Does anyone have any experience or knowledge they can share to further the following dialog? It seems like this should be a common issue/request, so I am hoping someone can shed some light out there! Thanks!
Is there any documentation/tool/utilities to migrate a job or jobs from using Standard Cost Codes to Assigned Cost Codes?
Sage > Thanks for that information Rob. What are you actually trying to do with the cost codes? What do you mean by migrate?
Rob Graber > only standard cost codes have been in use forever...no cost codes are set up specifically for any particular jobs. We want to stop using standard cost codes and instead switch to set up jobs with specifically assigned cost codes on each job.
Rob Graber > is there some tool/utility/feature that would allow us to remove the standard cost codes from the list of standard cost codes, and then just start doing job-assigned cost codes?
Rob Graber > Is there some setting somewhere that indicates if a job is using standard vs. assigned cost codes? Just trying to figure out how this works and how to do the migration/switch.
Sage > The standard is only a template for creating the cost code on the job.
Sage > If you dont want the cost codes on jobs based on standard then you just go into Standard cost codes and delete them.
Sage > If there has been any activity on the jobs then the cost codes are setup on the jobs already
Rob Graber > is it possible to assign all of the standard cost codes to a job or jobs first (even if no activity yet), and then delete them from the standard cost code list?