Setup. Maconomy Workspace Client Deltek, Inc. Deltek proprietary, all rights reserved.

Transcription

1 Setup Maconomy Workspace Client

2 Copyright Information While Deltek has attempted to make the information in this document accurate and complete, some typographical or technical errors may exist. Deltek, Inc. is not responsible for any kind of loss resulting from the use of this publication. This page shows the original publication date. The information contained in this publication is subject to change without notice. Any improvements or changes to either the product or the book will be documented in subsequent updates. This publication contains proprietary information which is protected by copyright. All rights are reserved. No part of this document may be electronically reproduced or transmitted in any form by means, electronic or mechanical, or translated into another language, without prior written consent of Deltek, Inc. This edition is published on March Copyright Deltek, Inc. All rights reserved. Unpublished-rights reserved under the copyright laws of the United States. Unauthorized reproduction or distribution of this project or any portion thereof could result in severe civil or criminal penalties. All other trademarks are the property of their respective owners. 2

3 Setup Setup is primarily holding information that has been decided during the implementation but occassionally it can be necessary to add or adjust the information. Changes will typically have to be made by Administrator or users with Administrator access. 3

4 Objectives At the end of this module you should be able to: Create New pricelists Create new Tasklists Add Pop-Ups New Payment Terms Vehicle types 4

5 Agenda Create Project Price List Create Project Task List Add Pop-ups Add more Payment Terms Add more Vehicle Types 5

6 Create Price List 6

7 Project Price Lists Maconomy has four pricelists per project Cost, Intercompany, Sales & Standard It is not necessary to add a pricelist for all four categories as it can be combined with prices added on the Employee informations card or in employee categories Cost Intercompany. Sales Standard Prices are used to calculate the cost price for time entries. Prices used to calculate cost on Intercompany entries The pricels used to generate WIP and Revenue. Prices used to measure against the Billing prices. The prices will be in the currency selected in the field Currency Cost The prices will be in the currency selected in the field Currency Intercompany The prices will be in the currency selected in the field Currency Sales Similar to Currency Sales 20135Deltek, Inc. Deltek proprietary, all rights reserved. 7

8 Project Price Lists When a project has more then one price match for an entry (Employee & Employe Category) the price will be selected in a specific order The line number in the pricelist is important as Maconomy reads the price list from top to bottom. When time is entered, Maconomy will allocate the price based on the first line that matches the criteria starting from the top. Project specific Price Employee or Price Group If a project specific price is entered either for the employee or the Employee Category the prices will overwrite the price in the pricelist Employee Specific employees must be added at the top to overwrite the Employee price Group Price Group The Price Group price will be selected for employees if it is the first match 8

9 Project Price Lists Customer specific and other type of priselists can be added ongoing. A pricelist can be added to the customer Information and copied to all projects created for the customer or added to a Template and copied when the template is selected 9

10 Hands-On Activity Create Price Lists Activity 1 10

11 Helpful Tip Pricelist can be created in different currencies and prices can be entered for employee Price Groups and Individual Employees 11

12 Helpful Tip Markup percentage can be added for one or more Tasks 12

13 Helpful Tip Surcharge Rules can be added to create an extra charge on a selection of Entries 13

14 Create Task List 14

15 Project Task Lists New Task lists can be created and added to new or existing templates. The tasklist will be copied to all projects created from the selected template. All Tasks must be mapped to an Activity 15

16 Hands-On Activity Create Task Lists Activity 2 16

17 Helpful Tip Tasks are unique codes for each Tasklist and cannot be changed once saved. Only unused Task can be deleted but all Task can be blocked 17

18 Helpful Tip Tasks can be copied from another tasklist 18

19 Create Pop-Ups 19

20 Pop-Ups Pop-ups are used througout Maconomy and can be recognized in fields with an arrow to open the pop-up /drop down list. Information in the fields must be selected from the list. Pop-Up s cannot be deleted but it is possible to change the name. All Pop-ups can be selected from System Setup > Parameter & Numbers but when applicable also from the Setup section in the workspaces. 20

21 Pop-Ups Pop-ups are either preset set with fixed nameing and can include useful information like Account Numbers & Calculation methods. Each module has a range of free fields numbered Popup 1- Popup 5 or more 21

22 Pop-Ups Sample of Pop-Ups: Budget Types Tax Codes Currencies AR & AP Control Accounts Depreciation Methods Language Offset Accounts Transaction Number Series Vendor & Customer Groups 22

23 Create Pop-ups 23

24 Payment Terms When adding new Payment Terms the calculation method must be entered with the number of Month and Days. 24

25 Vehicly Type Vehicle Type is part of the Project Cost Group. The types entered can be selected in the Time & Expense sheet for Mileage Registration and define different milage rules 2013 Deltek, Inc. Deltek proprietary, all rights reserved. 25

26 Hands-On Activity Create Pop-ups Activity 3 26

27 Helpful Tip Pay when Paid is a Payment Term used to control payment of vendor invoices in the Banking system when system parameter enable Payment when Paid is selected. Payment can be on hold until the customer payment has been posted. 27

28 Knowledge Check What is the currency of the cost price in a pricelist When can tasks in a tasklist be deleted Where are Pop-up used What can be included in the Popup information 28

29 Increase Expand Accomplish your knowledge. confidence. More.