Job Budget Lines Sub-Tab

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

Field	Description
Description	This field displays a description of the amount budget line.
Line Type	This field displays the selected line type, which is one of the following values: Outlay, Sum/Text, or Time.
Task	This field displays the task that is related to the amount budget line.
Quantity	This field displays the budgeted quantity for the line.
Activity No.	This field displays the activity number that is related to the amount budget line.
Cost, Base	This field displays the budgeted cost of the job in the job’s base currency for one unit of the activity.
Billing Price, Curr.	This field displays the budgeted cost of the job in the job’s currency. This amount is the same as the amount in the Max. Billing Price field in the Jobs window.
GM %	This field displays the budgeted gross margin percent for the activity on the budget line.
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.
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. 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.
Total Billing Price, Currency	This field displays the budget line’s total budgeted billing price in the job currency.
Purchase Currency	This field displays the selected currency code.
Cost, Purchase Currency	This field displays the cost in the currency selected in the Purchase Currency field.
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. 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.
Billing Price, Purchase Currency	This field displays 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 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.
Cost Type	This field displays the cost type selected for the current amount activity in the Activities window: Turnover or Outlays.
Incl. in Fixed Price	This check box is selected if the entry that applies to the line is to be included in the fixed price of a job. 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	This field displays 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	This field displays the number of a vendor if the activity in 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 there is a value in this field, Maconomy automatically marks the field Selected, and when you remove the number, the mark is removed. When you Select the Create Requisitions or Create Purchase Order action, Maconomy automatically creates a 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 displayed in the Vendor field.
Your Reference	This field displays the reference person used on purchase orders that are created from the current budget line. 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 Create Purchase Orders action.
Create Sales Order	This check box is selected if Maconomy is to create sales order lines for items and text lines that are assigned to the budget line in the Job Budget Item Lines window and you use the Transfer to Sales Order action. You cannot select or deselect this check box. You can edit and process the sales order lines processed in the Sales Orders window in the Sales Orders module.
Selected	This check box is selected if Maconomy is to create a requisition or purchase order line for the budget line when you use the Create Requisitions or Create Purchase Orders action, respectively. You cannot select or deselect this check box. 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	This field displays the currency to transfer to requisitions and purchase orders that are created based on the budget line. If this check box is not selected, 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 of requisitions that have been made based on this budget line. You can create requisitions on the basis of a budget line by suing 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 the specified activity.
Exec. Company Name	This field displays the executing company’s name.
Location	This field displays the value that you entered for the dimension Location. If you did not 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 from 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	This field displays the value that you entered for the dimension Entity. If you did not 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 from 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	This field displays the value that you entered for the dimension Project. If you did not 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 from 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	This field displays the value that you entered for the dimension Purpose. If you did not 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 from 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	This field displays the value that you entered for the dimensions Spec. 1 - 3. If you did not 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 from 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	This field displays the value that you entered for the dimensions Local Spec. 1 - 3. If you did not 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 from 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	This field displays a net cost for amount activities. This field is only used in Norwegian systems.
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 activity name.
Task Description	This field displays the task description.
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 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.
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	These fields display any remarks that are assigned 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.
Planned Starting 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 Ending Date	Enter the date 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	This field shows 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	This field shows 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.