7 Revise a Cost Code Structure

This chapter contains the topic:

• Section 7.1, "Revising a Cost Code Structure"

7.1 Revising a Cost Code Structure

Navigation

From Job Cost (G51), choose Job & Budget Setup

From Job & Budget Setup (G5111), choose Original Budget Entry

After you create a cost code structure, but before you apply any costs or quantities to the accounts in it, you can revise it. You can add a new account or delete an existing account. You can also change any account information in an existing cost code structure and delete original budget information related to an account.

Caution:

If you revise a cost code structure that has costs applied to it, you must run the following global updates to maintain system integrity: Update BU.Obj.Sub to Acct Bal (P83092) and Update BU.Obj.Sub to Jrnl Ent (P09806).

To revise a cost code structure

On Original Budget Entry

Figure 7-1 Original Budget Entry screen

Description of ''Figure 7-1 Original Budget Entry screen''

1. Complete the following field:

   • Job Number

2. To add an account, complete the following fields on any line:

   • Cost Code

   • Cost Type

   • Description

   • LD

   • PE

   • UM

   • MC

3. Access More Details.

   Figure 7-2 Original Budget Entry (Details) screen

   
   Description of ''Figure 7-2 Original Budget Entry (Details) screen''
   
   

4. Complete the following optional fields:

   • 3rd Acct. Number

   • Category Codes 1 thru 10

   • Equip Rate

   • BL (Billable Y/N)

5. To change an account, enter new information over the fields you want to change.

7.1.1 What You Should Know About

Topic	Description
Adding an account	You can add an account by entering new information on a blank line or over an existing record. The system retains the old information and adds the new information.
Deleting account information	You can delete any account that does not have transactions entered against it. To delete an account with only original budget transactions against it: Delete the transaction and enter an asterisk (*) in the first position of the cost code field. Then update the form. Delete the account by removing the values from all of the fields. Then update the form. You cannot delete an account that has transactions entered against it for prior year budgets, field progress, or actuals.