This section includes the fields and descriptions for the Invoicing Plans tab.
Job Island
The job type and job duration are displayed on the first line.
| Field | Description |
|---|
| Ship to Customer
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This field shows the name and number of the ship-to customer to which the current job pertains.
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| Bill to Customer
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This field shows the name and number of the bill-to customer to which the current job pertains.
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| Company
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This field shows the name of the company responsible for the job.
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| Settling Company
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This field shows the name of the settling company that applies to the current job.
If the number in this field is different from the one specified in the island Company, Maconomy will automatically create intercompany entries at the posting of job invoices. In the intercompany entries, the company in this field will be the intercompany company. However, if the system parameter “Create intercompany entries for companies with same parent company” is not marked, intercompany entries are only created if the two companies involved are not both assigned to the same parent company.
For further information about the influence of a settling company and how such a company is selected, please see the section “Multiple Companies” in the chapter “Introduction to the G/L module.” Intercompany entries are described in the window Intercompany Accounts in the G/L module.
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| Responsible
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This field shows the name of the employee responsible for the current job. The employee is specified in the window Jobs.
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| Job Collection
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If the job belongs to a job collection, this field shows the number of the job collection.
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Price Island
| Field | Description |
|---|
| Currency
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This field shows the currency and the invoice currency specified for the job.
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| Fixed Price
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This field shows the fixed price of the job, specified in the job currency. Depending on the selected basis for fixed price in the job parameter attribute “Fixed Price Basis” in the job parameter type “Pricing Method” assigned to the current job, the price in this field can originate from the quote price specified for the job and which can be edited in the window Quote Editing, or from the job’s budgeted sales price registered on the most recently approved revision of the job budget of the type specified in job parameter attribute “Fixed-Price Budget Type.”
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| Invoicing Plan
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This field shows the sum total of job currency amounts entered on all invoicing plan lines. The field is automatically updated when lines are entered in the table part of this window.
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| To be Planned
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This field shows the part of the fixed price not planned for invoicing in the table part of this window. This field is automatically updated when lines are entered in the table part of this window.
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| Invoiced on Account
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This field shows the amount (fixed price) invoiced on account.
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| To be Invoiced
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This field shows the remainder of the fixed price to be invoiced. This field is automatically updated when lines are invoiced or entered in the table part of this window.
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