This section includes the fields and descriptions for the Job Crediting 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. Please 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.
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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.
If the range of jobs includes jobs which are main jobs with an invoice layout rule that specifies “Main Job Invoicing,” then the associated subjobs will be invoiced as well, even though they are not part of the selection criteria. If, on the other hand, the range of jobs includes subjobs whose main jobs use main job invoicing, the subjobs are not invoiced unless the main jobs are also included in the range of jobs. For more information, please see the description of the window Invoice Layout Rules.
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| Job Collection No.
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In this field, you can select to include only jobs that belong to a specific job collection.
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| Job Group
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In these fields, you can specify 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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| 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 values in these pop-up fields are 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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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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Crediting Island
| Field | Description |
|---|
| Number of Drafts
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This field shows the number of jobs within the selection criteria for which an approved credit memo selection exists. To be included, the credit memo selection must have a check mark in the field “Credit” in the table part of this window.
You can limit the number of jobs in the fields below. If you have a large number of jobs to credit, you might want to split it into smaller and more manageable batches. You cannot change the number in this field manually.
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| Amount for Crediting
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This field shows the total amount for credit memo selections in the table part where the field “Credit” is marked. The amount is shown in the enterprise currency. The field is updated automatically by Maconomy.
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Print Control Island
| Field | Description |
|---|
| Layout
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In this field, you can choose which layout to use for the credit memo when you select the action “Print Credit Memos.” If no other layouts have been added in the window Print Layout in the Set-Up module, “Standard” is the only option.
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