Job Information Tab

This section includes the fields and descriptions for the Job Information tab.

Job Island

Field	Description
Job	This is the job’s number. It is the sole and absolute identification of the job. You cannot change it here. This field also shows the job name, which is entered in the Jobs window. You cannot change the name here, but you can change it in the Jobs window.
Job Group	This is the job group to which the job is assigned. You cannot change it here. Job group can only be changed in the window Jobs, and only as long as the job has “Quote” status.
Status	This is the job’s current status. A job is either “Quote” or “Order.” You cannot change its status here. When a job is created, it is automatically in “Quote,” unless you have marked the field “Created as Order” in the window System Information. In the window Jobs, you can convert jobs in quote to “Order” and vice versa. As long as a job is on quote, you can only assign it to quotes (not sales orders) in the Sales Orders module. If there are quotes or sales orders for the job, these will be shown in the table part of the window.
Template	This field shows whether the job is a template job or a ‘normal’ job. See the description of the island Creation in the window Jobs for information about the use of template jobs.
Blocked for Budg.	This field shows whether the job is blocked for budgeting. If this field is marked, it is not possible to register budget lines on the job in the windows Job Budgets and Periodic Job Budgets.
Blocked for Time Reg.	This field shows whether the job is blocked for registration. If this field is marked, it is not possible to register information on the job in, for example, the windows Time Sheets, Expense Sheets, Job Reallocation, and Job Journal. However, you can still create job budget lines and invoices for the job.
Blocked for Amount Reg.	This field shows whether the job is blocked for amount registration. If this field is marked, it is not possible to register amount information on the job in, for example, the windows Time Sheets, Expense Sheets, Job Reallocation, and Job Journal. However, you can still create job budget lines and invoices for the job.
Blocked for Inv.	This field shows whether the job is blocked for invoicing. If this field is marked, it is not possible to create invoices and credit memos regarding the current job in, for example, the windows Invoice Selection and Job Invoicing, and these windows will not show jobs which are blocked for invoicing. However, you can still register time and expenses as well as other information on the job.
Closed	This field is marked if the job is closed. You cannot change the field’s value here. Jobs are closed using the action “Close Job” in the window Jobs, and they are reopened by choosing “Reopen Job” in the same menu. As long as a job is marked as closed, you cannot register entries to it. And you cannot make or revise budgets for it in the window Job Budgets. But you can always reopen a closed job.

Ship to Address Island

Field	Description
Customer	This is the number of the customer associated with the job. The customer number is entered in the window Jobs when the job is created. You cannot change it in this window. The rest of the lines will show name and address of the customer. The information is retrieved from the window Customer Information Card in the Accounts Receivable module, when the job is created in the window Jobs. The information can be changed freely, regardless of whether the system parameter “Allow Job Specific Billing Addresses” is marked.
Attn.	This is the customer’s attention person. The name is retrieved from the window Customer Information Card in the Accounts Receivable module, when the job is created in the window Jobs. The name can be changed freely, regardless of whether the system parameter “Allow Job Specific Bill To Customer Attention Persons” is marked.
Country	This is the customer’s country code. It is retrieved from the Customer Information Card, when the job is created in the window Jobs. You can choose another country in the pop-up field. The codes shown here are created in the Country pop-up field in the Set-Up module.
Phone	The functionality of this field is similar to that of the field “Country” above.
Fax	The functionality of this field is similar to that of the field “Country” above.
Telex	The functionality of this field is similar to that of the field “Country” above.
E-mail	The functionality of this field is similar to that of the field “Country” above.

Customer Hierarchy Island

Field	Description
Level 1-5	These fields show the numbers and names of customers in the hierarchy levels above the customer in question. These fields are only available if Customer Levels are set up using the designated System Parameters.

Settling Company Island

Field

Description

Settling Company

This field shows the number of the settling company that applies to the current job. If the number in this field is different from the one specified in the island Company, Maconomy will automatically create intercompany entries at the posting of job invoices. In the intercompany entries, the company in this field will be the intercompany company. However, if the system parameter “Create intercompany entries for companies with same parent company” is not marked, intercompany entries are only created if the two companies involved are not both assigned to the same parent company. For further information about the influence of a settling company and how such a company is selected, please see the section “Multiple Companies” in the chapter “Introduction to the G/L module.” Intercompany entries are described in the window Intercompany Accounts in the G/L module. This field also shows the name of the specified settling company.

