JacobsonRemodel Posted January 5, 2023 Share Posted January 5, 2023 I am working on integrating CA x14 into our broader workflow and bookkeeping and want to be able to use the Accounting Codes. In order to do this I need to be able to do two things: 1 - See all of the Accounting Codes for all of the objects/materials/etc. (Every possible iteration) 2 - Mass update this information (via query, file replacement, export/import, etc.) I have been working on this for a few hours and have searched this forum but haven't found what I'm looking for. It is not practical to take the material lists and manually update every row whenever it is generated. I know they have an integration agreement with Buildertrend, who is probably responsible for these codes. Since these appeared to be defined on the library-level I started digging into the various CALIB (SQLite3) files but haven't found references to the codes in the tables. That makes me think this information is actually a level higher up. Link to comment Share on other sites More sharing options...
Renerabbitt Posted January 5, 2023 Share Posted January 5, 2023 31 minutes ago, JacobsonRemodel said: I am working on integrating CA x14 into our broader workflow and bookkeeping and want to be able to use the Accounting Codes. In order to do this I need to be able to do two things: 1 - See all of the Accounting Codes for all of the objects/materials/etc. (Every possible iteration) 2 - Mass update this information (via query, file replacement, export/import, etc.) I have been working on this for a few hours and have searched this forum but haven't found what I'm looking for. It is not practical to take the material lists and manually update every row whenever it is generated. I know they have an integration agreement with Buildertrend, who is probably responsible for these codes. Since these appeared to be defined on the library-level I started digging into the various CALIB (SQLite3) files but haven't found references to the codes in the tables. That makes me think this information is actually a level higher up. Preface that I do not use the material list function. All objects/symbols have a component panel in its respective dialogue box that reports its accounting code. You would need to open each component and change its accounting code and then set that object to default, such as walls, and then save this to a template or library. It would probably be easier with framing for instance to have all framing report to a custom schedule whose columns are limited to only one column "Code" and then choose open row object and drop in the macro %accounting_code% in the code designation of the OIP So that it reports the accounting code to the code column in the master material list or you can simply past =accounting_code in the code column of your material list or type in your own codes. Link to comment Share on other sites More sharing options...
Alaskan_Son Posted January 5, 2023 Share Posted January 5, 2023 37 minutes ago, JacobsonRemodel said: 1 - See all of the Accounting Codes for all of the objects/materials/etc. (Every possible iteration) 1010 - Building permits 1020 - HBA assessments 1030 - Warranty fees 1110 - Blueprints 1120 - Surveys 1210 - Lot clearing 1220 - Fill dirt and material 1300 - Demolition 1400 - Temporary electric 1420 - Individual wells 1430 - Water service 1440 - Septic system 1450 - Sewer system 1460 - Gas service 1470 - Electric service 1480 - Telephone service 1490 - Other utility connections 2000 - Excavation and backfill 2010 - Plumbing - ground 2100 - Footings and foundation 2105 - Rebar and reinforcing steel 2110 - Concrete block 2120 - Rough grading 2130 - Window wells 2200 - Waterproofing 2300 - Termite protection 3100 - Structural steel 3110 - Lumber 1st package 3120 - Lumber 2nd package 3130 - Lumber 3rd package 3140 - Trusses 3150 - Miscellaneous lumber 3210 - Framing labor draw #1 3220 - Framing labor draw #2 3230 - Framing labor draw #3 3300 - Windows 3350 - Skylights 3400 - Exterior siding 3410 - Exterior trim labor 3500 - Flatwork material 3550 - Flatwork labor 3610- HVAC rough 3720 - Plumbing rough 3810 - Electrical rough 3910 - Gutters and downspouts 4100 - Roofing material 4150 - Roofing labor 4200 - Masonry material 4250 - Masonry labor 4300 - Exterior doors 4350 - Garage door 4400 - Insulation 4500 - Fireplaces 4600 - Painting exterior 5100- Drywall 5200 - Interior trim material 5250 - Interior trim labor 5300 - Painting interior 5400 - Cabinets and vanities 5450 - Countertops 5510- Ceramic tile 5520 - Special flooring 55S0 - Vinyl 5540 - Carpet 5610 - Hardware 5620 - Shower doors and mirrors 5630 - Appliances 5700 - HVAC final 5710 - Plumbing final 5720 - Electrical fixtures 5730- Electrical final 5810 - Wall coverings 5890- Special finishes 6100 - Clean-up 6200 - Final grade 6300 - Driveways 6400 - Patios, walks 6450 - Decks 6490 - Fences 6500 - Ornamental iron 6600 - Landscaping 6700 - Pools Assorted Fixtures Assorted Floors Exterior Trim Material Geometric Shapes Interior Doors Uncategorized Items Link to comment Share on other sites More sharing options...
