Job Card Tab

This section includes the fields and descriptions for the Job Card tab.

Job Island

Field	Description
Job	This is the name and number of the job shown in the job card. This value cannot be changed manually, but you can retrieve other jobs using the search functions in the Find menu.
Job Group	This is the job group to which the job is assigned. The job group is selected in the window Jobs and cannot be changed here.
Closed	If this field is marked, the job has been closed. To remove the mark, select the action “Reopen Job” in the window Jobs. To close a job, select the action “Close Job” in the window Jobs. You can always reopen a closed job.

Ship to Customer Island

Field	Description
Customer	This is the number and first line of the name of the pay-to customer to whom the job pertains. The customer number is retrieved from the Job Information window, and the customer name is retrieved from the Customer Information Card in the A/R module.

Bill to Customer Island

Field	Description
Customer No.	This is the number and the first line of the name of the bill-customer who is to be billed for the job. This is retrieved form the Customer Information Card in the A/R module.

Price Island

Field	Description
Currency	This is the job’s currency. It is retrieved from the Job Information Card and cannot be changed here.
Net on Account	This field shows how much of the total job price has been invoiced or credited on account. In the window Invoice Selection, you can invoice or credit on account, even before entering the first job entry. You can also invoice all or part of a job on account during its completion and irrespective of the job entries you have made. When you invoice the job after its completion, Maconomy deducts the amount invoiced or credited on account. It cannot be changed here.
Tax on Account	This field shows the amount of sales tax included in any invoices on account or credit memos on account. When the job is invoiced after its completion, the tax amount is deducted from the amount shown in this field. It cannot be changed here.

Summary Island

Field	Description
Hours	This field shows how many hours have been registered to the job. This value is thus the sum of the numbers in the “Quantity” field for all time activities in the table part of the window.
Cost	This field shows the cost value registered in the base currency of the job. The “Time,” “Amount,” and “Total” fields show the three cost sums from the “Cost, Entered” field on the lines in the table part. The three figures are the cost sums of time activities, amount activities, and a total for all lines.
Billing Price Total Reg.	This field shows the billing price of the job in the job’s currency. The “Time,” “Amount,” and “Total” fields show the three sums of the “Billing Price Open” and “Billing Price Invoiced” fields. The three sums are the invoiced billing price plus the open billing price for time activities, amount activities, and a total for all lines. The values cannot be changed here.
Revenue Recognized	This field shows the amounts revenue recognized on the job’s entries. The amounts are displayed in the base currency of the job.
Billing Price Open	This field shows the open billing price in the job currency. The open billing price is the part which has not already been invoiced to the customer. The “Time,” “Amount,” and “Total” fields show the three sums of open billing prices from the lines in the table part on which the “Closed” field is not marked. If a job entry is partly invoiced, Maconomy only includes the uninvoiced part of the billing price in this field. The three sums are for time activities, amount activities, and a total for all lines. The values cannot be changed here.
Billing Price Invoiced	This field shows the invoiced billing price — that is, the job entries that have been invoiced to the customer in the job’s currency. The “Time,” “Amount,” and “Total” fields show the three sums of invoiced billing prices from the “Billing Price, Inv.” field from the lines in the table part on which the “Closed” field is not marked. The sums also include the invoiced amount of partly invoiced job entries. A partly invoiced job entry is not closed, but it has an invoice number in the “Invoice No.” field. The three sums are the sum of invoiced billing prices for time activities, amount activities, and a total for all lines. The value cannot be changed here.
Billing Price transferred to	This field shows the sum of billing prices that have been transferred to new dimensions on the job entries displayed in the table part of the window. If a job has been transferred to new dimensions, the table part shows to which new dimensions the job entries have been transferred, and the field “Origin” informs you about the origin of the lines; that is, if the lines have been transferred to new dimensions, the text “Job Transfer” is displayed in the field “Origin.” A job can be transferred to new dimensions in the window Job Transfer. The fields “Time,” “Amount,” and “Total” show the three sums of transferred billing prices, as well as any sums for outlays.
Billing Price transferred from	This field shows the sum of billing prices that has been transferred from the “old” dimensions on the job entries displayed in the table part of the window to new dimensions on the job in question. A job can be transferred to new dimensions in the window Job Transfer. Note that figures are only displayed in this column if you have not marked the field “Show Only Open” in the island Show Entries, as all entries with “old” dimensions are automatically closed when transferred to new dimensions by means of a job transfer. The fields “Time,” “Amount,” and “Total” show the three sums of transferred billing prices, as well as any sums for outlays
Billing Price Total	This field shows the billing price of the job in the job’s currency. The “Time,” “Amount,” and “Total” fields show the three sums of the “Billing Price Open” and “Billing Price Invoiced” fields. The three sums are the invoiced billing price plus the open billing price for time activities, amount activities, and a total for all lines. The values cannot be changed here.
Time	This field shows the sum of the hours, costs, and billing prices for the time activities in the table part of the window. The values in these five fields cannot be changed here. The value in the “Billing Price Open” field is the sum of uninvoiced billing prices for job entries to time activities. The value in the field “Billing Price Invoiced” is the sum of invoiced billing prices in the “Billing Price, Inv.” field for job entries to time activities. The values in the fields “Billing Price Transferred To/From” are the sums of billing prices transferred to and from dimensions on the job as a result of a job transfer, if any, carried out in the window Job Transfer. The value in the “Billing Price Total” field is the sum of the amounts in the two fields above.
Amount	This field shows the sum of the costs and billing prices for the amount activities in the table part of the window. The calculations are similar to those described for the above field “Time.” There is no value in the “Hours” field, as it is not relevant to register quantities for amount activities.
Total	This field shows the sum of the costs and billing prices in the table part of the window.
Hereof Outlays	These fields show the registered costs for all amount activities for which the cost type has been set to “Outlays.” This means that the fields only show the cost part of the relevant outlays, whereas the below field “Excluding Outlays” also includes the gross margin from the outlay. For more information about outlay activities, please see the description of the window Activities.
Excluding Outlays	These fields show the sum of the registered prices for all activities in the table part of this window, less the cost price for any amount activities for which the cost type has been set to “Outlays.”
Total Per	This field shows the unit specified in the island Unit Analysis in the window Job Budgets, as well as the values in the row of “Total” fields, divided by the quantity in the island Unit Analysis. If the job for example is for two advertisements, three houses or ten meters cable, you can use this row to view cost and billing prices per unit.