Payment Island

Field	Description
Pmt. Terms	In this field, you can choose which payment terms to apply to the invoices for the job. Maconomy automatically suggests the payment terms normally applied to the customer, retrieving the information from the window Payment Information in the Accounts Receivable module. You can change the payment terms here. Please note that if the current job is set up for split billing (that is, there is more than one bill-to customer on the job), the payment terms can only be changed for the bill-to customer shown in this window. You can change the payment terms for all customers on the job in the window Bill to Customer Distribution. For more information, please see the description of the window Bill to Customer Distribution. Payment terms are defined in the window Popup Fields in the Set-Up module.
Blanket Invoice	In this field, you can specify whether the job is to be included in a blanket invoice or blanket credit note to the customer. Maconomy supports blanket invoicing and crediting for both regular invoices and credit memos and for invoices and credit memos on account. Maconomy suggests the value from the field “Blanket Invoice” in the customer’s information card in the A/R module, but you can change it here. Blanket invoicing means that all non-invoiced but approved invoice selections to the customer are invoiced together in one invoice, provided that the jobs have the same bill-to customer and are assigned to the same company, the same department, the same company tax code, and the same currency code. Similar principles apply to blanket crediting; all crediting to the same customer can be joined in one credit memo. However, a credit memo selection will not be included in a blanket crediting if it was created from an invoice. If the system parameter “Blanket invoicing per main job” is marked, only main jobs and their subjobs are joined in the blanket invoice or credit memo. For more information about main job invoicing and crediting, please see the description of the window Invoice Layout Rules.

Customer Information Island

Field	Description
Department	In this field, you select the department associated with the job. Maconomy suggests the value from the customer’s information card in the Accounts Receivable module, but you can change it here. Departments are defined in the window Posting References in the G/L module.
Customer Group	This is the customer group to which the customer is assigned. Maconomy automatically suggests the value from the customer’s information card. It is possible to change the value in this field until the first invoice has been printed on the job.
Language	In this field, you select the language code for the job. Maconomy suggests the value from the customer’s information card in the Accounts Receivable module, but you can change it here. Language codes are created in the window Popup Fields in the Set-Up module.
Tax	Mark this field if invoices for the job are subject to tax. Maconomy suggests the value from the customer’s information card in the Accounts Receivable module, but you can change it here. Please note that if the current job is set up for split billing (that is, there are more than one bill-to customer on the job), and the mark in this field is removed, the mark is removed for all bill-to customers on the job. You can change the tax setting for individual customers on the job in the window Bill to Customer Distribution. For more information, please see the description of the window Bill to Customer Distribution.
Tax No.	In this field, you can write the customer’s tax number. Maconomy suggests the value from the bill-to customer’s information card in the Accounts Receivable module, but you can change it here. If a validation rule is assigned to the tax number field in the window Rules of Validation in the Set-Up module, Maconomy will validate the tax number upon entry or change. If you change the bill-to customer, Maconomy retrieves the new tax number.
Company Tax Code	In this field, you can select a company tax code created in the window Popup Fields. Maconomy uses the field to determine which tax code to use for calculation of tax on the current job, as the reporting code is one of the tax code selection criteria in the window Tax Tables in the G/L module. Maconomy uses the tax table specified in the window Company Information for the job’s responsible company. The tax code, however, is only transferred from a tax table, if the use of tax tables has been selected in the window System Information, and only if a tax table has been assigned to the current job’s responsible company. If no tax table has been specified for the responsible company, or if differentiated tax has been selected but not the use of tax tables, Maconomy transfers the tax code specified for each activity in the window Activities. If neither the use of tax tables nor differentiated tax has been selected, Maconomy uses the standard tax code specified in the window System Information in the Set-Up module. If you use tax tables, and the system parameter “Get on account tax code from tax table” is marked, the tax code to be transferred to on account invoices is found in a tax table. But instead of using the item tax code specified on an activity, item or account, Maconomy uses the on account tax code in the field “On Account Tax Code” in the window System Information in the Set-Up module (along with various other information) to point out the relevant tax table line. If the system parameter “Get on account tax code from tax table” is not marked, the standard tax code specified in the window System Information is always used as the tax code on invoices on account. For further information about the information used to point out the correct tax code, please see the description of the window Tax Tables in the G/L module. The reporting code is used in connection with posting of job entries to determine which tax report entries to create when posting on the current job. Based on the tax report entries, it is possible to create tax reports showing tax and tax basis postings associated with a given tax report field. However, this type of reporting can only be done, if extended tax reporting has been selected in the window System Information. The value is transferred from the customer's information card at the creation of a job. It is possible to change the value here. It is only possible to blanket invoice jobs with the same reporting code.
Cust. Payment Mode	In this field, you can select the customer payment mode to be used on the current job. Maconomy suggests the value from the customer’s information card, but you can select another customer payment mode for the current job. Please note that if the current job is set up for split billing (that is, there is more than one bill-to customer on the job), the customer payment mode can only be changed for the bill-to customer shown in this window. You can change the customer payment mode for all customers on the job in the window Bill to Customer Distribution. For more information, please see the description of the window Bill to Customer Distribution.
Global Location No.	If the customer has requested that you use a specific global location number on invoices pertaining to the current job, you can specify the location number in question here. The number specified here will be transferred to invoices for the current job. Maconomy suggests the global location number specified in the window Company Specific Payment Information for the customer in question, but you can change it here if the location number to be used on the current job is not the same as the standard location number of the customer. For further information about the concept of global location numbers, see the introduction to the window Company Locations in the G/L module.
Enterprise	This field is used to assign the job to an enterprise. Maconomy automatically suggests the value from the customer’s information card. It is possible to change the value.
Segment	This field is used to assign the job to a segment. Maconomy automatically suggests the value from the customer’s information card. It is possible to change the value.
Area	This field is used to assign the job to an area. Maconomy automatically suggests the value from the customer’s information card. It is possible to change the value.
Post Vendor Exch. Rate Variances on Job	Use this field to specify how to post exchange rate variances that occur when you register vendor payments. If you select this check box, the exchange rate variances are posted to the jobs to which the paid vendor invoices were allocated. If you do not select this check box, the exchange rage variances are posted to the Vendor Exchange Rate Gain or Vendor Exchange Rate Loss account. The default value is that the check box is not selected. When you create a job, this field is initialized to the value of the Post Vendor Exch. Rate Variances on Job field on the company-specific customer for the job. You can change the field in this window. You can change the value of the field as many times as needed, such as when approving invoice selection, when printing an invoice, and so on. What is important is its value when you post.

