EPL Tab

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== Info ==
== Info ==
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This is similar to [[PL Tab]] but shows '''Estimated''' ''(not Actual)'' sales and costs with using data from [[Est Tab]].
+
Estimated Profit/Loss ('''EPL''') tab is similar to [[PL Tab]] but shows '''Estimated''' ''(not Actual)'' sales and costs with using data from [[Est Tab]].
== Latest Version ==
== Latest Version ==
-
* PL tab contains:
+
* EPL tab contains:
:* tables of Estimated Amounts related to current CT.
:* tables of Estimated Amounts related to current CT.
:* 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 EPL tab can be different in CT and Master Editor.
-
[[File:EPL_tab_example.PNG|600px|thumb|Figure:Example of EPL tab]]
+
[[File:EPL_tab_example.PNG|600px|thumb|Figure:Example of EPL tab in Master Editor]]
=== Estimated Sales Charges table ===
=== Estimated Sales Charges table ===
-
* Contains list of '''Estimated Sales''' entered against the current CT either individually or via Group
+
* Contains list of '''Estimated Sales''' assigned to the current CT with M/I distribution ''(individually or via Group)'' on Est tab
* Consists of columns:
* Consists of columns:
:* Office - Jaguar Office assigned to Charges
:* Office - Jaguar Office assigned to Charges
:* Bill To Party Company - [[Bill To Party]] selected on Est tab and assigned to Estimated Sales
:* 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 filled
+
:* ETOC - hyperlink to CT where Estimate Table of Charges was assigned
:* Currency - Currency of the Estimated Sales
:* Currency - Currency of the Estimated Sales
:* Amount'''*''' - Total Amount in Currency of the Estimated Sales
:* Amount'''*''' - Total Amount in Currency of the Estimated Sales
:* USD Amount'''*''' - Amount of the Estimated Sales converted to USD
:* USD Amount'''*''' - Amount of the Estimated Sales converted to USD
 +
 +
=== 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
 +
 +
=== 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
 +
 +
=== 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
 +
 +
=== 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"''.
=== CT Editor ===
=== CT Editor ===
 +
Displaying of Estimate Amounts depends from the selected type of distribution (Individual or Group).
=== Master Editor ===
=== Master Editor ===
 +
Contents all Estimated Amounts from all CTs included to Master.
== SOWs ==
== 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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