Specifying a Sage 100 Contractor company, user name, and password in Sage Estimating (SQL)
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Cause
Resolution
After specifying Sage 100 Contractor as the job costinterface type, you can choose a specific Sage 100 Contractor company with which to integrate Sage Estimating .

To allow the API to access that company you must enter a user name and passwordfor that company. Sage 100 Contractor company cost codes, cost types,and other information can then flow to your estimating database.

Important! To use estimating integration with the API, you must set up a user groupnamed API in Sage 100 Contractor7-3-1 Security Groups. To setup security in Sage 100 Contractor, you require administrator rights for the company.For more information, see the help for the Sage 100 Contractor program.


To specify the Sage 100 Contractor company,user name, and password:

  1. If you are specifying the company and user for a selected estimate, in Sage Estimating, click Home > Views > Info.
    Note: If you are specifying the company and user for a standard database, in the Estimating Management Console, select the standard database from the Standard DB menu.
  2. In the Job Cost Information section, verify that Sage 100 Contractor is thejob cost interface type.
  3. Click the [Setup] button, and then:
    1. Select the SQLServer instance for the Sage 100 Contractor database.
    2. In the User Name box, enter the name of the API user that will have access to Sage 100 Contractor.
      Important!If the Sage 100 Contractor company uses Windows authentication, enter the domain name with the user name using the format Domain\User name.
    3. In the Password box, type the user's password.
      Note: If Integrated Security (WIndows authentication) is turned on for the user in Sage 100 Contractor, you do not enter a password.
    4. In the Company box, select the name of the Sage 100 Contractor company you are integrating with Sage Estimating.
    5. When integrating Sage 100 Contractor with a standard database, enter the default job cost category types.
    6. Click [OK].
    7. Under Sage 100 Contractor, select a companyname.
    8. In the UserName box, type your user name for that company.
    9. In the Password box, type your password for that company.
    10. Click [Close].

[BCB:164:Chat Estimating US:ECB] 



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Related Solutions

Getting Started: Sage 100 Contractor and Sage Estimating integration (SQL)