The JC Cost Code Format mask identifies the cost code numbering structure in the Sage Timberline® Office Job Cost Accounting database. If the JC Cost Code Format mask does not match the STO cost code format structure exactly, WMS will receive incorrect cost code information from Job Cost, resulting in possible rejects when sending budgets, purchase orders and invoices to STO Accounting.
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 JC Cost Code Format field by clicking the icon next to the JC Cost Code Format field. This will display the Accounting JC Cost Code 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 cost code 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 cost code has 9 characters with 3 in the first section, 2 in the second section, and 4 in the last section, the Sample mask will display as 111-22-3333 in the top left of the dialog and as###-##-#### in the JC Cost Code Format field on the Accounting Configuration Tab.
Verify the JC Cost Code format 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 JC Cost Code structure exactly.
Adjust the mask as necessary.
Click the Save 
button at the top of the screen to save the changes.
The JC Cost Code Format mask identifies the position of the Option Code and the Cost Code within the 20 character (max) cost codes which are send from WMS to the Explorer Contract Manager V7 Accounting system for each Job. For more information about setting up Option Codes in WMS see Track Extras (Options). If the JC Cost Code Format mask does not match the Explorer Contract Manager V7 cost code configuration structure exactly, rejects may occur when sending budgets, purchase orders and invoices to Explorer Contract Manager V7 Accounting.
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 JC Cost Code Format field by clicking the icon next to the JC Cost Code Format field. This will display the Accounting JC Cost Code Sections dialog.
Enter the size for the two Sections, Section 1 for the Option Code and Section 2 for the Cost Code:
Enter the appropriate number of characters for the Option Section by clicking the up/down buttons next to the section.
Separate the sections of the cost code by entering a separator symbol such as '-' in the separator field between the current section and the next section. This separator is ignored when sending the cost code in the Explorer Import files.
Repeat steps a & b for the Cost Code Section. if the cost code has 19 characters with 9 in the first section for the Option code and 10 in the second section for the Cost Code, the Sample mask will display as 111111111-2222222222 in the top left of the dialog and as#########-########## in the JC Cost Code Format field on the Accounting Configuration Tab.
Click the Save button at the top of the screen to save the changes.
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IMPORTANT |
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It is up to the user to ensure the Explorer Cost Code 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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