Tasks Sub-Tab
This section includes the fields and descriptions for the Tasks sub-tab.
| Field | Description |
|---|---|
| Task List | This field shows the name of the task list to which the current task is assigned. |
| Task | In this field you can change the name of the current task. |
| Description | In this field you can change the description of the current task. |
| Derived Act. No. | In this field, you can enter an activity number for the current task. If you enter a number, it will be applied in connection with a job to which the current task list is assigned, provided that no activity number is entered manually. If no number is entered in this field, the activity number entered in the card part of this window, if any, will be used.
Note that to enter, change, or delete an amount or time activity in this field, you need permission in the window Actions in the Set-Up module to change amount or time activities. |
| Overwrite Activity | In this field, you can specify if the activity shown in the field “Derived Act. No.” should overwrite any manually entered activity. |
| Approved | If you mark this field, the current task is approved. If you remove the mark, the approval of the current task is revoked. Only users who have been allowed to approve tasks in the window Actions in the Set-Up module can add or remove the mark in this field. |
| Blocked | In this field, you can specify if the current task is blocked. If it is blocked, no entries can be registered on the task. Blocking or unblocking a task does not revoke any approval of the task. |
| Approved by | This field shows the name of the user who last approved the current task. If the task is not approved, the field is blank. |
| Approval Date | This field shows the date of the latest approval of the current task. If the task is not approved, the field is blank. |
| Dim. Comb. No. | In this field, you can enter the number of a dimension combination of the type “Dimension Derivation” created in the window Dimension Combinations.
If you specify a dimension combination, Maconomy will use the values in this dimension combination when deriving dimensions from the current task. However, any dimension derivation values specified on the current line will be used instead of those specified for the same dimensions in the dimension combination. This means that the dimension combination only applies to the dimensions for which no value has been entered on the line. For more information, see the description of the corresponding field in the window Task Lists. |
| Activity Name | This field shows the activity text entered for the activity in the window Activities. |
| Activity Type | This field shows the activity type of the activity as specified in the window Activities. |
| Derived Location | In this field, you can enter the name of a location. This location will be used when deriving dimension values from the current task. Even if you have specified a dimension combination in the field “Dim. Comb. No.” above, a value entered in this field will be used rather than the value (if any) found for this dimension in the dimension combination.
For more information, see the description of the corresponding field in the window Task Lists. |
| Overwrite Location | In this field, you can specify if the location shown in the field “Derived Location” should overwrite any manually entered location. The functionality of this field is similar to that of the field “Overwrite Location” above. |
| Derived Entity | The functionality of this field is similar to that of the field “Derived Location” above. |
| Overwrite Entity | The functionality of this field is similar to that of the field “Overwrite Location” above. |
| Derived Project | The functionality of this field is similar to that of the field “Derived Location” above. |
| Overwrite Project | The functionality of this field is similar to that of the field “Overwrite Location” above. |
| Derived Purpose | The functionality of this field is similar to that of the field “Derived Location” above. |
| Overwrite Purpose | The functionality of these fields is similar to that of the field “Overwrite Location” above. |
| Derived Spec. 1-3 | The functionality of these fields is similar to that of the field “Derived Location” above. |
| Overwrite Spec. 1-3 | The functionality of these fields is similar to that of the field “Overwrite Location” above. |
| Derived Local Spec. 1-3 | The functionality of these fields is similar to that of the field “Derived Location” above. |
| Overwrite Local Spec. 1-3 | The functionality of these fields is similar to that of the field “Overwrite Location” above. |
| Job Price Group No. | In this field you can enter or change the number of a job price group to which the current task is assigned. In the window Job Price Lists you can make a reference to a job price group on a line in a job price list. All tasks assigned to the job price group in question will take the price on the current job price list line. For a more detailed description of job price groups, please refer to the description of the window Job Price Groups. |
| Statistics 1-4 | In these fields, you can enter an optional code for the task. The statistics codes can be selected or deselected in the selection criteria for various printouts of which tasks are a part. |
| Access Level Name | In this field, you can enter an access level on the task in question. A user only has access to the current task if he has been assigned to this level or a level above this in the window User Access Levels. This access control ensures that when working with for instance a job entry, you can only enter a task to which you have access, and in this window you can only see and edit the tasks to which you have access. |
| Standard Note No. | In this field, you can specify the number of a note created in the window Notes in the Set-Up module. The field is used for adding a number of extra fields in which the user can enter information about the task on purchase lines (lines in the table part of the windows Requisitions, Requests for Quote, and Purchase Orders) where the current note is used. For more information, see the description of the corresponding field in the window Task Lists. |
| Note Description | This field shows a description of the note specified in the field “Standard Note No.” above. |
| Use Daily Descriptions | For more information, see the description of the corresponding field in the window Task Lists. |