Company Island

Field	Description
Company No.	This field shows the number and name of the company responsible for the current job. The company number is transferred from the window Jobs and cannot be changed here.
Base Currency	This field displays the currency used as base currency in the company specified in the field “Company No.” above. See the field “Base Currency” in the window Company Information in the G/L module for a detailed description of the concepts of company base currency and enterprise currency.

Selection Criteria Island

Field	Description
G/L Entry Date	In this field, you can enter a range of dates to specify which job entries you wish to see in the table part. Maconomy will retrieve job entries posted in the G/L module on a date within the specified range. The hour and price information in the Summary island only includes the job entries shown in the table part. If you leave the fields blank, the entry date will not have any influence on the selection criteria.
Origin	In this field, you can specify the origin of the job entries you wish to see in the table part. Maconomy will retrieve job entries posted using journals of the selected type. The origin of a job entry is the name of the journal type from which they derive, for example, “Job Revenue Recognition.” For more information, please see the description of the field “Origin” in the table part of this window. If you leave the field blank, the origin will not have any influence on the selection criteria. Please note that not all of the listed journal types are relevant in the Job Cost module. Hence, if you select, for example, “Asset” in this field, no job entries will be shown in the table part.
Entry Type	In this field, you can specify the entry type of the job entries you wish to see in the table part. Maconomy will retrieve job entries of the selected type. When a job entry is posted, Maconomy marks it as a certain type. A job entry can, for example, have the type “Registration” (for a normal time sheet entry) or “Reallocation” (for a reallocated job entry). For more information, please see the description of the field “Entry Type” in the table part of this window. If you leave this field blank, the entry type will not have any influence on the selection criteria.
Show Accrual Entries	In this field, you can specify whether the table part should show accrual entries.
Activity Type	In this field, you can specify the activity type of the job entries you wish to see in the table part. Maconomy will retrieve job entries of the selected activity type. If you leave this field blank, the activity type will not have any influence on the selection criteria.
Cost Type	In this field, you can specify the cost type of the job entries you wish to see in the table part. Maconomy will retrieve job entries of the selected cost type. If you leave this field blank, the cost type will not have any influence on the selection criteria.
Employee No.	In these fields, you can enter a range of employee numbers to specify which job entries you wish to see in the table part. Maconomy will retrieve job entries for the employee or employees you enter here. The hour and price information in the Summary island only includes the job entries shown in the table part. If you leave these fields blank, the employee number will not have any influence on the selection criteria.
Exec. Company No.	The functionality of these fields is similar to that of the field “Employee No.” above.
Activity No.	The functionality of these fields is similar to that of the field “Employee No.” above.
Task	The functionality of these fields is similar to that of the field “Employee No.” above.
Invoice No.	In this field, you can specify the invoice number of the job entries you wish to see in the table part. If you leave the field blank, the invoice number will not have any influence on the selection criteria. If a job entry is invoiced twice (for example, partially invoiced the first time), then the invoice number on the job entry will be the number of the latest invoice that included that entry.
Overtime Spec.	The functionality of this field is similar to that of the field “Activity Type” above.
Show	In this field, you can choose whether or not entries included in the fixed-price of a given job should be displayed in the table part of the window and hence included in the calculations displayed in the card part of the window. If you leave the field blank, both kinds of entries (entries included in the fixed price and entries not included in the fixed price) will be included in the table part and hence also in the calculations made in the card part of the window.

