PL Tab

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== Info ==
== 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 ==
== Latest Version ==
-
* PL tab contains tables of Invoices and Amounts related to current CT and additional controls for specific actions.
+
* 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.
* 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 in CT Editor]]
=== Sales Invoices table ===
=== Sales Invoices table ===
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* Contains list of [[Sales Invoice |'''Sales Invoices''']] ''(one Invoice per line)'' that were issued against the current CT either individually or via Group
+
* Contains list of [[Sales Invoice |'''Sales Invoices''']] (SI) that were issued against the current CT either individually or via Group
* Consists of columns:
* Consists of columns:
:* Issuing Office - Jaguar Office issued the Invoice
:* 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
:* 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]
:* Invoice # - [http://wiki.jaguarfreight.com/wiki/Sales_Invoice#Invoice_Number Invoice Number]
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:* CT # - CT Number from which the Invoice was issued
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:* CT # - current CT Number
:* Date - [http://wiki.jaguarfreight.com/wiki/Sales_Invoice#Issuing_Date Issuing Date]
:* Date - [http://wiki.jaguarfreight.com/wiki/Sales_Invoice#Issuing_Date Issuing Date]
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:* Currency - [http://wiki.jaguarfreight.com/wiki/Sales_Invoice#Total_Invoice_Currency Currency of Invoice Amount]
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:* Currency - [http://wiki.jaguarfreight.com/wiki/Sales_Invoice#Total_Invoice_Currency Currency] of the Invoice
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:* Amount'''*''' - [http://wiki.jaguarfreight.com/wiki/Sales_Invoice#Total_Invoice Total amount of the invoice]
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:* Amount'''*''' - [http://wiki.jaguarfreight.com/wiki/Sales_Invoice#Total_Invoice Total Amount] in Currency of the Invoice
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:* USD Amount'''*''' - conversion of the Amount from Invoice Currency to USD
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:* USD Amount'''*''' - Amount of the Invoice converted to USD
=== Purchase Invoices table ===
=== Purchase Invoices table ===
-
* Contains list of Purchase Invoices ''(one Invoice per line)'' that were distributed to the current CT either individually or via Master
+
* Contains list of '''[[Purchase Invoices]]''' (PI) that were distributed to the current CT either individually or via Master
* Consists of columns:
* Consists of columns:
-
:* Receiving Office
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:* Receiving Office - Jaguar Office billed by the Invoice
:* Vendor - Company issued the Invoice  
:* Vendor - Company issued the Invoice  
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:* Invoice #
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:* Invoice # - PI Number
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:* CT #
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:* CT # - current CT Number (distributed by the Invoice)
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:* Date
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:* Date - Date of issuing the Invoice
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:* Currency
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:* Currency - Currency of the Invoice
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:* Amount
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:* Amount - Total Amount in Currency of the Invoice
 +
:* USD Amount'''*''' - Amount of the Invoice converted to USD
=== Internal Invoices table ===
=== Internal Invoices table ===
-
* Contains list of Internal Invoices ''(one Invoice per line)''
+
* 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:
* Consists of columns:
:* Issuing Office - Jaguar Office that issued the Invoice from
:* Issuing Office - Jaguar Office that issued the Invoice from
:* Receiving Office - Jaguar Office that issued the Invoice to
:* Receiving Office - Jaguar Office that issued the Invoice to
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:* Consolidated # -  
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:* Consolidated # - [[GMS#Consolidated_Internal_Invoice |Consolidated Internal Invoice]] issued by the system
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:* Invoice #
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:* Invoice # - CT2 II Number
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:* CT #
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:* CT # - current CT Number
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:* Date
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:* Date - Date of issuing the Invoice
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:* Currency
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:* Currency - Currency of the Invoice
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:* Amount
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:* Amount - Total Amount in Currency of the Invoice
 +
:* USD Amount'''*''' - Amount of the Invoice converted to USD
=== Profit/Loss Amounts table ===
=== Profit/Loss Amounts table ===
-
* Contains list of Internal Invoices ''(one Invoice per line)''
+
* Contains list of Jaguar Offices with appropriate Sales, Purchase and Internal amounts.
* Consists of columns:
* Consists of columns:
-
:* Office
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:* Office - Jaguar Office
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:* USD Sales
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:* USD Sales - total of all related Sales Amounts
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:* USD Purchase
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:* USD Purchase - total of all related Purchases Amounts
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:* USD Int from
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:* USD Int from - distributed GMS charges (from Office)
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:* USD Int to
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:* USD Int to - distributed GMS charges (to Office)
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:* USD Profit/Loss'''*'''
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:* USD Profit/Loss'''*''' - actual Profit/Loss for current CT (can be calculated for individuall CT or CT group)
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=== Controls ===
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=== Additional Controls ===
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* '''"Type"''' radiogroup - select type of Amount calculation ''(available only in CT editor)''
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* '''"Type"''' radiogroup - provides to select a type of Amounts' distribution on PL tab ''(available only in CT editor)''
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:* CT Individual
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:* CT Individual - if selected, the Amounts will include sales and costs distributed to current CT only
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:* CT Group
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:* CT Group - if selected, the Amounts will include all values assigned to Group to which current CT belongs
-
* '''"Download to Excel"''' button
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* '''"Download to Excel"''' button - provides an ability to download the XLS copy of PL tab
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* '''"Close/Open Shipment"''' button
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* '''"Close/Open Shipment"''' button - provides the changing of [[GMS#OC_status |OC status]] of current CT
-
NOTE: Amounts in columns marked with '''*''' are displayed without VAT  - this noted in top-right corner of PL tab.
+
=== 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).
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=== CT ===
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=== CT Editor ===
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Invoices and Amounts  
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Displaying of Invoices and Amounts depends from the selected type of calculating (Individual or Group).
-
=== Master ===
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=== Master Editor ===
Contents all invoices from all CTs included to Master.
Contents all invoices from all CTs included to Master.

Current revision as of 17:50, 13 November 2013


Contents

[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

File:Pl with 3 currencies.JPG

[edit] Example with one currency EUR

File:Pl with one cur euro.JPG

[edit] SOWs

[edit] SOW 1

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