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Quick Bid - 14.02.01 Global Export Options - QB
Views: 155 Last Updated: 09/24/2024 02:58 pm |
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When setting up exports, each export includes unique "Options", there are also four "Global Options" which affect all Bid exports.
![Quick Bid export options dialog box](https://storage.googleapis.com/salesforce-kb-images/ocs/qb499_exports_dialog-global_options.png)
Include accepted alternates/change orders - available when exporting the Base Bid only, toggle on/off to include/exclude accepted alternates/change orders information.
Include Bid Number - since this number is meaningful only to the estimator creating the Bid, this can be toggled off, if desired.
Use Account Codes - if an Account Code is specified for a Cost Code, then the export substitutes the Account Code for the Cost Code. If an Account Code is not specified, the Cost Code is used. ;See Related articles for more information on setting up Account Codes. When "Use Account Codes" is selected, if the Account export supports "Phases", Bid Areas will be rolled-up into Phases in the export.
For assistance importing an Accounting or Material export into your Accounting package, please contact the vendor or manufacturer of your Accounting program.
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