Order Assignments Sub-Tab
This section includes the fields and descriptions for the Order Assignments sub-tab.
| Field | Description |
|---|---|
| Order No. | This field shows the numbers of the quotes and/or sales orders that have been made for the job in the windows Quotes and Sales Orders in the Sales Orders module. The value cannot be changed here.
If you sell any items from Maconomy’s inventory system, the job is assigned to one or several sales orders. However, if the status of the job is “Quote,” the job is assigned to quotes instead. The item sale is invoiced separately in the Orders module, but the sales figures are transferred to the job. This makes it possible to cost the job afterwards. The job is attached to a sale by specifying job number and activity number in the window Quotes or Sales Orders. |
| Activity No. | This is the number of the activity to which the quote or sales order is registered in the Job Cost system. The value is transferred from the island Job Cost on the quote or sales order in question. The value cannot be changed here. |
| Activity Name | This field displays the activity name. The activity name is retrieved from the window Activities for the activity in question. |
| Task | These fields show the task, if any, to which the sales of the current quote or sales order is to be registered in the Job Cost module. The value of this field is transferred from the corresponding field on the quote or sales order in question, and as a result, it cannot be altered here. |
| Task Description | This field displays the task description. The task description is retrieved from the window Job Tasks for the task in question. |
| Location | This field shows the dimensions to which the sales of the current quote or sales order is to be registered in the Job Cost module. The value is transferred from the corresponding field on the quote or sales order and as a result, it cannot be altered here. |
| 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. |
| Description | In this field, you enter an entry text which will be used for the quote or sales order, when it is entered in the Job Cost module. Maconomy suggests the text attached to the activity in the “Activity No.” field for the quote or sales order on the line. However, you can change the text here. |