PJC Categories Screen

Use this field to enter a unique code for a new cost category you are setting up.

You can also use the Finder or the navigation buttons to select an existing category record for display.

To begin entering a new category record, click the New button beside the field.

You can use up to 16 characters to enter a description for the category.

Project and Job Costing lets you refine the reporting of your cost data beyond the level of cost classes, which you cannot change. You use cost types to specify additional classifications that you want to use for reporting your cost transactions.

Note: Each cost type is associated with a cost class. The Finder displays the codes that you set up using the Cost Types screen. For each cost type, the Finder shows the cost class associated with the cost type code. Be sure to select a cost type that uses the correct cost class for the category you are setting up.

Select the type of labor burden you incur for this type of cost. You can choose:

• None. Select this labor burden type if no labor burden is associated with this cost category.
• Flat Rate Per Labor Hour/Unit. If you select this labor burden type, in the Labor Rate field that appears, enter the dollar amount for the labor burden associated with each unit.
• Percentage Of Labor Cost. If you select this labor burden type, in the Labor Percentage field that appears enter the percentage of your costs that represents labor burden.

If you selected Flat Rate Per Labor Hour/Unit as the default labor type, this field is named Labor Rate. You enter a dollar amount for the labor burden associated with each labor hour per unit produced.

If you selected Percentage Of Cost as the default labor type, this field is named Labor Percentage. You enter the percentage of your costs that represents the labor burden.

If you selected Flat Rate Per Unit as the default overhead type, this field is named Overhead Rate. You enter a dollar amount for the overhead costs associated with each unit produced. The program multiplies the number of units in a transaction by the overhead rate to calculate overhead expense to allocate.

If you selected Percentage Of Cost as the default overhead type, this field is named Overhead Percentage. You enter the percentage of your direct costs that you want to allocate as overhead to projects. The program multiplies the cost of transactions by the overhead percentage to calculate the overhead expense to allocate.

Select the type of overhead cost you incur for this type of cost. You can select one of the following types:

• Flat Rate Per Unit. If you select this overhead type, in the Overhead Rate field that appears, enter the dollar amount of overhead associated with each unit produced.
• None. Select this overhead type if the cost category does not attract overhead costs.
• Percentage Of Cost. If you select this overhead type, in the Overhead Percentage field that appears, enter the percentage of your costs that represents overhead.

Use this field to enter or select the A/R item number to use for this category on item invoices for time and materials projects and fixed price projects that use an item invoice type.

The A/R item record also supplies tax information for item invoices.

Project and Job Costing requires a billing rate when you process transactions for time and materials projects and for fixed price projects that use item invoices.

Enter the amount per unit (for the selected unit of measure) at which to bill for this category for basic projects.

If your Project and Job Costing is multicurrency, you can use the detail table to set up default billing rates in a variety of currencies. Using a separate line for each currency for which you want to specify a billing rate, use the Currency Code Finder to select the currency, then use the Billing Rate column to enter the billing rate to use for each currency.

In a multicurrency system, a currency table appears on the Default Settings For Basic Projects tab. Use it to set up billing rates for each of your customers' currencies.

Using a separate line for each currency in which you bill, use the Currency Code Finder to select the currency, then use the Billing Rate column to enter the billing rate for each currency.

Enter the cost per unit for the unit of measure you selected.

Project and Job Costing uses the unit of measure you specify to estimate contracts and as the default in cost transactions.

If you selected the option Override G/L Segments, this field appears.

Select the G/L segments that you want to override. Then, in the Segment Code field for each segment, select a valid segment code from the Finder.

If you selected the option Override G/L Segments, this field appears.

Select from the Finder the valid segment code that you want to use to override the G/L segment.

This option lets you override account segments when you assign the category to a contract project. (If you do not override segments, the program uses the accounts from the account set you assign to the contract as the default accounts for the category.)

When you select the option to override segments, you can specify the segment code you want to use for each General Ledger segment. This allows you to assign costs to a particular department or region while still using the project account set.

Optional fields that are set up for automatic insertion on this screen appear as defaults for new records. You can accept the default entries, or edit or delete them. You can also add different optional fields, if required.

Use the Finder on the Optional Field column to select optional fields that you have set up for use with the screen.

The description from the optional field setup record appears when you specify an optional field code.

You can change any default entries that appear.

If an optional field requires validation, you can select only a value that is defined for the optional field in Common Services. (If the optional field allows blanks, you can leave the default value field blank.)

If the optional field does not use validation, you can select a value from Common Services, leave the field blank, or enter any value that is consistent with the type of field (yes/no, text, number, date, amount, and so on) and does not exceed the number of characters specified for the optional field.