The Job Number Format mask identifies the job numbering structure in the Sage Timberline® Office Job Cost Accounting database. WMS will not be able to correctly receive job information from Job Cost if the mask does not match the job numbering structure exactly. These settings should be configured for each accounting company. See the following section "Job Section Mapping Scenarios" for information to determine what mapping is required.
Access the Integration menu > Accounting > Accounting Integration Settings.
Or, select the Accounting Integration Settings 
icon from the toolbar.
Verify the accounting company currently selected in the Accounting Companies grid is the correct accounting company for which this setting will be defined. If necessary, click on a different accounting company.
Click the Accounting Configuration tab.
Enter the mask in the Job Number Format field by clicking the icon next to the Job Number Format field. This will display the Accounting JC Job Sections dialog.
For each Section, beginning with Section 1:
Enter the appropriate number of characters for section by clicking the up/down 
buttons next to each section.
Separate the sections of the job number by entering a separator symbol such as '-' in the separator field between the current section and the next section.
Repeat steps a & b for Section 2 and 3 if required. If a section is not required, just leave it and the separator field blank.
For example, if the job numbers have 8 characters with 3 in the first section, 2 in the second section, and 3 in the last section, the Sample mask will display as 111-22-333 in the top left of the dialog and as###-##-### in the Job Number Format field on the Accounting Configuration Tab.
Verify the job number mask by clicking Verify in the lower right side of the dialog.
If the mask is correct the Information dialog appears, "Current sections match Accounting data."
If the mask is not correct, the error message appears, "Current sections do not match Accounting data." In this case, the user needs to change the mask until it matches the Sage Timberline® Office Job Cost Accounting job number structure exactly.
Adjust the mask as necessary.
If using job section mapping, continue to the following section.
Otherwise, Click OK to accept the updated Job Number Format and return to the Accounting Configuration Tab,
Click the Save 
button at the top of the screen to save any changes.
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Note |
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If the auto-numbering option will be used for numbering purchase orders, the job number, excluding the separating characters such as- is limited to 9 characters. |
EachMap To field for each Section on the Accounting JC Job Sections dialog can be assigned a code from the available list. This code is used to interpret the value in the assigned section of the job number. For example, if section one of the job number is mapped to the division code, the value in section one of the job number must contain a valid division code. Once a code is assigned to a Map To field, that code is no longer available in the remaining Map To lists.
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Note |
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Job section mapping only applies when importing new jobs into WMS from Sage Timberline Office Accounting. It can be used as a filtering tool for keeping out unwanted jobs. Job section mapping will not affect any current jobs that already exist within WMS. |
Several common mapping scenarios are outlined below.
In this scenario, map any Map To field (corresponding to section 1, 2, or 3) to the division code (it does not have to be mapped to the first section). If any section is assigned to the division code, the import process looks for the value in that specific position within the job number. The process must find a match on the division code within the job to import to the division code of the division currently selected in WMS. If no match is found, the job does not import into WMS.
In this scenario, map any two of the Map To fields to the division code and the area number. The import process searches for the division code match, then the area number. The division code must match the division currently selected in WMS, and the area number must match an area within that division. If a match is not found for both the division code and area number, the job will not import into WMS. If a match is found for both, the area ID on the job record is updated, assigning the job to the area matching the area number in the job number section.
In this scenario, map any two of the Map To fields to the division code and the sales code. The import process searches for the division code match, then the sales code. The division code must match the division currently selected in WMS, and the sales code must match an area within that division. If a match is not found for both the division code and sales code, the job will not import into WMS. If a match is found for both, the area ID on the job record is updated, assigning the job to the area matching the sales code in the job number section.
In this scenario, map any one of the Map To sections (corresponding to section 1, 2, or 3) to the area number (it does not have to be mapped to the first section). The import process searches for an area with a matching area number within the current division. If a match is found, the job is imported and the area ID on the job record is updated, assigning the job to the area matching the area number in the job number section.
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Note |
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If this mapping scenario is employed, unique area numbers must exist across all divisions. |
In this scenario, map any one of the Map To sections (corresponding to section 1, 2, or 3) to the sales code (it does not have to be mapped to the first section). The import process searches for an area with a matching sales code within the current division. If a match is found, the job is imported and the area ID on the job record is updated, assigning the job to the area matching the sales code in the job number section.
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Note |
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If this mapping scenario is employed, unique sales codes must exist across all areas in the division. |
From the Accounting Configuration tab, click on the icon next to the Job Number Format field if the Accounting JC Job Sections dialog is not already open.
