How can I quickly add cost codes to a job when setting up a job?
Description
Cause
Resolution
[BCB:1:Backup warning:ECB]
[BCB:2:Database warning:ECB]
[BCB:5:Third-party support:ECB]

Option 1: You can use Job Central from Sage Desktop to set up most essential elements of a single, contract-based job or quickbill job (this will not work for cost based contract jobs).

To access Job Central:

  • Version 15.1 and older: Tasks, Sage 300 Construction and Real Estate, Job Cost, Job Central.
  • Version 16.1 and later: Applications, Job Cost, Job Central.
  • If the job is already set up in Job Cost, select the job in the list in Job Central and select Edit Job.
  • If the job is not already set up in Job Cost, select New Job in Job Central.
    1. The cost codes are added on the Job Structure step. You can hold the control key down and select individual cost codes or hold the control key down and the "a" key down to select all cost codes from the standard cost code list.
    2. Then click the > button to move them over into the Job Cost Codes area. Category check boxes will be automatically selected for categories that are entered in Setup, Standard Cost Code. If none are set up, you can manually check the box for each catgory you want set up on each cost code or wait and set them up on the fly during entry sessions.

Option 2: Create a template job that has all the cost codes and categories set up on it and use the Copy Job tool. See article, DocLink: How do I use the Copy Job feature in Job Cost?

Option 3: Import an estimate file with positive and negative lines to each cost code. Move the estimate batch to a junk folder once cost codes are created. See articles, DocLink: Can cost codes be set up when importing estimates into Job Cost? and DocLink: How do I import an estimate in Job Cost? for step by step instructions.

DocLink: Can cost codes be set up when importing estimates into Job Cost?
DocLink: How do I import an estimate in Job Cost?
DocLink: How do I use the Copy Job feature in Job Cost?
DocLink: Why do I not see all the Cost Codes when I click list in Enter Estimates?

[BCB:156:Chat 300 CRE US:ECB]
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