Alaskan_Son Posted January 5, 2023 Share Posted January 5, 2023 38 minutes ago, JacobsonRemodel said: 2 - Mass update this information (via query, file replacement, export/import, etc.) 38 minutes ago, JacobsonRemodel said: It is not practical to take the material lists and manually update every row whenever it is generated. Can you elaborate on these? What exactly are you updating in each scenario? Link to comment Share on other sites More sharing options...
glennw Posted January 5, 2023 Share Posted January 5, 2023 You can see the full list and change them for any object by double clicking the Accounting Code on the Formula column: 1 Link to comment Share on other sites More sharing options...
JacobsonRemodel Posted January 6, 2023 Author Share Posted January 6, 2023 18 hours ago, Alaskan_Son said: Can you elaborate on these? What exactly are you updating in each scenario? My cost/accounting codes do not necessarily align with those in CA. I am trying to prevent coding a solution between CA and my other software that would change the built-in codes. By knowing how many codes there are, and what they are, I can better understand the scope and logic behind everything. The next step would be to change the master list to my own codes. Link to comment Share on other sites More sharing options...
Alaskan_Son Posted January 6, 2023 Share Posted January 6, 2023 1 hour ago, JacobsonRemodel said: My cost/accounting codes do not necessarily align with those in CA. I am trying to prevent coding a solution between CA and my other software that would change the built-in codes. You are trying to prevent coding a solution? Did I read that correctly? 1 hour ago, JacobsonRemodel said: By knowing how many codes there are, and what they are, I can better understand the scope and logic behind everything. The next step would be to change the master list to my own codes. I posted all the codes earlier in the thread. I just used the drop down list Glenn mentioned and copied the text from a screenshot using one of my other apps. I don't know of anywhere else they can be copied. At any rate, yes, you could change the master list so that it will automatically update all the appropriate codes to match yours, but that's a lot of work. Here's something to think about: Are you actually going to use the Material List directly from Chief or are you going to make other tweaks? If you're going to make other tweaks anyway (which most people do), why not simply copy/paste or export/import to a spreadsheet template where all the accounting code changes are just made automatically? Link to comment Share on other sites More sharing options...
JacobsonRemodel Posted January 6, 2023 Author Share Posted January 6, 2023 1 hour ago, Alaskan_Son said: You are trying to prevent coding a solution? Did I read that correctly? Yes, I already have enough bespoke code and processes to manage and maintain. Spending time now changing that master list will save multiples of that time later. I am trying to move beyond tweaking a Material List at all once it is generated. Yes, I absolutely could make changes at this stage, but that step should not be necessary. Thank you for the list and your responses. It's very helpful. I understand I am coming at this from a different direction of a typical user. Quote yes, you could change the master list so that it will automatically update all the appropriate codes to match yours Where/how do I go about doing this? Link to comment Share on other sites More sharing options...
glennw Posted January 6, 2023 Share Posted January 6, 2023 5 hours ago, Alaskan_Son said: I don't know of anywhere else they can be copied. You can also find it in the ML. Link to comment Share on other sites More sharing options...
Alaskan_Son Posted January 6, 2023 Share Posted January 6, 2023 1 minute ago, glennw said: You can also find it in the ML. Ya, I knew they were there too. What I guess I was really trying to communicate is that I didn’t know if any other way they could be copied aside from those drop downs. Link to comment Share on other sites More sharing options...
JacobsonRemodel Posted January 6, 2023 Author Share Posted January 6, 2023 These are all happening too far into the process... ie. after the project starts being designed. I want to set all the codes BEFORE any given plan is started. Therefore whatever is designed will have my codes attached off the bat. Link to comment Share on other sites More sharing options...
