Company Info

Sage 100 Contractor 6-2 Budgets

Overview:

Import Budgets directly into Sage 100 Contractor. Simply download your budgets into Excel, review and apply budget information and import directly into Sage 100 Contractor 6-2 Budgets.

Are you tired of manually keying in Budgets one by one into Sage 100 Contractor? Would you rather download your budgets, fill in the blanks in Excel and import the details directly into Sage 100 Contractor? The following integration template allows you to do just that. It mimics every feature and function of the 6-2 Budgets data entry form.

Key Features:

Import Template Download:

Import File Layout:

HeaderReferenceData TypeTabExampleDescription
filetypeRequiredPJBUDGETPJBUDGETPJBUDGET
lckedtRequiredNumeric1=Yes;0=No (1)Lock Edit
setbdgtRequiredNumeric1=Yes;0=No (1)Set Budget
recnumRequired **NumericJob No
phsnum**NumericPhase No
cstcdeRequired **Numeric (9,3)Cost Code
hrsbdgNumeric (10,2)Hours
matbdgNumeric (10,2)Material
labbdgNumeric (10,2)Labor
eqpbdgNumeric (10,2)Equipment
subbdgNumeric (10,2)Subcontract
othbdgNumeric (10,2)Other
usrcs6Numeric (10,2)User Def 6
usrcs7Numeric (10,2)User Def 7
usrcs8Numeric (10,2)User Def 8
usrcs9Numeric (10,2)User Def 9
estuntNumeric (8,4)No Units
usrdf1String (50)User Defined
ntetxtTextNotes

** Validated Field - value must exist in the respective lookup table in Sage 100 Contractor
(1) For each job, this value must be the same for all lines in the file

File Example:
filetype,lckedt,setbdgt,recnum,phsnum,cstcde,matbdg,labbdg,eqpbdg,subbdg,othbdg
PJBUDGET,0,0,2017008,,2120.000,1,2,3,4,5
PJBUDGET,0,0,2017008,,3010.000,1,2,3,4,5
PJBUDGET,0,0,2017008,,3060.000,1,2,3,4,5


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System Requirements:

Requires the Sage 100 Contractor Data Integration Suite