This section includes the fields and descriptions for the Job Price Lists tab.
Job Price List Island
| Field | Description |
|---|
| Name
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In this field, you can enter the name of the current price list. The field must be completed. It is possible to change the name of an existing job price list. This will cause the names of all issues of the job price list to be changed. When the job price list has been created, it cannot be deleted again (it is, however, possible to delete issues of the job price list). For this reason, you should remember to select currencies in the island Currency, if applicable, before you press Return to create the job price list, as the currency selections cannot be changed after creating the job price list.
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| Issue
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This field shows the number of the price list issue currently shown in the window.
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| Period
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This field shows the period in which the currently displayed issue of the job price list is valid. The period is shown as a starting date and an ending date. If no period is shown, the displayed issue is the only issue of the job price list. If only an ending date is shown, the displayed issue is the first issue of the job price list, and if only a starting date is shown, the displayed issue is the latest issue of the job price list.
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| Default Time Unit
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Use this field to specify the default 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 in the sub-tab, the field is auto-populated with the default value from this field. Price calculation relies on the time unit specified on the line.
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| Description
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In this field, you can enter a description of the current job price list. The description is shown when you select the price list in the windows Customer Information Card and Job Price Information.
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Access Level Island
| Field | Description |
|---|
| Access Level
|
In this field, you can specify an access level. A user only has access to the current job price list if he or she is granted access to this level or a higher level in the window User Access Levels in the Set-Up module. Only users with access to the price list can see and edit the price list in this window, and select it in other windows. If no access level is specified, all users have access to the current job price list.
Please note that this access control model only applies if the standard access control configuration has not been changed in your Maconomy system. If it has, the access to job price lists may depend on other factors. For further information about the standard access control configuration, please see the section “Introduction to the Access Control System” in the Set-Up module.
This field also shows the description of the specified access level.
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Adjust Job Price List Island
| Field | Description |
|---|
| New Markup %
|
In this field, you can enter a markup percentage to apply to all lines having a mark in the field “Marked” in the table part of the window. The markup percentage specified in this field is applied to the relevant lines when you select “Adjust Marked” in the Action menu. However, the percentage assigned to each line can be changed manually on the lines, if needed. Please note that the markup percentage in this field does not apply to the standard billing price. To change the markup percentage of the New Standard Markup % standard billing price, use the field “New Standard Markup %” below.
Note that if you want to adjust the markup percentage on the lines; and the adjustment percentages specified in the rows showing the cost, intercompany, and billing prices are all 0; the cost, intercompany, and billing prices on the lines in the table part are not reset to zero, but will keep their current prices when you adjust the markup percentage.
See also the description of the below field “Cost Price” for further information on this island.
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| New Standard Markup %
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The functionality of this field is similar to that of the field “New Markup %” above, but applies to the standard billing price percentage.
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| New Intercompany Price %
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The functionality of this field is similar to that of the field “New Markup %” above, but applies to the intercompany billing price percentage.
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| Cost
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In these three fields, you can enter a new cost price, an adjustment percentage to the existing cost price, and specify a rounding unit. Changes specified in this island are applied to the lines in the table part of the window by selecting the action “Adjust Marked.” However, you should note that changes only apply to lines on which the field “Marked” has been selected.
If you enter only an adjustment percentage and/or a rounding unit and select the action “Adjust Marked,” Maconomy adjusts the existing cost prices on the selected lines in accordance with the values specified. If you want to assign new cost prices of a certain amount to all selected lines, this is done by simply specifying the new cost price in the field “New Price” and selecting the action “Adjust Marked.”
Note that if you enter a value in the fields “New Price” or “New Markup %,” the fields “Adjustment, %” and “Rounding” are automatically blanked (reset to zero) when you press Return, and if you enter a value in one of the fields “Adjustment, %” and “Rounding,” the fields “New Price” and “New Markup %” are automatically blanked. The changes made can be inspected in the corresponding fields in the table part of the window. The prices assigned to the lines can be changed manually.
If you change prices on a job price list, these changes only apply to new entries made on the basis of the price list. Historical data is thus not affected by a change in the prices on an assigned job price list.
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| Intercompany Price
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In these fields, you can enter a new intercompany price and an adjustment percentage to the existing intercompany price and specify a rounding unit. The functionality of these fields is similar to that of the field “Cost Price” above.
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| Billing Price
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In these fields, you can enter a new billing price and an adjustment percentage to the existing billing price and specify a rounding unit. The functionality of these fields is similar to that of the field “Cost Price” above.
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| Standard Billing Price
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In these fields, you can enter a new standard billing price and an adjustment percentage to the existing standard billing price and specify a rounding unit. The functionality of these fields is similar to that of the field “Cost Price” above. For more information about the standard billing price, please see the field “Standard Billing Price” in the table part below.
