Job Cost Setup

I am setting up 64 lots in Job Cost, is there a way to copy from a previous lot and just make a couple changes?

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  • Jay - I often do new subdivision setups for our company and have to do these "bulk" adds where I load a whole group of new jobs into the system, normally with related job numbers and also with quite a bit of related information required (street addresses, lot number, auditor parcel number, phase etc..).  If you have a copy of Microsoft Access or Office Connector Write, you can easily lay everything out in an Excel spreadsheet and then bulk add it all at once,  It's a pretty straight forward process.  If you don't have Office Connector Write, which I don't, you need to have a copy of Microsoft Access.  Excel can't directly create new jobs in Sage, however you get around that by using a simple Access inked query.  If you're a member of the TUG user's group, I have a class example from my Intermediate ODBC lab that does this exact thing - loads 100 lots for a new subdivision from a spreadsheet.  If not, shoot me an e-mail at [email protected]t and I can likely walk you through it.  It's a pretty neat trick.

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  • Jay - I often do new subdivision setups for our company and have to do these "bulk" adds where I load a whole group of new jobs into the system, normally with related job numbers and also with quite a bit of related information required (street addresses, lot number, auditor parcel number, phase etc..).  If you have a copy of Microsoft Access or Office Connector Write, you can easily lay everything out in an Excel spreadsheet and then bulk add it all at once,  It's a pretty straight forward process.  If you don't have Office Connector Write, which I don't, you need to have a copy of Microsoft Access.  Excel can't directly create new jobs in Sage, however you get around that by using a simple Access inked query.  If you're a member of the TUG user's group, I have a class example from my Intermediate ODBC lab that does this exact thing - loads 100 lots for a new subdivision from a spreadsheet.  If not, shoot me an e-mail at [email protected]t and I can likely walk you through it.  It's a pretty neat trick.

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