Job Budget Lines Sub-Tab

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

Field

Description

In this field, you enter a text, which is attached to the activity on quotes and order confirmations. If you enter an activity, Maconomy suggests either the activity text from the Description field in the Activities workspace or the description of the entered task (if any) in the Job Tasks workspace, but you can change it on the budget line. In the Activities workspace, you can set up which text to derive as budget line description for each activity. The original activity text is displayed in the Activity Name field.

External Description

This field shows the text to be transferred to job quotes and is used instead of the internal description on the time budget line.

If you enable the company-specific "External Description in Job Budgets defaults to Description" system parameter, when you add a new line in the Job Budget Lines sub-tab, this field automatically displays the value of the Description field.

If you do not enable the parameter, this field is blank by default in any new lines added.

Line Type

In this pop-up field, you select the type of the current job budget line. Selecting a value is mandatory. In the Job Budgets tab, the Default Line Type field in the Line Creation island defines the default value of this field; that is the value that is automatically suggested when you create the line. You can then select something else. You can choose from the following values:

Sum/Text — If you select this value, the current line can be used as a text line, simply adding a line of text to the budget, or as a sum line. A sum line is used as a grouping level when you use work breakdown structure as described in “Getting Started with the Java™ Client.” In both cases, no reference to activity or task may be specified on the line, and the line cannot be marked as a milestone.
Time — If you select this value, the current line is used for specifying a time activity. The activity number will change to the activity specified in the Default Time Activity job parameter attribute of the Budgeting type.
Outlay — If you select this value, the current line is used for specifying an outlay activity. The activity number will change to the activity specified in the Default Outlay Activity job parameter attribute of the Budgeting type.
Amount — If you select this value, the current line is used for specifying an amount activity. The activity number will change to the activity specified in the Default Amount Activity job parameter attribute of the Budgeting type.
Milestone — If you select this value, the current line is used for specifying a milestone. Any existing activity number will be removed, and the Milestone field will be selected (this field is not shown in the standard layout of the Job Budgets workspace).

Note that by changing the line type, you change the activity number. See the description of the Act. No. field for considerations with regard to changing the activity number.

If you specify an activity in the Act. No. field, this field will change to reflect the type of activity you entered, that is either “Time,” “Amount,” or “Outlay.”

Task

In this field, you can specify the task to which the job budget line is to be assigned. Specifying a task list is mandatory, if a task list has been specified for the job, typically via the template based on which the job was created, or if the Require Tasks action has been used in the Job Tasks workspace.

If neither the Create Tasks from Job Budgets nor the Extended Task Creation from Budgets (see below) system parameters has been selected, you must enter a task that exists in the task list in question.

If both this field and the Act. No. field are left blank, the line can be used as a text line for a more detailed budget description or as a grouping level in a work breakdown structure.

If either the Create Tasks from Job Budgets or Extended Task Creation from Budgets system parameters has been selected, you can enter a task that does not already exist in the job’s task list. When you do, Maconomy will create the task in the job’s private task list, using the activity entered on the line as derived activity. If a job-specific task list does not already exist, the shared task list assigned to the job will be copied and made job-specific. For more information, see the description of the Job Tasks workspace.

If the Mark ‘Overwrite Activity’ On Tasks system parameter is selected, the Overwrite Activity field is selected in the new task. The description entered in the Description field is transferred to the new task and used as task description according to the rules outlined in the description of the two system parameters that concern task creation. Be aware that the specified activity can be set up to derive either the activity text or the task description in the Description field. The way in which the new task is named is defined by and described in the Number of Trailing Characters for Task Names and Extended Task Creation from Budgets system parameters.

Tasks may need to be approved (see the Approve Tasks workspace). If this is the case, you cannot use the Submit Budget or Transfer to Sales Order actions until all tasks in the budget have been approved.

If dimension values have been specified for the task, these dimensions are automatically suggested on new budget lines unless other values have been entered manually. If the Job Tasks or Task Lists workspace specifies that derived dimension values should overwrite existing dimensions values, any manually entered dimensions will be overwritten.

