Job Budget Lines Sub-Tab

This section includes the fields and descriptions for the Job Budget Lines sub-tab.

Field	Description
Description	Enter text for a description of the amount budget line.
Line Type	Select the type of the current job budget line. This field must have a value. In the card part, the Default Line Type field in the Line Creation island defines the default value of this field; this value is automatically suggested when you create the line. You can select a different value. Values are: Outlay — If you select this value, Maconomy uses the current line to specify an outlay activity. The activity number changes to the activity that the Default Outlay Activity job parameter attribute of the type Budgeting specifies. Sum/Text — If you select this value, you can use the current line as a text line, adding a line of text to the budget, or as a sum line. A sum line functions as grouping level when you use a work breakdown structure. In both cases, you cannot specify a reference to an activity or task on the line, and you cannot mark the line as a milestone.
Task	Enter the task that is related to the amount budget line.
Quantity	Enter the budgeted quantity for the line.
Activity No.	Enter the activity number that is related to the amount budget line. You can only enter amount activities.
Cost, Base	Enter the budgeted cost of the job in the job’s base currency. Maconomy converts the amount to the job’s currency using the sales currency table. If you specified fixed exchange rate information for the job, Maconomy uses the exchange rate table specified in the Job Price Information window. Otherwise, Maconomy uses the exchange rate table from the System Information window in the Set-Up module.
Billing Price, Curr.	Enter the budgeted billing price in the job’s currency of one unit of the activity on the budget line.
Markup %	If you have access to cost information, this field displays the markup percentage. Otherwise, it displays 0. You can edit this value if the budget is open and your access privileges allow you to change cost prices.
Line Specific Billing Price	If the current job is set up for price control from budgets, this field indicates if the billing price differs from the price originally derived from the employee category on the current line. If the line is not marked, the price is the original price. If you change the billing price (for time activities) or markup percentage (for amount activities) on the line, Maconomy marks the field, and the underlying job specific price list line is updated. You can mark the field manually to specify that the current price is just the price you want, and that changes in the Employee Category Prices island should not be reflected on this line. If you mark the field on the only line in the budget referring to a certain employee category, Maconomy removes the employee category in question from the Employee Category Prices island. If you remove the mark, Maconomy replaces the current billing price with the original price from the employee category, and the employee category appears in the Employee Category Prices island (if it was not there already). If prices are not controlled from the budget, or if the current budget type is not the price controlling budget type, this field is always unmarked.
Total Cost, Base	This field displays the total estimated cost in base currency for the budget line. Maconomy calculates the total cost by multiplying the number in the Quantity field by the cost per piece in the Cost field. You can also choose to enter a total in this field. Maconomy then calculates the unit price in the field Cost, Base as the total cost price divided by the figure in the Quantity field. If you do not have access to see cost information, as specified in the Actions window in the Set-Up module, this field displays 0, and you cannot change the value.
Total Billing Price, Currency	This field displays the budget lines total budgeted billing price in the job currency. Maconomy calculates the total billing price by multiplying the number in the Quantity field by the billing price per piece in the Billing Price, Currency field. Billing prices are totaled in the card part of the window, and Maconomy alerts you if the grand total exceeds the billing price budget limit, which is entered in the Limit field in the Budget island.
Purchase Currency	In this field, you can select a currency. Depending on whether you have entered the cost in base currency or in another currency, the value is calculated in the Cost, Base field or in the Cost, Purchase Currency field by means of this currency. If another currency is subsequently selected, the value in the Cost, Purchase Currency field is then recalculated. If the job budget is structured hierarchically, selecting a purchase currency on a group header line makes it possible to see the total purchase amount for the subordinate lines in a specific currency.
Cost, Purchase Currency	Enter the cost in the currency selected in the Purchase Currency field. If you enter a value here, Maconomy calculates the value in the Cost, Base field. If you enter a value in the Cost, Base field, Maconomy displays the calculated cost in this field. You cannot enter values in both of these fields at the same time. If the “Update prices upon dimension change” system parameter was marked, Maconomy updates the price in this field when certain key information on the line is changed, such as the activity, employee, or dimension values. If you do not have access to see cost information, as specified in the Actions window in the Set-Up module, this field displays 0, and you cannot change the value. Maconomy multiplies the cost in this field by the value in the Quantity field, so that the total cost is calculated in the Total Cost, Purchase Currency field. If purchase order lines have been created from the current line, and you decrease the amount in this field, Maconomy checks whether the new amount causes budget violations according to the rules set up in the job parameter attributes Limit Purchase Amount to Budget; Limit Purchase on Sum or Line Level; Limit Purchase, Currency Margin; and Limit Purchase, Percentage Margin for the job. If the change causes a budget violation, Maconomy displays an error message.
