JC Module Preferences window: Integration tab

JobCostCS > Job Cost > Options menu > JC Module Preferences window > JC Module Preferences window: Integration tab

Use the options on this tab to set the level of integration you want between Job Cost and the other installed modules. A description appears to the right of each field that indicates whether or not the module is installed. Integration options are disabled for any module that isn’t installed.

General Ledger

Use this drop-down list to select what information is shared from Job Cost to General Ledger when you post. Your integration options are:

• No Integration: select this option if you don’t want Job Cost to share information with General Ledger. You will not have account lookups available and transaction information will not post to General Ledger.

• Integrated - Detailed: select this option if you want Job Cost to share detailed information with General Ledger. Transactions will post individually to General Ledger and you will have access to account lookups.

• Integrated - Condensed: select this option if you want Job Cost to share information with General Ledger. Transactions will post individually to expense accounts and as one entry to asset, liability, and equity class accounts. You will have access to account lookups.

• Integrated - Summary: select this option if you want Job Cost to share summary information with General Ledger. Transactions will post as one entry to each affected General Ledger account. You will have access to account lookups.

• Report Only - Detailed: select this option if you don’t want Job Cost to share information with General Ledger. You can view a detailed report that shows what would have posted to General Ledger. You will not have access to account lookups.

• Report Only - Summary: select this option if you don’t want Job Cost to share information with General Ledger. You can view a summary report that shows what would have posted to General Ledger. You will not have access to account lookups.

Accounts Receivable

Use this drop-down list to select whether or not information is shared from Job Cost to Accounts Receivable when you post. Your integration options are:

• No Integration: select this option if you don’t want Job Cost to share information with Accounts Receivable. You will not have customer lookups available and transaction information will not post to Accounts Receivable.

• Integrated: select this option if you want Job Cost to share information with Accounts Receivable. You will have access to customer lookups and job cost information will post to Accounts Receivable.

Inventory

Use this drop-down list to select whether or not information is shared from Job Cost to Inventory when you post. Your integration options are:

• No Integration: select this option if you don’t want Job Cost to share information with Inventory. You will not have stock item lookups available and transaction information will not post to Inventory.

• Integrated: select this option if you want Job Cost to share information with Inventory. You will have access to stock item lookups and job cost information will post to Inventory.

Accounts Payable

Use this drop-down list to select whether or not information is shared from Job Cost to Accounts Payable when you post. Your integration options are:

• No Integration: select this option if you don’t want to enter vendor bills in Job Cost. You will not have vendor lookups available and transaction information will not post to Accounts Payable.

• Integrated: select this option if you want Job Cost to share information with Accounts Payable. You will have access to vendor lookups and you will be able to enter vendor bills in Job Cost and post them to Accounts Payable.

Purchase Order

Use this drop-down list to select whether or not information is shared from Job Cost to Purchase Order when you post. Your integration options are:

• No Integration: select this option if you don’t want Job Cost to share information with Purchase Order. You will not have lookups available and you will not be able to generate orders from Job Cost.

• Integrated: select this option if you want to generate purchase orders from Job Cost. You will have access to lookups and purchase orders you enter in Job Cost will post to Purchase Order.

Payroll

Use this drop-down list to select whether or not you can see information from Payroll in Job Cost. Your integration options are:

• PR Lookup Enabled: You will be able to look up employees in the Cost Activity window.

• PR Lookup Disabled: You will not be able to look up employees in the Cost Activity window.

Fix <Module> Integration

If you receive an error when you save your integration setting, the Fix <Module> Integration button appears when you reopen the window after you view the error report. Select this button to verify that the error is corrected and integration works or to view the error report again.