JC Cost Type
This field is only displayed and enabled if the line Type is 8-SM Work Order and the SM work order is for a job.
Enter the JC cost type (from JC Cost Types) for this invoice line. Initially defaults as follows:
If you entered an SM cost type for the line, defaults the JC cost type assigned to the SM cost type (in SM Cost Types). Default may be overridden.
If you did not enter an SM cost type or if you entered an SM cost type, but no JC cost type is assigned to the SM cost type, defaults as blank and must be entered manually.
The system will use this cost type, in conjunction with the phase specified for the work order sequence, to post the costs to Job Cost (via the JC Cost Detail table).
If the work order scope specified for this invoice line has not been assigned a phase, you will receive a message indicating the phase is missing; you will be unable to save the record until you assign a phase to the work order scope in SM Work Orders.
If no phase override exists in JC Departments (Phase Overrides tab) for the phase specified on the work order scope, the cost type entered here must be set up with the appropriate GL accounts in JC Departments (Cost Types tab) based on the following:
If the phase exists on the job (locked and non-locked jobs), the cost type must be set up for the department assigned to the phase's contract item.
If the phase does not exist for the job (non-locked jobs only), the cost type must be set up for the department assigned to the first contract item associated with the job.
If the phase does not exist for the job (non-locked jobs only), but the phase matches the "number of valid characters" of a phase that does exist on the job, the cost type must exist for the contract item assigned to the valid job phase.
If the cost type is not found in JC Departments, you will be unable to post the batch. This applies regardless of how you set the JC interface checkbox in SM Company Parameters.
Locked Phases vs. Non-Locked Phases
If the Phases on this job are locked box is checked for the job in JC Jobs, the cost type specified here must be set up for the job/phase in JC Job Phases. If it is not, you will receive a warning and be unable to save the line until you specify a valid job/phase cost type.
You can add the cost type to the job phase by pressing F5 from this field to access JC Job Phases. Once you set up the cost type and exit JC Job Phases, you can enter the cost type here.
If the Phases on this job are locked box is not checked in JC Jobs, you can use any cost type defined for the phase in JC Job Phases or JC Phases. If the cost type is not set up for the phase, you will receive a warning and be unable to save the line until you specify a valid phase cost type.