The Copy Job command transfers information to the cost code record items listed in the following Cost Code Setup tabs.
Note: To view the information from the source cost code, from the Setup > Cost Codes menu, select your job, extra (if applicable), and cost code, and then click the appropriate tab.
| General tab |
| Item (new cost code only) |
Information Source |
| Job |
Entered in Copy Job |
| Extra |
Copied from source record |
| Cost code |
Copied from source record |
| Desc |
Copied from source record |
| Status |
Set to Unstarted |
| Accumulate as |
Copied from source record |
| Cost unit desc |
Copied from source record |
| Cost account |
Copied from source record |
| Billing item memo |
Copied from source record |
| Contract Info tab |
| Item (new or existing cost code) |
Information Source |
| Original Scheduled Value |
Increased by scheduled value entry (if created) |
| Revised Scheduled Value |
Increased by scheduled value entry (if created) |
| Item (new cost code only) |
Information Source |
| Send Cost to Billing |
Copied from source record |
| Estimate Totals tab |
| Item (new or existing cost code) |
Information Source |
| Est Cost (Original and Total) |
Increased by estimate entry (if created) |
| Accumulation Totals tab |
| Item (new or existing cost code) |
Information Source |
| Total Estimates (if created) |
Increased by estimate entry |
| Production Unit tab |
| Item (new cost code only) |
Information Source |
| Unit description |
Copied from source record |
| Custom Fields |
| Item (new cost code only) |
Information Source |
| All |
Copied from source record |
If this is a job-related cost code record (no extra ID attached) and the Copy extras without the job check box was selected, this record is dropped from further processing.
Otherwise:
- If the Create estimates check box was selected and categories are not being used, an estimate is created from the source Total Est Cost displayed in the Cost Code Setup window (Totals tab). The estimate is added to the destination Original and Total Est Cost in the same window and tab, then accumulated upward to the destination job or extra level.
- If the Create scheduled value entries box is selected and billing is by cost code, a scheduled value entry is created from the source Revised Scheduled Values. The source values are displayed in the input Cost Code Setup window (Contract Info tab). The value is added to the destination Original and Revised Scheduled Value in the same window and tab of the destination cost code, then accumulated upward to the destination job or extra level.
- If a record with this key already exists in the destination job, processing is complete for this record. Otherwise a copy of this record is created for the destination job and the applicable information is copied to it.
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