Credit Memo Island

Field	Description
Last Credit Memo Date	This is the date of the last job credit memo. It cannot be changed here.
No. Credit Memos	This field shows how many credit memos have been made for the job. The value cannot be changed here.
No. of Copies	This field shows how many times credit memos have been printed for the job, including reprints. It does not include the number of copies chosen in your computer’s standard print dialog. The value cannot be changed.

Dimension Combination Island

Field

Description

Dimension Combination

In this field, you can enter the number of a dimension combination of the type “Dimension Derivation” created in the window Dimension Combinations. If a description has been assigned to the dimension combination, the text is displayed in the field “Description.” If you specify a dimension combination, Maconomy will use the values in this dimension combination when deriving dimensions from the current job. However, any dimension derivation values specified in this island will be used instead of those specified for the same dimensions in the dimension combination. This means that the dimension combination only applies to the dimensions for which no value has been entered on the job. The functionality on period specific sets of derived dimension values in the window Derived Dimensions, which is described in the field “Location” below, also applies to this field. This field also shows the number of the responsible company as specified in the island Company. The name of the company is displayed in the field “Description.” The company number cannot be changed, but the field “Overwrite” can be changed. The information in the field will only be used in the cases when a company number in the table part of a window can be derived from the job specified. In these cases, the current company will only overwrite any manually specified value for the dimension if you have marked the field “Overwrite” on the current job. If you do not select to overwrite, the dimension value will only be transferred to a table line at creation if the dimension field “Company No.” is not manually completed. Even if you have specified a dimension combination in the field “Dimension Combination,” a value entered in this field will be used rather than the value (if any) found for this dimension in the dimension combination in question. The functionality on period specific sets of derived dimension values in the window Derived Dimensions, which is described in the field “Location” below, also applies to this field. For a further description of derived dimensions, refer to “Introduction to the G/L Module” and the description of the fields and functions for the windows Dimension Derivations and Dimension Combinations in the G/L module.

