or select a different job number from the list.

To create a new job in Sage 100 Contractor, click the [Create New] button in the job list window.

6. Click [Next].

Export change order to job cost wizard: Step 2

In this step, you can choose to round the quantities on the generated change order.

To export a budget – Step 2:

1. (Optional) If you want to round quantities on the change order, select the Rounding quantities check box.
2. Click [Next].

Export change order to job cost wizard: Step 3

In this step, you first specify which sort level to use when grouping estimate items. You can include the Sage 100 Contractor phase as a sort level for the change order.

You also enter the Change Order ID for non-allocated addon amounts. If you assigned a Sage 100 Contractor cost code and cost type to a non-allocatable addon, you must designate the change order that will accept that addon amount.

You also enter the Sage 100 Contractor phase for non-allocated addon amounts to include with addons that have assigned job cost data.

To export a change order – Step 3:

1. From the list box, select the estimate sort level to use to designate a Sage 100 Contractor change order.
2. In the Available change orders box, select all the sort levels for which to create a change order.
3. If you want to send non-allocated addon amounts to Sage 100 Contractor, from the list box, select the change order to which to add these amounts.
4. If you want to use an estimate sort level as a Sage 100 Contractor phase, select the check box.

If you do not select this check box, the Sage 100 Contractor phase sort level is unavailable.

5. If you selected a sort level to use as a Sage 100 Contractor phase, type the Sage 100 Contractor phase for non-allocated addon amounts.
6. Click [Next].

Export change order to job cost wizard: Step 4

In this final step, you can choose to save an audit report. If you choose to save the report, you are prompted for the name and location for the file.

When you click [Finish] to complete the change order export process, the program validates the job cost data from the estimate before exporting it to Sage 100 Contractor.

To export a change order – Step 4:

1. In the Report destination options, select File or None.
2. Click [ Finish].

If there are problems with the interface, such as with invalid cost codes or categories, the program displays a detailed list of errors. You can export this list to a file, which you can use later to make corrections.

3. If you selected File as the report destination, enter the destination and file name, and then click [Save].

[BCB:164:Chat Estimating US:ECB] 

Getting Started: Setting up Sage Estimating to interface with Sage 100 Contractor (SQL)