PL Tab

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Current revision as of 17:50, 13 November 2013

[edit] Info

User is able to see Profit/Loss (P/L) report through CT profile via clicking P/L tab

[edit] Latest Version

PL tab contains:

tables of Invoices and Amounts related to current CT.
additional controls for specific actions.

Look and feel of PL tab can be different in CT and Master Editor.

Figure:Example of PL tab in CT Editor

[edit] Sales Invoices table

Contains list of Sales Invoices (SI) 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 # - current CT Number
Date - Issuing Date
Currency - Currency of the Invoice
Amount* - Total Amount in Currency of the Invoice
USD Amount* - Amount of the Invoice converted to USD

[edit] Purchase Invoices table

Contains list of Purchase Invoices (PI) that were distributed to the current CT either individually or via Master
Consists of columns:

Receiving Office - Jaguar Office billed by the Invoice
Vendor - Company issued the Invoice
Invoice # - PI Number
CT # - current CT Number (distributed by the Invoice)
Date - Date of issuing the Invoice
Currency - Currency of the Invoice
Amount - Total Amount in Currency of the Invoice
USD Amount* - Amount of the Invoice converted to USD

[edit] Internal Invoices table

Contains list of Internal Invoices (II) that were issued against the current CT either manually or automatically during Gross Margin Split (GMS) process
Consists of columns:

Issuing Office - Jaguar Office that issued the Invoice from
Receiving Office - Jaguar Office that issued the Invoice to
Consolidated # - Consolidated Internal Invoice issued by the system
Invoice # - CT2 II Number
CT # - current CT Number
Date - Date of issuing the Invoice
Currency - Currency of the Invoice
Amount - Total Amount in Currency of the Invoice
USD Amount* - Amount of the Invoice converted to USD

[edit] Profit/Loss Amounts table

Contains list of Jaguar Offices with appropriate Sales, Purchase and Internal amounts.
Consists of columns:

Office - Jaguar Office
USD Sales - total of all related Sales Amounts
USD Purchase - total of all related Purchases Amounts
USD Int from - distributed GMS charges (from Office)
USD Int to - distributed GMS charges (to Office)
USD Profit/Loss* - actual Profit/Loss for current CT (can be calculated for individuall CT or CT group)

[edit] Additional Controls

"Type" radiogroup - provides to select a type of Amounts' distribution on PL tab (available only in CT editor)

CT Individual - if selected, the Amounts will include sales and costs distributed to current CT only
CT Group - if selected, the Amounts will include all values assigned to Group to which current CT belongs

"Download to Excel" button - provides an ability to download the XLS copy of PL tab
"Close/Open Shipment" button - provides the changing of OC status of current CT

[edit] Additional Notes

NOTE 1: Amounts in columns marked with * are displayed without VAT - this noted in top-right corner of PL tab with " * VAT has been excluded from amounts".
NOTE 2: Number of every Invoice is a hyperlink to open PDF form of the Invoice (SI, II) or Invoice Editor (PI).

[edit] CT Editor

Displaying of Invoices and Amounts depends from the selected type of calculating (Individual or Group).

[edit] Master Editor

Contents all invoices from all CTs included to Master.

[edit] Misc

[edit] Example with 3 currencies

[edit] Example with one currency EUR

[edit] SOWs

[edit] SOW 1

@@ Line 3: / Line 3: @@
 == Info ==
-User is able to see P/L report through CT profile via clicking P/L tab
+User is able to see '''Profit/Loss''' (P/L) report through CT profile via clicking P/L tab
 == Latest Version ==
-=== CT ===
+* PL tab contains:
+:* tables of Invoices and Amounts related to current CT.
+:* 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 in CT Editor]]
+=== Sales Invoices table ===
+* Contains list of [[Sales Invoice |'''Sales Invoices''']] (SI) 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 # - current CT Number
+:* 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 the Invoice
+:* Amount'''*''' - [http://wiki.jaguarfreight.com/wiki/Sales_Invoice#Total_Invoice Total Amount] in Currency of the Invoice
+:* USD Amount'''*''' - Amount of the Invoice converted to USD
+=== Purchase Invoices table ===
+* Contains list of '''[[Purchase Invoices]]''' (PI) that were distributed to the current CT either individually or via Master
+* Consists of columns:
+:* Receiving Office - Jaguar Office billed by the Invoice
+:* Vendor - Company issued the Invoice
+:* Invoice # - PI Number
+:* CT # - current CT Number (distributed by the Invoice)
+:* Date - Date of issuing the Invoice
+:* Currency - Currency of the Invoice
+:* Amount - Total Amount in Currency of the Invoice
+:* USD Amount'''*''' - Amount of the Invoice converted to USD
+=== Internal Invoices table ===
+* Contains list of [[Internal Invoice |'''Internal Invoices''']] (II) that were issued against the current CT either manually or automatically during [[GMS |Gross Margin Split]] (GMS) process
+* Consists of columns:
+:* Issuing Office - Jaguar Office that issued the Invoice from
+:* Receiving Office - Jaguar Office that issued the Invoice to
+:* Consolidated # - [[GMS#Consolidated_Internal_Invoice |Consolidated Internal Invoice]] issued by the system
+:* Invoice # - CT2 II Number
+:* CT # - current CT Number
+:* Date - Date of issuing the Invoice
+:* Currency - Currency of the Invoice
+:* Amount - Total Amount in Currency of the Invoice
+:* USD Amount'''*''' - Amount of the Invoice converted to USD
+=== Profit/Loss Amounts table ===
+* Contains list of Jaguar Offices with appropriate Sales, Purchase and Internal amounts.
+* Consists of columns:
+:* Office - Jaguar Office
+:* USD Sales - total of all related Sales Amounts
+:* USD Purchase - total of all related Purchases Amounts
+:* USD Int from - distributed GMS charges (from Office)
+:* USD Int to - distributed GMS charges (to Office)
+:* USD Profit/Loss'''*''' - actual Profit/Loss for current CT (can be calculated for individuall CT or CT group)
+=== Additional Controls ===
+* '''"Type"''' radiogroup - provides to select a type of Amounts' distribution on PL tab ''(available only in CT editor)''
+:* CT Individual - if selected, the Amounts will include sales and costs distributed to current CT only
+:* CT Group - if selected, the Amounts will include all values assigned to Group to which current CT belongs
+* '''"Download to Excel"''' button - provides an ability to download the XLS copy of PL tab
+* '''"Close/Open Shipment"''' button - provides the changing of [[GMS#OC_status |OC status]] of current CT
+=== Additional Notes ===
+* NOTE 1: Amounts in columns marked with '''*''' are displayed without VAT  - this noted in top-right corner of PL tab with ''" * VAT has been excluded from amounts"''.
+* NOTE 2: Number of every Invoice is a hyperlink to open PDF form of the Invoice (SI, II) or Invoice Editor (PI).
+=== CT Editor ===
+Displaying of Invoices and Amounts depends from the selected type of calculating (Individual or Group).
-=== Master ===
+=== Master Editor ===
+Contents all invoices from all CTs included to Master.
 == Misc ==