March 2018 Newsletter

 

What we’re talking about in March:

  • Do you have a BHAG for your software journey? Think BIG!
  • BOGO-HO! Sage promos ending this month for add users/modules, SCPC + SSO
  • Ruth S. tells you: How to get help from LAI
  • Beginning Crystal Reports online training is back – and starts TOMORROW!
  • Jump on the TUG boat! 2018 Conference is in FL
  • Awesome ‘Tips and Tricks’ for Sage 300 CRE | Sage 100 CON | Sage Estimating

 


Software solutions are a journey, not a destination!

by Joanie Hollabaugh, Sr. Director of Marketing and Mark Jensen, Director of Business Development

Plan a Growth Strategy

If you’ve ever been through a Strategic Planning exercise for your company (and I highly recommend it!), you are instructed to brainstorm your goals and KPIs in phases. Often companies are so caught up in the short-term worries of cash flow or change management, they lose sight of the intentional milestones they are trying to achieve.

One of the templates I am familiar with makes you break out SMART goals into quarterly, annually, 3-5 years out, 10 years, and finally, the BHAG.

What’s your BHAG?

My favorite part is always coming up with the BHAG. Here, I begin to let my imagination soar, and I am always blown away by my counterparts’ visions for the future of the company. It’s always exciting and sometimes a bit crazy, but it’s also an opportunity to freestyle in a ‘corporate’ setting. You learn a LOT about your peers in this exercise!

If you’re not familiar with the term, here’s how Wikipedia explains it:

The term “Big Hairy Audacious Goal” was proposed by James Collins and Jerry Porras in their 1994 book entitled Built to Last: Successful Habits of Visionary Companies.[1] A BHAG encourages companies to define visionary goals that are more strategic and emotionally compelling. Many businesses set goals that describe what they hope to accomplish over the coming days, months or years. These goals help align employees of the business to work together more effectively. Often these goals are very tactical, such as “achieve 10% revenue growth in the next 3 months”. In contrast, Collins and Porras define a BHAG (pronounced BEE-hag) as “an audacious 10-to-30-year goal to progress towards an envisioned future”.[2] The authors claim that a company may have more than one BHAG; there may be one over-reaching BHAG and other shorter term BHAGs.

Your BHAG should be at the end of your planning strategy, whether it’s an exit strategy or an IPO goal. The point is, your company now has a roadmap with a lifecyle!

Your software has a lifecycle too. You may purchase your “core” accounting solution and think you’re done. ABSOLUTELY not — it’s actually the BEGINNING of the journey.

Allow for integrated ‘stages’

As your company grows by quarter, annually, etc., — you will find the need for ‘extra’ efficiencies to help you meet your financial or growth goals (i.e., adding headcount or new products or services), and constantly emerging technologies. You can accomplish this by adding functionality — modules — as you need them, in stages.

Adding technology

Say one of your goals is to manage your bids better by Q3. Your back-end accounting system can’t do this, and that’s OK. What’s not OK is if you add disparate technology that doesn’t ‘talk’ to the back office. You’re separating your business units to act independently from each other, when you have the opportunity to IMPROVE communications and build historical assets (which will help you plan NEXT year’s goals). You want your portfolio to perform a KPI to hit a goal, AND intelligently analyze and report it. If it’s important enough to set goals, it’s equally (or more) important to know if you’re hitting them!

Build a comprehensive product portfolio

Start with Sage 100 Contractor, for example.  Once you have the back office set up, extend and improve your operations by adding additional Sage Integrated Products — so that your information is as easy to access as possible.

The process can begin with Estimating. Since the estimator analyzes the job at its most detailed level, materials, subcontracts and schedules are automatically created in this module. The elimination of duplicate handling can save you countless hours in purchasing and managing subcontractor production. Payroll and Equipment Management allow you to charge all of your internal production costs to the job. Job Profitability, Equipment Profitability, and Production Analysis are instantly at your disposal because of the one touch integration. All information flows through to billing. See how we did that?

