Job Budget Item Lines Single Dialogs Workspace

Use this workspace to assign items from the Inventory module to a job budget, thus combining item sales with the entry of job cost activities.

First, you create a number of job budget lines on a given job in the Job Budgets workspace. Next, you assign items to each job budget line that has an amount activity. You assign items to a budget line in this workspace by making sure that the correct budget line is shown in the Job Budget Item Lines tab and adding the appropriate item lines in the Job Budget Item Lines sub-tab. Thus, the prices on the item lines are included in the calculation of the total budget.

Later in the process, you can use these item lines for creating sales orders.

Maconomy uses the principles from the Sales Orders workspace to calculate the budgeted billing price of item lines that you create in this workspace.

The budgeted cost is the item's cost in the related warehouse according to the cost method at the time of the budget. However, if you entered a vendor on the job budget line, then there is a purchase price list and Maconomy takes the budgeted cost from this price list. Since prices change over time, you can recalculate the budgeted prices according to these methods by using the Recalculate Prices action.

Create text lines as needed to enter more information about an item line in a budget (lines on which you do not enter an item number). Maconomy also transfers text lines to the sales order when you use the Transfer to Sales Order action in the Job Budgets workspace.

After you close a job, you cannot create additional job budget item lines on that job. However, you can reopen a job for entry by using the Reopen Job action.

You can assign job budget item lines to the latest revision of a job budget, but only if the budget has not been approved. If you assign item lines to a submitted budget, Maconomy displays a warning. If you continue, the budget status changes to Not Submitted.

You cannot assign bills of materials that are yet to be specified to job budgets in this workspace. Before you assign items to a job budget line, the quantity must be one, and both cost and billing price must be zero.