Integration with Sage 300 Construction and Real Estate Job Cost > Setting up in Job Cost
Setting up in Sage 300 Construction and Real Estate Job Cost
You need to set up the following information in the Job Cost
application:
- A cost code format
- Standard cost codes (optional)
- Standard categories (required to import transaction files from Sage Estimating)
Tip: Sage recommends using the same
coding scheme for phases in Sage Estimating and cost codes in Job Cost. Although
Sage Estimating can handle different coding, using the same scheme minimizes
data entry in Sage Estimating. If you want, you can import Job Cost data directly
into your Sage Estimating standard database. When you set up your standard database, select Sage 300 Construction and Real Estate as the Job cost interface type.
If the two applications have different coding, you will have
to set up a job cost phase for each phase in Sage Estimating. Keep in mind
that multiple phases can reference the same Job Cost code.
- The job cost phases you enter
in Sage Estimating should not exceed the 12-character limit allowed by Job
Cost.
- Since Job Cost automatically
formats the job cost phase codes imported from Sage Estimating, you should
set the job cost phase suffix to zero in Estimating.
- If you are using a free form
format (15 characters) for job cost phases, Sage Estimating treats any phase
with any segment consisting of all zeros as a group phase.
- Standard categories in Job
Cost make it possible to create cost codes on the fly when importing estimate
transactions with non-existent job cost codes.