How to Assign Cost Codes to Extras?

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Can someone walk me through how to assign cost codes to extras?

We have a job that already has the (labour) cost codes set up, but those cost codes now need to be grouped together into "progress codes".

From what I understand, progress codes (which in our case a 'progress code' = phases of the job) are called "extras" in Sage.
So now I have my extras set up. Can I now assign cost codes to those extras?

So say we have cost code 100-1, 100-2, 100-3 and 100-4. Now we have entered Extra 1 & Extra 2 (AKA progress code/phase 1 & progress code/phase 2)

I want Extra 1 to have cost codes 100-1 & 100-2, and Extra 2 to have cost codes 100-3 and 100-4.

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  • 0 in reply to Heather Walsh AltaPro

    Hi Heather,

    You may want to note also you can save time by letting the system set them up for you. When you enter a cost or estimate transaction for the Job, Progress Code and Cost Code that does not already exist, the record gets created for you. You could only need to setup them up manually if you did not want to use the default description or setup information that would prefill based on the Standard Cost Code in Setup, Standard Cost Codes.

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