JC General Cost Codes Template window

JobCostCS > Job Cost > Options menu > JC General Cost Codes Template window

Use this window to set up General Cost Code Templates to track miscellaneous costs. Cost Codes allow you to estimate cost, budget, and price. You can add these Codes to phases or directly to jobs.

Job

This field only appears if you open the Cost Code from a Job Management detail line. It displays the name of the job and cannot be edited.

Phase

This field only appears if you open the Cost Code from a Job Management detail line. It displays the name of the phase and cannot be edited.

Update template

This check box only appears if you open the Cost Code from a Job Management detail line. If you want to save your changes to the Code Template in addition to the job, select this check box before you click OK.

Code

Enter a Cost Code of up to 20 characters to identify this template.

Description

Enter a description of up to 50 characters for this Code.

AP Vendor

Type the name of the Accounts Payable vendor or, if you are integrated to Accounts Payable, use the Lookup to select the vendor for this Cost Code.

Units

Enter the number of items you want to include in this template.

Cost Per Unit

Enter the cost per item.

Cost Estimate

This field is read-only and displays the cost estimate of this Code. This is determined by multiplying the units and cost per unit.

Budget

Enter the cost limit for this Code.

Price Estimate

Use this drop-down to select whether you will estimate the price you will charge for this item by markup, margin, or dollar. If you choose Markup or Margin, your entry will become the default until you leave the window or select something different from the drop-down. If you are entering several Cost Codes, this can speed up your entry.

• Dollar: if you select this option, enter the price in dollars.

• Markup: If you select this option, the dollar box to the right of this field is disabled and you can enter a percentage to mark up the cost estimate. The amount in the dollar box adjusts to reflect the cost estimate plus the markup. The formula for markup pricing is Cost Estimate (1 + (Price Estimate% / 100)).

• Margin: If you select this option, the dollar box to the right of this field is disabled and you can enter a margin percentage to add to the cost estimate. The amount in the dollar box adjusts to reflect the cost estimate plus the margin. The formula for margin pricing is Cost Estimate / (1 - (Price Estimate% /100)).

Scheduling

Use this section of the window to establish when you need the item, when you’ll begin to use this item on the job, and when you plan to be finished with the item.

Needed on day <x> of the job

Enter the day you need this item on the job. For example, if you need this item on the 2nd day of the job, enter 2.

Start on day <x> of the job

Enter the day of the job you will begin to use this item.

Complete on day <x> of the job

Enter the day of the job you will finish using this item.

Expense Account

This field only appears if you open this window from a Job Management detail line. It defaults to the general expense account you set up on the Expense Accounts tab of the job. If you didn’t define an expense account, this field displays the account you entered on the Expense Accounts tab in Module Preferences. You can change the account for this detail line.

Once you change the account for the detail line, it will override any changes you make to the account number in Module Preferences or on the Expense Accounts tab of the job.

Liability Account

This field only appears if you open this window from a Job Management detail line. It defaults to the liability account you set up on the Expense Accounts tab of the job. If you didn’t define a liability account, this field displays the account you entered on the Expense Accounts tab in Module Preferences. You can change the account for this detail line.

Once you change the account for the detail line, it will override any changes you make to the account number in Module Preferences or on the Expense Accounts tab of the job.

Select this button to print a General Cost Code Template Report for one General Cost Code or a range of General Cost Codes.

Print All Types

Select this button to print a Cost Code Template report for one Cost Code or a range of Cost Codes.