Set up cost codes

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Cost codes (or job codes) can be defined in the system to represent an internal or external code which is used to represent a fixed activity or cost category.

Cost codes can be entered manually or can be imported using the standard Microsoft Dynamics AX tools or the Business Integration Solution (BIS).

  • Cost code can be based on an external standard or list.

  • Cost code can also represent an internal code which is used for reporting and analysis.

  • Cost code must be linked to a cost code standard. The combination of cost code and cost code standard is unique.

Steps

  1. Go to Project management and accounting > Setup > Advanced project management > Cost code setup > Cost codes.

  2. Click Cost codes.

  3. Click New.

  4. In the Cost code field, type a value.

  5. In the Description field, type a value.

  6. In the Cost code standard field, enter or select a value.

  7. In the Cost code group field, enter or select a value.

  8. Close the page.