This section includes the fields and descriptions for the Job Surcharge Rules tab.
Job Surcharge Rule Island
| Field | Description |
|---|
| Name
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In this field, you can enter the name of the job surcharge rule you are creating. In the window Customer Information Card, you can assign a customer to this rule by specifying a name in the field “Job Surcharge Rule.” The rule will then be used as standard for the customer in question.
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| Description
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In this field, you can enter a description of the rule.
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| Blocked
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Mark this field to block the current rule. A blocked job surcharge rule cannot be used in budgeting, job invoicing, and posting.
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User Island
See the chapter “Getting Started” for a description of the fields in the island User.
Selection Criteria Island
| Field | Description |
|---|
| Show Lines
|
When you mark this field, the lines matching the criteria specified in this island are shown in the table part of this window.
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| Activity Type
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Use this field to restrict on the rule lines shown in the table. If this field is completed, then the table only includes rules that either do not restrict on activity type or which restrict on the same activity type as this type.
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| Activity No.
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In this field, you can specify an activity number, if you wish to limit the number of lines shown in the table part of this window. The table part displays the lines whose range of activity numbers includes the specified values. If you do not specify an activity number, the activity numbers will not apply on the lines shown in the table part.
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| Employee No.
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The functionality of this field is similar to the functionality of the field “Activity No.” above.
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| Task
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The functionality of this field is similar to the functionality of the field “Activity No.” above.
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| Entry Date
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Use the field to restrict on the rule lines shown in the table. The table only includes rules either without restriction on the entry date or with a restriction on entry date range which includes this date.
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Selection Criteria, Dimensions Island
| Field | Description |
|---|
| Location
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The functionality of this field is similar to the functionality of the field “Activity No.” above.
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| Entity
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The functionality of this field is similar to the functionality of the field “Activity No.” above.
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| Project
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The functionality of this field is similar to the functionality of the field “Activity No.” above.
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| Purpose
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The functionality of this field is similar to the functionality of the field “Activity No.” above.
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| Spec. 1-3
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The functionality of these fields is similar to the functionality of the field “Activity No.” above.
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