Main Jobs Tab

This section includes the fields and descriptions for the Main Jobs tab.

Job Island

Field	Description
Job	This is the job number of the main job in the window. You cannot change it here. This field also shows the name of the main job as specified in the Jobs window. You can change the name here, or in the Jobs window.
Job Group	This is the job group to which the job is assigned. You can assign the job to a new job group. The pop-up shows the job groups created in the window Job Groups and you can only assign jobs to existing job groups.
Status	This is the current job status. The status will always be “Order,” and it cannot be changed here; it can only be changed in the window Jobs.
Responsible	This is the name of the person responsible for the job. The name is derived when a job is created. It can be changed here as well as in the window Jobs.
Project Manager	This is the name and number of the project manager of the main job. If you specify a different project manager number, the project manager name will be updated as well.
Department	In this field, you choose the department to which the job belongs. Maconomy suggests the value from the customer’s information card in the A/R module, but you can change it. Departments are defined in the window Posting References in the G/L module.
Closed	If this field is marked, the job has been closed. You cannot make changes to a closed job.
Invoice Layout	This field shows the invoice layout rule to be used when creating invoices for the main job. The invoice layout rule can also be changed from this window in accordance with the criteria specified in the description of the field in the Jobs window.
Detailed Invoice Specification	This field is similar to Invoice Layout, but it updates the field Detailed invoice Specification in the table.

Job Status Island

Field	Description
Submitted	This field shows whether the job is submitted. Note that this field and the Approved field only have relevance when jobs are set up to be approved through approval hierarchies.
Approved	This field shows whether the job is approved. Before a job is approved, it has Quote status and is blocked for budgeting, registration, and invoicing.

Invoicing Status Island

Field	Description
Approved for Editing	If the job parameter of the type Invoice Approval for the current job specifies that invoice editing is required, this field is marked by Maconomy when the invoice selection is approved using the approval functions in the Action menu. If invoice editing is not required according to the job parameter type “Invoice Selection,” the functionality of this field is similar to that of the field “Approved for Invoicing” below.
Submitted Draft	This field indicates whether at least one invoice draft was submitted.
Submitted by	This field shows the name of user who submitted this draft.
Submitted Date	This field shows the date when the draft was submitted.
Approved for Invoicing	This field shows whether or not the job is approved for invoicing using the approval functions in the window Approve Invoice Selection. However, the job parameter of the type Invoice Approval for the current job may require that the invoice is edited in the window Invoice Editing before this field is marked. For more information, please see the description of the field “Approved for Editing” above and the job parameter type “Invoice Approval.”
Approved by	This field displays the name of the user who approved the job for invoicing. The name of the approver is automatically saved when the job is approved using one of the actions “Approve Invoice Selection” and “Approve for Invoicing on Account.” The field will be cleared if the invoice is reopened for editing.
Approval Date	This field displays the date on which the job was approved for invoicing. The approval date is automatically saved when the job is approved using one of the actions “Approve Invoice Selection” and “Approve for Invoicing on Account.” The field will be cleared if the invoice is reopened for editing.

Company Island

Field	Description
Company	This field shows the number and name of the company responsible for the current job. You cannot change the value here.
Base Currency	This field displays the currency used as base currency in the company specified in the field “Company No.” above. See the field “Base Currency” in the window Company Information in the G/L module for a detailed description of the concepts of company base currency and enterprise currency.

Settling Company Island

Field

Description

Settling Company

This field shows the number 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 check 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 “Introduction to the G/L Module.” Intercompany entries are described in the window Intercompany Accounts in the G/L module. This field also shows the name of the specified settling company.

Main Job Invoicing Island

Field	Description
Includes Subjobs	This field is maintained by Maconomy. If the field is marked, it means the following: The current job is a main job. The current job is marked for blanket invoicing in the window Job Information. Some or all of the subjobs of the current main job are marked for blanket invoicing. The invoice layout rule for the current job specifies that subjobs should be invoiced as part of the main job (the field “Main Job Invoicing” is selected on the invoice layout rule). If the field is marked, Maconomy will treat the main job and its associated subjobs as one job with regard to invoicing. When you approve the invoice selection of the main job, entries from the subjobs are approved also, and when you print an invoice from the main job, the subjobs are also printed. If this field is not marked, one or more of the criteria listed above are not fulfilled.
Main Job Invoice Selection	A check mark in this field indicates that the current job is part of a blanket invoicing that uses main job invoice selection.
Combine Invoice Printout Lines	A check mark in this field indicates that the current job is part of a blanket invoicing where lines on the invoice printout combines registrations from all subjobs. This means that each job does not have its own separate section on the invoice.
Invoicing Group	Maconomy can produce an invoice for each invoicing group when using main job invoicing. In this field you can assign an invoicing group to the job.

