Sage 100 Contractor 6-7-1 Subcontracts
Overview:
Import Subcontracts directly into Sage 100 Contractor. Simply download your subcontracts into Excel, review and apply subcontract information and import directly into Sage 100 Contractor 6-7-1 Subcontracts.
Are you tired of manually keying in Subcontracts one by one into Sage 100 Contractor? Would you rather download your subcontracts, 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 6-7-1 Subcontracts data entry form.
Key Features:
- Download Subcontracts into Excel
- Edit key subcontract information in Excel
- Bulk import subcontracts directly into Sage 100 Contractor
- Supports all native features and functions of the 6-7-1 Subcontracts Entry Form
Import Template Download:
Import File Layout:
Header| COL1 | Required | String (4) | PJSC | PJSC |
| COL2 | Required | String (1) | H | Header Record |
| COL3 | Required | String (20) | Contract No | |
| COL4 | Required | Date | yyyy-mm-dd | Subcontract Date |
| COL5 | Required ** | Numeric | Vendor | |
| COL6 | Required ** | Numeric | Job No | |
| COL7 | Required | String (50) | Subcontract Description | |
| COL8 | ** | Numeric | Job Phase No | |
| COL9 | ** | Numeric | Cost Division | |
| COL10 | String (50) | User Def 1 | ||
| COL11 | String (50) | User Def 2 | ||
| COL12 | ** | Numeric | 1-Bid;2-Refused;3-Contract;4-Current;5-Complete;6-Closed | Status |
| COL13 | ** | Numeric | Type | |
| COL14 | Date | yyyy-mm-dd | Approved Date | |
| COL15 | Date | yyyy-mm-dd | Sched Start Date | |
| COL16 | Date | yyyy-mm-dd | Sched End Date | |
| COL17 | Date | yyyy-mm-dd | Actual Start Date | |
| COL18 | Date | yyyy-mm-dd | Subst Complete Date | |
| COL19 | Date | yyyy-mm-dd | Actual Finish Date | |
| COL20 | Numeric (10,2) | Retention | ||
| COL21 | Numeric (10,2) | Bid Bond | ||
| COL22 | Numeric (10,2) | Perf. Bond | ||
| COL23 | Numeric | 1=Yes;0=No | Hot List | |
| COL24 | Numeric | 1=Yes;0=No | Hold Payment | |
| COL25 | Numeric | 1=Yes;0=No | Lock Edit | |
| COL26 | Text | Notes |
** 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
| COL1 | Required | String (4) | PJSC | PJSC |
| COL2 | Required | String (1) | D | Detail Record |
| COL3 | Required | String (20) | (same as header) | Contract No |
| COL4 | Required | String (50) | Line Description | |
| COL5 | Required ** | Numeric(9,3) | Cost Code | |
| COL6 | Required ** | Numeric | 1-Mat,2-Lab,3-equip,4-sub,5-oth,6-udf,7-udf,8-udf,9-udf | Cost Type |
| COL7 | Numeric(10,2) | Line Amount | ||
| COL8 | String (1) | Y or N for Canada; blank for US | Subject to GST (Canada) | |
| COL9 | String (1) | Y or N for Canada; blank for US | Subject to PST (Canada) | |
| COL10 | String (1) | Y or N for Canada; blank for US | Subject to HST (Canada) | |
| COL11 | String (50) | User Defined | ||
| COL12 | Text | Notes |
** 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:
PJSC,H,CN-101,2019-07-05,231,2017008,CN Contract 101,,,udf1,udf2,1,,,,,,,,,,,,,,
PJSC,D,CN-101,Line 1,2120.000,4,99,,,,udf line 1,notes
PJSC,D,CN-101,Line 2,2140.000,4,58,,,,udf line 2,notes