Changing Jobs for Computed Payroll Records

From time to time, you might need to change the job referenced in timecard details.

Example: Say that at the start of a construction project, you need to pay site preparation costs before the job is set up properly in Sage 100 Contractor. You set up a job as a placeholder to pay the employees and record initial job costs. Later, when the complete job is set up, you realize it has been set up with a different number, and now need to transfer the costs to the "real" job.

You use an option in the 5-2-2- Payroll Recordswindow to reassign payroll costs from timecard lines to a different job. When you change jobs for timecard lines, Sage 100 Contractor:

  • Transfers only job costs from one job to another job.

  • Removes any phases used in the original timecard details.

Note: You can change jobs only for payroll that has been computed, including posted payroll.

It does not affect:

  • Locales. You can reassign payroll costs only to a job in the same locality. (Changing locales affects local taxes, which have already been processed.)

  • Paygroup and pay rate. You can reassign payroll costs only to a job that uses the same paygroup values. (Changing paygroup or pay rates affects wages and benefits, which have already been processed.)

  • Jobs on equipment revenue records. Equipment revenue is recognized through a different process.

  • Other columns on the timecard.

Before you start

You need to log in to the company with administrator rights and exclusive access to change jobs for computed payroll.

To reassign jobs for computed payroll records:

  1. Open the 5-2-2 Payroll Records window.

  2. Click Options > Change Job for Computed Payroll.

  3. In the Change Job for Computed Payroll window:

    1. Specify criteria for selecting the payroll records that you want to change. You can specify the:

      • Cheque date.

      • Pay Period Ending date.

      • A range of payroll records.

      • Specific records using the pick list.

    2. In the Change from Job box, specify the original job used in the records that you want to change.

    3. In the To Job box, specify the correct job to which you want to transfer the payroll costs.

    4. When you are satisfied with your selections, click [Change Job] to process your change.

    Sage 100 Contractor processes your request, displaying records that match your selection criteria in a Select Timecard Lines to Change From Job x to Job y grid:

    Sage 100 Contractor displays records that cannot be changed in gray text.

  4. Select the checkbox beside each record that you want to change, and then click [OK].

Important! Sage 100 Contractor updates the selected timecard lines and the associated job cost records as a single transaction. If one of the updates cannot be processed, no changes are saved to the database.