The page Extended Job Base Setup contains various setup fields which define default values or influence the creation of the job budget.
General, Fields
Job Task required
Specifies if the assignment of a Job Task is required for posting a job journal line.
Job Funding type
Specifies the value of the Job Funding Type field.
Job Calendar
Specifies the base calendar to use for jobs.
Job Budget, Fields
Default Budget Name
Specifies the name of the default job budget.
Create Job Budget Entries automatically
Specifies if the job budget entries should be created and updated automatically, when a job planning line is being inserted or modified.
Budget Warnings active
Specifies if, Job Planning Lines are being colorfully highlighted, if certain conditions are met.
Budget Warnings, Fields
Budget Cost Greater Cost
Specifies the way in which the field Total Cost of the job planning line is being highlighted if the budgeted total cost is higher than the total cost of the job planning line.
Budget Qty. Greater Qty. Col.
Specifies the way in which the field Quantity of the job planning line is being highlighted if the budgeted quantity is higher than the quantity of the job planning line.
Budget Cost < Cost and Ending Date Exceeded
Specifies the way in which the field Total Cost of the job planning line is being highlighted if the budgeted total cost is less than the total cost of the job planning line and the planned ending date has been exceeded.
Budget Quantity < Quantity and Ending Date Exceeded
Specifies the way in which the field Quantity of the job planning line is being highlighted if the budgeted quantity is less than the quantity of the job planning line and the planned ending date has been exceeded.
Job Budget Creation, Fields
Create Job Budget Entries per
Specifies the interval based on which the job budget entries shall be created.
Create Item Budget Entries for
Specifies on which basis the job budget entries shall be created for an item job planning line.
Create Resource Budget Entries for
Specifies on which basis the job budget entries shall be created for an resource job planning line.
Create G/L Account Budget Entries for
Specifies on which basis the job budget entries shall be created for an item job planning line.
Long Term Budgeting
If this field is active and the job budget is created per year than the budget is being created until a year from planning date. If the checkbox is deactivated the budget is only created until the end of the calendar year.
Allow manual Budget Entry adjustments
Specifies if, job budget ledger entries can be created, modified or deleted manually.
