Job Budgets Lines Sub-Tab

This section includes the fields and descriptions for the Job Budgets Lines sub-tab.

Field	Description
Description	In this field, you enter a text, which is attached to the activity on quotes and order confirmations.
Line Type	In this pop-up field, you select the type of the current job budget line. Selecting a value is mandatory.
Employee Category No.	In this field, you can assign a certain employee category to the job budget. If no specific employee has been specified for this line, Maconomy will instead use the cost, intercompany or billing price for the specified employee category for price calculations, if the field “Hourly Rate” in the window System Information in the Set-Up module has been set to “By Employee” or “Employee Priority.”
Employee Category Name	This field shows the name of the current employee category.
Employee No.	In this field, you can enter the number of the employee to be associated with the given activity. If you enter a value, and the activity is a time activity, Maconomy will suggest a cost based on the employee. Similarly, if you have specified in the “Hourly Rate” field in the System Information window that hourly rates are determined by employees, Maconomy will suggest a billing price based on the employee. However, if you specify or change an employee on an existing line, prices are only recalculated if the system parameter “Update prices upon dimension change” has been marked. For a further description of how Maconomy calculates these prices, please refer to “Appendix A: Price Calculation in the Job Cost Module.” If an employee category has been specified in the “Empl. Cat. No.” field, this field must either be blank or the employee specified must be a member of the employee category. If an employee is specified in this field, it will not be possible to specify that other employees than the one specified in this field should work on the job in the Detailed Planning window in the Resource Planning module. If, on the other hand, this field is blank, it is possible to plan for one or more employees who belong to the specified category (or all employees if no category has been specified). If the system parameter “Empl. cat. on job budgets required” is marked, it is not possible to specify an employee unless an employee category is also specified. If the current job uses Traffic Control, and one or more teams have been selected for the job in the Timing Plans or Job Traffic Status windows, the employee specified here must be a member of that team. For more information, see the windows mentioned and the Teams window in the Set-Up module. Please note that if employee control of the type “Employee List” has been selected for the job, the employee must exist in the job’s employee control list. For more information, please see the description of the “Employee Control” field in the Jobs window.
Employee Name	This field shows the name of the employee entered in the “Employee No.” field above.
Task	In this field, you can specify the task to which the job budget line is to be assigned.
Quantity	In this field, you enter the budgeted quantity for the line.
Activity No.	In this field, you enter the number of the activity for which you wish to make a budget estimate. If both this field and the field “Task” are blank, the line is a text line. If this field shows “*,” the line is a summary line which creates a subtotal when the budget is printed using the “Standard” layout.
Cost, Base	In this field, you enter the budgeted cost in the base currency for one unit of the activity on the budget line. For a further descrip­tion of how Maconomy calculates these prices, please refer to “Appendix A: Price Calculation in the Job Cost module.”
Billing Price, Curr.	In this field, you enter the budgeted billing price in the job’s currency of one unit of the activity on the budget line. If the activity is non-invoiceable, you cannot enter a price here, and the value must be “0.00.
Markup %	In this field, you enter the budgeted gross margin % for the activity on the budget line.
Line Specific Billing Price	If the current job is set up for price control from budgets (see “Price control from budgets”), this field indicates if the billing price differs from the price originally derived from the employee category on the current line. If the line is not marked, the price is the original price.
Total Cost, Base	This field shows the total estimated cost in base currency for the budget line. The total cost is found by multiplying the number in the “Quantity” field by the cost per piece in the “Cost” field.
Total Billing Price, Currency	This field shows the budget lines total budgeted billing price in the job currency. The total billing price is calculated by multiplying the number in the “Quantity” field by the billing price per piece in the “Billing Price, Currency” field.
Purchase Currency	In this field, you can select a currency. Depending on whether you have entered the cost in base currency or in another currency, the value is calculated in the “Cost, Base” field or the “Cost, Purchase Currency” field by means of this currency. If another currency is subsequently selected, the value in the “Cost, Purchase Currency” field is then recalculated. For a further description of how Maconomy calculates these prices, please refer to “Appendix A: Price Calculation in the Job Cost Module.” If the job budget is structured hierarchically, selecting a purchase currency on a group header line makes it possible to see the total purchase amount for the subordinate lines in a specific currency.
Cost, Purchase Currency	In this field, you can enter or see the cost in the currency selected in the field “Purchase Currency.” If you enter a value here, the value in the field “Cost, Base” will be calculated.
Total Cost, Purchase Currency	In this field, you can see the total budgeted cost in the current job’s currency. The total cost price is calculated by multiplying the figure in the field “Quantity” by the cost per unit in the field “Cost, Purchase Currency.”
Billing Price, Purchase Currency	If you want to enter the billing price in another currency than the job’s currency, you can use this field.
