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Sage 100 Contractor 8-4 Equipment Allocation

Overview:

Import Equipment Allocation directly into Sage 100 Contractor. Simply download your equipment allocation into Excel, review and apply equipment allocation information and import directly into Sage 100 Contractor 8-4 Equipment Allocation.

Are you tired of manually keying in Equipment Allocation one by one into Sage 100 Contractor? Would you rather download your equipment allocation, 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 8-4 Equipment Allocation data entry form.

Key Features:

Import Template Download:

Import File Layout:

HeaderReferenceData TypeTabExampleDescription
filetypeRequiredEQUIPALLOC EQUIPALLOCEQUIPALLOC
trnnumRequiredString (20)Transaction Jrnl No
trndteRequiredDateyyyy-mm-ddTransaction Date
actgdteRequiredDateyyyy-mm-ddAccounting Date (4)
dscrptRequiredString (50)Transaction Desc
eqpnumRequired **NumericOperated Equipment
jobnumRequired (1) **NumericJob No
phsnum**NumericPhase No
eqpmntRequired (1) (2) **NumericEquip Repaired
cstcdeRequired **Numeric (9,3)Cost Code
cstoperqtyNumeric (10,2)Cost - Operated Qty
cstoperrt(3)Numeric (10,2)Cost - Operated Unit Rate
cststdbyqtyNumeric (10,2)Cost - Standby Qty
cststdbyrt(3)Numeric (10,2)Cost - Standby Unit Rate
cstidleqyNumeric (10,2)Cost - Idle Qty
cstidlert(3)Numeric (10,2)Cost - Idle Rate
rntunittyp(3) **Numeric (10,2)1-Hours;2-Days;3-Weeks;4-Months;5-MilesRental - Unit Type
rntoperqtyNumeric (10,2)Rental - Operated Qty
rntoperrt(3)Numeric (10,2)Rental - Operated Rate
rntstdbyqtyNumeric (10,2)Rental - Standby Qty
rntstdbyrt(3)Numeric (10,2)Rental - Standby Rate
rntidleqtyNumeric (10,2)Rental - Idle Qty
rntidlert(3)Numeric (10,2)Rental - Idle Rate

** Validated Field - value must exist in the respective lookup table in Sage 100 Contractor
(1) Either Job or Equipment must be selected but not both
(2) If Equip Repaired is selected it can't be the same as the Operated Equipment
(3) If left blank or zero the rate will be derived from the equipment record
(4) Date must be less than or equal to the current posting period


File Example:
filetype,recnum,eqpnme,shtnme,status,eqptyp,srlnum,licnum,pucnum
EQUIP,19101,"Equip #101","EQ101",1,,"","",""
EQUIP,19102,"Equip #102","EQ102",1,,"","",""
EQUIP,19103,"Equip #103","EQ103",1,,"","",""


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System Requirements:

Requires the Sage 100 Contractor Data Integration Suite