Derived Company Island

Field

Description

Company

This field shows the number of the responsible company as specified in the island Company. The name of the company is displayed in the field “Description.” The company number cannot be changed, but the field “Overwrite” can be changed. The information in the field will only be used in the cases when a company number in the table part of a window can be derived from the job specified. In these cases, the current company will only overwrite any manually specified value for the dimension if you have marked the field “Overwrite” on the current job. If you do not select to overwrite, the dimension value will only be transferred to a table line at creation if the dimension field “Company No.” is not manually completed. Even if you have specified a dimension combination in the field “Dim. Comb. No.” above, a value entered in this field will be used rather than the value (if any) found for this dimension in the dimension combination in question. The functionality on period specific sets of derived dimension values in the window Derived Dimensions, which is described in the field “Location” below, also applies to this field. For a further description of derived dimensions, refer to “Introduction to the G/L Module” and the description of the fields and functions for the windows Dimension Derivations and Dimension Combinations in the G/L module.

Derived Dimensions Island

Field	Description
Location	In this field, you can enter a value for the dimension Location. If a description has been assigned to the location, the text is displayed in the field “Description.” If you do not enter a value manually, Maconomy will try to derive a value on the basis of the order of priority specified in the window Dimension Derivations in the G/L module. If a value cannot be derived, Maconomy will transfer the standard value from the window System Parameters in the Set-Up module. Even if you have specified a dimension combination in the field “Dim. Comb. No.” above, a value entered in this field will be used rather than the value (if any) found for this dimension in the dimension combination in question. This means that the dimension combination only applies to this dimension if you have not entered a value in this field. Please note that if a dimension combination has been specified in the field “Dim. Comb. No.,” a mark in the field “Overwrite” will only have effect if you have also entered a dimension value. If you mark the field “Overwrite” but you do not enter a dimension value in this field, the “Overwrite” field is ignored, as dimension values and overwriting specification are always retrieved together from the same dimension derivation island, dimension combination or dimension combination line. In the window Derived Dimensions, you can create period specific sets of derived dimensions if the dimension values to be derived from the current job should vary, depending on the entry date of the registrations to which dimension values are derived from the current job. In this context, the value in this field is always reflected in the corresponding field on the dimension derivation line that has a blank ending date, and changing the dimension values in this field will cause the corresponding information on that dimension derivation line to be updated accordingly, and vice versa. When you create a job, Maconomy automatically creates a line in the window Derived Dimensions with the information specified in this island, and a blank starting and ending date, indicating that this line applies on all registrations regardless of entry date. In effect, as long as you do not need the dimension values derived from the job to change on a given date, you only need to enter dimension derivation information in this island, and not in the window Derived Dimensions. Please note, however, that if you have added a period-specific set of derived dimensions in the window Derived Dimensions, the dimension derivation line that has a blank ending date is not necessarily the dimension derivation line valid on today’s date. You should therefore be aware that if period specific sets of derived dimensions have been created for the job, the dimension values derived from the current job are not necessarily those appearing in this island. See the section on dimension derivation in the chapter “Introduction to the G/L Module” as well as the description of the windows Dimension Derivation and Dimension Combinations in the G/L module for further information about dimension derivation. For information on period specific sets of derived dimensions, see the window Derived Dimensions in the G/L module.
Entity	This field shows the name of the company shown in the field “Location” above.
Project	This field shows the name of the company shown in the field “Location” above.
Purpose	This field shows the name of the company shown in the field “Location” above.
Spec. 1-3	This field shows the name of the company shown in the field “Location” above.
Local Spec. 1-3	This field shows the name of the company shown in the field “Location” above.

