EPL Tab

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== Info ==
== Info ==
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Estimated Profit/Loss ('''EPL''') tab is similar to [[PL Tab]] but shows '''Estimated''' ''(not Actual)'' sales and costs with using data from [[Est Tab]].
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== SOWs ==
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== Latest Version ==
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* EPL tab contains:
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:* tables of Estimated Amounts related to current CT.
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:* additional controls for specific actions.
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* Look and feel of EPL tab can be different in CT and Master Editor.
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[[File:EPL_tab_example.PNG|600px|thumb|Figure:Example of EPL tab in Master Editor]]
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=== SOW 1 Create Est P/L Tab ===
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=== Estimated Sales Charges table ===
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* Contains list of '''Estimated Sales''' assigned to the current CT with M/I distribution ''(individually or via Group)'' on Est tab
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* Consists of columns:
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:* Office - Jaguar Office assigned to Charges
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:* Bill To Party Company - [[Bill To Party]] selected on Est tab and assigned to Estimated Sales
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:* ETOC - hyperlink to CT where Estimate Table of Charges was assigned
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:* Currency - Currency of the Estimated Sales
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:* Amount'''*''' - Total Amount in Currency of the Estimated Sales
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:* USD Amount'''*''' - Amount of the Estimated Sales converted to USD
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'''mantis''': 0004127
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=== Estimated Purchase Charges table ===
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* Contains list of '''Estimated Cost''' assigned to the current CT with M/I distribution ''(individually or via Master)'' on Est tab
 +
* Consists of columns:
 +
:* Office - Jaguar Office assigned to Charges
 +
:* Vendor - [[Bill To Party]] selected on Est tab and assigned to Estimated Purchase
 +
:* ETOC - hyperlink to CT where Estimate Table of Charges was assigned
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:* Currency - Currency of the Estimated Purchase
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:* Amount - Total Amount in Currency of the Estimated Purchase
 +
:* USD Amount - Amount of the Estimated Purchase converted to USD
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'''spec''': see below
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=== Estimated Profit/Loss Amounts table ===
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* Contains list of Jaguar Offices assigned to the current CT with M/I distribution ''(individually or via Master)'' on Est tab
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* Consists of columns:
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:* Office - Jaguar Office
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:* USD Sales'''*''' - Amount of the Estimated Sales converted to USD
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:* USD Purchase - Amount of the Estimated Cost converted to USD
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:* USD Profit/Loss'''*''' - Estimated P/L Amounts ''(Sales-Cost)'' converted to USD
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* add new "Est P/L" tab to CT profile (Editor/Viewer)  
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=== Additional Controls ===
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* aka EPL
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* '''"Type"''' radiogroup - provides to select a type of Amounts calculation on PL tab ''(available only in CT editor)''
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* purpose is to display P/L for estimated sales and purchase for given CT or CT group
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:* CT Individual - if selected, the Amounts will include sales and costs distributed to current CT only
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* this table has same design as [[P/L Tab]]
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:* CT Group - if selected, the Amounts will include all values assigned to Group to which current CT belongs
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* calculation method for EST P&L Tab will be identical to the actual P&L tab – except it is mapped against EPTOC instead of “actual sales or costs”.
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* '''"Download to Excel"''' button - provides an ability to download the XLS copy of PL tab
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* Distribution for Grp, I or M is identical to Actual sales / purchases.
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* '''"Reload"''' button - when clicked, re-calculates all Amounts on the tab
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* Each “Estimated cost” or “Estimated Sale” in the EPL will have a link to the EPL TOC in which it was initially created. Clicking the link will open that specific EPL TOC
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* The EPL will recalculate current Estimated Costs & Estimated sales:
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=== Additional Notes ===
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** On Save
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* 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"''.
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** On “update” button located in the EPL tab
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=== CT Editor ===
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Displaying of Estimate Amounts depends from the selected type of distribution (Individual or Group).
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=== Master Editor ===
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Contents all Estimated Amounts from all CTs included to Master.
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== SOWs ==

Current revision as of 18:06, 13 November 2013


Contents

[edit] Info

Estimated Profit/Loss (EPL) tab is similar to PL Tab but shows Estimated (not Actual) sales and costs with using data from Est Tab.

[edit] Latest Version

  • EPL tab contains:
  • tables of Estimated Amounts related to current CT.
  • additional controls for specific actions.
  • Look and feel of EPL tab can be different in CT and Master Editor.
Figure:Example of EPL tab in Master Editor

[edit] Estimated Sales Charges table

  • Contains list of Estimated Sales assigned to the current CT with M/I distribution (individually or via Group) on Est tab
  • Consists of columns:
  • Office - Jaguar Office assigned to Charges
  • Bill To Party Company - Bill To Party selected on Est tab and assigned to Estimated Sales
  • ETOC - hyperlink to CT where Estimate Table of Charges was assigned
  • Currency - Currency of the Estimated Sales
  • Amount* - Total Amount in Currency of the Estimated Sales
  • USD Amount* - Amount of the Estimated Sales converted to USD

[edit] Estimated Purchase Charges table

  • Contains list of Estimated Cost assigned to the current CT with M/I distribution (individually or via Master) on Est tab
  • Consists of columns:
  • Office - Jaguar Office assigned to Charges
  • Vendor - Bill To Party selected on Est tab and assigned to Estimated Purchase
  • ETOC - hyperlink to CT where Estimate Table of Charges was assigned
  • Currency - Currency of the Estimated Purchase
  • Amount - Total Amount in Currency of the Estimated Purchase
  • USD Amount - Amount of the Estimated Purchase converted to USD

[edit] Estimated Profit/Loss Amounts table

  • Contains list of Jaguar Offices assigned to the current CT with M/I distribution (individually or via Master) on Est tab
  • Consists of columns:
  • Office - Jaguar Office
  • USD Sales* - Amount of the Estimated Sales converted to USD
  • USD Purchase - Amount of the Estimated Cost converted to USD
  • USD Profit/Loss* - Estimated P/L Amounts (Sales-Cost) converted to USD

[edit] Additional Controls

  • "Type" radiogroup - provides to select a type of Amounts calculation 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
  • "Reload" button - when clicked, re-calculates all Amounts on the tab

[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".

[edit] CT Editor

Displaying of Estimate Amounts depends from the selected type of distribution (Individual or Group).

[edit] Master Editor

Contents all Estimated Amounts from all CTs included to Master.

[edit] SOWs

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