How do you set up alternate bids in Sage Estimating
How do you set up alternate bids in Sage Estimating
Thanks for your post John!
You can assign the alternate items to a WBS code and then create a negative and positive
set. Please log into the Customer Portal and check out KB65735 for step by step instructions.
Thank you,
Wendy
There is no KB65735
There is no KB65735
Hey there James!
You are correct there have been some changes with the knowledgebase since I posted my response. You should be able to find the steps on how to setup alternates in article 23400 now.
Hope that helps!
Are you sure about that number?
If I just search 23400 I get this:
If I use Options and search for Document ID 23400, I get this:
and if I navigate to Estimating and search 23400 I get this:
What is it about Sage Support Personnel that they never want to provide direct links to potentially important information?
Hey there jamesrshoemaker!
We usually see issues with article visibility when clients are not logged into the portal or their portal accounts do not have the right products linked to them.
Based upon your screenshots, I see you're logged into the Customer Portal with your registered account. So far so good!
The article 23400 that Wendy referenced is an article specific to users who are using the Sage Estimating product. Does your company currently use and have Sage Estimating installed?
Let me know! Thanks!
Aloha Kaohu Ah Yo,
Thank you for your response.
We are considering adding Estimating and Anywhere, so I'm attempting to do some due diligence.
Kind of difficult when the information is hidden, but at least it's consistent with Sage's Pay-to-Play business model.
So I'm now less likely to recommend Estimating and, since Anywhere looks like it's only usefull for entering Time Cards, we'll most likely pass on that one too.
Thanks for the information you've provided; it will save me from wasting time, trying to find unfindable information.
Aloha,
~j
*Community Hub is the new name for Sage City