Maconomy Workspace Client Help

Print Job Profitability Tab

This section includes the fields and descriptions for the Print Job Profitability tab.

Selection Criteria Island

Field Description
Invoice Date In this field, you can enter a range of dates. The job profitability report will only include invoices made within this period. Note that it does not take into account entry date only invoice date.

Maconomy suggests the previous month as date range.

Job Group In this field, you can select a job group, if you also select the “By Job” layout below. The report will only include jobs belonging to this group.

If you leave this field blank, it will have no influence on the selection criteria. You can only choose between job groups created in the window Job Groups.

Job No. In this field, you can enter a range of job numbers. The report will include the jobs numbered within the range.

If you leave these fields blank, job number has no influence on the selection criteria.

Show Closed Only If you mark this field, the report will only include jobs that have been closed. This is only possible if you choose the “By Job” layout. If you leave it blank, the report will include all relevant jobs, and if you mark it, you must enter a range of dates in the “Date Closed” field.
Date Closed In this field, you can enter a range of dates. The report will only include jobs that have been closed within this period. It is only possible to complete the field if you have chosen the “By Job” layout, and if the “Show Only Closed” field is marked. If you mark the “Show Only Closed” field, you must complete this field.

If you leave this field blank, it has no influence on the selection criteria.

Customer Group In this field, you can select a customer group. The report will only include jobs for customers in this customer group.

If you leave this field blank, department will have no influence on the selection criteria. The options shown are the customer groups that you have created in the window Popup Fields.

Customer No. In this field, you can enter a range of customer numbers. The report will only include jobs for customers numbered within the range.

If you leave these fields blank, customer number has no influence on the selection criteria.

Department In this field, you can select a department. The report will only include jobs assigned to this department.

If you leave this field blank, department will have no influence on the selection criteria. The options shown are the departments that you have created in the window Posting References in the G/L module.

Employee No. In this field, you can enter a range of employee numbers. The report will only include employees numbered within this range.

If you leave these fields blank, the report will include all employees relevant to the report.

Activity No. In this field, you can enter a range of activity numbers. The report will only include activities numbered within this range.

If you leave these fields blank, the report will include all activities relevant to the report.

Sales Rep No. In this field, you can enter a range of sales representative numbers. The report will only include information for sales representatives within this range. This limit can only be applied to the “By Job” and “By Customer” printouts.

Show Dimensions Island

Field Description
Company In this field, you can enter a range of company numbers, if you wish to limit the printout to only include jobs, customers, employees, and activities assigned to companies within the specified range.
Location The functionality of this field is similar to the functionality of the field “Company No.” above.
Entity The functionality of this field is similar to the functionality of the field “Company No.” above.
Project The functionality of this field is similar to the functionality of the field “Company No.” above.
Purpose The functionality of this field is similar to the functionality of the field “Company No.” above.
Spec. 1-3 The functionality of these fields is similar to the functionality of the field “Company No.” above.
Local Spec. 1-3 The functionality of these fields is similar to the functionality of the field “Company No.” above.

Include Dimensions Island

Field Description
Company In this field, you can enter a range of company numbers if you wish to limit the printout to only include invoicing of job entries concerning jobs for which companies within the specified range are responsible.
Executing Company In this field, you can enter a range of company numbers if you wish to limit the printout to only include invoicing of job entries on which companies within this range have been specified as the executing company.
Location In this field, you can enter a range of locations if you wish to limit the printout to only include invoicing of job entries, which fall within the specified range of locations.
Entity The functionality of this field is similar to the functionality of the field “Location” above.
Project The functionality of this field is similar to the functionality of the field “Location” above.
Purpose The functionality of this field is similar to the functionality of the field “Location” above.
Spec. 1-3 The functionality of these fields is similar to the functionality of the field “Location” above.
Local Spec. 1-3 The functionality of these fields is similar to the functionality of the field “Location” above.

Currency Island

Field Description
Reporting Currency In this field, you can specify the currency in which the job profitability report should be displayed. The report will be converted into and displayed in this currency. If the current user has been assigned to a company in the window Users, Maconomy suggests the company base currency of the company in question.

When converting amounts into the selected currency, the exchange rate date used in the conversion of amounts depends on whether fixed exchange rate information has been specified for the job in question. For jobs without fixed exchange rate information, Maconomy uses the exchange rates valid on the date entered in the field “Exchange Rate Date” below, and the exchange rate table used is the exchange rate table selected in the window System Information in the Set-Up module. For jobs with fixed exchange rate information, Maconomy uses the exchange rate information specified for the job in question in the window Job Price Information. Please note that Maconomy performs currency conversion even though the original amount has been registered in the same currency as the one specified in this field, which may give rise to discrepancies between the registered amounts and the amounts shown in this window. For more information about currency conversion in the Job Cost module, please see “Appendix A: Price Calculation in the Job Cost Module.”

Exchange Rate Date In this field, you can specify an exchange rate date to be used for converting amounts into the reporting currency. The field only applies to jobs without fixed exchange rate information. When converting amounts for such jobs into the reporting currency, Maconomy uses the exchange rates valid on this date according to the enterprise exchange rate table selected in the window System Information in the Set-Up module for conversion of currency amounts. See also the field “Reporting Currency.”

Sales Reporting Island

Field Description
Include Outlays If you mark this field, all activities will be summed, including activities of the type “Outlays.” If you do not mark the field, the report will not include amounts which derive from activities of the type “Outlays” when calculating invoiced amounts. When calculating the Gross Margin %, any gross margin derived from outlay activities will be included, however. For more information about outlay activities, please see the description of the window Activities.

Print Control Island

Field Description
Show All If you mark this field the report will include jobs, customers, employees, or activities for which movements in the given period.
Layout In this field, you select the layout of the printout. You have the following options: “By Job,” “By Customer,” “By Employee,” and “By Activity.”

Selecting “By Job” provides a list of jobs sorted by job group. For each job, the report shows the invoiced amounts, costs of amount activities, gross margin, and gross margin rate. It also shows costs of time activities, total gross margin, gross margin rate, and the amounts written up or down. The report shows totals by job group and a grand total. Primary job figures are the total of underlying job figures.

If you select “By Customer,” you get a list of company-specific customers sorted by customer group. For every customer, the report shows invoiced amount, costs of invoiced services, gross margin, and gross margin percent. It shows costs of invoiced time activities, total gross margin, and gross margin percent by customer. Last, the report shows up- and down-written amounts, totals by customer group, and one grand total. Note that the company numbers specified in the fields “Company No.” will refer to the settling companies of the company-specific customers included on the list.

If you select “By Employee,” the list is of employees. For every employee, the report shows invoiced and uninvoiced hours used, as well as a total invoiced sum. Note that the number of hours only originates from job invoice lines for time activities. Employee cost is shown, with the resulting gross margin and gross margin percent. Last, the report shows up- and down-written amounts and a grand total for all employees included in the report.

If you select “By Activity,” the list is of activities. For every activity, the report shows the number of invoiced and uninvoiced hours, total invoiced amount, total cost, gross margin, and gross margin percent. Last in the report are up- and down-written amounts.