Since Estimating side has been upgraded to SQL V 17.13 unable to interface with Pervasive version of accounting unable to import into the Job Cost side, rejects all items saying the unit descriptions don't match, but the import Settings on the Job Cost side the "Override CUD" is not checked" Has anyone else seen this ?
Does the error message say "units" don't match or "Descriptions" don't match? If it's "Units", I found this in the KB:
You must change the units to match and be the same in both applications, either in Estimating or in Job Cost.
1. In Job Cost go to Setup, Standard Cost Code.
2. Select the affected cost code.
3. Modify the cost code to match the item on the Estimate in Estimating or remove the Unit of Measure from the Standard cost code.
Jobs that are fully set up or in progress:
1. In Job Cost go to Set up, Category.
Note: If you do not use Categories go to Set Up, Cost Code.
2. Select the affected Category.
3. Modify the Unit Description on the Category to match item on the Estimate in Estimating.
AND THE BELOW MIGHT BE YOUR BEST CHOICE:
If you only care about the Amounts and not the unit of measures:
We have verified each item on the estimate before trying to interface, the rejection settings in job cost are not checked. The error messages vary. But it short, it is rejecting every item in the estimate, and you can go through and change each item and try again, and it will reject every item that you have changed. I have a view set-up on the spread sheet that I can view every Job Cost Code and Category for every item, and they all match Job Cost Phases and Categories. Any other things that I might try?
So in this scenario, I'd start in "the shallow end of the pool" 1st. What I mean is make a "new" estimate (don't copy an old one) and take off only ONE item. Do NOT change the item's description, cost codes, etc. BUT before you make this New estimate with only ONE item, refresh the company folder (Database>Settings> refresh). This will pull in the most current Job Cost info into the Estimating DB JC/AB list featuresTry to send that test estimate to a dummy job in job cost. The idea being that we need to test the most simplest scenario and if that works, that tells us something, if it doesn't work that also tells us something.IF it doesn't work, use the list button on your Spreadsheet Layout to pick from that list the cost code and the cost category from the actual list of codes in Job Cost. Then try to send to JC again.If it does work, well now you just need to drill down into that one item to see what's different on it as compared to the real estimate you're working on. I'd recommend using the Detail Window for drilling down in this scenario.Please let me know how it goes, thanks!
Tried that yesterday, same result
What exactly is the error message(s)?Maybe try a new estimate with a Sub item (ONLY sub cost category, no LMEO)?Also, do you have "none" for the detail window setting regarding qty to jc on each of the ELMOS? If not, try that set to 'none'
The messages vary sometimes says "Descriptions don't match", sometimes "units don't match".
in all cases I have gone in changed the items to match, try it again and it rejects all items. Our JC side is un-checked to prevent the rejection (had that issue pop up 5 or 6 years ago.)
Wait you get multiple error messages on the test estimate?? I think I'm not asking the question correctly. What I'm wondering is, when you send over the New estimate that has only the one "subcontract" item, what error message do you get for that test estimate. And also - on that test estimate that has only one item, is that one item set in the detail window to send 'none' to job cost for the units? Thanks!