Additionally, AIA G702 – 703 Billing, Time and Material Billing, and Unit Cost Billing all integrate seamlessly to ensure you are on top of your cash position at all times.  Work in Process reporting easily gives you over- and under-billing positions to meet any bonding requirements. Sage 100 Contractor allows for use of the built-in estimating or Sage Estimating enhanced module to integrate budgets, purchasing, and subcontractor management.

How to plan your software lifecycle

Stage one

Start with the basics, naturally. These are what Sage calls “on plan” modules. They include for Sage 100 Contractor:

  • Estimating
  • Equipment
  • Document Control
  • Service Receivables/Inventory (combined)

These ‘basic’ modules could sustain you, conceivably, for 1-3 years. When your company grows to a point where you need more accessibility to function across the company — plan for the next growth stage.

Stage two

Every software developer partners with ISV’s (Independent Software Vendors) to provide expertise and efficiencies that aren’t capable or profitable for the developer. Sage is no exception. They have partnered in recent years with ISV’s to make Sage 100 CON and Sage 300 CRE function better and to be accessible from anywhere.

These add-ons and web services integrate seamlessly with the core, ‘back end’ system that you have invested in. Providers like Ledgerwood are trained and certified by Sage (with a few exceptions), so that we may advise, implement, and help support these complementary products. Here are the additional modules and web services that Sage currently offers (with links to more info):

Stage three

Review your Strategic Plan with your software lifecycle — do they align? Your software portfolio should be creating the results (financials) with which to review your Strategic Plan, hopefully.

Get in the rhythm to review your Strategic Plan quarterly, so you can adjust quickly. What goals are you hitting? Are there software additions or services that can help you if you are not?

If you’re not sure, LAI is there to help you analyze/adjust your current product portfolio. Vice President, Tony Merry is often called to clients’ office to do a FREE systems/process analysis to help guide companies in planning a successful product portfolio. It’s a no-commitment look at how your suite is performing, plus what you may need (or DON’T and can get rid of).

Lastly, get your entire team to understand the journey. Life and business solutions are rarely a ‘one and done’ scenario. If you create an environment where people feel free to make suggestions for improvements, everyone benefits. And prospers!

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++


More Sage promos added until the end of the month

NEW: BOGO-HO! More modules + users = More work in less time!

The buy one get one half off is back! Buy any Sage 300 CRE, Sage 100 CON or Estimating module/user licenses and SAVE 50% on the SECOND module/user! (On schedule products only; no 3rd party).

Want some ideas? Add any these:

  • GL module
  • AP, AR modules
  • Sage Estimating
  • Estimating Standard & Extended Databases
  • Service Management
  • Payroll
  • Property Management
  • Project Management

Want a quick, no hassle, no obligation price quote? Want to see a demo or ask a question?


Why invest in more software? Three great reasons:

Biggest Estimating release in a decade!

In case you missed it — Sage Estimating has been repackaged, including new functionality and modernized deployment—evolving and innovating to meet the demands of customers and the market. And now Estimating Standard customers have a clear migration path to SQL. Read more HERE.

  • Save up to 25% on Sage Estimating software when replacing your current estimating or digital takeoff solution!  

Save up to 20% on two great mobile solutions!

SCPC got a makeover last year…

Estimating wasn’t the only product that got some development love from Sage last year. With improved  usability, new features, and modernized GUI (graphics user interface) – “SCPC” is a stunner! Read more HERE

SSO for Sage 100 Contractor

Service and specialty contractors face a slew of complexities every day. From keeping up with paper work orders to timely and accurate billing and payroll—all while keeping customers happy! When you add SSO, you’ll not only streamline your service department, you will boost your bottom line!


POP UP Training * In Progress *

Beginning Crystal Reports with Kyle Z.

Watch our Events page for the next scheduled session (TBD – not posted yet).

Back by popular demand, Beginning Crystal Reports class series has started.  If you’ve wanted to learn how to create Crystal reports in your Sage 300 CRE software, or even create your own custom reports, this is the course to get you started.

