Manually link contract and import items

You can now link a prime contract and import prime contract items.

Details

You can select the required prime contract, link it manually and import contract items using existing cost codes.

How it works

1. On the Prime Contract Information page, select Actions > Link Contract and Import Items.

   

2. Select a contract from the Sage 300 CRE Contract dropdown and select Link Contract.

   

3. On the Import Item page, select one of the following:

   • Update Existing or Add New items: Select this option to update existing data for Code, Description, and Amount matching based on the Job Cost Code.

   • Add New Item: Select this option to add a new item.

   

4. Select a cost code from the Default Cost Code dropdown and select Import Items.