Empl. Cat. 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 Hourly Rate field in the System Information workspace in the Set-Up module has been set to “By Employee” or “Employee Priority.”

If the current job is set up for price control from budgets (see “Price control from budgets”), the employee category is added to the isand Employee category Prices island in the tab when you add or change the employee category, if it is not already present in that island.

If you specify or change an employee category on an existing line, prices are only recalculated if the Update prices upon dimension change system parameter has been selected. For further information about price calculations, see “Appendix A: Price Calculation in the Job Cost Module” and the Update prices upon dimension change system parameter in the Set-Up module.

If the Empl. cat. on job budgets required system parameter is selected, you cannot leave out an employee category number in this field, unless the Empl. field is also blank.

Quantity

In this field, you enter the budgeted quantity for the line. For time activities, this field is in hours or days, depending on the time unit on the job.

If the activity is a time activity, the quantity is interpreted as number of hours. It is therefore totaled in the Hours field by the Time field in the tab. Maconomy alerts you if the sum of hours exceeds the hours limit. If you enter a number of hours, it is automatically converted into a number of days, which is inserted into the Quantity, Days field. The number of days is calculated by dividing the number of hours by the value in the Hours per Man Day field in the tab of the Jobs workspade.

If you want to assign items to the job budget line in the Job Budget Item Lines workspace, the value here must be 1. You can then enter the relevant item quantity on the individual job budget item line.

The quantity is used to calculate the budget lines’ total in the Total Cost, Base and Billing Price Total, Base fields. It is multiplied by the amounts in the Cost, Base and Billing Price, Base fields on the budget line. This applies to both time and amount activities.

Note that if you change the quantity specified in this field on a planning budget, and work has been entered on the current planning budget line since the quantity was specified, the reestimated quantity cannot be lower than the work that was entered if a new estimated time to completion is currently being specified for the job.

Quantity, Days

This field only applies to time activities. The field shows the number of days budgeted for the current job budget line.

Act. No.

In this field, you enter the number of the activity for which you want to create a budget estimate. If both this field and the Task field are blank, the line is a text line. If this field shows “*,” the line is a summary line that creates a subtotal when the budget is printed using the “Standard” layout. You cannot budget on summary activities. Note that you cannot enter a “*” if you use work breakdown structure. Instead use the Line Type field to specify that the current line is a line of the type “Sum/Text” and indent the relevant lines below it. You can enter more than one line for the same activity, but note that every job entry is entered to an activity, not to a budget line.

If a job budget text from the Activities workspace has been assigned to one of the activities used in this workspace, the standard text will be transferred to the Job Budget Texts workspace. You can subsequently edit the text so that it fits each job budget line in the Job Budget Texts workspace.

You can change the activity on a line if the line does not have sales orders, requisitions, or purchase orders assigned to it, and the budget is not closed. You can change the activity directly or by changing the line type in the Line Type field. If tasks are required for the current job, the activity may be derived from the task. If you change the activity, you will be asked to confirm the change, and the task will be updated in the job-specific task list to derive the new activity—provided that tasks can be created from budgets (see the preceding description of the Task field). In addition, the task may need to be approved again, if task approval is required.

Note that if price control from budget is enabled, changing the activity to an activity of another type (for example from a time activity to an amount activity) will cause the price on the current line to be recalculated, even if the Update prices upon dimension change system parameter is not set.

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 more information about how Maconomy calculates these prices, refer to “Appendix A: Price Calculation in the Job Cost Module.”

Maconomy calculates the cost based on information from job price lists, item price lists, and employee or activity information cards. If the executing company behind the activity is different from the company that is responsible for the job, Maconomy suggests the intercompany price of that company. For a more information about how Maconomy calculates these prices, see “Appendix A: Price Calculation in the Job Cost module.”

If the current job is set up for price control from budgets (see “Price control from budgets”), changing the cost in this field in such a way that the billing price is also changed, the corresponding job-specific price list line is updated with the new billing price in currency. The corresponding job-specific price list line is the price list line that has the same task and activity number as on the job budget line.