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Adjust Overtime Charge Island
| Field | Description |
|---|
| New Charge %, Overhead
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Enter an overtime charge percentage for the overhead rate to apply to all sub-tab lines on which the
Marked field has been selected. The overtime charge percentage specified in this field is applied to the relevant lines when you use the
Adjust Marked action. However, the percentage assigned to each line can be changed manually on the lines, if needed.
Note that if you specify zero as a value in this field or any of the fields in this island, marked lines in the sub-tab will not be changed to zero when you adjust them. Entering a zero value means that the corresponding fields on marked sub-tab lines should be left as they are.
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| Field | Description |
|---|
| New Charge %, Base Salary
|
Enter an overtime charge percentage for the base salary rate to apply to all sub-tab lines on which the
Marked field has been selected. The overtime charge percentage specified in this field is applied to the relevant lines when you use the
Adjust Marked action. However, the percentage assigned to each line can be changed manually on the lines, if needed.
Note that if you specify zero as a value in this field or any of the fields in this island, marked lines in the sub-tab will not be changed to zero when you adjust them. Entering a zero value means that the corresponding fields on marked sub-tab lines should be left as they are.
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| New Charge %, Intercompany Price
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The functionality of this field is similar to that of the field “Overtime Charge %, Base Salary” above.
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| New Charge %, Billing Price
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The functionality of this field is similar to that of the field “Overtime Charge %, Base Salary” above.
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| Charge, Cost
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The functionality of this field is similar to that of the field “Overtime Charge %, Base Salary” above, but applies to the field “Overtime Charge, Cost.”
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| Charge, Intercompany Price
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The functionality of this field is similar to that of the field “Overtime Charge %, Base Salary” above.
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| Charge, Billing Price
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The functionality of this field is similar to that of the field “Overtime Charge %, Base Salary” above.
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Selection Criteria Island
| Field | Description |
|---|
| Activity No.
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In these fields, you can specify a range of activity numbers. The table part only shows lines with activity numbers within the specified range, and lines with no activity number. Leave these fields blank to view lines with any activity number.
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| Activity Type
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The functionality of this field is similar to that of the field “Activity No.” above.
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| Price Group, Act.
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The functionality of this field is similar to that of the field “Activity No.” above.
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| Employee No.
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The functionality of this field is similar to that of the field “Activity No.” above.
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| Empl. Category
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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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The functionality of this field is similar to that of the field “Activity No.” above.
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| Price Group, Empl.
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The functionality of this field is similar to that of the field “Activity No.” above.
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| Task
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The functionality of this field is similar to that of the field “Activity No.” above.
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| Price Group, Task
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The functionality of this field is similar to that of the field “Activity No.” above.
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| Responsible Company
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Enter a range of responsible companies to limit the lines shown in the Job Price List Lines sub-tab to match the range specified.
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| Executing Company
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Enter a range of executing companies to limit the lines shown in the Job Price List Lines sub-tab to match the range specified.
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| Overtime Spec.
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The functionality of this field is similar to that of the field “Activity No.” above.
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| Cost
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The functionality of this field is similar to that of the field “Activity No.” above.
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| Billing Price
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The functionality of this field is similar to that of the field “Activity No.” above.
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| Intercompany Price
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The functionality of this field is similar to that of the field “Activity No.” above.
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| Markup %
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The functionality of this field is similar to that of the field “Activity No.” above.
Show Only Marked If you mark this field, the table part will only display lines having a mark in the field “Marked.”
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User Island
See the chapter “Getting Started” for a description of the fields in the island User.
Currency Island
| Field | Description |
|---|
| Currency, Cost
|
In this field, you can enter the currency of the job price list for cost. The currency cannot be changed on an existing job price list. If the currency on a job is not identical to the one in the job price list assigned to the job, the exchange rate table for purchase valid at the time of registration is used for currency conversion.
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| Currency, Intercomp.
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In this field, you can enter the currency of the job price list for intercompany prices. The currency cannot be changed on an existing job price list. If the currency on a job is not identical to the one in the job price list assigned to the job, the enterprise exchange rate table valid at the time of registration is used for currency conversion.
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| Currency, Sales
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In this field, you can enter the currency of the job price list for sales prices. The currency cannot be changed on an existing job price list. If the currency on a job is not identical to the one in the job price list assigned to the job, the exchange rate table for sales valid at the time of registration is used for currency conversion.
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Selection Criteria, Dimensions Island
| Field | Description |
|---|
| Location
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The functionality of this field is similar to that of the field “Activity No.” above.
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| Entity
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The functionality of this field is similar to that of the field “Activity No.” above.
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| Project
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The functionality of this field is similar to that of the field “Activity No.” above.
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| Purpose
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The functionality of this field is similar to that of the field “Activity No.” above.
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| Specification 1-3
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The functionality of these fields is similar to that of the field “Activity No.” above.
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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.” above.
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