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Sage 100 Contractor 3-2 Receivable Invoices / Credits

Overview:

Import Receivable Invoices / Credits directly into Sage 100 Contractor. Simply download your receivable invoices / credits into Excel, review and apply receivable invoice information and import directly into Sage 100 Contractor 3-2 Receivable Invoices / Credits.

Are you tired of manually keying in Receivable Invoices / Credits one by one into Sage 100 Contractor? Would you rather download your receivable invoices / credits, 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 3-2 Receivable Invoices / Credits data entry form.

Key Features:

Import Template Download:

Import File Layout:


Header
HeaderReferenceData TypeTabExampleDescription
COL1RequiredString (5)ImportARINV(File Type Code)
COL2RequiredString (1)ImportH(Line Type Code)
COL3RequiredString (20)HeaderInvoice No
COL4Required **NumericHeaderJob Number
COL5RequiredString (50)HeaderInvoice Description
COL6RequiredDateHeaderInvoice Date
COL7RequiredDateHeaderDue Date
COL8RequiredDateHeaderDiscount Date
COL9Required **NumericHeader1-Open, 2-Review, 3-DisputeStatus
COL10Required **NumericHeader1-Contract, 2-MemoInvoice Type
COL11**NumericHeaderPhase No
COL12**NumericHeaderTax District
COL13String (20)HeaderClient PO#
COL14String (20)HeaderReference #
COL15String (50)HeaderUser Def1
COL16String (50)HeaderUser Def2
COL17Numeric (10,2)HeaderDiscount Avail
COL18Numeric (10,2)HeaderRetention
COL19NumericHeader1=Yes; 0=NoHot List
COL20TextHeaderNotes

** 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


Details
COL1RequiredString (5)ImportARINV(File Type Code)
COL2RequiredString (1)ImportD(Line Type Code)
COL3RequiredString (20)Header(Same as header)Invoice No
COL4Required **NumericHeader(Same as header)Job No
COL5RequiredString (75)DetailLine Description
COL6bigintDetailPart #
COL7String (10)DetailUnit Desc
COL8Numeric (12,4)DetailQty
COL9Numeric (15,6)DetailUnit Price
COL10**String (1)DetailY=Yes; N=NoTaxable
COL11Required **NumericDetailAccount
COL12**NumericDetailSub-Account
COL13**Numeric (15,3)DetailCost Code
COL14String (50)DetailUser Def 1
COL15TextDetailNotes

** 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


Job Cost Details (Required if a "Direct Expense" or "WIP" account is used and the net sum of these accounts is not zero)
COL1RequiredString (5)ImportARINV(File Type Code)
COL2RequiredString (1)ImportJ(Line Type Code)
COL3RequiredString (20)Header(Same as header)Invoice No
COL4Required **NumericHeader(Same as header)Invoice Job No
COL5Required **NumericJob CostJob No
COL6**String (20)Job CostWork Order No
COL7RequiredString (50)Job CostDescription
COL8**NumericJob CostPhase No
COL9Required **Numeric (15,3)Job CostCost Code
COL10Required **NumericJob Cost1=Material; 2=Labor; 3=Equipment; 4=Subcontract; 5=Other; 6=Utilities; 7=Purchase Order; 8=Work Order; 9=User Def Type 9Cost Type
COL11RequiredNumeric (10,2)Job Cost(Negative Amount)Cost Amount
COL12TextJob CostNotes

** 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

Equipment Cost Details (Required if a "Equipment Expense" account is used and the net sum of these accounts is not zero)
COL1RequiredString (5)ImportARINV(File Type Code)
COL2RequiredString (1)ImportE(Line Type Code)
COL3RequiredString (20)Header(Same as header)Invoice No
COL4Required **NumericHeader(Same as header)Invoice Job No
COL5Required **NumericEquip CostEquip No
COL6RequiredString (50)Equip CostDescription
COL7Required **Numeric (15,3)Equip CostCost Code
COL8Required **NumericEquip Cost1=Material; 2=Labor; 3=Equipment; 4=Subcontract; 5=Other; 6=Utilities; 7=Purchase Order; 8=Work Order; 9=User Def Type 9Cost Type
COL9RequiredNumeric (10,2)Equip Cost(Negative Amount)Cost Amount
COL10TextEquip CostNotes

** 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

File Example:
ARINV,H,"ART1",2017008,"AR Test 1","5/25/2017","5/25/2017","5/25/2017",1,1,,,"","","","",,,0,""
ARINV,D,"ART1",2017008,"AR Line 1",,"",1,50,"N",4000,,,"",""
ARINV,D,"ART1",2017008,"AR Line 2",,"",1,75,"N",4001,,,"",""
ARINV,J,"ART1",2017008,2017008,"","Test AP Invoice",,2120.000,4,150,""
ARINV,E,"ART1",2017008,1,"Test AP Invoice",2010.000,3,180,""


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System Requirements:

Requires the Sage 100 Contractor Data Integration Suite