Establish the Map To field values as desired. The options are Division Code, Area Number, Sales Code, Phase and Lot Number. Populate only those fields needed, in any order.
Click OK when complete.
Click the Save button in the toolbar.
The Job Number Format mask identifies the sections of the job number in the Explorer Contract Manager V7 accounting company which are to be mapped to WMS Area, Phase Release and Lot Number codes. WMS will not be able to automatically assign jobs received from Explorer Contract Manager to the correct Area, Phase Release and/or Lot Number if the mapping of the sections does not match the Explorer Contract Manager job numbering structure exactly. These settings should be configured for each accounting company. See the following section "Job Section Mapping Scenarios" for information to determine what mapping is required.
Access the Integration menu > Accounting > Accounting Integration Settings.
Or, select the Accounting Integration Settings icon from the toolbar.
Verify the accounting company currently selected in the Accounting Companies grid is the correct accounting company for which this setting will be defined. If necessary, click on a different accounting company.
Click the Accounting Configuration tab.
Enter the mask in the Job Number Format field by clicking the icon next to the Job Number Format field. This will display the Accounting JC Job Sections dialog.
For each Section, beginning with Section 1:
Enter the appropriate number of characters for section by clicking the up/down buttons next to each section.
Separate the sections of the job number by entering a separator symbol such as '-' in the separator field between the current section and the next section.
Repeat steps a & b for Section 2 and 3 if required. If a section is not required, just leave it and the separator field blank.
For example, if the job numbers have 8 characters with 3 in the first section, 2 in the second section, and 3 in the last section, the Sample mask will display as 111-22-333 in the top left of the dialog and as###-##-### in the Job Number Format field on the Accounting Configuration Tab.
If using job section mapping, continue to the following section.
Otherwise, Click OK to accept the updated Job Number Format and return to the Accounting Configuration Tab,
Click the Save button at the top of the screen to save any changes
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IMPORTANT |
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It is up to the user to ensure the Explorer job sections and mappings are correct as there is no direct communication between Explorer Contract Manager and WMS to validate this information. Incorrect settings may result in failures in one or more points of the integration. |
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Note |
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If the auto-numbering option will be used for numbering purchase orders, the job number, excluding the separating characters such as- is limited to 9 characters. |
EachMap To field can be assigned a code from the available list. This code is used to interpret the value in the assigned section of the job number. For example, if section one of the job number is mapped to the sales code, the value in section one of the job number must contain a valid sales code. Once a code is assigned to a Map To field, that code is no longer available in the remaining Map To lists.
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Note |
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Job section mapping only applies when receiving new jobs into WMS from Explorer Contract Manager via the BMT.net API. Job section mapping will not affect any current jobs that already exist within WMS. Once mapping is established, the each section of job number within a job record must contain valid values for the mapped field. If a section contains an invalid code, the job record will still be added to WMS, but the value of the mapped field will be unassigned. It is not necessary to use job section mapping, and it is not required that all three Map To fields contain a value. |
Several common mapping scenarios are outlined below.
In this scenario, map any one of the Map To sections (corresponding to section 1, 2, or 3) to the sales code (it does not have to be mapped to the first section). The import process searches for an area with a matching sales code within the division assigned to the job. If a match is found, the job is imported and the area ID on the job record is updated, assigning the job to the area matching the sales code in the job number section.
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Note |
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If this mapping scenario is employed, unique sales codes must exist across all areas in the division. |
In this scenario, map any two of the Map To fields to the sales code and the Phase code. The import process searches for the sales code match, then the phase code. The sales code must be valid for the division assigned to the job, and the phase code must match a phase release within the sales code's area. If a match is not found for both the sales code and phase code, the job will not import into WMS. If the sales code section contains an invalid code, the job record will still be added to WMS, but the value of the AREA_ID field will be unassigned and the value in the phase code section will be ignored. If the phase code section contains an invalid code, the job record will still be added to WMS, but the value of the Phase_Release_ID field will be unassigned and the value in the phase code section will be ignored.
From the Accounting Configuration tab, click on the icon next to the Job Number Format field if the Accounting JC Job Sections dialog is not already open.
Establish the Map To field values as desired. The options are Sales Code, Phase Code and Lot Number. Populate only those fields needed, in any order.
Click OK when complete.
Click the Save button in the toolbar.
Job Number Format Mapping: Phase Release
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