Add or Change Custom Descriptions

To add/change custom descriptions:

1. In WMS, type the description in the Custom Description field, as shown in the topic, Custom Descriptions Overview.  

2. Click OK at the bottom.

3. • If the field type is AP, AR, EQ, or JC, it will be necessary to manually type the changes in Sage Timberline Accounting as well.

3. In Sage Timberline Accounting, from the Job Cost main menu, select File >  Data Folder Settings > Custom Descriptions.

4. Type the description in the Description field.

5. Click OK.

6. • The following additional custom descriptions must be edited in theJob Cost Main menu, Setup > Jobs screen:

6. To edit the custom descriptions for the fields listed in this table, inTimberline Accounting, from theJob Cost Main menu, select Setup > Jobs.

7. Click the Next button at the bottom of the screen to view job information on a currently defined job.

8. Press the Enter key twice to enter the job screen.

9. Click on the General tab or the Status tab to access the custom descriptions to change. (The tab applicable to each field is shown in the table above.)

10. Click in the blank field next to the custom description to be changed.

11. Click on the Change Desc button at the bottom of the screen.
    
    

12. Type the new custom description in the field.

13. Click OK.

14. Click Save.

15. Click Close.

16. • The custom description will now be changed for all Jobs in Sage Timberline Job Cost.

Related Topics

Custom Descriptions Overview

Custom Description Errors