I've got a client who needs to split up their cost types for selected categories in JC.
Currently they have only one cost type "SHW" which is set to the "material" classification. They would like to be able to break out their labour and material classifications on selected reports.
It is not possible to change the cost type on an active category but it is possible to change it by doing an export/import of that category. After exporting the desired category and importing it with the desired cost type I ran a Data check.
As expected, the DIC returned errors for each job with that category. The rebuild was successful and it corrected all of those errors.
In order to verify my changes I ran the "job status report" and the appropriate category is now listed correctly as "labour" at the bottom of the report.
Everything looks ok (this is on a copy of the clients data - not live) and I am wondering if there are any repercussions that I am not thinking about? Is it ok to make this type of change?
Thanks
_________________________
Kevin R. Belyea, CMA
Spartan Systems Limited
Rothesay, N.B.
506-650-0888