Exporting grids from 9-5 Takeoffs to 11-2 Work Orders

Working with 9-Estimating (Parts and Assemblies) > 9-5 Takeoffs > Exporting Files from 9-5 Takeoffs > Exporting grids from 9-5 Takeoffs to 11-2 Work Orders

Exporting grids from 9-5 Takeoffs to 11-2 Work Orders

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

You can export individual grids from a takeoff to the 11-2 Work Orders/Invoices/Credits window. When you export, job and client information are included on the work order record.

Declaring the sales tax status for the exported data

If the job or client record includes a Tax District, you are prompted to declare whether the work order is subject to sales tax. Based on your response, Sage 100 Contractor inserts the Bid Amount from 9-5 Takeoffs into the appropriate Billing Amount cell and sets the taxable status for all grid lines.

If a takeoff is taxable, but tax is not included, any sales tax that is computed on 11-2 Work Orders is added to the Billing Amount, resulting in an increased Invoice Total.
If the grid is taxable, any row that has a part number, a quantity, or a cost type is considered taxable.

To export a grid to a work order:

From the Sage 100 Contractor main menu tree, double-click 9-5 Takeoffs.
In the Takeoff Launch window, double-click a job to start a takeoff.
Click the Takeoff Details tab.
From the Bid Item list, select a bid item.
From the Phase list, select a phase.

If there are no phases in your job, it can remain 0-None.
On the Export menu, point to Service Work Order, and then click Current Grid Only.

Sage 100 Contractor opens the 11-2 Work Orders/Invoices/Credits window, with the exported grid in view.
In 11-2 Work Orders/Invoices/Credits, from the Type list, select an invoice type.
On the File menu, click Save.

Important! You must have security access to 11-2 Work Orders/Invoices/Credits to export work orders. Without rights, the export is blocked.

Notes:

When exporting Current Grid Only, Sage 100 Contractor exports only the grid that is displayed.
There may be a small variance between the grid total for the Ext Price in 9-5 Takeoffs and the work order total in 11-2 Work Orders due to rounding.

Links to more information . . .

Exporting service work orders from 9-5 Takeoffs to 11-2 Work Orders/Invoices/Credits

Exporting change orders from 9-5 Takeoffs to 6-4-1 Change Orders

More resources

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