Sage Certified Senior Consultant, Kyle Zeigler will help you understand Sage 300 CRE data structure, know how to plan, design and create a basic Crystal report design, create formulas, use functions, and manage custom reports.

  1. Thursday, March 8  – 9:00 a.m. to 11:00 a.m. MST
  2. Thursday, March 15 – 9:00 a.m. to 11:00 a.m. MST
  3. Thursday, March 22 – 9:00 a.m. to 11:00 a.m. MST
  4. Thursday, March 29 – 9:00 a.m. to 11:00 a.m. MST
  5. Thursday, April 5 – 9:00 a.m. to 11:00 a.m. MST

Click the link below to register for the course:

https://attendee.gototraining.com/r/4147834337228353026

The cost is only $349 for all five sessions, payable using PayPal (via the registration link.) If you prefer to pay using an alternate method, please call our office at 480-423-8300.

After registering, you will receive a confirmation email containing information about joining the training.

 


Jump aboard the ‘TUG’ boat!

If you don’t know about TUG — The Users Group for Sage 300 Construction and Real Estate, Sage 100 Contractor & Sage Estimating — you are missing THE ultimate informational resource for your Sage software and opportunity to network with other users.

Founded in 1987 to bring together those who use these software applications for the construction and real estate industry, TUG is a membership-based, volunteer-led, and professionally managed not-for-profit organization.

An annual membership gives you access to conferences, newsletters, web forum and a weekly “TUG Tip of the Week” — all driven by users.

LAI and TUG

Ledgerwood has always supported TUG and its mission:

To connect members with others who use the software on a daily basis so that they can educate each other and exchange knowledge to find real-world solutions.

In recent years, LAI’s Sage Certified consultants have presented and assisted at several National and Regional Conferences. This year, Pam Schulz (Sage 100 CON), Kyle Ziegler (Sage 300 CRE) and Ruth Stockdale (Sage 300 CRE) will be presenting and assisting at the 2018 Conference in Orlando, FL.

Registration for the conference just opened this month! Take a look at the conference information by clicking below, and while you’re visiting the site, consider joining or renewing your membership.


How to get help at LAI

by Ruth Stockdale, Director of Professional Services 

We sometimes hear from customers that they are not certain who to contact for various questions. Here is a list of Ledgerwood Associates resources and what they can do for you.

The 411 at LAI

Your consultant

If you already have a consulting relationship, you are welcome to contact that person directly. Our consultants make it a point to respond quickly, but if you want to expedite the communication, you can always contact the office. Do this by phone, direct e-mail (support@ledgerwoodusa.com), or adding the office e-mail to the CC: line of your message to the consultant.

Customer Care coordinator

Contact us using support@ledgerwood.com , or call Carolyn at 480-423-8300.

Carolyn or other office staff can direct your question or request to the appropriate person. When in doubt, this is the best place to start. (Even if you have an assigned consultant, requesting services through Carolyn can expedite the communication.)

Other LAI staff

Everyone is interested is making sure you get any answer you need. Even though we transition clients from the Sales division to Professional Services Group for consulting, Ed, Tony and Mark all want to stay in close touch with clients.

Monthly Newsletter

These contain a wealth of helpful information about our products. They are e-mailed monthly to the contact name for your company, and you can find them on the website. (From the website, you can search on key topics to find an answer.) If you’re not receiving the newsletter, and wish to — sign up here.

LAI Website

You will find information about products, events, and support questions on our website. Products are organized into ‘core’ categories: Accounting, Estimating, Project Management, Product Management, etc., and a secondary menu for multiple product offerings (like Sage 100 and Sage 300 for Construction Accounting) Partner Products are solutions that ’round out’ your business suite, like Document Management, Mobility, Project Management integrators, and more.

All the product and partner product pages have a simple, one-click button to request a demo. Many have videos to help serve your particular research needs.

Learn ways to find Sage support resources on the Professional Services tab, look up our latest online classes or partner webinars on our Event Calendar, or even learn the “Ledgerwood Legacy” under the ‘Company’ tab (it’s a great story, by the way).

