Sage 100 Contractor 3-5 Jobs
Overview:
Import Jobs directly into Sage 100 Contractor. Simply download your jobs into Excel, review and apply job information and import directly into Sage 100 Contractor 3-5 Jobs.
Are you tired of manually keying in Jobs one by one into Sage 100 Contractor? Would you rather download your jobs, 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 3-5 Jobs data entry form.
Key Features:
- Download Jobs into Excel
- Edit key job information in Excel
- Bulk import jobs directly into Sage 100 Contractor
- Supports all native features and functions of the 3-5 Jobs Entry Form
Import Template Download:
Import File Layout:
| Header | Reference | Data Type | Tab | Example | Description |
| filetype | Required | ARJOB | ARJOB | ARJOB | |
| recnum | Required | Numeric | Header | 2019001 | Job No |
| jobnme | Required(I) | String (75) | Header | Newtown Apartments | Job Name |
| shtnme | Required(I) | String (30) | Header | Newtown Apts | Short Name |
| status | Required(I) | Numeric | Header | 1-Bid;2-Refused;3-Contract;4-Current;5-Complete;6-Closed | Job Status |
| jobtyp | ** | Numeric | Header | Job Type No | |
| clnnum | ** | Numeric | General | Client No | |
| addrs1 | String (50) | General | Job Addr1 | ||
| addrs2 | String (50) | General | Job Addr2 | ||
| ctynme | String (50) | General | Job City | ||
| state_ | String (2) | General | Job State | ||
| zipcde | String (10) | General | Job Zip | ||
| slstax | ** | Numeric | General | Sales Tax District | |
| lcltax | ** | Numeric | General | Payroll Locale | |
| dscdte | String (6) | General | Discount Terms | ||
| duedte | String (6) | General | Due Terms | ||
| dsccnt | Numeric (3,2) | General | Discount Rate | ||
| finchg | Numeric (3,2) | General | Finance Rate | ||
| retain | Numeric (3,2) | General | Retainage Rate | ||
| cntrct | Numeric (10,2) | General | Contract Amount | ||
| lgract | ** | Numeric | General | 4000 | Income Account |
| dptmnt | ** | Numeric | General | Department | |
| connum | String (30) | General | Contract No | ||
| pchord | String (30) | General | Client PO No | ||
| pstwip | Numeric | General | 1=Yes;0=No | Post Expenses to WIP asset Account | |
| crtfid | Numeric | General | 1=Yes;0=No | Requires Certified Payroll Reporting | |
| fedsck | Numeric | General | 1=Yes;0=No | Requires Federal sick leave accrual | |
| achtct | ** | Numeric | Contacts | Architect | |
| lender | ** | Numeric | Contacts | Lender | |
| sprvsr | ** | Numeric | Contacts | Supervisor | |
| slsemp | ** | Numeric | Contacts | Salesperson | |
| estemp | ** | Numeric | Contacts | Estimator | |
| usrdf1 | String (50) | Contacts | User Def 1 | ||
| usrdf2 | String (50) | Contacts | User Def 2 | ||
| stmeml | String (75) | Contacts | Statement Email | ||
| ncrtck | Numeric | Contacts | 1=Yes;0=No | Do not check job for missing vendor certs | |
| biddte | Date | Project Dates | yyyy-mm-dd | Bid Opening Date | |
| plnrcv | Date | Project Dates | yyyy-mm-dd | Plan Received Date | |
| actbid | Date | Project Dates | yyyy-mm-dd | Bid Completed Date | |
| ctcdte | Date | Project Dates | yyyy-mm-dd | Contract Signed Date | |
| prelen | Date | Project Dates | yyyy-mm-dd | Pre-Lien Filed Date | |
| sttdte | Date | Project Dates | yyyy-mm-dd | Project Started Date | |
| cmpdte | Date | Project Dates | yyyy-mm-dd | Project Completed Date | |
| lenfld | Date | Project Dates | yyyy-mm-dd | Lien Filed Date | |
| lenrls | Date | Project Dates | yyyy-mm-dd | Lien Released Date | |
| lotclr | String (30) | Project Dates | Color Scheme | ||
| lotprm | Numeric (10,2) | Project Dates | Lot Premium | ||
| plnprc | Numeric (10,2) | Project Dates | Est Sales Price | ||
| actprc | Numeric (10,2) | Project Dates | Actual Sales Price | ||
| estdte | Date | Project Dates | yyyy-mm-dd | Estimated Closing Date | |
| actdte | Date | Project Dates | yyyy-mm-dd | Actual Closing Date | |
| lotnum | String (10) | Project Dates | Lot Number | ||
| modnme | String (30) | Project Dates | Model Name | ||
| sqarft | Numeric | Project Dates | Square Feet | ||
| ntetxt | Text | Header | Notes |
Required(I) - required for inserts only
** Validated Field - value must exist in the respective lookup table in Sage 100 Contractor
File Example:
filetype,recnum,jobnme,shtnme,status,lgract
ARJOB,2019021,"ACE Apartments","ACE Apt",4,4000
ARJOB,2019021,"34 Walkway Place","Walkwayt",4,4000