Job Costing - Assign Job Cost Codes - Selection Criteria

Company

Company to which the job belongs to. This determines which jobs appear in the LOV for the Job field.

Job

Job to which cost codes are to be assigned.

If the 'Mandatory Workers Compensation For Job Cost Codes' checkbox on the Job Setup tab of the JC Control File screen is checked, the system reports the following error message if the Work Location field on the Payroll tab of the Enter Job screen is blank:

"Job is missing a work location, which is needed to verify workers compensation code."

Use Cost Code Template

A template may have defaulted here from the Job Setup screen.

Entering a cost code template code here indicates to the system to assign the cost codes according to a defined format. Once the template’s cost codes are copied over, customize the setup by adding or deleting cost codes/categories as needed.

Cost code templates are created and maintained in the Cost Code Template screen (standard Treeview path: Job Costing > Setup > Local Tables > Cost Code Template).

Use Existing Job

If this field is entered, it means that the new job will get exactly the same job structure as the existing job.

If this option is utilized, you have the option to copy the existing job’s bill codes, budget, and billings as well.

NOTE: When using the existing job bill codes, the bill codes may have been marked to include the job code. The job code will be from the existing job, not from the new job.

Copy Cost Code WC Codes − Checkbox

This checkbox is relevant to the Use Cost Code Template field for copying cost codes. The checkbox indicates whether or not workers compensation cost codes are copied during the process of copying cost codes from a cost code template or another job.

• This checkbox is defaulted to checked if the 'Mandatory Workers Compensation For Job Cost Codes' checkbox on the Job Setup tab of the JC Control File screen is checked.

• When copying new cost codes from another job, the WC codes will come from the other job’s WC codes. When copying new cost codes from a template, the WC cost codes will come from the cost code master setup.

NOTE: Using the 'Copy Cost Code WC Codes' checkbox may copy invalid WC codes, because the codes may not exist for the job’s particular work location. When invalid WC codes are discovered, a pop-up error message will be given, with the WC Code beside each cost code considered to have an invalid WC code. A valid WC code will need to be entered. Once a valid code has been entered, the user will be brought to the next invalid WC code. A category cannot be displayed or entered against a cost code with an invalid WC code.

Use Existing Bill Codes − Checkbox

Used with the Use Existing Job field for copying cost codes.  If checked, bill codes will be copied; if unchecked, bill codes will be nulled.

Retain Budget − Checkbox

Used with the Use Existing Job field for copying cost codes. If checked, budget related fields will be copied; if unchecked, budget related fields will be nulled.

Retain Bill Rate Tables − Checkbox

Used with the Use Existing Job field for copying cost codes. If checked, billing rate tables are copied; if unchecked, default billing rate tables’ fields are nulled.

[Populate Cost Codes] − Button

This button copies the cost codes from the object selected by either the Use Cost Code Template or Use Existing Job field to this job. The table under the Cost Code Detail section is populated with these selected codes.

[Add/Remove Categories] − Button

Sample of pop-up launched by [Add/Remove Categories] button

This button’s pop-up window is used to add or remove the categories selected via the 'Selected' checkbox to or from all of the cost codes listed in the Cost Code Detail section of the main screen for the selected company and job.

NOTE: Controlling categories and subcategories cannot be assigned to the same cost code.

[Add Cost Codes] − Button

This button is used to add cost codes to the job. The added cost codes will appear under the Cost Code Detail section.

If a cost code template is specified in the Use Cost Code Template field on this screen, then cost codes listed in the Assign Job Cost Codes pop-up window will be limited to the cost codes in the selected template and to any cost codes that were not already added from the template to the Cost Code Detail section.

If a cost code template is not specified in the Use Cost Code Template field on this screen, then cost codes listed in the Assign Job Cost Codes pop-up window will be from the company's master cost code list that were not already added to the Cost Code Detail section.

NOTE: When the 'Validate Cost Code Master' checkbox is unchecked in the System Options screen in the System Data module (standard Treeview path: System > Setup > System Options - Projects tab), then cost codes can be added that don't pre-exist in the cost code template assigned to the job or the company's master cost code list.