Changing cost elements

You cannot change cost element tables and cost element codes themselves, but you can modify the short description, detailed description, and status of an individual element.

Warning: Changes to cost elements have an impact on posted and invoiced transactions as well as new transactions. If you are unsure about the ramifications of a change, contact the JAMIS Support Center.

To change a cost element

1. From the JAMIS Administration home page > Setup tab, under Master Files, click Cost elements. Or, from the top of any JAMIS Administration screen, click Master Files > Cost Elements. The Cost Elements screen appears.

2. In the Filters section, enter one or more search criteria for the cost element that you want to change. Your filter choices are: cost element table, cost element code, detailed description, status.
   
   Hints: You can enter partial information in a filter field, such as 1 to retrieve all cost element codes that begin with 1, or %1 to retrieve all cost element codes that contain the number 1. You can leave all filter fields blank to retrieve all cost elements.

3. Click Retrieve to list cost element records that match the criteria you entered. The results appear in the bottom section of the screen.

4. If needed, scroll to find the cost element that you want to change. JAMIS displays the records in ascending order by cost element table. You can sort the list differently by clicking the appropriate column heading once or twice.

5. Click Edit to the left of the cost element that you want to change. JAMIS makes the fields that you can change editable.

6. Change data for the cost element as needed.

7. Click Update to commit your changes to the cost element data.

8. Repeat the appropriate steps as needed to change data for additional cost elements.

Note that while editing a cost element, if you haven’t clicked Update yet, you can click Cancel to undo any changes that you’ve made to the record.