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Configuring JC Company Parameters

JC Company Parameters is the main control form for Job Cost. Define it before any Job Cost processing. It sets closed-job posting rules, phase code validation length, audit targets, GL Cost / Revenue / Close / Material interface levels and journals, forecast methods, projection defaults, workflow assignments, billing options, and module-company links. Choices here affect how JC, Payroll, AP, EM, and related modules post and report.

:::caution Admin-only / change carefully Restrict security for this form to the system administrator or a small set of users. Configure before live JC work. Changing options after go-live can affect processing and stored data. If you need to change a setting and are unsure of the effect on existing data, confirm with Viewpoint / Trimble support before saving. :::

Before you start​

  • An HQ company already exists and is valid in HQ Company Setup.
  • GL company, journals, and accounts JC will use are ready (you must still enter a GL company even if you will not interface to GL yet).
  • Know whether soft-closed and hard-closed jobs may receive costs, and whether open and closed WIP accounts will differ in JC Departments.
  • Decide phase coding length (for example a segmented scheme such as 6-2-2) so Number of Valid Characters in Phase Code matches how phases are entered.
  • You have permission to change JC company parameters.

Steps​

  1. Open JC Company Parameters.
  2. Set Allow Posting to Soft-Closed Jobs:
    • Checked: operators may post to jobs with status 2-Soft Close in JC and other modules (AP, EM, PR, SM, and similar). A closed-job indicator still appears (often in red); costs use open GL accounts from JC Departments.
    • Unchecked: posting to soft-closed jobs is blocked.
  3. Set Allow Posting to Hard-Closed Jobs:
    • Checked: operators may post to jobs with status 3-Hard Close. Costs use closed GL accounts from JC Departments. Checking this box also checks Allow Posting to Soft-Closed Jobs if it was off. Unchecking soft-close posting clears hard-close posting.
    • Unchecked: posting to hard-closed jobs is blocked.
  4. Optionally set Close Subcontracts when Job Hard-Closed and Close Purchase Orders when Job Hard-Closed so JC Contract Close can close open SL / PO rows that have not been interfaced when a job is hard-closed (with confirmation on the close form).

Phase code length​

  1. Set Number of Valid Characters in Phase Code. Trimble exposes separate counts for:

    • Phases on Job Locked: characters that must exist in JC Phases when adding phases on JC Job Phases, JC Original Estimates, JC Change Orders, and related PM phase / import paths.
    • Phases on Job Not Locked: characters that must be valid when posting to the job.

    Match both to your coding scheme before jobs and phases go live. Changing length later can require data conversion.

Audit options​

  1. Confirm audit targets on the Audit area:
    • Company Parameters is always on (display-only). Every change on this form is written to HQ Master Audit (HQMA). You cannot turn that off here.
    • Optionally enable audits for Job Phases, Job Phase Cost Types, Projection Overrides, and other targets the form lists so master and projection changes leave a fuller trail. Prefer listing the targets you enable rather than a vague "enable all."

GL Cost, Revenue, Close, and Material interfaces​

  1. On the GL Cost, GL Revenue, GL Close, and Material tabs, set interface level and journal separately for each stream:

    Common levels:

    • No Update: do not update GL (implementation / history-load patterns).
    • Summary: one summarized GL entry per affected account in the batch; set the summary description field.
    • Detail: one GL entry per transaction / account; choose which items build the detail description (for Cost, often Job / Phase / CT).

    Important:

    • If any GL account has Interface Detail selected in GL Accounts, that account overrides Summary and interfaces at Detail. Enter both Summary and Detail description options so overridden lines are not blank.
    • Set the Journal used for each interface (Material journal is used for material-use entries).
    • Allow GL Account Override (Cost and Revenue tabs): when checked, operators may override default JC Department accounts when posting job costs or revenue across JC, AR, AP, and related modules. Leave unchecked when GL Close is Summary or Detail so close transfers stay aligned with department accounts.
    • Soft close does not move GL. Hard close can move open WIP to closed accounts when GL Close is Summary or Detail; the close process uses department cost-type accounts, not every special PR earnings / liability override.

Forecast options​

  1. On the Forecast tab, set how contract revenue and costs distribute over the life of a job (used when initializing forecasts from JC Contracts / PM Contracts):
    • None, Linear, or Curve.
    • For Curve, set the number of intervals and colon-separated completion percentages. Enter one fewer percentage than intervals (for example four intervals need three values such as 25:50:75). Interval timing depends on contract start month and projected completion; contracts without a completion date use options on the forecast initialize form.

Also configure as needed​

  1. Complete remaining company controls when they are in scope for Phase 1:
    • Material interface details and Validate Material (materials on material-use posting must exist in HQ Materials when checked).
    • Projections defaults: Projection Method (Actual vs Actual + Committed Costs), Minimum Projection %, entry columns, and related flags. Operators can still override method on the Projection Options form for a batch.
    • Job Billing options and module-company links the form exposes.
    • Workflow tab: only when the Workflow / review-approval feature is in use. Assignments here override Workflow tab assignments on HQ Company Setup (you can also assign companies from WF Workflow Process).

Notes​

  • Hard-closed contracts generally cannot reopen through standard Vista processes; treat hard close as final. Soft-close vs hard-close posting and open vs closed accounts are covered with JC Contract Close.
  • Phase length must match how phases are entered; locked vs not-locked character counts both matter.
  • Invalid company or journal references may warn but still save during staged setup; finish them before live JC posting.
  • Company Parameters changes are always audited to HQMA; you cannot turn that off here.
  • JC workflow assignments on this form apply only if the Workflow / review-approval feature is in use and can override HQ Company Setup assignments.
  • Related setup: JC Departments, JC Cost Types, JC Job Phases, JC Jobs, JC Contracts, JC Cost Projections, JC Contract Close, JC Material Use.