| Standard cost codes are models for the individual cost code records in each job. Although you are not required to set up standard cost codes, using them eliminates having to enter all the required descriptive information each time you add a cost code to a specific job.
Note: When you change information in an existing standard cost code, only new cost code records contain the new information. Existing cost codes attached to jobs do not change.
To set up a standard cost code, do the following:
Note: You must set up your group standard cost code before setting up the individual standard cost codes that are associated with that group standard cost code. For example, if your cost code format is XX-XXX and you want to set up standard cost codes 10-001 and 10-002, you must first set up group standard cost code 10-000.
- If you are not sure of your cost code structure, follow these steps, otherwise, skip to step 2:
- To verify your cost code structure, in Job Cost, from the File menu, select Data Folder Settings, Custom Descriptions (in 9.4.x and earlier) or select Company Settings, Custom Descriptions (in 9.5.x and later).
- In the Custom Descriptions window, scroll down to the JC Cost Code. Click in the Description box for this line, and then click Set Up Sections.
- Make note of your cost code sections, and then click Cancel twice to exit without making any changes.
- From the Setup menu, select Standard Cost Codes.
- In the Standard Cost Code Setup window, enter in the ID for the standard cost code that you want to set up.
- In the Description field, enter a description for the standard cost code.
- In the Cat column, type any categories that you want to automatically be set up for use with this standard cost code.
Tip: If your standard categories are already set up, you can click List, select the standard category, and then click OK.
- The options that appear on this window vary depending on your settings. For information about an option, right-click on the option and then select What's This? Select the options that are appropriate for your setup.
Note: If you will be using this standard cost code for cost-based invoicing, make sure to select the Send Costs to Billing check box so that job-related entries you create for this cost code are sent to the Billing application.
- After making your selections, click Save.
- If you want to enter more standard cost codes, repeat steps 2-7. If you are done with entering standard cost codes, click Close.
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