If you have entered a tax code that includes an investment tax rate, the investment tax rate will be included in the cost. Investment tax rates are described in more detail in the Tax Code field.

You can change the suggested cost for amount activities and sometimes for time activities. If you change it, Maconomy will recalculate the budget line billing price based on the new cost and the markup percentage in the Markup % field. However, if you have selected a tax code, you can only change the net cost.

If the Keep Billing Price when Changing Cost Price system parameter is set, the billing price on the line will not be changed if the cost is changed manually. However, the value in the Markup % field will change to reflect the new ratio between cost and billing price. If the billing price or cost is subsequently changed manually, Maconomy will calculate the prices as outlined in “Appendix A: Price Calculation in the Job Cost Module.”

If the Update prices upon dimension change system parameter has been selected, 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 more information about this and for a complete list of the fields that cause the price to be updated, see the description of the Update prices upon dimension change system parameter. If that system parameter is not selected, and you want to ensure that all prices reflect the current set-up of the budget lines, use the Recalculate Job Budget action.

You can change the costs in this field for time activities if the Change Costs for Time field is selected in the Actions workspace in the Set-Up module. In addition, you can only see the cost for time activities if the See Time Cost field is selected in the Actions workspace. If neither field is selected, the value here will be zero, and you cannot change it.

Maconomy multiplies the cost from this field with the number in the Quantity field. The total cost of the line is calculated in the Total Cost, Base field.

If purchase order lines have been created from the current line, and you decrease the amount in this field, Maconomy checks whether the new amount causes budget violations according to the rules set up in the Limit Purchase Amount to Budget, Limit Purchase on Sum or Line Level, Limit Purchase, Currency Margin, and Limit Purchase, Percentage Margin job parameter attributes for the job. If the change causes a budget violation, an error message is displayed.

Cost Per Day, Base

If you have access to cost information, this field shows the cost price per day in base currency. Otherwise, it shows 0.

You can edit this value if the budget is open, and your access privileges allow you to change cost prices.

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.” In the Activities workspace you can mark the activity as invoiceable in the Invoice field.

If you want to enter the billing price in another currency than the job’s currency, use the Billing Price, Purchase Currency field.

Maconomy calculates the billing price based on information from job price lists, item price lists, adjustment percentage, the employee or activity information card, and information in the System Information workspace in the Set-Up module. For more information about how Maconomy calculates these prices, refer to “Appendix A: Price Calculation in the Job Cost Module.”

If the current job is set up for price control from budgets (see “Price control from budgets”), changing the billing price causes the corresponding job-specific price list line to be updated with the new billing price in currency. The corresponding job-specific price list line is the price list line that has the same task and activity number as on the job budget line. In addition, the Line Specific field is selected on the current line.

If you change the billing price in this field, the markup percentage is changed proportionally in the Markup % field, and the billing price is hereafter interpreted as “Entered” when calculating the price.

Maconomy multiplies the billing price in this field with the number in the Quantity field. The line’s total billing price is shown in the Billing Price Total, Currency field.

The billing price in this field and the billing price total are converted to the base currency in the Billing Price, Base and Billing Price Total, Base fields according to the principles described in “Appendix A: Price Calculation in the Job Cost Module.”

If the Update prices upon dimension change system parameter has been selected, 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 more information about this and for a complete list of the fields that cause the price to be updated, see the description of the Update prices upon dimension change system parameter. If the system parameter is not selected, and you want to ensure that all prices reflect the current setup of the budget lines, use the Recalculate Job Budget action.

If purchase order lines have been created from the current line, and you decrease the amount in this field, Maconomy checks whether the new amount causes budget violations according to the rules set up in the Limit Purchase Amount to Budget, Limit Purchase on Sum or Line Level, Limit Purchase, Currency Margin, and Limit Purchase, Percentage Margin job parameter attributes for the job. If the change causes a budget violation, an error message is displayed.

Field	Description
Billing Price Per Day, Curr.	This field only applies to time activities. This field displays the billing price per day that is budgeted for the current job budget line. This value is based on the value in the preceding Billing Price, Currency field and the number of hours per man day specified for the job in the Hours per Man Day field in the Jobs workspace.