LAI Blog

The LAI blog is largely written by consultants, and there’s a right-side column where content is sorted by topics or products. The site is fully searchable as well, so you can type any search term into the box. You may find this quicker to search than some knowledgebases.

Social Media

Twitter

For micro-sized news that leads you to further content, follow us @LedgerwoodAssoc. For “sassier” content, follow @LAI_joanie for a lighter take on life and LAI!

Facebook

Like and follow us (https://www.facebook.com/LedgerwoodUSA/) if your company (or personally) allows you to log into FB at work. Here, we love to also like what YOU’RE doing. So keep the project photos, awards and recognitions coming.

LinkedIn

We also (re)post a lot of blog articles and sound bites on LinkedIn. Link to our page: https://www.linkedin.com/company/ledgerwood-associates-inc-/

You Tube

One of our goals for this year is to publish more videos on You Tube, especially our product solution webinars. Here, you can catch up on demos, product features, and overviews that you simply may not have known existed: https://www.youtube.com/channel/UCMVkmrTFOARBXXgGTyAh74w? Happy surfing!

 


 Follow LAI on Social Media for current construction and technology news!

         linkedin-icon

Check out the LAI You Tube channel – recordings of past webinars and training classes!


Upcoming LAI Online Training and Networking Events:

Jun 13 @ 8:00 am – 9:00 am
Timberscan Paperless A/P Webinar @ GoToWebinar
8:00 am
Paperless Approval for Sage 300 CRE Timberscan is the ONLY Enterprise Content Management (ECM) System designed specifically for Sage 300 CRE (formerly Timberline)! Join us for a live online webinar[...]
Sep 12 @ 8:00 am – 9:00 am
Timberscan Paperless A/P Webinar @ GoToWebinar
8:00 am
Paperless Approval for Sage 300 CRE Timberscan is the ONLY Enterprise Content Management (ECM) System designed specifically for Sage 300 CRE (formerly Timberline)! Join us for a live online webinar[...]

 


 

Pass-Throughs (Part Two) – the New Law Explained

Submitted by Bryan Eto, CPA BeachFleischman

Not a flat reduction!

Federal income tax rates for C corporations have been reduced to a flat 21%, starting in 2018 under the Tax Cuts and Jobs Act (TCJA). But what about pass-through businesses?

Congress devised a special tax break for pass-through businesses to help achieve parity between the reduced corporate income tax rate and the tax rates for business income that pass through to owners of sole proprietorships, partnerships, S corporations and limited liability companies (LLCs), which are treated as sole proprietorships or partnerships for tax purposes.

But not every pass-through entity is eligible for the break — and it isn’t always 20%. Here’s an overview of how much this deduction can amount to and which types of income count as qualified business income (QBI) under the new tax law.

How Much Is the Deduction?

Under prior law, net taxable income from pass-through business entities was simply passed through to owners and taxed at the owners’ level at the standard rates.

For tax years beginning after December 31, 2017, the TCJA establishes a new deduction based on a non-corporate owner’s QBI. This break is available to individuals, estates and trusts. The deduction generally equals 20% of QBI, subject to restrictions that can apply at higher income levels and another restriction based on taxable income.

A non-corporate owner’s deduction generally equals:

  1. 20% of QBI from a partnership (including an LLC treated as a partnership for tax purposes), S corporation, or sole proprietorship (including a single-member LLC that is treated as a sole proprietorship for tax purposes), plus,
  2. 20% of aggregate qualified dividends from REITs, cooperatives and qualified publicly traded partnerships (special rules apply to specified agricultural and horticultural cooperatives).
    The QBI deduction isn’t subtracted in calculating the non-corporate owner’s adjusted gross income (AGI), but it reduces taxable income. In effect, it’s treated the same as an allowable itemized deduction. However, you don’t need to itemize to claim the QBI deduction.

Which Types of Income Count as QBI?

