EPL Tab

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Revision as of 13:20, 30 October 2013 (edit) Alex (Talk | contribs) (→SOW 1 Create Est P/L Tab) ← Older edit		Current revision as of 18:06, 13 November 2013 (edit) (undo) Andrei (Talk | contribs) (→Info)
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	== Info ==		== 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]].
-	== SOWs ==	+	== 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.
		+	[[File:EPL_tab_example.PNG|600px|thumb|Figure:Example of EPL tab in Master Editor]]
-	=== SOW 1 Create Est P/L Tab ===	+	=== 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
-	'''mantis''': 0004127	+	=== 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
-	'''spec''': see below	+	=== 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
-	* add new "Est P/L" tab to CT profile (Editor/Viewer)	+	=== Additional Controls ===
-	* aka EPL	+	* '''"Type"''' radiogroup - provides to select a type of Amounts calculation on PL tab ''(available only in CT editor)''
-	* purpose is to display P/L for estimated sales and purchase for given CT or CT group	+	:* CT Individual - if selected, the Amounts will include sales and costs distributed to current CT only
-	* this table has same design as [[P/L Tab]]	+	:* CT Group - if selected, the Amounts will include all values assigned to Group to which current CT belongs
-	* 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”.	+	* '''"Download to Excel"''' button - provides an ability to download the XLS copy of PL tab
-	* Distribution for Grp, I or M is identical to Actual sales / purchases.	+	* '''"Reload"''' button - when clicked, re-calculates all Amounts on the tab
-	* 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	+
-	* The EPL will recalculate current Estimated Costs & Estimated sales:	+	=== Additional Notes ===
-	** On Save	+	* 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"''.
-	** On “update” button located in the EPL tab	+
		+	=== CT Editor ===
		+	Displaying of Estimate Amounts depends from the selected type of distribution (Individual or Group).
		+
		+	=== Master Editor ===
		+	Contents all Estimated Amounts from all CTs included to Master.
		+
		+	== SOWs ==

---

Current revision as of 18:06, 13 November 2013

Contents 1 Info 2 Latest Version 2.1 Estimated Sales Charges table 2.2 Estimated Purchase Charges table 2.3 Estimated Profit/Loss Amounts table 2.4 Additional Controls 2.5 Additional Notes 2.6 CT Editor 2.7 Master Editor 3 SOWs

[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.

[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