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

Working with 9-Estimating (Parts and Assemblies) > 9-5 Takeoffs > Exporting Files from 9-5 Takeoffs > Exporting service work orders from 9-5 Takeoffs to 11-2 Work Orders-Invoices-Credits

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

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

You can export a single grid from a takeoff or an entire takeoff to the 11-2 Work Orders/Invoices/Credits window.

When you export a grid, job and client information from the current grid are included on the work order record.

When export a takeoff, Sage 100 Contractor copies all the lines from all the bid items and phases from the Takeoff Details grids and inserts them in the Invoice Details grid in the 11-2 Work Orders/Invoices/Credits window, with a blank line separating each bid item or phase section.

Important! Insurance, use tax, and bonding amounts must be zero before you can export a takeoff to 11-2 Work Orders.

If you have a Gross Margin Override, Sage 100 Contractor exports as if the Bid Amount is locked. Markup information is inserted directly into the work order as follows:

Markup % goes to either the Taxable or Non-Tax Markup % text boxes in the 11-2 Work Orders/Invoices/Credits window.
Dollar Markup goes to either the Taxableor Non-Tax Markup $ text boxes in 11-2 Work Orders/Invoices/Credits.
Job and client information are included in the work order record.

Tax District, address, and contact information from the job record or the client record are included.

Declaring the sales tax status for the exported data

Whether you export the current grid only or the entire takeoff, 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 takeoff as 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.
If you are exporting the current grid:
1. From the Bid Item list, select a bid item.
2. From the Phase list, select a phase.
If you are exporting the entire takeoff, skip this step.
On the Export menu, point to Service Work Order, and then select one of the following commands:
- Current Grid Only
- Entire Takeoff
Sage 100 Contractor opens the 11-2 Work Orders/Invoices/Credits window.
Continue working with the service work order in the 11-2 Work Orders/Invoices/Credits window.
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 a takeoff or a grid as a work order. Without rights, the export is blocked.

Notes:

If you lock the Bid Amount on 9-5 Takeoffs, have a Gross Margin Override, or opt to include Sales Tax in the Bid Amount before you export, Sage 100 Contractor locks the Billing Amount in 11-2 Work Orders.
The 11-2 Work Orders window calculates sales tax according to the rate applicable to the assigned tax district.
There may be a small variance between the bid amount in 9-5 Takeoffs and the work order total in 11-2 Work Orders due to rounding.
When exporting Current Grid Only, Sage 100 Contractor exports only the grid you displayed.

Links to more information . . .

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

Adjusting bid totals with a bid amount override

Including tax costs in 9-5 Takeoffs

More resources

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