QBI is defined as the non-corporate owner’s share of items of taxable income, gain, deductions and loss from a qualified business. It includes interest income that’s properly allocable to a business, along with the aforementioned qualified dividends from REITs, cooperatives and publicly traded partnerships.

Investment-related items — such as capital gains and losses, dividends and interest income — don’t count as QBI. In addition, employee compensation and guaranteed payments from a partnership to a partner (including an LLC member who’s treated as a partner for tax purposes) don’t count as QBI.

Qualified items of income, gain, deductions and loss must be effectively connected with the conduct of a business within the United States or Puerto Rico.

Finally, QBI is calculated without considering any adjustments under the alternative minimum tax (AMT) rules.

Important: The QBI deduction and the applicable limitations are determined at the owner level. Each owner takes into account his or her share of qualified items of income, gain, deductions and loss from the pass-through entity and his or her share of W-2 wages paid by the entity.

Are There Any Restrictions?

In addition to being limited to 20% of your taxable income — calculated before the QBI deduction and before any net long-term capital gains (LTCGs) and qualified dividends that are eligible for preferential federal income tax rates — the QBI deduction is subject to two other limitations.

1.  W-2 wage limitation

The QBI deduction generally can’t exceed the greater of the non-corporate owner’s share of:

  • 50% of amount of W-2 wages paid to employees by the qualified business during the tax year, or
  • The sum of 25% of W-2 wages plus 2.5% of the cost of qualified property.

Qualified property means depreciable tangible property (including real estate) owned by a qualified business as of the tax year end and used by the business at any point during the tax year for the production of QBI.

Under an exception, the W-2 wage limitation doesn’t apply until an individual owner’s taxable income exceeds $157,500 or $315,000 for a married-joint filer. Above those income levels, the W-2 wage limitation is phased in over a $50,000 taxable income range or over a $100,000 taxable income range for married joint-filers.

2.  Service business limitation

Income from specified service businesses generally doesn’t count as QBI if the owner’s taxable income (not counting any potential QBI deduction) exceeds the applicable level. This limitation potentially affects income from such professions as:

  • Health care,
  • Law,Accounting,
  • Actuarial science,
  • Performance art,
  • Consulting,
  • Athletics,
  • Financial and brokerage service,
  • Investing and investment management,
  • Trading or dealing in securities, partnership interests or commodities, and
  • Any business where the principal asset of the business is the reputation or skill of one or more of its employees.

Engineering and architectural service business are specifically excluded from this limitation.

The service business limitation doesn’t apply until an individual owner’s taxable income exceeds $157,500 or $315,000 for a married-joint filer. Above those income levels, the service business limitation is phased in over a $50,000 taxable income range or over a $100,000 taxable income range for married joint-filers.

Need Help?

Calculating the QBI deduction can be complicated. This article explains the basics, but additional factors may come into play, such as how business losses affect the QBI deduction calculation and how the deduction is calculated if you have income from several pass-through entities.

While the QBI deduction is beneficial, in some circumstances, it could make more sense to operate your business as a C corporation, which would be taxed at the flat 21% corporate income tax rate. Your tax advisor can help you sort through the complexities and find the best tax-smart strategies for your specific personal and business circumstances.

 

Beach Fleischman 2201 E. Camelback Rd. Phoenix, AZ 85016 | 602.265.7011 | http://beachfleischman.com | twitter: @BeachFleischman

 


 

What are ‘job costs?’

by Pam Schulz, Sage Certified Consultant

The Heart of Construction Accounting

Job Costs are a crucial piece of the information you gather and use. Understanding their role will help you get more from your data.

How are job costs different from all of your other accounting data?

Mainstream accounting discussions focus on “company wide” measurements of profitability and loss. For example, your income statement shows your “total revenue”, and then your expenses. These are separated into “Direct Expenses,” and one or more Overhead/Administrative sections on the report. All of this information is valuable. However, in Construction it is really necessary to analyze performance on other levels instead of just from the Financial Accounting perspective.

