How To - Create a Macro for Importing Commitments

1.  Make sure an import file presently exists. 

The file name of the import-file used by Integrator is "Contracts from Prolog Manager.jcc".  This file is created automatically when you execute the "Perform Modifications" task with the "Commitments" option selected.  This file will need to exist before you can create a Sage Timberline Office macro.  To create this file manually (if it does not exist yet), follow these steps:

    1. Start Notepad: "Start" Programs / Accessories / Notepad"
    2. Select "File / Save..."
    3. In the "Save in" drop-down list (at the top), navigate to your Sage Timberline Office data folder.
    4. In the "Save as type:" drop-down list, select "All Files"
    5. In the "Filename:" field, type:  Contracts from Prolog Manager.JCC 
    6. Click "Save"

2.  Create the Sage Timberline Office Macro

    1. Start Sage Timberline Office Job Cost
    2. Select "Tools / Macros..."
    3. Click on the "Add Step" command button
    4. Select "Tools / Import / Import Commitments..."
    5. In the "Import file:" field, type:  Contracts from Prolog Manager.JCC
    6. Click on the "Options" command button and confirm the commitment-import settings.
    7. If you perfer for the Sage Timberline Office Import Commitments Recap to be printed to a print file (rather than to a printer), click on "Printer Setup..." and check the "Print to file" checkbox.  Also, click on the "Select File..." command button and specify the file name.  Lastly, click the "OK" command button.
    8. Click "OK" to accept the settings in the "Import Commitments -Print Selection" window.
    9. When prompted "If this step is unsucessful:", answer "Terminate macro immediately" and then click the "OK" command button.
    10. Click the "Save As" command button and specify a filename of: Import Commitments.mac

3.  Specify the name of the macro for Integrator

    1. Start Integrator
    2. Select "Settings / Commitment Settings..."
    3. Click on the "Macro" tab
    4. Check the box entitled "Automatically launch Sage Timberline Office macro"
    5. In the field entitled "Macro file name", click the ellipses button and select the file named "Import Commitments.mac"
    6. Click the "Save" command button.