Job Reallocation by Job Workspace

Use this workspace to reallocate job entries, one job at a time.

When you post a reallocation, Maconomy creates an offset entry that is equivalent to the original entry and creates an entry for each job reallocation line.

This workspace is similar to the Job Reallocation workspace, but displays entries one job at a time. You can use this workspace to select the job entries that you want to reallocate, or you can use it to reallocate entries that you selected for reallocation in the Invoice Selection or Itemize Invoice Selection workspaces. In those workspaces, you can use the Reallocation field to select individual entries for reallocation.

By default, the Job Entries subtab lists all of the job entries that you selected for reallocation by job. You cannot change the entries in the sub-tab directly, but you can choose which of the entries should be reallocated by selecting or deselecting the Marked field.

You can also choose to see all of the entries for the current job by deselecting the Marked Only field in the Selection Criteria island. You then have the option to select the Reallocate field for any job entry in the sub-tab. This has the same effect as selecting the field in the Invoice Selection or Itemize Invoice Selection workspaces- that is, temporarily blocking it for invoicing.

You cannot see entries for closed jobs in this workspace.

On the Job Reallocation by Job tab, you can limit the job entries that you see to those associated with certain activity numbers, employee numbers, and so on.

In the Reallocate To island, you can then specify the values that should be changed for each selected job entry. Assume, for example, that you want to reallocate job entries with a Location dimension value of NY so that they have a Location dimension value of LA. In the Selection Criteria island, select all of the job entries with a Location dimension value of NY. In the Reallocate To island, you enter the location LA and press Return. Then, use the Approve Reallocation action to reallocates all of the selected job entries to the LA dimension.

If you select the Automatic posting of job reallocations system parameter, Maconomy posts the resulting reallocation journal automatically, and the reallocated job entries are again open for invoicing in the Invoice Selection workspace.

If you selected the Update Prices on Amount Registrations upon Job Reallocation system parameter in the Set-Up module, Maconomy recalculates billing prices and standard billing prices on the job entries as a result of the reallocation. The recalculation is based on the reallocation entry date in the Reallocate To island. Otherwise, Maconomy uses the original prices of the entries on the allocation entries.

If you selected theUpdate prices upon dimension change system parameter, Maconomy recalculates the prices on the job entry if you change the dimensions on the reallocation line or if you change the entry date. The recalculation is based on the reallocation entry date in the Reallocate To island. If you do not select the parameter, Maconomy uses the original prices of the entries on the allocation entries.

If you reallocate a job entry to a non-invoiceable job, Maconomy resets the billing price on the created job entry to zero. If you reallocate a job entry from a non-invoiceable job, the billing price on the resulting new entry will also be zero.

If a job entry that you selected for reallocation includes proposed values for invoicing, Maconomy eliminates these values during the reallocation process.

Note, however, that if the original job entry that contains proposed values is only partially reallocated-that is, if only some of the job entry data needs to be reallocated-Maconomy proposes corresponding partial values on the derived offset account. Assume, for example, that an original job entry contains 40 hours, with an invoice proposal of 20 hours. Maconomy proposes a factor of 0.5 of the total hours for invoicing. If you perform a job reallocation for 10 of the 40 hours, Maconomy creates an offset entry of 10 hours. This offset account includes an invoice proposal of 5 hours, because the invoice proposal factor is 0.5. Any invoice proposal that involves the reallocated 10 hours is eliminated.

If you reallocate a job entry to which Maconomy has assigned job surcharges, you do not need to manually reallocate job entries that were created as a result of job surcharges.

If you selected employee control for the current job in the Jobs workspace, you can only make entries for employees who either appear in the job's budget of a certain type, or who are listed in the job's employee control list.