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EasyEst Estimating has the ability to export Bid Item purchase order (P.O.) information to selected accounting systems, such as CDCI’s Profit Builder. Ask your accounting vendor if they support the CMS Estimating P.O. Interface Format.
When you export purchase information to your purchase order system, Bid Item cost and Vendor information is sent to a comma-delimited ASCII file. Your P.O. system can then be able to import this information as the basis for purchase orders you need for the current Bid.
How To Run the Interface
From EasyEst Estimating, interfacing to a purchase order system is easy:
1. From the Main Menu select File/Transfer/Export to Purchase Order System.
2. In the dialog box that appears, enter a Bid # (1-999) that will be used in the file names to identify the job transferred. If the Bid you are working on has a Bid Code which is numeric and between 1 and 999, the Bid Code will be the default Bid #. (The P.O. Interface only works with Bid Numbers, not alphanumeric codes.) The number is for transferring purposes only; you may assign a different number/code to your accounting system.
3. In the field following the Export to Directory: button, specify the directory where you want the transfer file to be placed, or you may press the Export to Directory: button to select from a list of directories. You may use a temporary directory, or store it in either your estimating or accounting directory.
Click on the Export button to generate the export files, and return you back to EasyEst Estimating. You may then run the accounting system to import this information.
If you have any problems with the interface, including the import in your accounting system, be sure to read the interface tips.
See Also: Vendors, Purchase Order System Interface Tips, Transfer Menu
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