Job Budget Lines Sub-Tab
This section includes the fields and descriptions for the Job Budget Lines sub-tab.
| Field | Description |
|---|---|
| Description | In this field, you can enter a text, which is attached to the activity on quotes and order confirmations. If you have specified an activity in the field “Activity No.,” Maconomy suggests the activity description from the field “Description” in the window Activities, but you can change it on the budget line. The original activity description is displayed in the field “Activity Name.” |
| Line Type | The functionality of this field is similar to that of the corresponding field “Line Type” in the table part of the window Job Budgets. |
| Act. No. | In this field, you enter the number of the activity for which you wish to make a budget estimate. When the activity has been entered, it cannot be changed. If you only enter “*,” the line is a summary line which creates a sub-total when the budget is printed using the Standard layout. You cannot budget on summary activities. You can enter more than one line for the same activity, but note that every job entry is registered to an activity and not to a budget line.
If a job budget text from the window Activities has been assigned to one of the activities used in this window, the standard text will be transferred to the window Job Budget Texts. You can subsequently edit the text so that it fits each job budget line in the window Job Budget Texts. Note that if a job budget has been made for a job in the window Job Budgets, the lines from the job budget are automatically displayed in this window. |
| Prior, Quantity | This field shows the total number of quantities budgeted on periods on the budget line in question prior to the period displayed as the first period in the island Budget. If you have, for instance, allocated a total quantity of 100 hours on a number of periods applying to year 2001 on the line in question, and you change the view of the budget to display periods for the first six months of year 2002, this field will display a quantity of 100, as you have budgeted that number of hours on periods prior to the starting date of the new periods. If you change the view back to display figures for year 2001, this field will be empty, and the 100 hours budgeted will appear on the line as originally entered. |
| Prior, Quantity, Days | copy to come |
| Prior, Cost | This field shows the sum of the costs budgeted on periods on the budget line in question prior to the period displayed as the first period in the island Budget. The functionality is similar to that of the above field “Prior, Quantity.” |
| Prior, Sales Price | This field shows the sum of sales budgeted on periods on the budget line in question prior to the period displayed as the first period in the island Budget. The functionality is similar to that of the above field “Prior, Quantity.” |
| Future, Quantity | This field shows the total number of quantities budgeted on periods on the budget line in question subsequent to the period displayed as the last period in the island Budget. If you have, for instance, allocated a total quantity of 100 hours on a number of periods applying to year 2003 on the line in question, and you change the view of the budget to display periods for the first six months of year 2002, this field will display a quantity of 100, as you have budgeted that number of hours on periods after the ending date of the new periods. If you change the view back to display figures for year 2003, this field will be empty, and the 100 hours budgeted will appear on the line as originally entered. |
| Future, Quantity, Days | copy to come |
| Future, Cost | This field shows the sum of the costs budgeted on periods on the budget line in question subsequent to the period displayed as the last period in the island Budget. The functionality is similar to that of the above field “Future, Quantity.” |
| Future, Sales Price | This field shows the sum of sales budgeted on periods on the budget line in question prior to the period displayed as the first period in the island Budget. The functionality is similar to that of the above field “Future, Quantity.” |
| Non-alloc. Quantity | This field shows the line’s total number of budgeted quantities which have not yet been allocated to a period. The field is automatically updated by Maconomy if you enter a quantity in the field “Quantity” on the budget line. As quantities entered in the field “Quantity” are not split into periods, any such quantity entered is thus displayed in this field, allowing you to manually allocate the desired quantity to periods. If you allocate only part of the quantity displayed in this field to periods, this field displays the remaining quantity to be allocated. You do not have to allocate the entire quantity displayed in this field to periods. |
| Non-alloc. Cost | This field shows the total cost price budgeted on the line which has not yet been allocated to a period. The field is automatically updated by Maconomy when you enter a cost price in the field “Cost, Base” on the line, and when you allocate costs to periods. As amounts entered in the field “Cost, Base” are not split into periods, any such amount entered is thus displayed in this field, allowing you to manually allocate the desired amount to periods. If you allocate only part of the amount displayed in this field to periods, this field displays the remaining amount to be allocated. You do not have to allocate the entire amount displayed in this field to periods. |
| Non-alloc. Sales Price | This field shows the sum of budgeted sales on the line which has not yet been allocated to a period. The field is automatically updated by Maconomy when you enter a sales price in the field “Billing Price, Curr.” on the line, and when you allocate billing prices to periods. As amounts entered in the field “Billing Price, Curr.” are not split into periods, any such amount entered is thus displayed in this field, allowing you to manually allocate the desired amount to periods. If you allocate only part of the amount displayed in this field to periods, this field displays the remaining amount to be allocated. You do not have to allocate the entire amount displayed in this field to periods. |
| Empl. Cat. No. | The functionality of this field is similar to that of the corresponding field “Empl. Cat. No.” in the table part of the window Job Budgets. |
| Empl. | The functionality of this field is similar to that of the corresponding field “Empl.” in the table part of the window Job Budgets. |
