PL Tab

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(Latest Version)
(Latest Version)
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== Latest Version ==
== Latest Version ==
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* PL tab contains tables of Invoices and Amounts related to current CT and additional controls for specific actions.
+
* 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.
* 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]]
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:* USD Profit/Loss'''*'''
:* USD Profit/Loss'''*'''
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=== Controls ===
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=== Additional Controls ===
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* '''"Type"''' radiogroup - select type of Amount calculation ''(available only in CT editor)''
+
* '''"Type"''' radiogroup - provides to select a type of Amounts calculation on PL tab ''(available only in CT editor)''
:* CT Individual
:* CT Individual
:* CT Group
:* CT Group
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* '''"Download to Excel"''' button
+
* '''"Download to Excel"''' button - provides downloading the XLS copy of PL tab to user's computer
* '''"Close/Open Shipment"''' button
* '''"Close/Open Shipment"''' button

Revision as of 15:53, 8 November 2013


Contents

Info

User is able to see P/L report through CT profile via clicking P/L tab


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

Sales Invoices table

  • Contains list of Sales Invoices (one Invoice per line) that were issued against the current CT either individually or via Group
  • Consists of columns:

Purchase Invoices table

  • Contains list of Purchase Invoices (one Invoice per line) that were distributed to the current CT either individually or via Master
  • Consists of columns:
  • Receiving Office
  • Vendor - Company issued the Invoice
  • Invoice #
  • CT #
  • Date
  • Currency
  • Amount

Internal Invoices table

  • Contains list of Internal Invoices (one Invoice per line)
  • Consists of columns:
  • Issuing Office - Jaguar Office that issued the Invoice from
  • Receiving Office - Jaguar Office that issued the Invoice to
  • Consolidated # -
  • Invoice #
  • CT #
  • Date
  • Currency
  • Amount

Profit/Loss Amounts table

  • Contains list of Internal Invoices (one Invoice per line)
  • Consists of columns:
  • