Requisition Lines Sub-Tab
This section includes the fields and descriptions for the Requisition Lines sub-tab.
| Field | Description |
|---|---|
| Job No. | In this field, you can enter the number of a job in the Job Cost module if the requisition line concerns a job. Maconomy checks that the job exists, that it is on order, and that it is neither blocked nor closed. If you complete this field, you must complete the field “Activity No.” and leave the field “Account No.” blank.
If the system parameter “Allow purchase order for multiple jobs” has not been marked, the lines in the table part can only be assigned to the job specified in the card part, and if no job has been specified in the card part, you cannot assign lines to a job number. If the parameter has been marked, you can enter different job numbers on the lines. |
| Job Name | This field displays the name of the job specified in the field “Job No.” on the line. The information is retrieved from the window Jobs and cannot be changed here. |
| Activity No. | In this field, you enter the number of the activity in the Job Cost module representing the item or service that you wish to order.
Maconomy checks that the activity number exists, that it is an amount activity and that it is not blocked. If you have completed the field “Job No.” in the card part of the window, you must enter an activity here and leave the field “Account No.” blank. |
| Empl. No. | In this field, you can enter the number of the employee assigned to the requisition line.
If the job on the line uses employee control, you can only enter registrations for employees who appear in the latest revision of the planning budget of the current job. For more information about controlling employee registrations, please see the description of the field “Employee Control” in the window Jobs. |
| Account No. | In this field, you can enter an account number if the requisition line is for items or services which you are posting directly to profit and loss, and which do not pertain to a job in the Job Cost module. Maconomy checks that the account is an existing manual account and that it is not blocked.
The field has no effect on the requisition, but if a purchase order is created from the requisition, the purchase is debited to the account when you enter the vendor invoice. For further information about the effects of account numbers on purchase orders, see the field “Account No.” If you enter an account here, you cannot enter a job number in the field “Job No.” in the card part or an activity in the field “Activity No.” on the same line in the table. |
| Acct./Account Name | This field shows either the account text of the G/L account specified in the field “Account No.,” or the text assigned to the activity entered in the field “Act. No.” |
| Line Remarks | In this field, you assign a text to the requisition line. It is printed on the requisition. Maconomy suggests the text from the field “Act./Account Name,” but you can change it. |
| Text Line | If you mark this field, the line will be perceived as a text line if no entry has been made in either of the fields “Job No.,” “Activity No.,” or “Account No.” on the current requisition line. Any text in the field “Line Remarks” will then be used as text and printed on the requisition. |
| Fixed Asset Line | Use this field to indicate if the line is a fixed asset line. |
| Quantity | In this field, you enter the quantity of services that you wish to order. |
| Delivery Date | In this field, you enter the delivery date on which you want the services to be delivered. Maconomy suggests today’s date. |
| Registration Code | In this field you can enter a registration code from the window Registration Codes in the G/L module. The registration code is used instead of manually entering a number of dimension values on the current line. See the description of the window Registration Codes for more information about registration codes. |
| Company No. | When creating a requisition line, Maconomy suggests the company from the Dimension island in the card part of the window. If the current line is entered for another company than the one suggested, you can enter its number here. |
| Location | In this field, you can enter a value for the dimension Location. If you do not manually enter a value, Maconomy will attempt to derive a value, using the order of priority set up in the window Dimension Derivation in the G/L module. However, any manually entered value will be overwritten if Maconomy can derive a value for which overwriting has been selected. If no value can be derived, Maconomy transfers the value from the field “Location” in the card part of the window.
See the section on dimension derivation in the chapter “Introduction to the G/L module” as well as the description of the window Dimension Derivation for further information about dimension derivation. |
| 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. |
| Task | If you have specified a job on the line, you can enter the task to which the purchase pertains here. If you enter a value in the field, Maconomy checks that a task list has been assigned to the job and that the list contains the specified task. |
| Task Description | This field displays the description of the task entered in the field “Task” on the current reallocation line. |
| Job Budget Line No. | If the current line was created from a job budget line, this field shows the number of the budget line in question. |
| Job Budget Line WBS Description | This field summarizes the placement of the job budget lines in the job budget WBS (work breakdown structure). |
| Employee Name | This field displays the name of the employee specified in the field “Empl. No.” |
| Note No. | If a standard note has been specified for either the task or the activity entered on the line, a copy of the standard note from the task or activity in question is automatically created when creating a line, and the copy is assigned to the new line by means of this field. If a standard note has been specified for both the activity and the task, the setting of the system parameter “Standard note is derived from Activity before Task” determines which of the notes is to be used.
In some cases, the information on a given task or activity is not specific enough, as certain details may change from order to order. For instance, if the activity is for a print job, the basic information about the activity is static, but each time a printing job is ordered, you may wish to also register such information as the paper quality, binding, and so on. It is therefore useful to add a number of fields so that a user ordering a print job is allowed to enter this information. Once the line has been created and this field has automatically been completed, you can enter the additional information by opening the window Notes in the Set-Up module, selecting the note in this field, and specifying the relevant data in the table part. For further information on the use and set-up of additional fields through notes, see the description of the system parameter “Standard note for purchase lines” in the Set-Up module. |
| Note Description | This field shows a description of the note specified in the field “Note No.” above. |