This section includes the fields and descriptions for the Batch Job Invoice Allocation tab.
Selection Criteria Island
| Field | Description |
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| Show Lines
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When you mark this field, the lines matching the values specified in the selection criteria below are shown in the table part of this window. Note that actions selected in the Action menu will be carried out on all jobs matching the selection criteria, regardless of whether the lines are shown in the table part or not.
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| Show Selected Lines Only
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When you have specified your criteria for lines to be selected, by marking this field, you can choose to display only the lines marked in the field “Selected” in the table part of the window.
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| Job No.
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In these fields, you can specify a range of job numbers. Only jobs within the specified range of job numbers are selected. If you do not enter a range, the job numbers will not be considered in the selection.
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| Job Group
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In this field, you can select a job group. Only jobs within this job group will be selected. If you do not enter a job group, the job group to which the jobs are assigned will not be considered.
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| Status
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In this field, you can select the current job’s status, either "Quote" or "Order.”
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| Estimated Ending Date
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In these fields, you can enter the date on which the job is expected to be completed.
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| Company No.
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In these fields, you can specify a range of company numbers. Only jobs with a responsible company within the specified range are selected. If you do not enter a range, the responsible company assigned to the jobs will not be considered in the selection.
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| Customer No.
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The functionality of these fields is similar to that of the field “Company No.”
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| Bill to Customer
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The functionality of these fields is similar to that of the field “Company No.”
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| Department
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The functionality of this field is similar to that of the field “Job Group.”
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| Language
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The functionality of this field is similar to that of the field “Job Group.”
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| Responsible
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The functionality of this field is similar to that of the field “Job Group.”
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| Sales Rep.
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The functionality of this field is similar to that of the field “Job Group.”
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| Project Manager
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The functionality of this field is similar to that of the field “Job Group.”
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| Popup 1-5
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The functionality of these fields is similar to that of the field “Job Group.” The value in these pop-up fields is specified in the window Jobs.
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| Employee No. 1-10
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The functionality of this field is similar to that of the field “Job Group.”
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Job Selection Criteria, Dimensions Island
| Field | Description |
|---|
| Location
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The functionality of this field is similar to that of the field “Job Group.”
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| Entity
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The functionality of this field is similar to that of the field “Job Group.”
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| Project
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The functionality of this field is similar to that of the field “Job Group.”
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| Purpose
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The functionality of this field is similar to that of the field “Job Group.”
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| Spec. 1-3
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The functionality of this field is similar to that of the field “Job Group.”
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| Local Spec. 1-3
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The functionality of this field is similar to that of the field “Job Group.”
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Job Invoice Allocation Island
| Field | Description |
|---|
| Show Totals
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When you mark this field, the figures applying to the selected lines are summarized.
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| Allocation Date
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In this field you can specify the date for the allocation.
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| Amounts In
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This field shows the currency of the job selected for allocation.
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| Billing Price for Alloc.
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This field shows the activity billing price for allocation. Maconomy suggests the sum of the billing prices from open entries on the job.
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| Cost Price for Alloc.
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This field shows the cost price that can be allocated.
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| No. of Sel. Jobs
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This field shows the number of jobs selected for allocation.
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| Net On Account
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This field shows how much of the total job price has been allocated on account. The amount is shown in the job’s currency.
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| Open Billing Price
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This field shows the open billing price, that is, the sum of the prices of the number of entered units that have not yet been allocated or closed. This amount, which cannot be changed in this window, is the sum of the “Billing Price, Open” values for the entries in the Itemize Job Invoice Allocation window.
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| Open Balance
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This field shows the open balance.
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