Creating Alternate Sequences Automatically

If you embedded meaning into the cost codes that you assign to the jobs, then you can extract the meaningful characters from the cost code to update the category codes that you can use as alternate sequences. You can create alternate sequences automatically as you add new accounts to a job (or copy a job), or after the cost code structure is assigned to the job.

To update the category codes automatically, you must map the characters that you want to update using either the Extended Job Master form or the processing options of the Global Update Category Codes program (R51807). The mapping process is the same regardless of which you select. Using the Extended Job Master form you can update category code values when you add an account to a job, or copy a job to another job. Using the Global Update Category Codes program you can update category codes on existing cost code structures for one or more jobs.

The cost code can contain up to eight characters. The system provides three category code fields to use for mapping those eight digits. To map the characters, specify the digits that you want to update to each category code. To skip a character, enter a + symbol. You must enter the characters sequentially. For example, 234 would copy the 2nd, 3rd, and 4th digits of the cost code. 2+4 would copy the 2nd and 4th digits. 243 would not be a valid numerical sequence.

The table provides examples of cost codes and the resulting category code values using the mappings:

  • Category Code 1: 1 + 3

  • Category Code 2: 4 5 +

  • Category Code 3: + + 6

Cost Code

Category Code 1 (R001)

Category Code 2 (R002)

Category Code 3 (R003)

440101

40

10

1

442201

42

20

1

302235

32

23

5

300135

30

13

5

443201

43

20

1

Whether you set up the mappings in the Extended Job Master or use the Global Update Category Codes program depends on when you want the category code values updated.

You can also use the Global Update Category Codes program to assign the alternate cost code value by completing the corresponding field.

Note: You can run the global update program to update the category code values as often as you need. The program overwrites existing values.