PL Tab
From UG
(Difference between revisions)
(→Additional Controls) |
(→Latest Version) |
||
Line 11: | Line 11: | ||
:* additional controls for specific actions. | :* 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 === |
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.
[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.