Report All Job Cost Codes with description Sage18.11 to excel

Question

We recently upgraded from Pervasive to Sage 18.11. 
 I am trying to update and also do some improvements in our existing database(Job Cost Codes or Job Phase,NOT PRICE CODE!). 
 There are no way to make a report for all Job Codes plus Descriptions into a PDF file ,Word or Excel.Of course we can make all the database report with tagged Cost Codes. But the Report does not provide the Cost Codes Descriptions. 
 I know in Estimate Console, where to find my relevant cost codes that communicate with my Database. But there is no option that I can export all Cost Codes with relevant Descriptions. 
 The below picture is shown where the Cost Code Ref. 
 
 Anyone helps, much much appreciate it

Hamidk · Accepted Answer

HI L ANDERSEN, 
 Thanks for the comments; I don't use the Office connector and never worked.I only use Estimate sage. 
 My estimate system is kind of separate from accounting. Right now, I am trying export JC from Sage Estimate SQL V18.11 with all descriptions and then compare with Accounting. There some discrepancies between Accounting Dep and Estimating Dep. For example there are some codes that we have in Estimate but those never have been created in the Accounting in their JC system during a long period of time. 
 I will your solution to Accounting and see. 
 I am just wondering if could tell me"OC"? What is stand for? 
 Thanks!

twse · Answer

I'm not sure about your question but I'll make a few guesses! :) Since you're connecting to Sage 300 for your Job Costing, you'll want to get a report of your Standard Cost Codes from the accounting department. That will give you the descriptions. You won't really see the descriptions in Estimating in an easily reportable fashion. To get this report out of Job Cost, open JC and then click on Reports>List>Standard Cost Codes and you'll get your report. The above workflow gives you a master list of the cost codes. Now, if I've misunderstood your question, and instead you're really saying that you want to be able to see each item that is inside the "Estimating" database and to also see what cost code it is assigned to (if any). Then that would be a different workflow that you could do right in Estimating. Just make a dummy estimate, drag all the items from the Estimating db into that dummy estimate (you can click "SHIFT" on the Group Phase folders during Quick Takeoff to automatically take off all the items inside that Group Phase/Phase folder when you drag/drop during quick takeoff) Pro-Tip: if you have add new item feature turned on, turn it off to do this Quick Takeoff and it'll save you a bunch of 'add new items'. Then with all the items on your dummy estimate, create a tab to sort the estimate by JC Phase and viola! All the cost codes and the items that are assigned to them, plus a list of any items that are not assigned to cost codes. And of course, if you wanted, you could print that tab of items from the reports menu in Estimating (Spreadsheet Report) Please let me know if either of the above works for you. 
 
 Thanks!

Sage Construction & Real Estate

Report All Job Cost Codes with description Sage18.11 to excel

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