Use Microsoft Access, Setup Central, or Job Cost.

• If you want to use ODBC to create standard cost codes in a new or an existing company, use the recommended Option A.
• If you want to create a new company to copy and paste standard cost codes from a Microsoft Excel or text file, use Option B.
• If you want to create an exact duplication of standard cost codes in a new company with identical Job Cost settings to the original company, but do not want to use ODBC, use Option C.

Option A - Use ODBC and a Microsoft Access append query
Note: The solution below requires the Timberline ODBC driver. Contact your certified Sage 300 CRE consultant for more information.

In Sage 300 CRE 9.6.0 CD or later, the standard cost code record is ODBC creatable. If you are creating an exact copy from one company to another, follow the steps under "Create an exact Copy from an existing company to a new company." If you have an existing import file, follow the steps under "Import from an existing Microsoft Excel spreadsheet."

Create an exact Copy from an existing company to a new company

1. Use File Tools to create a backup of you data files.
2. Create a Source DSN (Data Source Name) for the original company.
3. Create a Microsoft Access linked table to MASTER_JCM_STANDARD_COST_CODE using the source DSN. If you are making modifications to the standard cost code list, export the data to Microsoft Excel creating an import file. Make the modifications and then follow the steps in the next section.
4. Create a Destination DSN for the new company.
5. Create a Microsoft Access linked table to MASTER_JCM_STANDARD_COST_CODE using the destination DSN.
   Note: You must have an existing master.jcm in the destination company.
6. Create and run a Microsoft Access append query.

Import from an existing Microsoft Excel spreadsheet

1. Convert the Microsoft Excel import file to a Microsoft Access import table.
2. Create a Destination DSN (Data Source Name) for the new company.
3. Create a Microsoft Access linked table to MASTER_JCM_STANDARD_COST_CODE using the destination DSN.
   Note: You must have an existing master.jcm in the destination company.
4. Create and run a Microsoft Access append query.

Option B - Use Setup Central to create a new company
If you are setting up Job Cost in a new data folder with Setup Central in Sage 300 CRE 9.3.0 CD or later, you can copy and paste standard cost codes from an Excel spreadsheet or a text file into the standard cost code grid.

In your source data folder, you can print the Standard Cost Code List report (JC, Reports, Lists) to an .xls or .txt print file, and copy and paste that into the new data folder's Cost Code section in Setup Central.

To start Setup Central from Sage 300 CRE Desktop go to Tasks, Sage 300 Construction and Real Estate, Common Tasks, Tools, Setup Central. For version 16.1 and later, Applications, Common Tasks, Tools, Setup Central.

Note: This does not work with standard categories or if you have already set up your General Ledger master file outside of Setup Central.

Option C - With identical JC Settings, copy the JC Master file from the source to the target folder and move jobs and commitment
Use this solution only if all of the conditions below are true:

• The JC Settings are the same for both the source and target company. File, Company Settings, JC Settings (in 9.5.x and later))
• No jobs are set up in the target company. (Inquiry, Lists , Job List)
• No posted transactions exist in the target company. (Inquiry, Entries, Entries by Batch , Current)

Follow these steps to create a master file in the target folder that includes only the standard cost code and standard category (if you use categories) records:

1. Use File Tools (see the link below) to copy the Master.jcm from the source data folder into the target folder.
   Note: If you have already set up the Master.jcm in the target folder, you should not use this solution.
2. In Windows Explorer, create an empty data folder to move the jobs and commitments into. (This will be a junk folder which will be used to collect the job and commitment data that you will not need in your new target folder. For example, C:\Timberline Job Cost Junk).
3. From the File menu, select Open Company, select the target folder.
4. In Job Cost, from the Tools menu, select Move,  Move Commitments. Move the commitments to the junk folder created in step 2. Do not use ranges or conditions.
5. From the Tools menu, select Move,  Move Jobs. Move all jobs to the junk folder created in step 2. Do not use ranges or conditions.

How do I copy files using File Tools?

Note: This solution only works if you have not set up jobs or posted transactions to the master file in your target folder.

The records in the Master.JCM which contain standard Cost Codes are R16.MKD for standard cost codes, and R17.MKD for standard categories.