Company Info

Sage 100 Contractor 6-4-1 Change Orders

Overview:

Import Change Orders directly into Sage 100 Contractor. Simply download your change orders into Excel, review and apply change order information and import directly into Sage 100 Contractor 6-4-1 Change Orders.

Are you tired of manually keying in Change Orders one by one into Sage 100 Contractor? Would you rather download your change orders, 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 6-4-1 Change Orders data entry form.

Key Features:

Import Template Download:

Import File Layout:

Header
ColumnReferenceData TypeTabExampleDescription
COL1RequiredString (6)HeaderPJCO(File Type Code)
COL2RequiredString (1)HeaderHHeader Record
COL3Required **NumericHeaderJob No
COL4RequiredString (20)HeaderCO Number
COL5RequiredDateHeaderyyyy-mm-ddCO Date
COL6RequiredString (50)HeaderCO Description
COL7Required **NumericHeader1-Approved,2-Open,3-Review,4-Disputed,5-Void,6-RejectedCO Status
COL8**NumericHeaderJob Phase No
COL9String (50)HeaderCO Reason
COL10String (50)HeaderUser Def 1
COL11String (50)HeaderUser Def 2
COL12String (30)HeaderClient PO No
COL13DateHeaderyyyy-mm-ddSubmitted Date
COL14DateHeaderyyyy-mm-ddApproved Date
COL15DateHeaderyyyy-mm-ddInvoiced Date
COL16NumericHeaderDelay Request Days
COL17NumericHeaderDelay Approved Days
COL18**NumericHeaderChange Type
COL19String (50)HeaderSubmitted To
COL20**NumericHeaderSubmitted By
COL21NumericHeader1=Yes;0=NoHot List
COL22NumericHeader1=Yes;0=NoLock Edit
COL23NumericHeader1=Yes;0=NoUpgrade
COL24TextHeaderNotes

** Validated Field - value must exist in the respective lookup table in Sage 100 Contractor
COL: a placeholder must be provided for each column even if no value is provided

Prime Change Details
COL1RequiredString (6)PrimePJCOPJCO
COL2RequiredString (1)PrimePPrime Detail Record
COL3RequiredNumericPrimeJob No
COL4RequiredString (20)PrimeCO Number
COL5RequiredString (50)PrimeLine Description
COL6Numeric (10,2)PrimeEstimated Amount
COL7Numeric (10,2)PrimeO/H Rate
COL8Numeric (10,2)PrimeProfit Rate
COL9(1)Numeric (10,2)PrimeRequested
COL10RequiredNumeric (10,2)PrimeApproved Amount
COL11RequiredNumeric(9,3)PrimeCost Code
COL12Required **NumericPrimeCost Type
COL13String (50)PrimeUser Defined
COL14TextPrimeNotes

** Validated Field - value must exist in the respective lookup table in Sage 100 Contractor
COL: a placeholder must be provided for each column even if no value is provided
(1) If O/H Rate or Profit Rate then Request Amt is Calced

Budget and Sub Change Details
COL1RequiredString (6)SubcontractPJCOPJCO
COL2RequiredString (1)SubcontractSPrime Detail Record
COL3RequiredNumericSubcontractJob No
COL4RequiredString (20)SubcontractCO Number
COL5RequiredString (50)SubcontractLine Description
COL6Numeric (6,2)SubcontractBudget Hours
COL7Numeric (8,4)SubcontractBudget Units
COL8Numeric (8,4)SubcontractBudget Amount
COL9** (1)NumericSubcontractVendor
COL10** (2)NumericSubcontractSubcontract
COL11** (3)NumericSubcontractSubcontract Line No
COL12(4)String (20)SubcontractChange No
COL13** (5)NumericSubcontract1-Approved,2-Open,3-Review,4-Disputed,5-Void,6-RejectedLine Status
COL14DateSubcontractLine Change Date
COL15Required **Numeric(9,3)SubcontractCost Code
COL16Required **NumericSubcontractCost Type
COL17String (50)SubcontractUser Defined
COL18TextSubcontractNotes
COL19Numeric (5,2)SubcontractOverhead Rate

** Validated Field - value must exist in the respective lookup table in Sage 100 Contractor
COL: a placeholder must be provided for each column even if no value is provided
(1) Vendor No is required if a subcontract is Entered
(2) Subcontract No is required if a vendor is Entered
(3) If a Subcontract No is entered and and a contract line is not entered a new line will be added to the contract
(4) Change No is required if a subcontract is Entered
(5) Change Status is required if a subcontract is Entered otherwise 0



File Example:
PJCO,H,2017008,CO-2,2019-07-07,Test CO 2,1,,,udf1,udf2,PO2,,,,,,,,,,,,notes
PJCO,P,2017008,CO-2,prime line 1,100,5,10,115.5,100,2020.000,4,udf1,notes
PJCO,P,2017008,CO-2,prime line 2,200,10,10,242,206.04,2010.000,4,udf1,notes
PJCO,S,2017008,CO-2,sub line 1,0,0,150,231,108,1,1,1,44197,2120.000,4,udf1,notes,1
PJCO,S,2017008,CO-2,sub line 2 no contract,0,0,300,,,,,1,44197,2120.000,4,udf1,notes,1


REQUEST A DEMO

System Requirements:

Requires the Sage 100 Contractor Data Integration Suite