Markup %

If you have access to cost information, this field shows the markup percentage. Otherwise, it shows 0.

Line Specific Billing Price

If the current job is set up for price control from budgets, this field indicates whether the billing price differs from the price originally derived from the employee category on the current line. If the line is not selected, 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. Cost prices are totaled in the tab, and Maconomy alerts you if the grand total exceeds the budget limit, which is entered in the Limit field in the Budget island. You can also choose to enter a total in this field. Maconomy will then calculate the unit price in the Cost, Base field as the total cost price divided by the figure in the Quantity field.

If you do not have access to see cost for time, as specified in the Actions workspace in the Set-Up module, the value here will be zero, and you cannot change it.

Total Billing Price, Currency

This 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. Billing prices are totaled in the tab of the workspace, and Maconomy alerts you if the grand total exceeds the billing price budget limit, which is entered in the Limit field in the Budget island.

Purchase Currency

This field displays the selected currency code.

Cost, Purchase Currency

This field displays the cost in the currency selected in the Purchase Currency field.

Cost Per Day, Purchase Currency

This field only applies to time activities. The field shows the value in the Cost, Purchase Currency field converted into a cost per day. The value is calculated by multiplying the value in the Cost, Purchase Currency field by the value specified in the Hours per Man Day field for the current job in the Jobs workspace.

Total Cost, Purchase Currency

This field displays the total budgeted cost in the current job’s currency. Maconomy calculates the total cost price by multiplying the value of the Quantity field by the cost per unit in the Cost, Purchase Currency field.

If you do not have access to see cost information, as specified in the Actions workspace in the Set-Up module, this field displays 0.

Billing Price, Purchase Currency

This field displays the billing price in another currency than the job’s currency. Maconomy uses the currency specified in the Purchase Currency field for converting the amount to the job currency, using the current exchange rate table for purchase at the time of entry. If you change the currency later, Maconomy recalculates the value of this field.

Billing Price Per Day, Purchase Currency

This field only applies to time activities. The field shows the value in the Billing Price, Purchase Currency field converted into a billing price per day. The value is calculated by multiplying the value in the Billing Price, Purchase Currency field by the value specified in the Hours per Man Day field for the current job in the Jobs workspace.

Billing Price Total, Purchase Currency

This field displays the total sales price in purchase currency, that is, the Billing Price, Purchase Currency field multiplied by the number in the Quantity field.

Cost Type

This field displays the cost type selected for the current amount activity in the Activities workspace: Turnover or Outlays. The sum of activities of the type Outlays is deducted from the calculation of the gross margin percentage of a job. For more information about outlay activities, see the description of the Activities workspace.

Incl. in Fixed Price

This check box is selected if the entry that applies to the line is to be included in the fixed price of a job.

If a fixed-price job or a time-and-material job is assigned the Fixed Price Basis job parameter attribute with the value “Budget,” the value of this field determines which budget lines are included in the fixed quote price of a job and which entries are not included in the fixed quote price of a job.

Planned Starting Date

In this field, you can enter the date on which you plan to begin the activity. Maconomy uses the prices valid as of this date when deciding which version of the price list assigned to the job, if any, should be used for price calculation on job budget lines. If you do not specify a date in this field, Maconomy uses today’s date for the calculation of prices.

If you later change the value in this field, Maconomy will recalculate prices on job budget lines only if the budget has not been approved, and if the system is set up to update prices upon dimension change in the System Parameters workspace. You can also choose to have Maconomy recalculate prices by using the Recalculate Job Budget action. When you use this action, Maconomy will also use the price lists valid as of the date specified in this field, if any, for the recalculation.

By using the Transfer Job Dates action, you can prepopulate this field with the value of the Start Date field in the Jobs workspace for the current job. At the same time, the Planned Ending Date field is populated with the value of the Estimated Ending Date field in the Jobs workspace.

When you create requisitions or purchase orders from the current line, the date in this field is transferred to the Pref. Deliv. Date field in the tab of the requisition or purchase order and the Delivery Date field in the sub-tab. In addition, the specified date can be used in reports.