Kbird1 Posted January 6, 2023 Share Posted January 6, 2023 37 minutes ago, JacobsonRemodel said: I want to set all the codes BEFORE any given plan is started. Therefore whatever is designed will have my codes attached off the bat. Sounds reasonable that an End User would want to do this esp. if they don't work with BuilderTrend, but I think you'll need to make a Feature Request for Access to those Codes in Chief , for example through Preferences > Materials List > (new tab) Accounting Codes ( it's quite possible BT uses Industry Standard Acct. Codes? that CA assumes we all use ) M. Link to comment Share on other sites More sharing options...
Alaskan_Son Posted January 7, 2023 Share Posted January 7, 2023 21 hours ago, JacobsonRemodel said: I want to set all the codes BEFORE any given plan is started. Therefore whatever is designed will have my codes attached off the bat. This isn't currently possible. You can set your own codes in all the Components in your Default Settings but not all object have defaults and not all Components are accessible from the Defaults. You can also set all the desired codes in your Master List which can be done before you start your plan, BUT, even after all the work put into generating that Master List (which I think will be far more than you think), you'll still have to Update From Master (which would have to be done after the fact and in a pretty specific manner if all you want to do is change the accounting codes). I know its not what you want, but I'm going to very strongly recommend you abandon your current course and just use a spreadsheet template to make the changes. Copy/paste or export/import is a very small price to pay for avoiding all the problems you're going to run into. Link to comment Share on other sites More sharing options...
JacobsonRemodel Posted January 10, 2023 Author Share Posted January 10, 2023 On 1/7/2023 at 2:44 PM, Alaskan_Son said: This isn't currently possible. abandon your current course. Understood, hopefully this changes in the future. Having worked on that side of things in a previous career, I'm not holding my breath. 1 Link to comment Share on other sites More sharing options...
DefinedDesign Posted September 18, 2023 Share Posted September 18, 2023 On 1/5/2023 at 4:16 PM, Alaskan_Son said: 1010 - Building permits 1020 - HBA assessments 1030 - Warranty fees 1110 - Blueprints 1120 - Surveys 1210 - Lot clearing 1220 - Fill dirt and material 1300 - Demolition 1400 - Temporary electric 1420 - Individual wells 1430 - Water service 1440 - Septic system 1450 - Sewer system 1460 - Gas service 1470 - Electric service 1480 - Telephone service 1490 - Other utility connections 2000 - Excavation and backfill 2010 - Plumbing - ground 2100 - Footings and foundation 2105 - Rebar and reinforcing steel 2110 - Concrete block 2120 - Rough grading 2130 - Window wells 2200 - Waterproofing 2300 - Termite protection 3100 - Structural steel 3110 - Lumber 1st package 3120 - Lumber 2nd package 3130 - Lumber 3rd package 3140 - Trusses 3150 - Miscellaneous lumber 3210 - Framing labor draw #1 3220 - Framing labor draw #2 3230 - Framing labor draw #3 3300 - Windows 3350 - Skylights 3400 - Exterior siding 3410 - Exterior trim labor 3500 - Flatwork material 3550 - Flatwork labor 3610- HVAC rough 3720 - Plumbing rough 3810 - Electrical rough 3910 - Gutters and downspouts 4100 - Roofing material 4150 - Roofing labor 4200 - Masonry material 4250 - Masonry labor 4300 - Exterior doors 4350 - Garage door 4400 - Insulation 4500 - Fireplaces 4600 - Painting exterior 5100- Drywall 5200 - Interior trim material 5250 - Interior trim labor 5300 - Painting interior 5400 - Cabinets and vanities 5450 - Countertops 5510- Ceramic tile 5520 - Special flooring 55S0 - Vinyl 5540 - Carpet 5610 - Hardware 5620 - Shower doors and mirrors 5630 - Appliances 5700 - HVAC final 5710 - Plumbing final 5720 - Electrical fixtures 5730- Electrical final 5810 - Wall coverings 5890- Special finishes 6100 - Clean-up 6200 - Final grade 6300 - Driveways 6400 - Patios, walks 6450 - Decks 6490 - Fences 6500 - Ornamental iron 6600 - Landscaping 6700 - Pools Assorted Fixtures Assorted Floors Exterior Trim Material Geometric Shapes Interior Doors Uncategorized Items Thank you for this list!! Where would I go in the software to locate this list and does CA notify users of changes in this list? Link to comment Share on other sites More sharing options...
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