FYI, when you mark a Job as "Closed", all data entry to that job, regardless of the status of a Cost Code or Category for the Job, will be blocked (or a warning message will appear, depending on your settings and user permissions. 

You should work with the Time Tracking software company to confirm how their software interacts with Sage 300 CRE to be certain you do not need to close each and every Cost Code to prevent time entry to a "Closed" job.

Art Minds
Senior Independent Consultant
Pasadena, California

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.

Thanks for the response, the Time Tracking software company is saying "don't worry about having all the extra codes in our system", but I don't want to start with a bunch of old stuff in there.  They told us they could do what I needed during the sales of their software and now during implementation they say "this is how it is".  We are considering another software instead of them.

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!

Would anyone with an active ODBC connection to Sage 300 please check an item for me?  I am specifically asking about the JCM_MASTER__COST_CODE Table when connected to MS Access.  The 15th column is labeled as "Accumulate_As" and ALL of my cost codes show "Labor" in that field.  Each of our Categories are set properly for their "Accumulate_As" type ... M = Material, E = Equipment, etc.  This is correct both in JC and also shows properly in the JCM_MASTER__STANDARD-_CATEGORY Table.  Also the 14th column "Accumulate_As" in the JCM_MASTER__CATEGORY Table shows the correct value for each cost code category.  So my question is whether anyone else has this same issue on the 1st table noted above?

I have a feeling it might be related to the Standard Cost Codes because when I connect to the JCM_MASTER__STANDARD_COST_CODE Table, the 4th column "Accumulate_As" all show "Labor" in that field.  The Categories are correct as noted above, so why does a Cost Code have accumulate as?  It is like that is the default or something.  Should it be blank instead?

The Time Tracking software noted in my original post must look at the "Accumulate_As" field of the cost code and NOT the Category apparently because we have Material ONLY codes showing up in the list.  Frustrating ...

Wanted to see if anyone else has Labor as the default "Accumulate_As" for the Cost Code level like we do or if something needs to be changed in our system.  Thank you!

The default accumulate as for every cost code is Labor. If you look at the Cost Code setup in JC, you will see on the Accumulation Total tab that it starts with labor. I ran a report on all the cost codes for one of my jobs to see the Accumulate As field and they all say Labor. Even the ones that don't have the labor category associated with them!! 

I checked and there is no way to set the default for the cost code. It's just Labor!

OK, thank you.  Happy to hear there isn't anything wrong on our end.