Use the Reclassify Job Cost History screen to correct errors by reclassifying costs among jobs, phases, cost types, employees, vendors, equipment, and so forth. This is exclusively a Job Cost solution and will not affect the Payroll history.

This process is designed to move the complete transaction from one job/phase to another. If only a partial adjustment is needed, you should create an entry in the Job Cost Transaction Entry screen.

When performing the reclassification process, the first screen, Build List for Reclassification, offers selections on source, date, job, phase, cost type, and so forth. Once a transaction type has been specified and other criteria selected, a second screen will then display all selected Job Cost history records. Each line can then be accessed to change the desired fields. When a line is edited, it is denoted by a check mark that displays next to the company name in the line number field. After all changes have been made, click OK to proceed to the third screen.

Payroll time flagged as confidential along with payroll burden are stored as a JC transaction type, not a PR transaction type.

The third window, Reclassify Job Cost History Update, is used to update the edited lines to Job Cost Transaction Entry. This process creates two records for each line, one new and one old. Initially, the two lines will be identical. You can edit the new record when the reclassification is completed. The option to print is available, and then the records can be posted to Job Cost Transaction Entry. Only changed records will be transferred. When a transaction line is adjusted, the software will completely back out of the old entry and will create a new entry as recorded in the Build List for Reclassification screen.

Transaction Types