Total Cost, Purchase Currency	This field displays the total budgeted cost in the current job’s currency. Maconomy calculates the total cost price by multiplying the value of the Quantity field by the cost per unit in the Cost, Purchase Currency field. You can also choose to enter a value in this field. Maconomy then calculates the unit price in the Cost, Purchase Currency field as the total cost price divided by the value in the Quantity field. If you do not have access to see cost information, as specified in the Actions window in the Set-Up module, this field displays 0, and cannot change the value.
Billing Price, Purchase Currency	Use this field to enter the billing price in another currency than the job’s currency. Maconomy uses the currency specified in the Purchase Currency field for converting the amount to the job currency, using the current exchange rate table for purchase at the time of entry. If you change the currency later, Maconomy recalculates the value of this field.
Total Billing Price, Purchase Currency	This field displays the total sales price in purchase currency, that is, the Billing Price, Purchase Currency field multiplied by the number in the Quantity field.
Cost Type	This field displays the cost type selected for the current activity in the Activities window: Turnover or Outlays. Maconomy deducts the sum of activities of the type Outlays from the calculation of the gross margin percentage of a job.
Incl. in Fixed Price	Select this check box to include the entry that applies to the line in the fixed price of a job. The set-up of the job determines whether or not this field is automatically selected when a line is created. You can select or deselect this field manually. If a fixed-price job or a time-and-material job is assigned the job parameter attribute “Fixed Price Basis with the value Budget, the value of this field determines which budget lines are included in the fixed quote price of a job and which entries are not included in the fixed quote price of a job.
Deliv. Remarks	Enter delivery remarks to be used in connection with the delivery of the items.
Billing Price, Base	This field displays the amount from the Billing Price, Currency field on the current budget line converted to the base currency.
Total Billing Price, Base	This field displays the amount from the Billing Price Total, Currency field on the current budget line converted to the base currency.
Standard Billing Price, Base	This field displays the standard billing price per unit in the base currency of the company. If you change the value in the Billing Price, Purchase Currency field or the Billing Price, Currency field, this value can only change if the standard billing price is calculated as a standard markup percentage.
Total Standard Billing Price, Base	This field displays the total standard billing price of the current budget entry in the base currency of the company.
Vendor	Enter the number of a vendor if the activity on the budget line is an amount activity. Maconomy verifies that the vendor exists in the Accounts Payable module. This field is used to select which vendor does any external work for you in connection with the job. If you enter a number, Maconomy automatically marks the field Selected, and when you remove the number, the mark is removed. When you select Create Requisitions or Create Purchase Order in the Action menu, Maconomy automatically creates a requisition or purchase order to correspond to the budget line. You can edit the requisition or purchase order in the Requisition and Purchase Orders windows, respectively, in the Accounts Payable module. When you create a purchase order from a budget line, the purchase order number is displayed in the Last Purchase Order No. field on the budget line. If you assign items to a job budget line in the Job Budget Item Lines window on which this field has a value, Maconomy retrieves the item’s budgeted cost from the vendor’s purchase price list. This requires that there is a purchase price list for the vendor and that the item is in that list. However, Maconomy only retrieves prices when creating purchase orders, not requisitions.
Vendor Name	This field displays the first line of the name of the vendor whose number is entered in the Vendor field. You cannot change the name here.
Your Reference	Enter the reference person used on purchase orders that are created from the current budget line. You can only enter a reference person if the field Cust. No. has a value. When you enter or change the value of the Cust. No. field, Maconomy transfers the value from the corresponding field on the vendor information card with the current vendor number. You can then manually change the field value. Maconomy transfers the contact person to the corresponding field on purchase orders that are created when you use the action Create Purchase Orders.
Create Sales Order	Select this check box to have Maconomy create sales order lines for items and text lines that are assigned to the budget line in the Job Budget Item Lines window when you use the Transfer to Sales Order action. You can only select this check box if the activity is an amount activity. You can edit and process the sales order lines processed in the Sales Orders window in the Sales Orders module.
Selected	Select this check box to have Maconomy create a requisition or purchase order line for the budget line when you use the Create Requisitions or Create Purchase Orders action, respectively. You can only select this check box if the activity is an amount activity and if you entered a vendor number on the line. You can edit and process requisitions and purchase orders that you create here in the Requisitions and Purchase Orders windows, respectively, in the Accounts Payable module.
Currency, Purchase Creation	Select the currency to transfer to requisitions and purchase orders that are created based on the budget line. If you do not select this check box, Maconomy uses the currency that you specified on the vendor’s information card. When you create a requisition or purchase order, Maconomy changes the value in this field from blank to the vendor’s currency.
