Field | Description |
Activity No.
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In this field, you can specify the number of an activity for which you wish to calculate a price or a markup. If you leave the field blank, the activity number is not included in the combination of factors which cause the line to be used on a registration in, for example, a job journal. Please note that in order for a job price list line to be activated when you register job entries, all completed fields on the price list line must match the job entry.
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Activity Name
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This field displays the name of the activity entered in the field “Activity No.”
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Activity Type
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In this field, you can specify the type of an activity for which you wish to calculate a price or a markup. You can choose one of the predefined values “Time” and “Amount.” If you leave this field blank, and if you have specified an activity number in the field “Act. No.” on the line, Maconomy automatically derives the type of the activity specified.
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Price Group, Act.
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The functionality of this field concerns activities in job price groups, and is similar to that of the field “Activity No.”
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Employee No.
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The functionality of this field is similar to that of the field “Activity No.”
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Employee Name
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This field displays the name of the employee entered in the field “Employee Information.”
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Employee Category No.
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The functionality of this field is similar to that of the field “Activity No.” above.
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Employee Type
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This field displays the name of the employee entered in the field “Employee Information.”
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Price Group, Empl.
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The functionality of this field concerns employees in job price groups, and is similar to that of the field “Activity No.”
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Task
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The functionality of this field is similar to that of the field “Activity No.”
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Task Description
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This field displays the description of the task entered in the field “Task.”
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Price Group, Task
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The functionality of this field concerns tasks in job price groups, and is similar to that of the field “Activity No.”
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Location
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The functionality of this field is similar to that of the field “Activity No.”
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Entity
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The functionality of this field is similar to that of the field “Activity No.”
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Project
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The functionality of this field is similar to that of the field “Activity No.”
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Purpose
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The functionality of this field is similar to that of the field “Activity No.”
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Spec. 1-3
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The functionality of these fields is similar to that of the field “Activity No.”
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Local Spec. 1-3
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The functionality of these fields is similar to that of the field “Activity No.”
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Cost
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In this field, you can enter a cost to be used for the current combination of activity, employee, job price group, and dimension values on job registrations in windows such as Job Budgets. If you do not enter a value here, Maconomy will find the cost using the order of priorities described in “Appendix A: Price Calculation in the Job Cost module,” even if another line with a higher line number matches the job registration.
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The value specified in this field is the cost per hour or day, depending on the following:
- The time unit specified in the line
- The time unit specified in the Job Price Lists tab (if the time unit is not specified in the line)
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Cost, Per Day
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This field only applies to time activities. The field shows the cost per day for the current combination of activity, employee, job price group, and dimension values on job registrations in windows such as Job Budgets. The value is based on the cost per hour specified in the field “Cost” above, and the number of hours per day specified in the field “Hours per Man Day” in the window Jobs.
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Note that if the time unit is "Day," this field displays the same price as the
Cost field.
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Base Salary Rate
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A nonzero base salary rate in the price list will override a base salary rate on employees and employee categories. The base salary rate is only used for time activities. If no base salary rate and no overhead rate have been specified, then the cost price on the line will be interpreted as the base salary rate.
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The value specified in this field is the base salary rate per hour or day, depending on the following:
- The time unit specified in the line
- The time unit specified in the Job Price Lists tab (if the time unit is not specified in the line)
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Overhead Rate
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A nonzero overhead rate in the price list will override an overhead cost rate on employees and employee categories. The overhead rate is only used for time activities.
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The value specified in this field is the overhead rate per hour or day, depending on the following:
- The time unit specified in the line
- The time unit specified in the Job Price Lists tab (if the time unit is not specified in the line)
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Intercompany Price
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In this field, you can enter an intercompany price to be used for the current combination of activity, employee, job price group, and dimension values on job registrations in windows such as, for example, Job Journal. If you do not enter a value here, and you do not enter an intercompany price percentage on the line, Maconomy will find the intercompany price using the order of priorities described in “Appendix A: Price Calculation in the Job Cost module,” even if another line with a higher line number matches the job registration.