In Construction, it’s all about the job

And the job is measured by its COSTS. So, JOB COSTS are the costs that are allocated to a specific job. These include Materials, Labor, Subcontracts and all other expenses incurred for jobs.  (In your Financial Account report- the Income Statement- these are the DIRECT EXPENSES.)

JOB COSTS are “categorized” into COST CODES

The Cost Code list is designed by you (there are some industry standards, but ultimately the list is determined by each company according to their specific needs). The purpose of COST CODES is to provide a breakout that is useful in analyzing job data. Costs are also further categorized into COST TYPES. These are “built in”- Material, Labor, Equipment, Subcontract and Other. (In Sage 100 Contractor there is also the ability to create up to four more User Defined types.)

ESTIMATED COSTS

Typically before bidding on a job, someone has compiled the ESTIMATED COSTS, as this would be useful to know in calculating a Contract Price. As the job progresses, it is important to analyze the ACTUAL JOB COSTS against the budget. Here’s why:

  • to measure progress,
  • to measure performance and production,
  • to have historical data for future estimating.

How the BUDGET works

The BUDGET allocates the predicted costs between the various COST CODES and COST TYPES. Then as work is done, and money is spent, those COSTS are “coded against” the appropriate COST CODE and COST TYPE line on the BUDGET. From job reports based on this data, a Project Manager can determine how far along the project should be, how much has been spent, and make job management decisions based on this data.

How is this different from my “Financial Accounting” data?

There are several differences in the mindset when using Financial Accounting information vs. Job Cost information.

  • WHO – Financial Accounting is measuring COMPANY, (or DEPARTMENT) performance; in Job Costing the focus is the JOB, or a group of JOBS, as well as particular COST CODES.
  • WHAT – Financial Accounting is measuring all aspects of Revenue and Costs, including Overhead and Administrative Costs; compared with Job Costing which focuses on the direct costs.
  • WHEN-  Financial Accounting tends to focus on accounting periods (a month, quarter, year); whereas JOB COST reports tend to focus on the JOB TO DATE in addition to specific periods. Jobs can and do cross over multiple Financial periods.

How does “Job Costing” work?

I like to think that posting JOB COSTS “just happens.” The JOB COSTS are the result of posting a transaction; an AP invoice or payroll record for example. In Sage 100 Contractor, the program is written to “force” the Job Costs and the Direct Expenses to “balance.” As an AP invoice is saved, for example, the same dollar amount that is charged to General Ledger accounts in the “Direct Expense” range MUST be spread out to one or more Jobs. Cost Codes and Cost Types for the entry to be saved. A sample of the AP invoice screen and its corresponding “Job Cost” Window is shown below:

Notice the amount job costed equals the amount charged to Direct expense accounts.

In Payroll, the software automatically job costs the timecard lines:

No matter where the JOB COSTS come from, they are stored as “Job Cost Records:”

These are used in a variety of JOB and PROJECT MANAGEMENT reports:

 

The usefulness of these reports cannot be overstated! The JOB COSTS are your key to WHAT REALLY HAPPENED, and what is currently happening on your JOBS. And since the posting of JOB COSTS in Sage 100 Contractor is a part of posting each relevant accounting transaction, they are timely and accurate.

I hope this helps to explain Job Cost accounting!

Want help on site? Use the form below to request an appointment with a consultant.

 

Financial Reporting for Prior Years – Part 2

by Kyle Zeigler, Sage Senior Certified Consultant

Creating a GL Archive Folder (Copy Method)

To preserve the ability to print financial statements for the full two years prior to the new fiscal year, create a GL archive folder. Do this just before running the Close Fiscal Year task to prepare for the new fiscal year.

