The Jobs Setup page is where settings and defaults are made for creating and managing Jobs and services (such as number series).
The Base UOM for Minute and Base UOM for Hour fields are used to store the unit codes to be used for the respective time units. The system needs this information so that it can convert between the units. The Hours per Day field is used to specify the number of hours per working day.
The Autom. Insert Job Dimension Value field controls whether the Job No. is automatically created as a new Dimension Value for each new Job. This will then be assigned to the respective Job immediately. Dimensions are usually used for evaluation purposes and are passed on from the master record (here: Job) to the related transaction data. For details on how dimensions work, please refer to this part of the Microsoft documentation. The default value for this setting is YES. To use this functionality, the Dimension Code for Job field must be filled in the Dimensions fast tab in General Ledger Setup.
The number series for Jobs, Time Recordings and Trips determine the principle by which new numbers are assigned. The number series to be used when creating new entries are stored here. The lookup is used to access the number series in order to select the appropriate code. For details on how number series are set up and work, please refer to this part of the Microsoft documentation.
Suggestions for basic setups
In practice, speaking Job names are often preferred over sequential numbering. If this is desired, the Manual Nos. field must be set to YES in the number series.
In addition, to improve overall clarity, consideration should be given to making the name for Service Billing Items and resources speaking, as well. Specific suggestions for this can be found in the Item and Resource masterdata sections of the DYCE documentation.
Sales & Receivables Setup
The Print Goodwill field specifies whether the recorded goodwill times are printed on the Detail Overview of the invoices for Job Sales Orders.
The Print Start-End Time field also affects the Detail Overview of invoices for Job Sales Orders. This controls the output of the activity including start and end time.
In the UOM for Fixed Price Item printing field, the unit can be stored that will be used in the print documents for Fixed Price items. The unit stored here will be used in the print documents together with quantity 1. In this way, the actual quantities can be calculated internally for Fixed Price items, but they are not visible to the customer.
The field Autom. Insert Customer Dimension Value controls whether the Customer No. is automatically created as a new Dimension Value for each new customer. This number will then be assigned to the respective customer immediately. Dimensions are usually used for evaluation purposes and are passed on from the master record (here: Customer) to the related transaction data. For details on how dimensions work, please refer to this part of the Microsoft documentation. The default value for this setting is YES.
If a bundle item is entered in a sales line and a quantity is entered, the components are insert. The dimesions of the components are either retained or set by the bundle. The Bundle Dimension Priority field in the page Sales & Receivables Setup (in the Dimensions fast tab) controls which dimensions are stored on the components of the bundle.
- Dimensions from BOM* option will transfer all dimensions of the from Bundle to components. If there are conflicts between the Dimension Values from the Bundle and the component, the Dimension Values from the component will be overwritten. Additional dimensions stored on the component will not be changed.
- With the option Dimensions from components the dimensions from the Bundle have no influence on the components.
- With the option Show selection a selection window with the two options above is shown.
To facilitate the creation of a bundle on-the-fly, default values can also be stored via the Bundle Unit of Measure, Bundle Line Format Style and Bundle Print Components fields (in the Bundle fast tab). These entries are optional. If these fields are not filled, they must be assigned during the creation of an individual bundle.