Price Island

Field	Description
Pricing Principle	In this field, you select the pricing principle to be used for this main job. For more details of the parameters you can use, see the help for the window Job Parameters.
Fixed Price on Main Job	This field shows the fixed price of the main job. The value displayed in this field is determined by the setup of the job parameter attribute “Fixed Price Basis” in the job parameter type “Pricing Method” which can have one of the values “Quote” and “Budget.” If the job in question is a fixed price job and is assigned the job parameter attribute “Fixed Price Basis” with the value “Quote,” the value displayed in this field is identical to the value displayed in the field “Effective Quote Price” in this island. The value in this field is calculated on the basis of the quote price approved for the job in the one of the windows Quote Editing and Approve Quote. If you need to change the fixed price, that is, the approved quote price of such a job, this can be done in one of the windows Quote Editing or Approve Quote. If the fixed price job in question is assigned the job parameter attribute “Fixed Price Basis” with the value “Budget,” the value displayed in this field will be identical to the value of the latest approved budget of the job. Note that the value displayed in this field is the sum of the sales prices displayed in the table part of the window Job Budgets for those lines on which the field “Not incl. in fixed price” has not been marked, that is, the fixed price is the sum of the lines included in the fixed price of the job. See also the introduction of the window Invoice Selection for a description of how Maconomy determines whether or not entries are to be included in the fixed price of a job. You can inspect the pricing method selected for the job in question in the window Job Parameter Selection.
Fixed Price incl. Subjobs	This field shows the fixed price for the main job including the fixed price for each of the subjobs belonging to the main job.
Fixed Price for Main Job Inv.	This field shows the fixed price for all the jobs among the main job and its subjobs that are included in main job invoicing.

Customer Island

Field	Description
Customer	This is the number of the customer the job is for. Below the number is the first line of the customer’s name. The customer number can be changed here and the name will automatically be updated.
Bill to Customer	This is the number of the customer who is paying for the job. Below the number is the first line of the customer’s name. If the customer number is changed, the name will automatically be updated.

Payment Island

Field	Description
Pmt. Terms	In this field, you can choose which payment terms to apply to the invoices for the job. Maconomy automatically suggests the payment terms normally applied to the customer. This information is retrieved from the window Payment Information in the Accounts Receivable module. You can change the payment terms here.
Blanket Invoice	In this field, you can specify whether the job is to be included in a blanket invoice or blanket credit note to the customer. Maconomy supports blanket invoicing and crediting for both regular invoices and credit memos and for invoices and credit memos on account. Maconomy suggests the value from the field “Blanket Invoice” in the customer’s information card in the A/R module, but you can change it here. Blanket invoicing means that all non-invoiced but approved invoice selections to the customer are invoiced together in one invoice. The jobs must have the same bill-to customer and be assigned to the same company, the same department, the same company tax code and the same currency code. Similar principles apply to blanket crediting all crediting to the same customer, and so on, can be joined in one credit memo. However, a credit memo selection will not be included in a blanket crediting if it was created from an invoice. If the system parameter “Blanket invoicing per main job” is check marked, only main jobs and their subjobs are joined in the blanket invoice or credit memo. For more information about main job invoicing and crediting, please see the description of the window Invoice Layout Rules.
Tax	Place a check mark in this field if invoices for the job are subject to tax. Maconomy suggests the value from the customer’s information card in the Accounts Receivable module, but you can change it here.
Company Tax Code	This is the tax code of the company whose jobs belong to this main job. The subjobs in a main job must have the same tax code.
Currency	In this field, you can choose the currency of the job. Maconomy automatically suggests the value normally applied to the customer, retrieving it from the window Customer Information Card. You cannot change the currency if you have made entries on the job. If you change the currency, any budget figures for the job will be recalculated to match the selected currency. The same applies to prices in job specific price lists in this window.
Allocation %	This field shows the allocation percentage assigned to the main job. You cannot change the percentage here but it is updated when you specify allocation percentages for each of the assigned subjobs in the table part.