Actions

This section shows the Actions available in the Periodic Job Budgets workspace.

Top Tab

Field	Description
Recalculate Budget	Use this action to recalculate the budget. Note that a large batch of tasks/employees/dimensions on a budget may impact performance. Consider running this as a Scheduled Background Task so that it instead updates periodically.
	When you select this action, Maconomy recalculates prices on the job budget lines currently displayed. Maconomy uses the price lists valid per the date specified in the field “Planned Starting Date” on each job budget line, or, if no such date has been specified, today’s date. If the recalculated price is 0, any price specified on a budget line will not be overwritten. Moreover, you should note that if the field “Job Budget Follows Periodic Job Budget” has been marked, the figures specified in the periods on the relevant budget lines will also be recalculated when using this action. However, if the field “Job Budget Follows Periodic Job Budgets” has not been marked, regular figures and periodic figures are also recalculated, only the recalculation of the periodic figures is carried out independently of the recalculation of the regular budget figures.
New Revision	When you select this action, Maconomy creates a revision of the current job budget. You cannot create a revision of an approved budget; it must be reopened first. The previous revision is locked, and except for revision remarks and revision code it can no longer be changed. All previous revisions of the job budgets to which you have access can be viewed in the window Job Budget Revisions.
Submit Budget	When you select this action, the job budget currently displayed changes status to “Submitted.” This is a way of indicating that the budget is ready for approval. A job budget cannot be approved until it has been submitted. For more information about submitting and approving multiple job budgets at a time, please see the description of the window Approve Job Budgets. Only users for whom the field “Can Change Job Budget” in the window Actions in the Set-Up module is marked may submit job budgets.
Approve Budget	When you select this action, the job budget currently displayed is approved. You can only approve a budget if it has been submitted. On approval, Maconomy takes a “snapshot” of the budget, which can then be viewed in the window Job Budget Revisions. The job budget can then no longer be changed, except for the following fields: “Planned Starting Date,” “Planned Ending Date,” “Deliv. Remarks,” “Vendor,” “Your Reference,” “Create Sales Order,” “Selected,” “Purchase Order Currency,” and “Remarks 1-10.” These fields all have in common the fact that they are of no financial consequence for the job. If you want to change any other fields, you must first reopen the budget, and edit the new revision created as a result of the reopening. For further information about approving multiple job budgets at a time, please see the description of the window Approve Job Budgets. Only users for whom the field “Approve Job Budgets” in the window Actions in the Set-Up module is marked may approve job budgets. If the budget is of the type specified as the job’s planning budget, all new/changed skill requirements created in the window Job Planning or the window Skill Requirements in the Resource Planning module for budget lines on the current planning budget will be checked. If the employee specified on the planning line does not fulfill the new/changed skill requirements specified for the job budget line in question, a warning will be issued for each violation. In addition, the booking type specified on the lines of the planning budget will be copied to the detailed planning upon approval, so that the allocation type of each budget line will be transferred to its related detailed planning line. If the current job is a fixed-price job with overrun handling, and if “Budget” is selected as the basis for the fixed price on the job parameter attribute “Fixed-Price Budget,” a new fixed price can give rise to the creation, reduction, or increase of an overrun on the job when the budget is approved. This happens if already registered postings on the job before or after the approval of the budget have exceeded the fixed price. In this case, a job revenue recognition journal is created to be posted in the G/L module. For more information, see the description of the job parameter attribute Handling of Overruns: For this attribute, you can specify whether a job assigned this job parameter should handle overruns. An overrun occurs when the costs registered on a job exceed the agreed-to fixed price of the job. The “fixed price” of a time and material job can either be the budgeted billing price of the latest approved job budget or the approved quote price of the time and material job.
Reopen Budget	When you select this action, the job budget currently displayed is reopened. At the same time, Maconomy creates a revision. A “snapshot” of the budget as it looked in the previous revision can be seen in the window Job Budget Revisions. If fixed exchange rate information has been specified for the job in the window Job Price Information, and the information has changed since the budget was last submitted, Maconomy will recalculate the budget on the basis of the new currency information when the budget is reopened. The job budget must then be submitted before it can be approved again. For further information about submitting and approving multiple job budgets at a time, please see the description of the window Approve Job Budgets. Only users for whom the field “Reopen Job Budgets” in the window Actions in the Set-Up module is marked may reopen budgets.
Reallocate Budget	When you use this function, the budget displayed in the window is reallocated in accordance with the new starting period specified in the field “New First Period” in the island Reallocate in the card part of the window.
Transfer to Periodic Forecast	copy to come
Copy Budget From Template	This action copies the budget from the template job.