This section includes the fields and descriptions for the Job Transfer tab.
Selection Criteria Island
| Field | Description |
|---|
| Show Lines
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When you mark this field, the sub-tab will display the open jobs which comply with the selection criteria entered in this island. For performance reasons, Maconomy will issue an error message if you have not specified any selection criteria before marking this field.
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| Job No.
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In these fields, you can enter a range of job numbers. Only jobs with a number within the specified range will be included in the sub-tab and hence transferred upon selection of the action “Approve Transfer.”
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| Job Group
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In this field, you can select a job group. Only jobs assigned to the selected job group will be included in the sub-tab and hence transferred upon selection of the action “Approve Transfer.”
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| Company No.
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The functionality of these fields is similar to that of the field “Job No.” above.
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| Project Manager
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The functionality of these fields is similar to that of the field “Job No.” above.
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Selection Criteria, Dimensions Island
| Field | Description |
|---|
| Location
|
The functionality of these fields is similar to that of the field “Job No.” above.
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| Entity
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The functionality of these fields is similar to that of the field “Job No.” above.
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| Project
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The functionality of these fields is similar to that of the field “Job No.” above.
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| Purpose
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The functionality of these fields is similar to that of the field “Job No.” above.
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| Spec. 1-10
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The functionality of these fields is similar to that of the field “Job No.” above.
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| Local Spec. 1-10
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The functionality of these fields is similar to that of the field “Job No.” above.
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Transfer Island
| Field | Description |
|---|
| Transfer Date
|
In this field, you can enter a transfer date. The job entries that will be created upon transfer of a job to new dimensions will have the date specified in this field as their posting date. However, if the posting date of the original entry is after the transfer date, the new job entry will get the same posting date as the original job entry.
See the description of the action “Approve Transfer” for more information about the actual transfer of a job.
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| Description
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In this field, you can enter a description to apply to the current job transfer.
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| Transaction Type
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In this field you may select the transaction type for the journal posting new job entries created upon approval of the job transfer.
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| Allow blocked job dimensions
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If you mark this field, you can overrule the blocking of the job dimensions job, activity, task, and employee. This means that it is possible to transfer a job even if some of the dimension values on the job, or the job itself, have been blocked for registration. For instance, you can transfer a job even if a task registered on the job has been blocked for registration.
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Transfer To Island
| Field | Description |
|---|
| Location
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In this field, you can specify a location. The value entered in this field can determine the “Location” dimension to which each job entry will be transferred when you select the action “Approve Transfer.” However, you should note that upon approval of a job transfer, the dimensions on new job entries are determined through the following procedure: First the dimensions are copied from the original entry to the new entry. Second, the dimensions for which values have been specified in this island will be applied to the new entry, and finally, the job will go through the usual dimension derivation procedure on the basis of the set of derived dimensions valid on the relevant posting date. This means that when an entry is transferred to new dimensions, the value entered in this field might be overwritten by another dimension value, depending on the dimension derivation performed by the system on the date of the transfer.
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| Entity
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The functionality of this field is similar to that of the field “Location” above.
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| Project
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The functionality of this field is similar to that of the field “Location” above.
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| Purpose
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The functionality of this field is similar to that of the field “Location” above.
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| Spec. 1-10
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The functionality of this field is similar to that of the field “Location” above.
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| Local Spec. 1-10
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The functionality of this field is similar to that of the field “Location” above.
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