About Export Notes

Note: This functionality is available only if you have the Estimating Module.

Export notes can be created in a takeoff in the Export Notes column, located on the far right of the 9-5 Takeoffs window grid. You can export them to change orders, purchase orders, requests for proposals, subcontracts, and work orders. These notes can be created for each line item in your takeoff and can communicate important job information to vendors, subcontractors, suppliers, and clients.

When you select one of the commands (except Work Orders) from the Export menu, an export list window opens with the option to export the Export Notes selected. If you do not want to export the Export Notes, you simply clear the option.

For Service Work Orders exports, you are prompted to choose whether to export the notes.

The following table describes the range of Export Notes available in Sage 100 Contractor.

There are no options to use Export Notes when exporting a budget, a proposal by cost code, or a proposal by bid item.

You create export notes in the Export Notes column of 9-5 Takeoffs. However, the export notes do not appear in an Export Notes column in other windows. For example, when exporting a purchase order that includes some export notes, those notes appear in the Purchase Order grid in the Notes column.

For change orders that have two grids, the export notes appear in the Change Order Notes column of the grid on the Budget and Sub Change Details tab.

For work orders that have two Notes columns in the grid, the export notes appear in the Shop Notes column in the grid on the Invoice Details tab.

Sage 100 Contractor provides other “note” tools that you should not confuse with Export Notes.

• There is a Note button in the 9-5 Takeoff window toolbar with the descriptive text Enter notes for the company.
• There is also a Note column with the takeoff grid where you can enter a note for each line item in the takeoff.

You cannot export these notes.