To create a GL-only archive folder, do the following:

  1. Use Options > Open Company to select the company that contains the data you want to archive.
  2. From within this company, select Options > New Company.
  3. When the New Company window appears, complete the following:
    • Enter a company name (For instance, “z 2016-2017 GL Archive.” Putting a z or x before the company name will cause the archive folder to be listed at the bottom of the Open Company selection list.)
    • In the Data folder description field, enter a description (such as 2016-2017 GL Only).
    • Keep the checkbox marked to Use current setup.
    • Note the path where the new company folder will be created (Hint: You can copy and paste the path to a Word document or to Notepad for use later.)
    • Click OK and then click Yes to accept the path for the new company. The new company folder will immediately be opened.
  4. Use Options > Open Company to go back to your active data folder.
  5. Launch Common Tasks > Tools > File Tools and select Copy.
    • Click Add Files
    • Hold down the Ctrl key and click on each of the following files to select:
      • Master.glm
      • Current.glt
      • History.glt
      • New.glt
    • Click Open to add the files to the selection list. Verify that the 4 files are present in the list.
    • Click the Browse button and navigate to the location on your network where the new company folder was created. If you copied the path earlier, you can paste it into the Destination field.
    • Click Next.
    • Confirm that all indicators are green and click Next.
    • Verify the files to be copied and click Next.
    • Accept the Execution Summary by clicking Next.
    • Confirm that the Operation Journal shows that the operation was successfully completed and click Finish.
  6. Use Options > Open Company to select the new GL archive folder.
  7. To use the same financial statements that you use in your live data folder, use Options > Open Company to select the new GL archive folder.
    • Use File > Company Settings > File Locations to enter the UNC path to your live data folder for the four File Types with the FS designation (see below).
    • Do not use mapped drives in File Locations! A UNC path is required and will be similar to “\\[servername]\Timberline Office\Data\My Company.”
    • Click OK to save the changes.

You should now be able to print financial statements for each period in the two fiscal years preserved in the GL archive folder.

.

Need help archiving? Call us to schedule a Sage Certified consultant today!

request-support

 

Built in backup and restore in Estimating V.20

by Renee Mullen, Sage Marketing Manager

Migrate SQL Estimating Data from one SQL Server to another SQL server (or instance)

Getting ready to move to a new server? Need assistance moving your Sage Estimating SQL databases to said new server? We have great news then. Did you know that Sage Estimating now has a built in feature to backup and restore your data? In this article we will be walking through the process to backup and restore your data.

Note: These steps MUST be performed locally on the SQL Server.

Backup:

Open the Sage Estimating Management Console (EMC) to create a backup of the database(s) in your instance.

  1. Start EMC by going to Start, All Programs, Sage Estimating (version), Management Console
  2. Select the Tools tab from the banner across the top of the Management Console. Then select Backup from the menu on the left.
  3. Confirm Exclusive Access by selecting the check box labeled “Exclusive access confirmed” after confirming you truly have Exclusive Access to the SQL Server Instance and Databases.
  4. Select the Sage Estimating databases you would like to backup.
  5. Select the location to save the backup folder. Default location is C:\Users\Public\Sage\Estimating\Backup
  6. Select “Back Up.”

Note: From here you can move the backup to the new server location.

Restore:

Open the Sage Estimating Management Console (EMC) to restore the backup of the databases.

  1. Open EMC by going to Start, All Programs, Sage Estimating (version), Management Console.
  2. Select the Tools tab from the banner across the top of the Management Console. Then select Restore from the menu on the left.
  3. Confirm Exclusive Access by selecting the check box labeled “Exclusive access confirmed” after confirming you truly have Exclusive Access to the SQL Server Instance and Databases.
  4. Select the folder that contains the backed-up databases. Default location is C:\Users\Public\Sage\Estimating\Backup\
  5. Select the Sage Estimating Databases you would like to restore.
  6. Select Restore.

Once the data has been restored, you may need to take additional steps to make it available to Estimating. Please see the Knowledgebase Article included below if you need access to these additional steps.

If you follow these steps listed, you will have your Sage SQL Estimating databases migrated to your new server in no time.

Questions? Chat with Sage Monday through Friday, from 9 a.m.–8 p.m. ET.

For more information on this topic visit Knowledgebase article 70879. You can find this information and more in the Sage Knowledgebase.

Join the conversation at Sage City. Available 24/7, the online community is your gateway to many Sage resources.