Old job

The job entered here must have been previously set up in Jobs.

Enter the number of the job from which phase information is to be copied. Press F4 or double-click on this field to select from a list of available job numbers.

Company

This field defaults to the current company. If you would like to change the company, use the Up Arrow button on your keyboard from the New job field and select a different company code. You will only be able to enter a new company code if you have access to the Job Cost module in that company.

New job

Enter the number of the job to which phases are to be copied. Press F4 or double-click on this field to select from a list of available job numbers. If you would like to change the company, use the Up Arrow button on your keyboard from the New job field and select a different company code.

When you enter a new job number the system will make sure that the job is valid in the destination company, has a status that is not complete, and has a phase mask that is the same length as the current job's phase mask. In addition, the system will make sure you have the appropriate security access in the Job Phases screen of the destination company and for the new job when job-based security is used in that company.

Include estimates?

Leave the checkbox clear to exclude estimates, or select the checkbox if Estimate figures from the "old" job's phases should be copied into the "new" job's phases.

Union code

If wage codes are not being used, the Union code is irrelevant (this includes those instances when the New job is for a different company). If wage codes are being used, this field can be used to ease the entry of wage/union code combinations in the Jobs. Note that this wage/union setup occurs in Jobs and is separate from the phase copy which occurs in Job Phases; thus two separate functions may be performed with this Phase Copy.

If wage codes are being used and wage/unions are to be defined for a job, it may be desirable to use this feature, rather than to individually define wage codes in the window of the Job. The same job number may be entered in "old" and "new" job fields; then at the "union code" prompts, enter the codes of unions that will have workers on this job (up to five union codes at a time may be entered; this feature may be used multiple times). When the OK button is clicked, as phases are being copied into Job Phases, the specified unions will be set up in the Jobs with their corresponding wage codes (to determine which wage codes should be set up, the system looks at the Wage code File Maintenance and the Union File Maintenance).

If this union code is recorded in the Job Cost > Job Phases > Properties > Wage Codes for Phases window, the wage/union code will be copied to the new job.

Continue

Select Continue to continue or Cancel to exit the screen without saving your changes.

If you are copying information to a new company, once the update is initiated the phases will be copied to the destination company. If the worker's compensation code specified in the Job Phases > Phase Defaults window old job is not valid in the destination company, it will be left blank in the new phase.

If the work state, work county, work local, or worker's compensation codes specified in the Job Phases > Properties window of the of the old job are not valid in the destination company, the corresponding fields will be left blank in the new phase.

If the job includes a cost type that is not set up in the destination company, the cost type will be copied to the Cost Type File Maintenance screen in the destination company. The system will assure that the G/L account (if any) for the cost type is valid in the destination company before copying; if it is invalid or Not used, the G/L account code field will be left blank in Cost Type File Maintenance in the destination company.