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Edit: Job Cost Codes
Make the following menu selections to display this page.
Job Cost—Setup—Job Costing—JC Codes—(select a
JC code)
Use this menu item to add Job Cost Codes to the system.
Job Cost
Codes are used to set up Jobs.
Below is a list of the Job Cost Codes and possible examples of each. Set
up Job Cost Codes to meet your organization's needs.
Account Group
Examples: Account Group 1, Account Group 2
Architect
Examples: Florence Zander, Erik Rain
Contract Type
Examples: Fee for Service, Cost Plus
Department
Examples: Department X, Department Y
Estimator
Examples: Liam Fleet, Mila Guess
Owner Class
Examples: Owner Class 1, Owner Class 2
Project Manager
Examples: John White, Nora Young
Retainage
Examples: Retainage Code 1, Retainage Code 2
Sales Representative
Examples: Dexter McGraw, Sherman York
Superintendent
Examples: Joel Henry, Karen Jorgensen
Technical Representative
Examples: Kate Broward, Larry Cutter
Work Type
Examples: Construction, Demolition
Fields
Edit: Job Cost Codes Fields
A red dot 
indicates a required field or
selection.
User Code
The read-only User Code, for example, "Project
Manager." This label is hard-coded into the system.
Description
The description of the User Code. The description
defaults to the label that is hard-coded into the system, but is editable
so that you can customize to your organization's needs.
The Description is used as the User
Code label in the Job Cost Codes submenu that you just selected
it from. As it is used as a label the submenu, it cannot be blank.
Example:
For the default Job Cost User Code "Project
Manager," if you change the description to "PM," then "PM"
appears in the submenu after you save changes.
The submenu path would be:
Setup—AR
Setup—AR
Codes—Project
Manager (the default)
Setup—AR
Setup—AR
Codes—PM
(after the Description was changed and then saved)
Code/Description table
You can add Job Cost User Codes by completing Code
/ Descriptions lines here. A new line appears automatically as you complete
the fields in a line.
The codes that you add are shown when a user clicks on
the lookup for a field in the
setup Jobs User Codes tab.
You can add as many Code / Description combinations as
you need.
Code
Enter the Job Cost code into the field, for example
JW (for the project manager John White).
Description
Enter a description for the code just entered,
for example, John White.
Entering a Code is optional, but if you enter
a Code then the Description is required.
Buttons
Click to delete a Code / Description combination.
Save
Click to save changes. The lookup on the setup
Jobs User Codes tab refreshes to show
any changes.
Procedure
To Edit Job Cost
Codes
- Select Job
Cost—Setup—Job Costing—JC Codes—(select a
code to edit). The Edit page appears for the code you selected.
- Note that the default
User Code cannot be edited; however the label for the default User Code
can be edited.
To change the label for the default User Code, edit the Description
field. This is optional.
- To add a code, in
the Code/Description table, enter a code and a description for the code
in the appropriate fields.
To edit a code, make changes to the Code/Description table as needed.
- Repeat the previous
step to add/edit Code/Description combinations in the table.
- When done adding
to or editing the Code/Description table, click Save.
Note
When you save, two things happen:
The Setup—Job
Costing—JC
Codes submenu refreshes to show any changes to the label
of the defaultUser
Code.
The Codes/Descriptions you added/edited in the table
are saved as options for the Job Cost User Code's lookup
in the setup Jobs User Codes tab.
See Also
User
Codes - Associated Pages