Number of Purchase Orders	This field displays the number of purchase orders that have been made based on this budget line, regardless of the method you used to create the purchase orders. You can create purchase orders on the basis of a budget line by using the Create Purchase Order action when the field Selected is marked on the line in question. You can repeat this any number of times to create multiple purchase orders. You can also create purchase orders by creating a purchase order from a requisition that was created on the basis of the line or by converting a request to quote assigned to a requisition based on the budget line to a purchase order.
Number of Requisitions	This field displays the number requisitions that have been made based on this budget line. You can create requisitions on the basis of a budget line by using the Create Requisition action when the Selected field is marked on the line in question. You can repeat this any number of times to create multiple requisitions.
Last Purchase Order No.	This field displays the number of the last purchase order that was created based on the current line, regardless of the method that you use to create the purchase order. You can create purchase orders based on a budget line by using the Create Purchase Order action when the Selected field is marked on the line in question, or by creating a purchase order from a requisition that was created based on the line. You can also create purchase orders by converting a request to quote assigned to a requisition based on the budget line to a purchase order. Note that purchase orders that you create in the Purchase Orders window in the Accounts Payable module and manually assign to a job there are not displayed in this field. If the last purchase order is deleted, this field is blank.
Purchase Order Total	This field displays the sum of the purchase order lines that you created based on the budget line. When you create a purchase order based on the current budget line, Maconomy calculates the sum of this purchase order line as the total budgeted cost on the budget line sum less the sum of previously created purchase order lines. If this is a negative amount, the amount on the purchase order line is set at 0.
Exec. Company No.	This field displays the number of the company that is performing out the specified activity. You cannot change the value of this field.
Exec. Company Name	This field displays the executing company’s name.
Location	Enter a value for the dimension Location. If you do not manually enter a value, Maconomy attempts to derive a value, using the order of priority that you set up in the Dimension Derivation window in the G/L module. However, Maconomy overwrites any manually entered value if it can derive a value for which overwriting has been selected. If Maconomy cannot derive a value, it transfers the standard value the System Parameters window in the Set-Up module. If the “Update prices upon dimension change” system parameter is marked, changing the location on a line causes Maconomy to recalculate the prices on the line. If the current job is set up for price control from budgets, and the Line Specific Billing Price field is marked for the current line, Maconomy does not change the billing price upon recalculation. If the budget controls prices, the function of the “Update prices upon dimension change” system parameter is different. Even if the parameter is set, changing dimensions does not affect the prices. Only changing the employee category on lines that are related to a time activity causes Maconomy to recalculate the price, and the line is considered line-specific. To recalculate the price after you change dimensions, use the Recalculate Job Budget action.
Entity	Enter a value for the dimension Entity. If you do not manually enter a value, Maconomy attempts to derive a value, using the order of priority that you set up in the Dimension Derivation window in the G/L module. However, Maconomy overwrites any manually entered value if it can derive a value for which overwriting has been selected. If Maconomy cannot derive a value, it transfers the standard value the System Parameters window in the Set-Up module. If the “Update prices upon dimension change” system parameter is marked, changing the location on a line causes Maconomy to recalculate the prices on the line. If the current job is set up for price control from budgets, and the “Line Specific Billing Price” field is marked for the current line, Maconomy does not change the billing price upon recalculation. If the budget controls prices, the function of the “Update prices upon dimension change” system parameter is different. Even if the parameter is set, changing dimensions does not affect the prices. Only changing the employee category on lines that are related to a time activity causes Maconomy to recalculate the price, and the line is considered line-specific. To recalculate the price after you change dimensions, use the “Recalculate Job Budget” action.
Project	Enter a value for the dimension Project. If you do not manually enter a value, Maconomy attempts to derive a value, using the order of priority that you set up in the Dimension Derivation window in the G/L module. However, Maconomy overwrites any manually entered value if it can derive a value for which overwriting has been selected. If Maconomy cannot derive a value, it transfers the standard value the System Parameters window in the Set-Up module. If the “Update prices upon dimension change” system parameter is marked, changing the location on a line causes Maconomy to recalculate the prices on the line. If the current job is set up for price control from budgets, and the “Line Specific Billing Price” field is marked for the current line, Maconomy does not change the billing price upon recalculation. If the budget controls prices, the function of the “Update prices upon dimension change” system parameter is different. Even if the parameter is set, changing dimensions does not affect the prices. Only changing the employee category on lines that are related to a time activity causes Maconomy to recalculate the price, and the line is considered line-specific. To recalculate the price after you change dimensions, use the “Recalculate Job Budget” action.
