The Estimating program validates cost codes and cost types in Step 4 in the Export to job cost wizards. The validation process checks the following job cost information that is assigned on the estimate items:
- Job Number
- Cost Codes
- Cost Types/Categories
Job Number, Cost Code, and Cost Type Validation
The Estimating program validates the job number, cost codes, and cost types in Step 4 of the export to job cost wizards. The validation process checks the job cost information that is assigned on the estimate and items. The validation process checks that:
-
The job number on the estimate exists in Sage 100 Contractor.
- The cost code on the item or addon exists in Sage 100 Contractor.
- The estimate cost code format is consistent with Sage 100 Contractor.
- The cost type/category on an item or addon record exists in Sage 100 Contractor.
- The estimate cost type/category format is consistent to Sage 100 Contractor.
- The item contains a Sage 100 Contractor cost category when a cost code is assigned.
- The item contains Sage 100 Contractor cost code when a cost category is assigned.
Export Errors window
If invalid items are discovered during Step 4, the program lists the errors, including the reason each item is invalid.
You can print a report that lists the errors, so that you can more easily correct them on the estimate.