PL Tab

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(Additional Controls)
(Latest Version)
 
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:* 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.
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[[File:PL_tab_example.PNG|600px|thumb|Figure:Example of PL tab]]
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[[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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=== Additional Controls ===
=== Additional Controls ===
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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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* '''"Type"''' radiogroup - provides to select a type of Amounts' distribution on PL tab ''(available only in CT editor)''
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:* CT Individual - if selected, the Total Amounts will include sales and costs distributed to current CT only
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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 - if selected, the Total Amounts will include all amounts distributed to Group to which current CT belongs
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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 - provides an ability to download the XLS copy of PL tab
* '''"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
* '''"Close/Open Shipment"''' button - provides the changing of [[GMS#OC_status |OC status]] of current CT
=== Additional Notes ===
=== Additional Notes ===
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* NOTE 1: Amounts in columns marked with '''*''' are displayed without VAT  - this noted in top-right corner of PL tab.
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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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* NOTE 2: Number of every Invoice is a hyperlink to open PDF form of the Invoice.
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* NOTE 2: Number of every Invoice is a hyperlink to open PDF form of the Invoice (SI, II) or Invoice Editor (PI).
=== CT Editor ===
=== CT Editor ===

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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