| Quantity | The functionality of this field is similar to that of the corresponding field “Quantity” in the table part of the window Job Budgets. |
| Cost, Base | The functionality of this field is similar to that of the corresponding field “Cost, Base” in the table part of the window Job Budgets. |
| Billing Price, Curr. | The functionality of this field is similar to that of the corresponding field “Billing Price, Curr.” in the table part of the window Job Budgets. |
| Markup % | The functionality of this field is similar to that of the corresponding field “Markup %” in the table part of the window Job Budgets. |
| Total Cost, Base | The functionality of this field is similar to that of the corresponding field “Total Cost, Base” in the table part of the window Job Budgets. |
| Total Billing Price, Currency | The functionality of this field is similar to that of the corresponding field “Billing Price Total, Currency” in the table part of the window Job Budgets. |
| Cost Type | The functionality of this field is similar to that of the corresponding field “Cost Type” in the table part of the window Job Budgets. |
| Incl. in Fixed Price | The functionality of this field is similar to that of the corresponding field “Incl. in Fixed Price” in the table part of the window Job Budgets. |
| Planned Starting Date | The functionality of this field is similar to that of the corresponding field “Planned Starting Date” in the table part of the window Job Budgets. |
| Planned Ending Date | The functionality of this field is similar to that of the corresponding field “Planned Ending Date” in the table part of the window Job Budgets. |
| Deliv. Remarks | The functionality of this field is similar to that of the corresponding field “Deliv. Remarks” in the table part of the window Job Budgets. |
| Quantity Planned | The functionality of this field is similar to that of the corresponding field “Quantity Planned” in the table part of the window Job Budgets. |
| Net Cost, Base | This field displays a net cost for amount activities. This field is only used in Norwegian systems. |
| Tax Code | This field displays a G/L tax receivable code if the activity on the line is an amount activity. |
| Task | The functionality of this field is similar to that of the corresponding field “Task” in the table part of the window Job Budgets. |
| Task Description | The functionality of this field is similar to that of the corresponding field “Task Description” in the table part of the window Job Budgets. |
| Activity Name | The functionality of this field is similar to that of the corresponding field “Activity Name” in the table part of the window Job Budgets. |
| Empl. Cat. Name | The functionality of this field is similar to that of the corresponding field “Empl. Cat. Name” in the table part of the window Job Budgets. |
| Employee Name | The functionality of this field is similar to that of the corresponding field “Employee Name” in the table part of the window Job Budgets. |
| Job Budget Text | The functionality of this field is similar to that of the corresponding field “Job Budget Text” in the table part of the window Job Budgets. |
| Planned Starting Date |
Enter the date on which you plan to begin the activity. Maconomy uses the prices valid as of this date when deciding which version of the price list assigned to the job, if any, should be used for price calculation on job budget lines. If you do not specify a date in this field, Maconomy uses today's date for the calculation of prices. If you later change the value in this field, Maconomy will recalculate prices on job budget lines only if the budget has not been approved, and if the system is set up to update prices upon dimension change in the System Parameters workspace. You can also choose to have Maconomy recalculate prices by using the Recalculate Job Budget action. When you use this action, Maconomy will also use the price lists valid as of the date specified in this field, if any, for the recalculation. By using the Transfer Job Dates action, you can prepopulate this field with the value of the Start Date field in the Jobs workspace for the current job. At the same time, the Planned Ending Date field is populated with the value of the Estimated Ending Date field in the Jobs workspace. When you create requisitions or purchase orders from the current line, the date in this field is transferred to the Pref. Deliv. Date field in the tab of the requisition or purchase order and the Delivery Date field in the sub-tab. In addition, the specified date can be used in reports. If you copy a budget with a planned starting date to a new budget with the same job number, this field will also be copied to the new budget. However, you should note that a date in this field does not influence the possibility of assigning periods to the budget line in the Periodic Job Budgets workspace. When the Calculate Dates on Budget Sum Lines Only When All Sublevels Have a Date system parameter is enabled, the planned starting date is displayed only when all the sublevel lines have a date. |
| Planned Ending Date |
Enter the date you plan to end the activity. The date specified will be of importance in the Detailed Planning workspace in the Resource Planning module; the date specified in this field will be copied to planning lines created based on the budget in question. By using the Transfer Job Dates action, you can prepopulate this field with the value of the Estimated Ending Date field in the Jobs workspace for the current job. At the same time, the Planned Starting Date field is populated with the value of the Start Date field in the Jobs workspace. When the Calculate Dates on Budget Sum Lines Only When All Sublevels Have a Date system parameter is enabled, the planned ending date is displayed only when all the sublevel lines have a date. |
| First Possible Starting Date |
This field shows the first possible starting date of the activity. The specified date is for reference only, for example, for use in reports. When the Calculate Dates on Budget Sum Lines Only When All Sublevels Have a Date system parameter is enabled, the first possible starting date is displayed only when all the sublevel lines have a date. |
| Last Possible Ending Date |
This field shows the last possible ending date of the activity. The specified date is for reference only, for example, for use in reports. When the Calculate Dates on Budget Sum Lines Only When All Sublevels Have a Date system parameter is enabled, the last possible ending date is displayed only when all the sublevel lines have a date. |