Total Billing Price, Purchase Currency	Copy to come.
Cost Type	This field shows the cost type selected for the current activity in the window Activities: “Turnover” or “Outlays.”
Inc. in Fixed Price	In this field, you can mark whether or not the entry applying to the line should be included in the fixed price of a job. The set-up of the job in question determines whether or not this field is automatically marked when a line is created. The field can be marked/unmarked manually.
Deliv. Remarks	In this field, you can enter delivery remarks to be used in connection with the delivery of the items.
Billing Price, Base	This field shows the amount from the field “Billing Price, Currency” on the current budget line converted into the base currency.
Total Billing Price, Base	This field shows the amount from the field “Billing Price Total, Currency” on the current budget line converted into the base currency.
Standard Billing Price, Base	This field shows the standard billing price per unit in the base currency of the company.
Total Standard Billing Price, Base	This field shows the total standard billing price of the current budget entry in the currency of the job.
Vendor	In this field, you can enter the number of a vendor, if the activity on the budget line is an amount activity. Maconomy verifies that the vendor exists in the Accounts Payable module.
Vendor Name	This is the first line of the name of the vendor whose number is entered in the “Vendor” field. You cannot change the name here.
Your Reference	In this field, you enter the reference person used on purchase orders that are created from the current budget line. It is only possible to enter a reference person if the field “Cust. No.” is completed.
Create Sales Order	If you mark this field, Maconomy will create sales order lines for items and text lines assigned to the budget line in the window Job Budget Item Lines when you select “Transfer to Sales Order.”
Selected	If you mark this field, Maconomy will create a requisition or purchase order line for the budget line when you select “Create Requisitions” or “Create Purchase Orders,” respectively, in the Action menu.
Currency, Purchase Creation	In this field, you can select the currency which should be transferred to requisitions and purchase orders created on the basis of the budget line. If you specify a blank value, the currency specified on the vendor’s information card is used.
Number of Purchase Orders	This field shows how many purchase orders have been made on the basis of this budget line.
Number of Requisitions	This field shows how many requisitions have been made on the basis of this budget line.
Last Purchase Order No.	This field shows the number of the last purchase order created on the basis of the current line.
Purchase Order Total	This field shows the sum of the purchase order lines created on the basis of the budget line.
Exec. Company No.	This field shows the name of the company carrying out the specified activity. The field cannot be changed.
Exec. Company Name	This field shows the name of the executing company.
Number of Requisitions	This field shows how many requisitions have been made on the basis of this budget line.
Last Purchase Order No.	This field shows the number of the last purchase order created on the basis of the current line.
Purchase Order Total	This field shows the sum of the purchase order lines created on the basis of the budget line.
Exec. Company No.	This field shows the name of the company carrying out the specified activity. The field cannot be changed.
Location	This field shows the value of the location dimension specified on the current job budget.
Entity	This field shows the value of the entity dimension specified on the current job budget.
Project	This field shows the value of the purpose dimension specified on the current job budget.
Purpose	This field shows the value of the purpose dimension specified on the current job budget
Spec. 1–3	This field shows the value of the spec. 1 - spec. 3 dimension specified on the current job budget.
Local Spec. 1–3	This field shows the value of the local spec. 1 – local spec. 3 dimension specified on the current job budget.
Net Cost, Base	This field shows the budgeted net cost of the job in the job’s base currency.
Tax Code	This field shows a G/L tax receivable code if the activity on the line is an amount activity.
Activity Name	This field displays the text defined for the current activity.
Task Description	This field shows the text defined for the current task, if a description has been entered in the field “Task.”
Job Budget Text	In the window Job Budget Texts, it is possible to assign text lines to a job budget line. This field, which cannot be changed, displays whether such text lines are assigned to the current line.
Standard Billing Price, Currency	This field only applies to time activities. The field shows the value in the field “Standard Billing Price, Currency” converted into a standard billing price per day.
Total Standard Billing Price, Currency	This field shows the total standard billing price of the current budget entry in the currency of the job. If the system parameter “Update prices upon dimension change” has been marked, the price in this field is updated when certain key information on the line is changed, for instance, the activity, employee, or dimension values. For further information on this and for a complete list of the fields that cause the price to be updated, see the description of the system parameter “Update prices upon dimension change.” If the system parameter is not marked, and you wish to ensure that all prices reflect the current setup of the budget lines, use the “Recalculate Job Budget” action.
Remarks 1–10	In these fields, you can assign remarks to the current job budget line. The remarks are for information only and can be used in reports.
Quantity Planned	This field shows how many hours have so far been planned for the job budget line in question in the window Detailed Planning in the Resource Planning module.
Changed in Revision No.	This field shows the number of the job budget revision in which the current line was last changed.