If you copy a budget with a planned starting date to a new budget with the same job number, this field will also be copied to the new budget. However, you should note that a date in this field does not influence the possibility of assigning periods to the budget line in the Periodic Job Budgets workspace.

Planned Duration

In this field, you can enter a planned duration of the activity. This duration will always be the number of days from the planned starting date to the planned ending date. If a week calendar has been selected in the Standard Week Calendar job parameter attribute of the Planning type, the date calculation adjusts for weekends and holidays as specified in the week calendar. Otherwise, calendar days are used. If the value of the field is changed, the Planned Ending Date field will automatically be adjusted correspondingly. If the Planned Starting Date or Planned Ending Date field is empty, the value of this field will be 0.

Planned Ending Date

In this field, you can enter the date you plan to end the activity. The date specified will be of importance in the Detailed Planning workspace in the Resource Planning module; the date specified in this field will be copied to planning lines created based on the budget in question.

By using the Transfer Job Dates action, you can prepopulate this field with the value of the Estimated Ending Date field in the Jobs workspace for the current job. At the same time, the Planned Starting Date field is populated with the value of the Start Date field in the Jobs workspace.

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 Billing Price, Currency field on the current budget line converted into the base currency. For more information about how Maconomy calculates these prices, refer to “Appendix A: Price Calculation in the Job Cost Module.”

Billing Price Per Day, Base

This field only applies to time activities. The field shows the value in the Billing Price, Base field converted into a billing price per day. The value is calculated by multiplying the value in the Billing Price, Base field by the value specified in the Hours per Man Day field for the current job in the Jobs workspace.

Billing Price Total, Base

This field shows the amount from the Billing Price Total, Currency field on the current budget line converted into the base currency. For more information about how Maconomy calculates these prices, refer to “Appendix A: Price Calculation in the Job Cost Module.”

Standard Billing Price, Base

This field shows the standard billing price per unit in the base currency of the company. If you change the value in the Billing Price, Purchase Currency or Billing Price, Currency field, this number can only change if the standard billing price is calculated as a standard markup percentage.

Total Standard Billing Price, Base

This field shows the total standard billing price of the current budget entry in the base currency of the company.

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.

This field is used to select which vendor is going to do any external work for you in connection with the job. If you enter a number, Maconomy automatically selects the Selected field, and when you remove the number, the selection is removed, too. When you use the Create Requisitions or Create Purchase Order action, Maconomy will automatically create a requisition or purchase order to correspond to the budget line. You can edit the requisition or purchase order in the Requisition and Purchase Orders workspaces, respectively, in the Accounts Payable module. When a purchase order is created from a budget line, the purchase order number is shown in the Last Purchase Order No. field on the budget line.

If you assign items to a job budget line in the Job Budget Item Lines workspace on which this field has a value, Maconomy will retrieve the item’s budgeted cost from the vendor’s purchase price list. This requires that there is a purchase price list for the vendor and that the item is in it. However, prices are only retrieved when creating purchase orders, not requisitions.

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. You can only enter a reference person if the Cust. No. field has a value.

When the Cust. No. field has a value, or you have changed it, the value is transferred from the corresponding field on the vendor information card with the current vendor number. The field can subsequently be altered manually, and the contact person is transferred to the corresponding field on purchase orders created when using the Create Purchase Orders action.

Create Sales Order

If you select this field, Maconomy will create sales order lines for items and text lines assigned to the budget line in the Job Budget Item Lines workspace, when you use the Transfer to Sales Order action. This field can only be selected if the activity is an amount activity. The sales order lines can be edited and processed in the Sales Orders workspace in the Sales Orders module.

Selected

If you select this field, Maconomy will create a requisition or purchase order line for the budget line when you use the Create Requisitions or Create Purchase Orders actions. For more information about the creation of requisitions and purchase orders, see the description of the Create Requisitions and Create Purchase Orders actions.

The field can only be selected if the activity is an amount activity and if you have entered a vendor number on the line. Requisitions and purchase orders created here can be edited and processed in the Requisitions and Purchase Orders workspaces, respectively, in the Accounts Payable module.

