Job Number Formatting for Phase Builders

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 receive job information from Job Cost if the mask does not match the job numbering structure exactly. These settings for phase builders can be configured for each division's database.

To establish the job number mask:

From the Integration menu select Timberline Accounting > Accounting DB Settings.
- Or, select the Accounting DB Settings icon from the toolbar.
Verify the database currently selected in the Accounting Databases field list is the correct database for which this setting will be defined. If necessary, click on a different database.
Click the Timberline Accounting Configuration tab.
Enter the mask in the Job Number Format field

Enter the # symbol to represent each character.
Enter the appropriate number of characters in each section.
Separate the sections of the job number with the - symbol.
For example, if the job numbers have 8 characters with 2 in the first section, 2 in the second section, and 4 in the last section, the mask would be ##-##-####.

Click the Save button at the top of the screen to save any changes.

Note

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.

To map codes to section(s) of the job number:

From the Timberline Accounting Configuration tab, click on the Verify icon next to the Job Number Format field if 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. Typically, phase builders use the following mapping, as explained in the "Phase Release Mapping Scenarios" section that follows:
Click OK when complete.
Click the Save button in the toolbar.

To verify the job number mask:

In the Timberline Accounting Configuration tab, verify the correct job number mask by clicking the Verify icon next to the Job Number Format field.
The numbers appearing in the Section fields represent the number of '#' characters entered in the Job Number Format field. Click Verify in the lower right side.
- 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, then Save.

- See the topic JC Cost Code Format for instructions on assigning the Job Cost cost code format.

Phase Release Mapping Scenarios

Phase-centric builders typically use a mapping format of area number (or sales code) > phase code > lot number (the first option in this list). Pick one of the following methods for mapping phase release information:

Map to Area Number (or Sales Code), Phase Code and Lot Number

All three Map To fields are mapped to the area number (or sales code), phase code and lot number, which is the most common phase release mapping scenario. If a match is found for all three criteria within the division currently selected in WMS, the area ID and phase ID are assigned to the job record, and the job imports into WMS.

For example, for Job 010100901, map 01 to (area number); 01 to (phase code); and 00901 to (lot number).

The Area Number can be found in the Setup > Areas screen. Sales codes are found in the Setup > Areas screen > Sales Center tab. To use alphanumeric characters, use the Sales Code. Otherwise, if using all numeric characters in the job number, use the Area Number. See also the WMS Requirements for Sales Center Integration topic for more details.
The Phase Code is found in the Setup > Areas screen > Phases tab.
The Lot Number is found in the Setup > Jobs screen.

Map to Sales Code and Phase Code

This mapping causes the import process to search for an area in the current division with a matching sales code. Next, the import looks at the phase on the job record, and if there is a match, the area ID and phase ID are updated and the job record is imported into WMS.

Map to Phase Code

This mapping causes the import process to look at all phase codes within the currently active division in WMS. The first phase code found in WMS that matches the phase code on the job record is used; if there is a match, the area ID and phase ID are updated and the job record is imported into WMS.