Exporting purchase orders from 9-5 Takeoffs to 6-6-1 Purchase Orders

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

Sage 100 Contractor creates purchase orders for lines assigned to a Vendor.

If a price and/or quantity adjustment occurs after you export purchase orders, you must also adjust the purchase order in 6-6-1 Purchase Orders.

In addition, if you exported the purchase order previously, the export amount that is displayed changes to the new amount even though the full amount was not exported. An alternate method for making the adjustment in 6-6-1 Purchase Orders is to re-export the purchase order with the new amount, and then delete the previously exported purchase order in 6-6-1 Purchase Orders.

When exporting purchase orders from 9-5 Takeoffs to 6-6-1 Purchase Orders, remember that:

• Exporting by Job exports the combined Vendor total for all bid items.
• Exporting by Job/Phase exports the combined Vendor total for all bid items.
• Exporting by Change Order exports the combined Vendor total for all Type-4 items.
• Exporting by Task exports the items with a Vendor and Task. To use this option, a Vendor and Task must be assigned to the item on the takeoff line.
• When Purchase Orders are exported from 9-5 Takeoffs, the warning that the purchase order exceeds the budget amount plus approved change orders for the job/phase/cost code/ cost type combination is not displayed. After exporting purchase orders, you should run the 6-1-12-21 Committed Costs report for the correct job to verify that purchase orders have not exceeded the budget.

To export a purchase order:

1. From the Sage 100 Contractor main menu tree, double-click 9-5 Takeoffs.
2. In the Takeoff Launch window, double-click a job to start a takeoff.

3. On the Export menu, point to Purchase Orders, and then click one of the following:

   • Job
   • Job/Phase
   • Change Order
   • Task
4. Select the purchase orders you want to export, and then click Export.
5. Close 9-5 Takeoffs.
6. Open 6-6-1 Purchase Orders.
7. In the data control text box, enter the record number for the purchase order that you want to view.