Purpose	Enter a value for the dimension Purpose. If you do not manually enter a value, Maconomy attempts to derive a value, using the order of priority that you set up in the Dimension Derivation window in the G/L module. However, Maconomy overwrites any manually entered value if it can derive a value for which overwriting has been selected. If Maconomy cannot derive a value, it transfers the standard value the System Parameters window in the Set-Up module. If the “Update prices upon dimension change” system parameter is marked, changing the location on a line causes Maconomy to recalculate the prices on the line. If the current job is set up for price control from budgets, and the “Line Specific Billing Price” field is marked for the current line, Maconomy does not change the billing price upon recalculation. If the budget controls prices, the function of the “Update prices upon dimension change” system parameter is different. Even if the parameter is set, changing dimensions does not affect the prices. Only changing the employee category on lines that are related to a time activity causes Maconomy to recalculate the price, and the line is considered line-specific. To recalculate the price after you change dimensions, use the “Recalculate Job Budget” action.
Spec. 1 – 3	Enter a value for the dimensions Spec. 1 - 3. If you do not manually enter a value, Maconomy attempts to derive a value, using the order of priority that you set up in the Dimension Derivation window in the G/L module. However, Maconomy overwrites any manually entered value if it can derive a value for which overwriting has been selected. If Maconomy cannot derive a value, it transfers the standard value the System Parameters window in the Set-Up module. If the “Update prices upon dimension change” system parameter is marked, changing the location on a line causes Maconomy to recalculate the prices on the line. If the current job is set up for price control from budgets, and the “Line Specific Billing Price” field is marked for the current line, Maconomy does not change the billing price upon recalculation. If the budget controls prices, the function of the “Update prices upon dimension change” system parameter is different. Even if the parameter is set, changing dimensions does not affect the prices. Only changing the employee category on lines that are related to a time activity causes Maconomy to recalculate the price, and the line is considered line-specific. To recalculate the price after you change dimensions, use the “Recalculate Job Budget” action.
Local Spec. 1 – 3	Enter a value for the dimensions Local Spec. 1 - 3. If you do not manually enter a value, Maconomy attempts to derive a value, using the order of priority that you set up in the Dimension Derivation window in the G/L module. However, Maconomy overwrites any manually entered value if it can derive a value for which overwriting has been selected. If Maconomy cannot derive a value, it transfers the standard value the System Parameters window in the Set-Up module. If the “Update prices upon dimension change” system parameter is marked, changing the location on a line causes Maconomy to recalculate the prices on the line. If the current job is set up for price control from budgets, and the “Line Specific Billing Price” field is marked for the current line, Maconomy does not change the billing price upon recalculation. If the budget controls prices, the function of the “Update prices upon dimension change” system parameter is different. Even if the parameter is set, changing dimensions does not affect the prices. Only changing the employee category on lines that are related to a time activity causes Maconomy to recalculate the price, and the line is considered line-specific. To recalculate the price after you change dimensions, use the “Recalculate Job Budget” action.
Net Cost, Base	Enter the budgeted net cost of the job in the job’s base currency.
Tax Code	This field displays a G/L tax receivable code if the activity on the line is an amount activity.
Activity Name	This field displays the text defined for the current activity. Maconomy suggests this text as entry text when you create a line in this window. You can change the entry text; it is then displayed in the Description field in the table part of the window.
Task Description	This field displays the text defined for the current task, if you entered a description in the Task field.
Job Budget Text	This field displays whether text lines are assigned to the current line. You can assign text lines to a job budget line in the Job Budget Texts window.
Standard Billing Price, Currency	This field displays the standard billing price per unit in the job’s currency. If the “Update prices upon dimension change” system parameter is marked, Maconomy updates the price in this field when you change certain key information on the line, such as the activity, employee, or dimension values. For further information on this and for a complete list of the fields causing the price to be updated, see the description of the “Update prices upon dimension change” system parameter. If the system parameter is not marked, and you want to ensure that all prices reflect the current set-up of the budget lines, use the “Recalculate Job Budget” action.
Total Standard Billing Price, Currency	This field displays the standard billing price per unit in the job’s currency. If the “Update prices upon dimension change” system parameter is marked, Maconomy updates the price in this field when you change certain key information on the line, such as the activity, employee, or dimension values. For further information on this and for a complete list of the fields that cause the price to be updated, see the description of the “Update prices upon dimension change” system parameter. If the system parameter is not marked, and you want to ensure that all prices reflect the current set-up of the budget lines, use the “Recalculate Job Budget” action.
Remarks 1-10	Use these fields, to assign remarks to the current job budget line. These remarks are for information only and can be used in reports.
Planned Start 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 End Date	Enter the date on which 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	Enter the first possible starting date of the activity. The specified date is for reference only, for example, for use in reports. Enter 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	Enter 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.
Quantity Planned	This field displays the number of hours that have been planned so far for the job budget line in question in the Detailed Planning window in the Resource Planning module.
Changed in Revision No.	This field displays the number of the job budget revision in which the current line was last changed.