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Scott K.

Change Job Cost Code Status in Bulk for Closed Jobs

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We are working on implementing a Time Tracking software that looks at the individual Job Cost Code Status for choosing what codes/descriptions to synchronize.  Sage does not change individual cost code status to Complete when the Job Status is changed to Complete.  My question is if there is a way to change ALL cost codes for ALL closed/complete jobs to Complete without going into every job cost code to change the radio button?  Right now Closed/Complete Jobs still have their individual cost codes "In Progress", so we have cost codes from OLD jobs that will show up in our Time Tracking cost code list.  The Time Tracking software can filter the cost codes once imported, but I would prefer to not even have the old cost codes hit that system.  I have searched the knowledgebase and only find how to change the status individually.

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    Yes, there is an easy solution if you are familiar with Microsoft Access.  The status field on the individual cost/phase code is ODBC writeable. TUG teaches classes on using ODBC for these type situations.  You could setup a menu option to do this on a regular basis using the Job closed date as a filter. Your Sage consultant should be able to set this up for you. If not let me know.

  • 0 in reply to Jenny2030

    Great, I was hoping that ODBC was an option and I am familiar with Access.  I will look into that then decide if the time tracking software we chose will work for us.  They aren't as flexible during the implementation side of things as they said they were during the sales side.  Thank you for the response!

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  • 0 in reply to Jenny2030

    Great, I was hoping that ODBC was an option and I am familiar with Access.  I will look into that then decide if the time tracking software we chose will work for us.  They aren't as flexible during the implementation side of things as they said they were during the sales side.  Thank you for the response!

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