Currency, Purchase Creation

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 in 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 more information about how Maconomy calculates these prices, 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.

Number of Purchase Orders

This field shows how many purchase orders have been created based on this budget line. Purchase orders can be created based on a budget line by using the Create Purchase Order action when the Selected field is selected on the line in question. This can be repeated any number of times to create multiple purchase orders. Purchase orders can also be created by creating a purchase order from a requisition created based on the line or by converting a request to quote assigned to a requisition based on the budget line to a purchase order. The field shows the total number of purchase orders created, regardless of the method. For more information about creating purchase orders from requisitions and requests for quote, see the description of the Purchase Orders workspace in the Accounts Payable module.

Number of Requisitions

This field shows how many requisitions have been created based on this budget line. Requisitions can be created based on a budget line by using the Create Requisition action when the Selected field is selected on the line in question. This can be repeated any number of times to create multiple requisitions. For more information about creating purchase orders from requisitions and requests for quote, see the description of the Purchase Orders workspace in the Accounts Payable module.

Last Purchase Order No.

This field shows the number of the last purchase order created based on the current line. Purchase orders can be created based on a budget line by using the Create Purchase Order action when the Selected field is selected on the line in question, or by creating a purchase order from a requisition created based on the line. Purchase orders can also be created by converting a request to quote assigned to a requisition based on the budget line to a purchase order. The field shows the number of the last purchase orders created, regardless of the method. For more information about creating purchase orders from requisitions and requests for quote, see the description of the Purchase Orders workspace in the Accounts Payable module.

Note that purchase orders created in the Purchase Orders workspace in the Accounts Payable module and manually assigned to a job there will not be shown in this field.

If the last purchase order is deleted, this field is blank.

Purchase Order Total

This field shows the sum of the purchase order lines created based on the budget line. When a purchase order is created based on the current budget line, the sum of this purchase order line is calculated as the total budgeted cost on the budget line sum less the sum of previously created purchase order lines. If this is a negative amount, the amount on the purchase order line is set at 0.

Exec. Company No.

This field shows the name of the company that performs the specified activity. You cannot change this field.

Name

This field shows the name of the executing company.

Empl.

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 workspace 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 Update prices upon dimension change system parameter has been selected. For more information about how Maconomy calculates these prices, 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, you cannot specify that other employees than the one specified in this field should work on the job in the Detailed Planning workspace in the Resource Planning module. If, on the other hand, the field is blank, you can plan for one or more employees belonging to the specified category (or all employees if no category has been specified).

If the system parameter Empl. cat. on job budgets required system parameter is selected, you cannot 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 window, the employee specified here must be member of that team. For more information, see the those workspaces and the Teams workspace in the Set-Up module.

Note that if employee control of the Employee List type has been selected for the job, the employee must exist in the job’s employee control list. For more information, see the description of the Employee Control field in the Jobs workspace.

Location

In this field, you can enter a value for the Location dimension. If you do not manually enter a value, Maconomy will attempt to derive a value, using the order of priority set up in the Dimension Derivation workspace in the G/L module. However, any manually entered value will be overwritten if Maconomy can derive a value for which overwriting has been selected. If no value can be derived, the standard value is transferred from the System Parameters workspace in the Set-Up module.

If the Update prices upon dimension change system parameter has been selected, changing the location on a line will cause the prices on the line to be recalculated according to the method described in “Appendix A: Price Calculation in the Job Cost Module.” If the current job is set up for price control from budgets (see “Price control from budgets”), and the Line Specific Billing Price field is selected for the current line, the billing price is not changed upon recalculation.

If the budget controls prices, the function of the Update prices upon dimension change system parameter is different. Even if the parameter is set, changing dimensions does not affect the prices. Only changing the employee category on lines related to a time activity will cause a recalculation of the price, and the line will be considered line-specific. To recalculate the price after changing dimensions, use the Recalculate Job Budget action.

See the section on dimension derivation in “Introduction to the G/L Module” and the description of the Dimension Derivation workspace for more information about dimension derivation.

Entity