This screen allows the user to select the budgets that are sent to the integrated accounting Job Cost module. Two sorting views are available to send budgets by job or by area/phase (for phase release workflows).
In the Send to Accounting screen, click theBudgets tab.
The following screen displays in the right side of the WMS desktop.
Area/Phase sorting view:
Budgets already issued but not yet sent to Job Cost display in this tab. If the user has been assigned the security option,Send on Behalf of Users, all budgets issued but not sent will display. If the user has not been assigned the security option, Send on Behalf of Users, the screen only displays the budgets issued by the current user.
Show Only My Information: Check this option to display only the current user's issued budgets.
Show All: Check this option to display all users' issued budgets.
Use the Expand All/Collapse All buttons to open the jobs and options in order to see their associated budgets.
Sort by Job: Follows a job/option/cost code hierarchy.
|
Note |
|
If employing a phase release workflow, use the Phases sorting view to display budgets using aPhase/Cost Code/Job/Option hierarchy. |
Select the budgets to send to the Job Cost module.
Select one, multiple or all budgets in the screen.
Multi-select non-consecutive budgets with the left-mouse click + <Ctrl> key.
Multi-select consecutive budgets with the left-mouse click + <Shift> key.
Send all budgets in the screen by not selecting any in the list (or, highlight the model level node to select its budgets).
Click the Send Budgets to Job Cost icon. All selected budgets will transfer to Job Cost, and the information will no longer display on this tab.
|
Note |
|
Sage Timberline® Office integration The user may need to create a JC new transaction file in order to process the budgets. If a JC new transaction file already exists, this information will append to the existing file, and the Import Estimates - File Selection dialog will not display, "The JC New Transaction file was not found. The file will be created."
|
Click OK to continue.
The Sage Timberline® Office Background Tasks dialog displays the progress of the JC post entries and JC import estimates.
Once the process has completed normally, click the "X" in the upper right corner to close the dialog.
The Send to Accounting message dialog appears.
If budgets were sent with errors, a warning will appear in this dialog. Click here for more information on correcting importing and posting errors.
If the budgets results appear as successful, click Close.
Or, click the View Budget Import Report link in the lower left side to display the Sage Timberline Office Job Cost Import Estimates report.
Verify the information in the preview screen, or select File > Print to print a hard copy.
Click Close to exit the screen.
Alternatively, click the View Budget Post Report link to view the Sage Timberline Office Job Cost Post Entries report.
Verify the information in the preview screen, or select File > Print to print a hard copy.
Click Close to exit the preview.
Click Close to exit the Send to Accounting message dialog.
Overview of Send to Accounting
Send Purchase Orders to Job Cost
Change Supplier for Purchase Order
Delete Purchase Order in Send to Accounting
Send Invoices to Accounts Payable
Correcting Import and Posting Errors
Creating STO Macros for Send to Accounting
Phase Release Topics:
How to Map Job Cost Job Number Sections
How to Assign, Edit and Delete Pay Points
Models/Options by Community Screen
How to Issue Purchase Orders by Cost Code
Send Purchase Orders to Job Cost by Supplier/Contract
Multi Cancel/Delete Wizard: Phase Releases View