PL Tab
From UG
(Difference between revisions)
(→Latest Version) |
(→Latest Version) |
||
| Line 8: | Line 8: | ||
== Latest Version == | == Latest Version == | ||
| - | PL tab contains tables and controls | + | * PL tab contains tables of Invoices and Amounts related to current CT and additional controls for specific actions. |
| + | * Look and feel of PL tab can be different in CT and Master Editor. | ||
[[File:PL_tab_example.PNG|600px|thumb|Figure:Example of PL tab]] | [[File:PL_tab_example.PNG|600px|thumb|Figure:Example of PL tab]] | ||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| + | === Sales Invoices table === | ||
| + | * Contains list of [[Sales Invoice |'''Sales Invoices''']] ''(one Invoice per line)'' that were issued against the current CT either individually or via Group | ||
| + | * Consists of columns: | ||
| + | :* Issuing Office - Jaguar Office issued the Invoice | ||
| + | :* Bill To Party Company - [http://wiki.jaguarfreight.com/wiki/Sales_Invoice#Bill_To Bill To Company] billed by Jaguar | ||
| + | :* Invoice # - [http://wiki.jaguarfreight.com/wiki/Sales_Invoice#Invoice_Number Invoice Number] | ||
| + | :* CT # - CT Number from which the Invoice was issued | ||
| + | :* Date - [http://wiki.jaguarfreight.com/wiki/Sales_Invoice#Issuing_Date Issuing Date] | ||
| + | :* Currency - [http://wiki.jaguarfreight.com/wiki/Sales_Invoice#Total_Invoice_Currency Currency of Invoice Amount] | ||
| + | :* Amount'''*''' - [http://wiki.jaguarfreight.com/wiki/Sales_Invoice#Total_Invoice Total amount of the invoice] | ||
| + | :* USD Amount'''*''' - conversion of the Amount from Invoice Currency to USD | ||
| + | |||
| + | === Purchase Invoices table === | ||
| + | * Contains list of Purchase Invoices ''(one Invoice per line)'' that were distributed to the current CT either individually or via Master | ||
| + | * Consists of columns: | ||
| + | :* Receiving Office | ||
| + | :* Vendor - Company issued the Invoice | ||
| + | :* Invoice # | ||
| + | :* CT # | ||
| + | :* Date | ||
| + | :* Currency | ||
| + | :* Amount | ||
| + | |||
| + | === Internal Invoices table === | ||
| + | * Contains list of Internal Invoices ''(one Invoice per line)'' | ||
| + | * Consists of columns: | ||
| + | :* Issuing Office - Jaguar Office that issued the Invoice from | ||
| + | :* Receiving Office - Jaguar Office that issued the Invoice to | ||
| + | :* Consolidated # - | ||
| + | :* Invoice # | ||
| + | :* CT # | ||
| + | :* Date | ||
| + | :* Currency | ||
| + | :* Amount | ||
| + | |||
| + | === Profit/Loss Amounts table === | ||
| + | * Contains list of Internal Invoices ''(one Invoice per line)'' | ||
| + | * Consists of columns: | ||
| + | :* Office | ||
| + | :* USD Sales | ||
| + | :* USD Purchase | ||
| + | :* USD Int from | ||
| + | :* USD Int to | ||
| + | :* USD Profit/Loss'''*''' | ||
| + | |||
| + | === Controls === | ||
* '''"Type"''' radiogroup - select type of Amount calculation ''(available only in CT editor)'' | * '''"Type"''' radiogroup - select type of Amount calculation ''(available only in CT editor)'' | ||
:* CT Individual | :* CT Individual | ||
Revision as of 15:47, 8 November 2013
Contents |
Info
User is able to see P/L report through CT profile via clicking P/L tab
Latest Version
- PL tab contains tables of Invoices and Amounts related to current CT and additional controls for specific actions.
- Look and feel of PL tab can be different in CT and Master Editor.
Sales Invoices table
- Contains list of Sales Invoices (one Invoice per line) that were issued against the current CT either individually or via Group
- Consists of columns:
- Issuing Office - Jaguar Office issued the Invoice
- Bill To Party Company - Bill To Company billed by Jaguar
- Invoice # - Invoice Number
- CT # - CT Number from which the Invoice was issued
- Date - Issuing Date
- Currency - Currency of Invoice Amount
- Amount* - Total amount of the invoice
- USD Amount* - conversion of the Amount from Invoice Currency to USD
Purchase Invoices table
- Contains list of Purchase Invoices (one Invoice per line) that were distributed to the current CT either individually or via Master
- Consists of columns:
- Receiving Office
- Vendor - Company issued the Invoice
- Invoice #
- CT #
- Date
- Currency
- Amount
Internal Invoices table
- Contains list of Internal Invoices (one Invoice per line)
- Consists of columns:
- Issuing Office - Jaguar Office that issued the Invoice from
- Receiving Office - Jaguar Office that issued the Invoice to
- Consolidated # -
- Invoice #
- CT #
- Date
- Currency
- Amount
Profit/Loss Amounts table
- Contains list of Internal Invoices (one Invoice per line)
- Consists of columns:
- Office
- USD Sales
- USD Purchase
- USD Int from
- USD Int to
- USD Profit/Loss*
Controls
- "Type" radiogroup - select type of Amount calculation (available only in CT editor)
- CT Individual
- CT Group
- "Download to Excel" button
- "Close/Open Shipment" button
NOTE: Amounts in columns marked with * are displayed without VAT - this noted in top-right corner of PL tab.
CT
Invoices and Amounts
Master
Contents all invoices from all CTs included to Master.
Misc
Example with 3 currencies
Example with one currency EUR
