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Sage 300 CRE Importing Job Costs

Steps to import ToolWatch direct cost files into Sage 300 CRE Job Cost, review the import report, and post the imported entries.

Use these steps to import ToolWatch direct cost files into Sage 300 CRE Job Cost.

Import Direct Costs into Job Cost

  1. Select Tools.

  2. Select Import.

  3. Select Direct Costs.

  4. Click the ... button and select the import file.

  5. Enter a name for the file that will hold any rejected records.

  6. Click Options.

  7. Specify whether input records that create warnings will be rejected or imported.

  8. If necessary, change the print options.

  9. Click Start.

  10. Review the Import Direct Costs report for totals of direct costs imported and errors encountered.

  11. If the import is free of errors, post the imported entries.

Note: If errors exist in the rejected file, correct them and use the corrected reject file as an import file.

For the import format for direct costs in Job Cost, see this Sage article:

Caution: A warning message displays when Force Zero Proof in Job Cost (File, Company Settings, JC Settings, Import) is set to No. If you choose to continue, Job Cost allows you to import an unbalanced file.

For additional support importing Sage 300 Job Costs:

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