Job Parameters Workspace
Use this workspace to define job parameters and the values for their attributes.
A job parameter has a job parameter type, a number of predefined attributes, and a number of values for the attributes.
For instance, you use the Pricing Method job parameter type to define whether a job should be assigned an Invoicing Method of Fixed Price or Time and Material. Pricing Method is the job parameter type, Invoicing Method is the attribute, and Fixed Price and Time and Material are values.
Once a job parameter has been defined here, it can be applied to appropriate jobs. You can apply many different parameters to each job. After you create job parameters, use the Job Parameter Selection Rules workspace to define which parameters can be used for which jobs.
You can create job parameters for Registration, Budgeting, Revenue Recognition, Pricing Principle, Events, Job Description, Planning, Invoice Selection, On Account Reconciliation, Invoicing On Account, Job Text Option Lists, Overhead Cost, Invoice Preparation, Employee Revenue Distribution, Charges, Time Transfer, and Write-Up/Down.
Define a Job Parameter
In the Job Parameters tab in this workspace, you specify the name and type of the job parameter, and assign an access level to the job parameter.
Based on the type of job parameter, Maconomy automatically populates the Job Parameter Attributes sub-tab with appropriate attributes. Each line in the sub-tab displays the name and the default values of an attribute. For example, when you create a job parameter of the Revenue Recognition type, the lines in the sub-tab display the eleven attributes that are predefined for the Revenue Recognition job parameter type.
You cannot change or delete the attributes in these lines manually.
You can, for example, define that the value of the Capitalization Method attribute should be At Cost or At Billing Price, or that the value of the Handling of Overrun attribute should be Yes or No.
You define the value of an attribute in the Value field in the sub-tab. Refer to the examples shown in the Value Examples field.
For most attributes, Maconomy has predefined values from which you can choose. You can create new values only if an attribute's value type is Option List.
You can define multiple different job parameters of a given type.
Example
For example, assume that you set up two different job parameters of the Revenue Recognition type, with different attribute values:
Parameter Name: At Cost, No Revenue Recognition | |
Attribute Name | Value |
Capitalization Method |
At Cost |
Revenue Recognition by Completion Percentage |
No |
Handling of Overrun |
No |
Parameter Name: At Billing Price with Revenue Recognition | |
Attribute Name | Value |
Capitalization Method |
At Billing Price |
Revenue Recognition by Completion Percentage |
Yes |
Handling of Overrun |
No |
You can create a job that uses capitalization at cost and at the same time does not handle overruns, because the first parameter (At Cost, No Revenue Recognition) supports that scenario.
However, you cannot create a job that uses capitalization at billing price and at the same time handles overrun, because neither of the parameters supports that scenario. You will have to set up a new Revenue Recognition job parameter for such a job.