Billing Address Island

Field	Description
Bill to Customer	In this field, you enter the number of the customer receiving the invoice. Maconomy retrieves the value from the ship-to customer’s customer information card in the module Accounts Receivable, but you can change it here. Maconomy verifies that the customer exists in the module Accounts Receivable. The two customer numbers can, for example, be different if one customer has commissioned the job and another is paying for it. The other lines in this field show the name and address of the bill-to customer. The information is retrieved from the window Customer Information Card in the module Accounts Receivable. If the system parameter “Allow Job Specific Billing Addresses” is marked, and you mark the field “Job Specific Address” in this island, you can specify a different address for the bill-to customer from the one that is specified in the Customer Information Card. The changed address is reflected on the current job throughout the Job Cost system (for example, on printouts such as invoices and credit memos), including the window Bill to Customer Distribution. If you use main job invoicing and change the bill-to customer on a main job, the bill-to customer is changed on all subjobs in the main job/subjob hierarchy. You cannot change the bill-to customer on individual subjobs if you use main job invoicing. If the current job is set up for split billing (that is, there are more than one bill-to customer on the job), changing the bill-to customer in this window adds the new customer to a line in the table part of the window Bill to Customer Distribution with a setup percentage of zero. Merely changing the address does not add a new line to the table part. For more information, please see the description of the window Bill to Customer Distribution.
Appropriation	In this field you must specify the bill-to customer appropriation. If the bill-to customer with the given appropriation does not exist, you will receive an error message.
Invoice Currency	This field shows the invoice currency for the line. If a bill-to customer is specified on the line, then the invoice currency of this bill-to customer is shown. If no bill-to customer is specified, then the field shows the invoice currency of the job.
Attn.	This field shows the bill-to customer’s attention person. The name is retrieved from the window Customer Information Card in the Accounts Receivable module, when the job is created in the window Jobs. If either the system parameter “Allow Job Specific Billing Addresses” or “Allow Job Specific Bill To Customer Attention Persons” is marked, you are able to change the attention person independently of the information in the customer information card. See also the description of the field “Bill to Customer” above and the field “Job Specific Address” below.
Country	This field shows the bill-to customer’s country code. It is retrieved from the Customer Information Card in the Accounts Receivable module, when the job is created in the window Jobs.
Phone	The functionality of this field is similar to that of the field “Country” above.
Fax	The functionality of this field is similar to that of the field “Country” above.
Telex	The functionality of this field is similar to that of the field “Country” above.
E-mail	The functionality of this field is similar to that of the field “Country” above.
Job Specific Address	If the system parameter “Allow Job Specific Billing Addresses” is marked, you can mark this field to allow the bill-to customer’s address to be changed in this window and in the table part of the window Bill to Customer Distribution. Otherwise, the address from the customer card of the bill-to customer will be used on invoices, and so on. Similar functionality exists in the window Bill to Customer Distribution. In that window, you can change the bill-to address for each combination of customer and appropriation. If you do this, you cannot change the bill-to customer address in this window, but you must continue to maintain addresses in the window Bill to Customer Distribution. For more information, please see the description of the window Bill to Customer Distribution. You cannot change the bill-to customer’s address on a template job.

Company Island

Field	Description
Company	This field shows the number of the company responsible for the current job. You cannot change the value here. This field also shows the name of the specified company.

Quote Island

Field	Description
Date Printed	This is the date a quote was last printed for the job. The date cannot be changed here.
No. of Copies	This shows how many times you have printed a quote for the job. It does not include the number of copies chosen in your computer’s standard print dialog. The value cannot be changed.

Order Confirmation Island

Field	Description
Date Printed	This is the date an order confirmation was last printed for the job. The date cannot be changed here.
No. of Copies	This shows how many times you have printed an order confirmation for the job. It does not include the number of copies chosen in your computer’s standard print dialog. The value cannot be changed.

Invoice Island

Field	Description
Date of Last Invoice	This is the date of the last invoice made for the job. It cannot be changed here.
No. Invoices	This field shows how many times an invoice has been made for the job. It cannot be changed here.
No. of Copies	This field shows how many times an invoice for the job has been printed, including reprints. It does not include the number of copies chosen in your computer’s standard print dialog. The value cannot be changed.

User Island

See the chapter “Getting Started” for a description of the fields in the island User. Note, however, that until a quote, an order confirmation, an invoice or a credit note has been printed for the current job, the field “Version No.” will always show the value 1. The information in the island applies to the current job, and therefore a change in this window will also be reflected in the island User in the windows Jobs, Job Descriptions and Job Budgets.

Budget Texts Island

Field	Description
Text Lines for Purchase	In this field, you can mark that texts entered in the window Job Budget Texts should be transferred to purchase orders created from the job budget lines. When you create a new job, Maconomy suggests the value entered in the window System Information.