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Pgm: JCCTRLFM – Bid Setup tab in Job Costing Control; standard Treeview path: Job Costing > Setup > Local Tables > Control File
The Bid Setup tab on the Job Costing Control File screen is used to set controls, such as the cost code/category where the transfer of costs will be posted to, and when it will be posted to the winning job.
Carry Over Bid Job Cost Codes
This field is relevant if a bid job’s recorded bid costs are to be transferred to the new corresponding job record, after a bid job is won. Select the cost code to transfer bid costs to when a job is won.
Bid Costs Category
Select the category code that bid costs will be copied into if a job is won.
Bid Job Template
Used to select the cost code template that is to be the bid job template for creating bid jobs, for the company selected by the Company field. Whenever a bid job is created, the template’s cost codes are assigned to the new bid job.
Cost code templates are created and maintained through the Cost Code Template screen (standard Treeview path: Job Costing > Setup > Local Tables > Cost Code Templates).
In the Opportunity Management module, if using the automatically create bid jobs option, the system will use this selected bid job template to auto-assign its cost codes to new bid jobs.
Transfer Costs As Default − Checkbox
This field is relevant if a bid job’s recorded bid costs are to be automatically transferred to the new corresponding job record, after a bid job is won. Check this field if costs are to be automatically transferred.
Copy Original Source/Reference Values − Checkbox
This checkbox can be checked when the 'Transfer Costs As Default' checkbox is checked.
If checked, when a bid is won, the system will automatically copy the original source and reference when transferring costs.
When unchecked, during processing, the reversal of bid job and transfer to winning job transactions will have system defined values for source/reference indicating the transfer details.
When checked, the original source/reference details will be retained in bid job reversals and winning job transfers.
Copy Cost Codes As Default − Checkbox
If checked, when a bid job is won, the bid job’s cost codes are carried forward to the corresponding job record.
Copy Job Original Contract Amount − Checkbox
By default, this checkbox is checked to keep existing functionality. If a bid job created from the Opportunity Management module is won, the original contract amount for the corresponding job record gets updated with the potential revenue from the corresponding opportunity record.
Default Template To Bidjob − Checkbox
This field is enabled if a cost code template is selected via the Bid Job Template field.
If checked, the bid job template will be defaulted to the assigned cost code.
Move Unposted Timesheets to Awarded Jobs − Checkbox
If checked, this will update unposted PY job transactions with the won job code.