Only use these processes for batches or transactions that you entered in Job Cost or Estimating (JC/PE). Only use for Estimating if it’s estimates that are incorrect or duplicates that you don't want to post. Interfacing applications require you meet certain criteria.

To remove entries that came from another Sage 300 CRE application, correct them in the application of origin first and then use the steps below. This doesn't apply to entries imported from a third-party application. If moving interfacing entries, they should net to zero by Job, Extra, Cost Code, Category, Transaction Type, and Accounting Date before moving new to new. Moving the entries out of Job Cost without fixing them in the application of origin can create an out of balance situation between the applications.

To remove all entries from the New file in Job Cost, rename the file using File Tools. 

Use the steps below to remove any unposted Job Cost transactions from your current data folder to another folder. You have two options to choose from:

• Move an entire batch
• Move individual transactions

Move an entire batch

Identify the batch to move

(if you know the batch number, skip this step)

1. Go to Job Cost, Reports, Entries, Entries by Batch.
2. Select the JC Transaction (new) file and click OK.
3. Click Print Preview.
4. Make note of the Batch number in the far-left column, and the Application of Origin, then click Close.

Move the batch

1. Go to Job Cost, Tools, Move, Transactions, New to New.
2. In the Destination File Selection window, click the Look in box.
3. Select an archive folder for the unwanted transactions or create a "junk" folder at the data folder level.
4. Click Open to create or open the new.jct file. If message File not found. Okay to create? appears, click Yes.
   Notes:
   • If a folder doesn’t exist, click in the Look in box. Browse to the location where you want to add a new folder, and then click the Create New Folder icon. Type a folder name and press the ENTER key to create a new folder. Double-click the new folder to select it.
   • If the destination file does exist and you get an Error: Destination file is incompatible, click Yes to upgrade the file.
5. In the Print Selection window, click Conditions.
   Important Note: If you don’t select conditions, this process moves all transactions in the New file to the selected destination.
   1. In the Field column, select Batch.
   2. In the Operator column, select Equal to.
   3. In the Value column, type the batch number.
   4. Click OK.
   5. Select Add.
   6. Select And as the Connector.
   7. In the Field column, select Application of Origin.
   8. In the Operator column, select Equal to.
   9. In the Value column, type the application of origin, for example PR or AP or JC..
   10. Click OK twice.
6. Click Start.
7. Review the journal to verify that the correct batch moved without errors.

Move individual transactions

Identify the batch, run, and sequence

1. Go to Job Cost, Inquiry, Entries, Entries by Batch.
2. Select the New file and click OK.
3. Double-click the batch.
4. Click the Select icon on the inquiry's tool bar.
5. Select Add column after this column and click OK.
6. From the JC - Transaction record, select Run and click OK.
7. Use step 1.5 to add the Sequence to the inquiry.
8. Make note of the Batch, Run and Sequence numbers, and then click Close.

Move the transaction

1. Go to Job Cost, Tools, Move, Transactions, New to New.
2. In the Destination File Selection window, in the Look in box, select an archive folder for the unwanted transactions.
   Notes:
   • If a folder doesn’t exist, click in the Look in box. Browse to the location where you want to add a new folder, and then click the Create New Folder icon. Type a folder name and press the ENTER key to create a new folder. Double-click the new folder to select it.
   • If the destination file does exist and you get an Error: Destination file is incompatible, click Yes to upgrade the file.
3. Click Open to create or open the new.jct file. If message File not found. Okay to create? appears, click Yes.
4. In the Print Selection window, click Conditions.
   Important Note: If you don’t select conditions, this process moves all transactions in the New file to the selected destination.
   1. In the Field column, select Batch.
   2. In the Operator column, select Equal to.
   3. In the Value column, type the batch number.
   4. Click OK.
   5. Click Add.
   6. Select And as the Connector.
   7. In the Field column, select Run.
   8. In the Operator column, select Equal to.
   9. In the Value column, type the run number.
   10. Click OK.
   11. Click Add.
   12. Select And as the Connector.
   13. In the Field column, select Sequence.
   14. In the Operator column, select Equal to.
   15. In the Value column, type the sequence number.
   16. Click OK twice.
5. Click Start.
6. Review the journal to verify that the transactions moved without errors.

To view the contents of transactions moved, you can enable named files for the Job Cost transaction file as follows:

1. Go to Job Cost, File, Company Settings, File Locations.
2. Select the Ask Name check box in the JC Transaction file type.
3. Click OK.
4. Select Inquiry, Entries, Entries by Batch.
5. In the File Selection window, change the Look in: path to match the folder you created in the steps above.
6. In the File name box, accept the name NEW and click Open.
7. Click Yes if you receive a warning message indicating the data path for the new file is different.
8. After you review the information, turn off the Ask Name check box for the JC Transaction file in File, Company Settings, File Locations.