Understanding Cost Code Structure Creation
After you create the first chart type with the associated account information, you can use it to create other cost code structures. Use any of these methods to create a cost code structure:
Copy the cost code structure from a chart type to another chart type.
Copy the cost code structure from a chart type into a job.
Copy the cost code structure from a job into a single or multiple new jobs.
(Release 9.2 Update) For example, if you want to copy the cost code structure of one job to mulitple jobs that belong to the same job type or that have the same category code, you can filter and select the required jobs from the grid and copy the cost code structure to multiple jobs in a single step. Therefore, the manual effort of copying the structure to each job individually is eliminated.
Copy the cost code structure from a job into a job type.
Use this method when you want to copy changes to the cost code structure to all of the jobs in a job type. For example, suppose you add a new cost code to a chart and a job. Rather than manually copying the new structure to each job individually, you can copy the cost code structure to all jobs that are assigned the specified job type.
Copy existing cost codes to new cost codes within a job.
For example, if the cost code structure is set up for cost code 02200, you can copy the cost types associated with it into a new cost code, such as 03200. You can create new cost codes from existing cost codes by copying to the same chart (using Copy Chart to Chart) or by copying to the same job (using Copy Job to Job).
The options that are available for copying cost code structures are dependent on the initial Find/Browse form that you access:
To copy the cost code structure from a chart type, you must access the Work with Cost Code Structures form, which displays all of the chart types. You can copy all of the accounts or some of the accounts from a job to a single job or to multiple jobs, to a job type, or to a chart type.
To copy the cost code structure from a job, you must access the Work with Job Master form, which displays all of the jobs. You can copy all of the accounts or a range of accounts from one job to another job, to a job type, or to a chart type.
Note: If you want to copy a cost code to another cost code within the same job or chart, enter the job number or chart type in both of the Job fields. When you leave the second Job field, the system refreshes the form to include only the From and To cost code fields.To copy selected accounts to either a job, job type, or chart type, you must access a form that displays the cost code structure, such as the Chart Type Setup or Original Budget / Account Master Sequence.
If you are on the Chart Type Setup form, when you select the accounts to copy and select Copy Accounts from the Row menu, the system displays a form on which you specify the chart type to which you want the selected accounts copied.
If you are on the Original Budget / Accounts Sequence Master form, because the accounts are associated with a job, you can copy selected accounts to another job.
After you create the cost code structure for a new chart type, you can add and delete accounts using the Chart Type Setup form. After you create a cost code structure for a job, you can use the Original Budget / Account Master Sequence form to revise the account information to satisfy the requirements for the new job.
The system stores job cost account information (cost code and cost type) in the Account Master table (F0901). The system stores cost code structure information for chart types in the Chart Type Master table (F5109).