Sage 100 Contractor 6-9 Proposals
Overview:
Import Proposals directly into Sage 100 Contractor. Simply download your proposals into Excel, review and apply proposal information and import directly into Sage 100 Contractor 6-9 Proposals.
Are you tired of manually keying in Proposals one by one into Sage 100 Contractor? Would you rather download your proposals, 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 6-9 Proposals data entry form.
Key Features:
- Download Proposals into Excel
- Edit key proposal information in Excel
- Bulk import proposals directly into Sage 100 Contractor
- Supports all native features and functions of the 6-9 Proposals Entry Form
Import Template Download:
Import File Layout:
| Header | Reference | Data Type | Tab | Example | Description |
| filetype | Required | PJPROPSL | PJPROPSL | PJPROPSL | |
| colshw | Required | Numeric | 1=Cost Code;0=Bid Item (1) | Use Cost Code or Bid Item for proposal lines | |
| lckedt | Required | Numeric | 1=Yes;0=No (1) | Lock Edit | |
| hotlst | Required | Numeric | 1=Yes;0=No (1) | Hot List | |
| setprpsl | Required | Numeric | 1=Yes;0=No (1) | Set Proposal | |
| recnum | Required ** | Numeric | Job No | ||
| phsnum | ** | Numeric | Phase No | ||
| cstcde | Required ** | Numeric (9,3) | Cost Code | ||
| dscrpt | String (50) | Description | |||
| matprp | Numeric (10,2) | Material | |||
| labprp | Numeric (10,2) | Labor | |||
| eqpprp | Numeric (10,2) | Equipment | |||
| subprp | Numeric (10,2) | Subcontract | |||
| othprp | Numeric (10,2) | Other | |||
| usrcs6 | Numeric (10,2) | User Def 6 | |||
| usrcs7 | Numeric (10,2) | User Def 7 | |||
| usrcs8 | Numeric (10,2) | User Def 8 | |||
| usrcs9 | Numeric (10,2) | User Def 9 | |||
| usrdf1 | String (50) | User Defined | |||
| ntetxt | Text | Notes |
** 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,colshw,lckedt,hotlst,setprpsl,recnum,phsnum,cstcde,dscrpt,matprp,labprp,eqpprp,subprp,othprp
PJPROPSL,1,1,0,0,2017008,,2120.000,"Line 1",1,2,3,4,5
PJPROPSL,1,1,0,0,2017008,,3010.000,"Line 2",1,2,3,4,5
PJPROPSL,1,1,0,0,2017008,,3060.000,"Line 3",1,2,3,4,5