These settings determine if options will be tracked separately in the integrated accounting system, and the method that will be used to identify options.
Checked: Cost detail will be tracked by option. Information sent to the integrated accounting system will be identified separately as base costs and option costs. Costs will be tracked separately by the main job and by options in Job Cost.
Not Checked: Cost detail will not be tracked by option. Information sent to the integrated accounting system will be identified only by the job. All costs associated with the job will be tracked as part of the main job in Job Cost.
WBS Code: If this option is selected, the option numbers will be identified by WBS codes rather than the assembly number.
Assembly Number: If this option is selected, base house and options will be identified by assembly number. Cost detail will be created separately based on the assembly number and costs associated with options will be tracked separately from the costs for the main job.
The Assembly Number Format is maintained in the Integration > Estimating > Estimating Integration Settings. See Assembly Number Format for more information.
The assembly number designated for the base house will display in the Assembly Number Format field. All assemblies not fitting this mask will be treated as options/extras.
Unchecked by default, this setting allows the user to track extras (options) in WMS but not in Job Cost. If both the Track Extras (Options) in Job Cost and the Send Extras (Options) setting is checked, the budget and commitment export files will not contain any extra (options) codes, and extras (options) will not be created in Job Cost with the Send to Accounting function.
|
Note |
|
This setting is targeted for a very specific use of the integrated accounting system integration process and should not be enabled without first contacting an authorized Accounting consultant or BuilderMT Support Services. |
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.
Select the appropriate options.
If the checkbox is checked, the option will be active.
If the checkbox is left blank, the option will be turned off.
If selecting to use the WBS code, click the 
up/down arrows to select which WBS code contains the option number.
Click the Save 
button at the top of the toolbar to save any changes.
Track Variance Categories on Reissued Items
Track Variance Categories on difference between Budget and Commitment