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SAGE 100

 

Details

 

SAGE 100 is a CRM and Accounting Software for construction companies. If your company is using SAGE 100, and you would like to push your project information from D-Tools into SAGE 100, please consider using this integration as it streamlines the process and eliminates double data entry. There is no additional cost for downloading and using this custom report. 

 

This report was built based on the requirements stated below:

 

Line

Value / data field

1

*** Bid Items ***

2

123456None1

3

*** Job Phases ***

4

180139  None

5

180139  100 Base Phase

6

180139  700 CO #0 Contract Changes

7

180139  900 Warranty

8

*** Global Variables ***

9

*** Takeoff Lines ***

10

<<see table #2>>

11

*** Summary ***

12

0              0              0              0              0              0                0              0              0              0              0                0              0              0              0              0                0              0              0              0              0                0              0              0              0              0                0              0              0              0              0                0              0              0              0

13

*** Notes ***

14

 

15

*** CUSTOM UDFS ***

 

Column Description
Job # Fixed Text
Bid Item <<Blank>>    
Phase Fixed text
Line # A sequence starting at 1
Blank <<Blank>>
Blank <<Blank>>
Part # Model
Part Description

Description

Alpha Part # Part Number

Unit

Unit
Qty Quantity
Unit Price Price
Blank <<Blank>>
Blank <<Blank>>

Extended Qty

Quantity
Extended Price Price
Blank <<Blank>>
Blank <<Blank>>
Blank <<Blank>>
Blank <<Blank>>
Blank <<Blank>>
Blank <<Blank>>
Extended Price Price
Vendor # Preferred Vendor
Cost Code Fixed
Blank <<Blank>>
Task Fixed

 

This report can be modified to meet your current utilization of Product/Labor Custom Fields. Please note that development fees may apply for modification of this report.

Setup

 

Custom Report Import Instructions: (one-time setup)

  1. Contact us at api@d-toolshelp.com and request the custom report for SAGE 100
  2. Please inform us if which Custom Fields you are using
  3. Click on Start -> Reports -> Manage Reports -> Import -> File -> Browse to the SAGE 100.dtr file
  4. From the Manage Reports Window -> Export -> Server
  5. All users will then be able to download the report file from the server and use this report moving forward.

 

 

Exporting D-Tools SI Projects

 

The process for D-Tools users is the following

  1. The user selects a project and clicks on “Reports” Tab
  2. User select “Client.”
  3. The user runs the report (SAGE 100) 
  4. The user saves the report as a CSV file.
  5. User import the file.csv into SAGE 100

 

If you have any additional questions, please send an email to api@d-toolshelp.com 

 

 

 

 

 

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