Export proposal to job cost wizard: Introduction
A proposal document contains a breakdown of the contracted amount by cost code or bid item. It is based on estimate information, such as job, cost codes, cost types, amounts, and totals, including markups and addons and then exported to Sage 100 Contractor Proposals.

You use the Export proposal to job cost wizard, available from the Advanced tab, to create a proposal from the information in an estimate created in Sage Estimating (SQL).

During the export process, Sage 100 Contractor information is accessible through the Export proposal to job cost wizard.

Note: There is a one-to-one relationship between Sage 100 Contractor jobs and proposals, so you cannot create multiple proposals for a job. If you try to create multiple proposals for a job, the program displays a warning advising you that continuing the proposal creation will overwrite the existing proposal.

Before you begin

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

Specify the Job cost system name as Sage 100 Contractor.
Specify the Sage 100 Contractor company and job.

Note: If you try to create a proposal 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 proposal:

1. On the ribbon, click Advanced > Proposal.

In classic view, click Advanced > Export Job Cost Proposal.

1. On the Introduction tab, read the information and instructions carefully.
2. To proceed to Step 1 of proposal creation, click [Next].

Export proposal 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.

To export a proposal:

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 proposal to job cost wizard: Step 2

In this step, you can choose to round the quantities on the generated proposal . You can also choose to allocate overhead and profit addons into the proposal values.

To export a proposal – Step 2:

1. (Optional) Select options for rounding and markup options by selecting either or both of the following check boxes, as needed:

• Round accumulated item quantities
• Allocate addons

2. Click [Next]

Export proposal to job cost wizard: Step 3

In this step, you can choose to generate the proposal by Cost Code or Bid Item.

If you select Bid Item, you must specify which estimate sort level represents the bid item in Sage 100 Contractor. The Bid Items Sort Level list box contains all available estimate sort levels.

Choosing Bid Item also displays an option to include Sage 100 Contractor Phase as a sort level for the proposal.

To export a proposal – Step 3:

1. For the Export Proposal by option, select Cost Code or Bid Item.
2. If you selected Bid Item, select the estimate sort level to designate as the Sage 100 Contractor bid item from the first list box.
3. (Optional) Select the Include an estimate sort level to be used as a Sage 100 Contractor Phase check box, if desired.
4. If you selected the check box, select a specific sort level to use as the phase from the second list box.
5. Click [Next].

Export proposal 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 proposal export process, the program validates the job cost data from the estimate before exporting it to Sage 100 Contractor.

To export a proposal – 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].

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