You cannot enter both an intercompany price percentage and an intercompany price on the same line. If you specify an intercompany price on a line on which an intercompany price percentage has already been specified, the intercompany price is set to 0 (and vice versa).
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The value specified in this field is the intercompany price per hour or day, depending on the following:
- The time unit specified in the line
- The time unit specified in the Job Price Lists tab (if the time unit is not specified in the line)
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Intercompany Price, Per Day
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This field only applies to time activities. The field shows the intercompany price per day for the current combination of activity, employee, job price group, and dimension values on job registrations in windows such as Job Budgets. The value is based on the intercompany price per hour specified in the field “Intercompany Price” above, and the number of hours per day specified in the field “Hours per Man Day” in the window Jobs.
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Note that if the time unit is "Day," this field displays the same price as the
Cost field.
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Intercompany Price %
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In this field, you can enter an intercompany price percentage to be used for the current combination of activity, employee, job price group, and dimension values on job registrations in windows such as, for example, Job Journal.
If you specify an intercompany price percentage, the intercompany price on each job registration will be calculated as the specified percentage of the billing price on the registration in question.
If you do not enter a value here, and you do not enter an intercompany price on the line, Maconomy will find the intercompany price using the order of priorities described in “Appendix A: Price Calculation in the Job Cost module,” even if another line with a higher line number matches the job registration.
You cannot enter both an intercompany price percentage and an intercompany price on the same line. If you specify a percentage on a line on which an intercompany price has already been specified, the intercompany price is set to 0 (and vice versa).
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Billing Price
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In this field, you can enter a cost to be used for the current combination of activity, employee, job price group, and dimension values on job registrations in windows such as Job Budgets. If you do not enter a value here, Maconomy will find the cost using the order of priorities described in “Appendix A: Price Calculation in the Job Cost module,” even if another line with a higher line number matches the job registration.
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The value specified in this field is the billing price per hour or day, depending on the following:
- The time unit specified in the line
- The time unit specified in the Job Price Lists tab (if the time unit is not specified in the line)
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Billing Price, Per Day
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This field only applies to time activities. The field shows the billing price per day for the current combination of activity, employee, job price group, and dimension values on job registrations in windows such as Job Budgets. The value is based on the billing price per hour specified in the field “Billing Price” above, and the number of hours per day specified in the field “Hours per Man Day” in the window Jobs.
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Note that if the time unit is "Day," this field displays the same price as the
Cost field.
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Markup %
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In this field, you can enter a markup percentage to be used for the current combination of activity, employee, job price group, and dimension values on job registrations in windows such as, for example, Job Budgets. If you do not enter a value here, Maconomy will find the markup percentage using the order of priorities described in “Appendix A: Price Calculation in the Job Cost Module,” even if another line with a higher line number matches the job registration.
Note that there is no connection between the fields “Billing Price” and “Markup %” in this window. This means that the billing price on a line is not calculated from the cost when you enter a markup percentage on the same line.
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Base Salary Markup %
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If the system parameter 'Use markup % for time activities' is selected, then markup percentages in price lists are also applied to time registrations. In this field, you can specify a markup percentage relative to the base salary rate.
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Adjustment %
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In this field, you can specify an adjustment percentage to be used for the adjustment of the billing price for the current combination of activity, employee, and dimension values on job registrations in windows such as Job Budgets. The matching billing price will be adjusted according to the percentage in this field, unless the billing price or the markup percentage has been entered directly on the line. The percentage can either be positive or negative to ensure the necessary upward or downward adjustment of the billing price. This functionality is useful in connection with customers that have been promised a specific discount percentage or a surcharge on all activities of a certain type.
Note that if the billing price is set on the basis of a markup percentage, the gross margin after adjustment will no longer correspond to the markup percentage originally stated.
