[BCB:5:Third-party support:ECB]

Choose an option below 

• ODBC and an Access query: Use ODBC to create standard cost codes in a new or an existing company.
• Setup Central: Create a new company to copy and paste standard cost codes from a Microsoft Excel or text file.
• Copy the Job Cost Master file: Create an exact duplication of standard cost codes in a new company. Use identical Job Cost settings to the original company. This method doesn't use ODBC.

Use ODBC and a Microsoft Access append query

The solution below requires the Timberline ODBC driver. Contact your certified Sage 300 CRE consultant for more information.

The standard cost code record is ODBC creatable. If you’re creating an exact copy from a company, follow the steps under "Create an exact Copy from an existing company." When 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

1. Use File Tools to create a backup of your 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’re modifying the standard cost code list, export the data to Microsoft Excel to create an import file. Make the changes 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. 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. You must have an existing master.jcm in the destination company.
4. Create and run a Microsoft Access append query.

Use Setup Central to create a new company

When using Setup Central, you can copy and paste standard cost codes from a spreadsheet or text file into the standard cost code grid.

In your source data folder, print the Standard Cost Code List report to an .xls or .txt file. You can locate this report in Job Cost, Reports, Lists. Then 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 Applications, Common Tasks, Tools, Setup Central.

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

Copy the Job Cost Master file

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 the conditions below are all true:

• The JC Settings are the same for both the source and target company. (File, Company Settings, JC Settings)
• You haven't set up any jobs in the target company. (Inquiry, Lists, Job List)
• No posted transactions exist in the target company. (Inquiry, Entries, Entries by Batch, Current)

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 to copy the Master.jcm from the source data folder into the target folder. If you have already set up the Master.jcm in the target folder, don't use this solution.
2. In Windows Explorer, create an empty data folder to move the jobs and commitments into. This is a junk folder you'll use to collect the job and commitment data that you don't need in the 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. Don’t use ranges or conditions.
5. From the Tools menu, select Move, Move Jobs. Move all jobs to the junk folder created in step 2. Don’t use ranges or conditions.

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 that contain standard Cost Codes are R16.MKD for standard cost codes, and R17.MKD for standard categories.