Job List Fields (Import/Export)

How Do I...

The following table lists the fields available for import or export, with a brief description of the field and (when necessary) a character limit for the field. The Import? column identifies which fields are available for import (all are available for export).

Note: Job fields are exported using JOB.CSV as the default file name. Also, you can't import or export job beginning balances, so they must be handled manually.

Field Name

Import?

Description of Field

Limit

Job ID

Y

Alphanumeric - Job ID number

Up to 20 characters

Job Description

Y

Alphanumeric - Job Description

Up to 30 characters

Use Phases

Y

Boolean - Use Phases check box, valid choices are [True] or [False], where True=Uses phases and False=Does not use phases. (Sage 50 Premium Accounting and higher)

Inactive

Y

Boolean - Inactive check box; valid choices are [True] or [False], where True=Inactive and False=Active.

Supervisor

Y

Alphanumeric - Job´s supervisor name

Up to 30 characters

Customer ID

Y

Alphanumeric - Customer ID from customer list.

Address Line 1

Y

Alphanumeric - line one of the address of the job site

Up to 30 characters

Address Line 2

Y

Alphanumeric - line two of the address of the job site

Up to 30 characters

City

Y

Alphanumerics - city in which the job site is located

Up to 20 Characters

State

Y

alphabetical - Two letter state abbreviation

2 Characters

Zipcode

Y

Zipcode of job site

Up to 12 Characters

Country

Y

alphanumeric - Country in which the job site is located

Up to 15 Characters

Start Date

Y

Date - Job starting date. Must be in ##/##/## (month/day/yr) format

Projected End Date

Y

Date - Job ending date. Must be in ##/##/## (month/day/yr) format

Actual End Date

Y

Date - Job ending date. Must be in ##/##/## (month/day/yr) format

Job Status

Y

Alphanumeric - Must be a valid Job Status that was set up in Job Defaults

Up to 20 characters

Job Type

Y

Alphanumeric – Job type category

Up to 8 characters

PO Number

Y

Alphanumeric

up to 20 characters

Billing Method

Y

Numeric -

0 = No Progress Billing

1 = Percent of Contract

2 = Percent of Completion

3 = Percent of Proposal

Valid numbers are 0-3.

% Complete

Y

Real (Whole) number

Valid numbers are 1-100

Labor Burden Percent

Y

Real (Whole) number

Valid numbers 0.00-999.99

Retain Percent

Y

Real (Whole) number

Valid numbers 0.00-100.00

Label for Job Custom Field 1

(entered in Jobs Defaults)

Y

Alphanumeric – The text value of what is entered in job custom field 1 in Maintain Jobs.

Up to 40 characters

Label for Job Custom Field 2

(entered in Jobs Defaults)

Y

Alphanumeric – The text value of what is entered in job custom field 2 in Maintain Jobs.

Up to 40 characters

Label for Job Custom Field 3

(entered in Jobs Defaults)

Y

Alphanumeric – The text value of what is entered in job custom field 3 in Maintain Jobs.

Up to 40 characters

Label for Job Custom Field 4

(entered in Jobs Defaults)

Y

Alphanumeric – The text value of what is entered in job custom field 4 in Maintain Jobs.

Up to 40 characters

Label for Job Custom Field 5

(entered in Jobs Defaults)

Y

Alphanumeric – The text value of what is entered in job custom field 5 in Maintain Jobs.

Up to 40 characters

Job Note

Y

Alphanumeric - Job note under the Note button.

Up to 2000 characters

Distribution Phase ID

Y

Alphanumeric - Must be a valid (saved) Phase ID. (Sage 50 Premium Accounting and higher)

Distribution Cost Code ID

Y

Alphanumeric - Must be a valid (saved) Cost Code ID. (Sage 50 Premium Accounting and higher)

# of Units

Y

Real Number (field will be blank for Beginning Balances)

Max 999,999,999.99, Min

-999,999,999.99

Distribution Estimated Expenses

Y

Numeric (Real) amount

Distribution Estimated Revenues

Y

Numeric (Real) amount