We received a call from an old friend and seasoned Sr. Estimator who was having problems importing an estimate to Sage 300 Accounting.
- Problem: All the estimated costs were interfacing correctly to the JobCost budget except one cost code’s Labor. Some of the Labor costs and hours showed up, but not all.
- Cause: Exporting multiple units from the same Job Cost Code and Category AND those Items flagged in the Database to “Send Units to JobCost” .
- In this case it turned out that two different Items in the same JobCost Phase and Category were using different units of measure
- Masonry Powerwash using the unit “hr” (hours)
- Masonry Block Install using the unit “ch” (crew hours)
- In this case it turned out that two different Items in the same JobCost Phase and Category were using different units of measure
- Solution: Changing the Items to use the same unit, (in this case changing the Powerwash item from “hr” to “ch”)
- BEWARE HOWEVER:
- WHEN CHANGING UNITS OF MEASURE, BE SURE THE NEW UNIT IS PRICED CORRECTLY !
- (most times the new Unit should utilize a different price)
- This needs to be done manually by the Estimator
Happy and Profitable Estimating! Cheers, BC
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