For a more detailed description of price calculation, please refer to “Appendix A: Price Calculation in the Job Cost Module.”
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Overtime Spec.
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In this pop-up field, you can select an overtime specification for the current line. Overtime specifications are defined in the window Popup Fields in the Set-Up module.
When entering time, for example, in a time sheet, a user can specify that the work was performed using overtime, for instance during the weekend. The price for that registration is then found in the following way:
The basic price is found for the current combination of activity, employee, task, and so on, on the time sheet line.
If a matching overtime specification (for example, “Weekend”) is entered on the price list line on which Maconomy found the price, then the amounts or percentages entered in the “Overtime Charge” fields below are added to the price.
If no matching overtime specification is found on the line, Maconomy will scan the price list for a line with the overtime specification in question, which does not contradict the allocation combination from the time sheet line. For instance, the job price list may contain a line which is blank apart from the overtime specification “Weekend” and some percentage specifications in the “Overtime Charge %” fields below.
On the basis of this, the final price is calculated and used in subsequent billings.
If no matching overtime specification is found in the price list, the price list specified for the job is searched in a similar way.
You can choose to enter the addition to the price as an amount or as a percentage of the original price. Additions to cost, intercompany price, and billing price can be entered separately.
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Overtime Charge %, Overhead
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Enter a value to determine the percentage of the overhead rate before it is added to the cost of the job entry as calculated by the current price list. This applies only if you have specified an overtime specification in the
Overtime Spec. field.
You can enter a value that is greater than or equal to -100%.
Note that if you enter zero as a value, this indicates that the field should be left as is, and no calculations will occur.
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Overtime Charge %, Base Salary
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Enter a value to determine the percentage of the base salary rate should be added to the cost of the job entry as calculated by the current price list. This applies only if you have specified an overtime specification in the
Overtime Spec. field.
You can enter a value that is greater than or equal to -100%.
Note that if you enter zero as a value, this indicates that the field should be left as is, and no calculations will occur.
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Overtime Charge, Cost
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If an overtime specification has been selected in the
Overtime Spec. pop-up field above, you can enter an amount which should be added to the cost of a job entry as calculated by the current price list in this field.
The value specified in this field is the cost per hour or day, depending on the following:
- The time unit specified in the line
- The time unit specified in the Job Price Lists tab (if the time unit is not specified in the line)
For more information about overtime specifications, please see the description of the
Overtime Spec. pop-up field above.
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Overtime Charge %, Intercompany
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The functionality of this field is similar to that of the
Overtime Charge %, Cost field above, but specifies the addition to the intercompany price.
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Overtime Charge, Intercompany
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The functionality of this field is similar to that of the
Overtime Charge, Cost field above, but specifies the addition to the intercompany price.
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The value specified in this field is the intercompany overtime charge per hour or day, depending on the following:
- The time unit specified in the line
- The time unit specified in the Job Price Lists tab (if the time unit is not specified in the line)
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Overtime Charge %, Billing
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The functionality of this field is similar to that of the
Overtime Charge %, Cost field above, but specifies the addition to the billing price.
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Overtime Charge, Billing
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The functionality of this field is similar to that of the
Overtime Charge, Cost field above, but specifies the addition to the billing price.
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The value specified in this field is the billing overtime charge per hour or day, depending on the following:
- The time unit specified in the line
- The time unit specified in the Job Price Lists tab (if the time unit is not specified in the line)
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Time Unit
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In this field, you can specify the time unit for prices on time activities. You must fill in this field in both the tab and sub-tab. When you create a line here, the field is auto-populated with the default value from the tab. Price calculation relies on the time unit specified on the line.
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Currency, Cost
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In this field, you can specify the currency of the cost price. If blank, the cost is in the currency specified in the card part.
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Currency, Intercomp.
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Similar to “Currency, Cost” but for intercompany price.
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Currency, Sales
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Similar to “Currency, Cost” but for the sales price.
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