Show Entries Island

Field	Description
Period	In this field, you can enter a range of dates. In the table part, Maconomy will show job entries within the period entered here. The hour and price information in the Summary island only includes the job entries shown in the table part. The system parameters “Open job card without delimitation” and “Show Only Open Entries when Opening Job Card” have an effect on the way this field is marked when you open the window. For more information, please see the introduction to this window.
Show Open Only	In this field, you can mark whether to show only open entries in the table part of the window. If you mark this field, the table part will only show entries for which the field “Closed” is not marked. An open job entry is one which is not fully invoiced to the customer. If the job displayed in the window has been transferred to other dimensions in the window Job Transfer, you should note that only open entries are transferred to new dimensions. This means that if you have marked this field, the column “Billing Price, Transf. From” will not show any figures, as entries which have been transferred from one job entry to another are closed on the “old” entry. If you do not mark this field, the table part and the card part of the window will display figures for both amounts transferred from the dimensions on a job as well as the figures transferred to the new dimensions on the job in question. If you leave this field blank, the field “Closed” has no influence on the selection criteria. The system parameters “Open job card without delimitation” and “Show Only Open Entries when Opening Job Card” have an effect on the way this field is marked when you open the window. For more information, please see the introduction to this window.

Description Island

Field	Description
Internal	This is the job description you have entered for internal use in the window Jobs in the “Internal” field. It cannot be changed here.
Ref.	This is the customer reference. It is retrieved from the corresponding field in the window Jobs and cannot be changed here.

Current Phase Island

Field	Description
Phase	This field shows the name of the current phase of the job. The field is blank until the first phase is initiated using the action “Initiate First Phase” in the window Job Phases. Once the first phase has been initiated, this field will always show the earliest phase which has not been ended.
Planned Ending Date	This field shows the date on which the current job phase should end according to plan. The value is transferred from the corresponding field in the table part of the window Job Phases.
Due	This field is automatically marked by Maconomy if today’s date is later than the date in the field “Planned Ending Date” in this island. This field thus shows if the planned ending date of the job phase has been exceeded. This field cannot be changed manually.
Responsible Employee No.	This field shows the number of the employee responsible for the current phase in the window Job Phases. This employee is responsible for ending the current job phase.
Name	This field shows the name of the employee shown in the field “Responsible Employee No.” above.

Settling Company Island

Field

Description

Settling Company

This field shows the number and name of the settling company that applies to the current job. If the number in this field is different from the one specified in the island Company, Maconomy will automatically create intercompany entries at the posting of job invoices. In the intercompany entries, the company in this field will be the intercompany company. However, if the system parameter “Create intercompany entries for companies with same parent company” is not marked, intercompany entries are only created if the two companies involved are not both assigned to the same parent company. For further information about the influence of a settling company and how such a company is selected, please see the section “Multiple Companies” in the chapter “Introduction to the G/L Module.” Intercompany entries are described in the window Intercompany Accounts in the G/L module.

Selection Criteria, Dimensions Island

Field	Description
Location	The functionality of these fields is similar to that of the field “Employee No.” above.
Entity	The functionality of these fields is similar to that of the field “Employee No.” above.
Project	The functionality of these fields is similar to that of the field “Employee No.” above.
Purpose	The functionality of these fields is similar to that of the field “Employee No.” above.
Spec. 1-3	The functionality of these fields is similar to that of the field “Employee No.” above.
Local Spec. 1-3	The functionality of these fields is similar to that of the field “Employee No.” above.