Note: This option should only be used for batches or transactions that were entered in Job Cost or Estimating (JC/PE - PE only if it is estimates that are incorrect or duplicates and should not be posted). Interfacing applications require criteria to be met.

To remove entries that originated in another Sage 300 CRE application (not an import from a third-party application), make the correcting entries in the application of origin first and then use the steps below. If moving interfacing entries, the entries should net to zero by Job, Extra, Cost Code, Category, Transaction Type and Accounting Date prior to moving new to new. Moving the entries out of Job Cost without fixing the original entry 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, use the link below to 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.

• Use Option A to move an entire batch.
• Use Option B to move individual transactions.

Option A: Move an entire batch

1. 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.
2. Move the batch
   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 or create a "junk" folder at the data folder level.
   3. 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 does not exist, 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 ENTER key to create a new folder. Double-click the new folder to select it.
      • If destination file does exist and you get an Error: Destination file is incompatible, click Yes to upgrade the file.
   4. In the Print Selection window, click Conditions.
      Important Note: If you do not 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.
   5. Click Start.
   6. Review the journal to verify that the correct batch moved without errors.

Option B: Move individual transactions

1. Identify the batch, run, and sequence, as follows:
   1. If you are unsure of the batch number, follow Option A step 1 and then continue with these steps.
   2. Go to Job Cost, Inquiry, Entries, Entries by Batch.
   3. Select the New file and click OK.
   4. Double-click the batch.
   5. Click the Select icon on the inquiry's tool bar, 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.
2. 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 does not exist, 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 ENTER key to create a new folder. Double-click the new folder to select it.
      • If 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 do not 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.

Note: 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 finish reviewing the information, turn off the Ask Name check box for the JC Transaction file in File, Company Settings, File Locations.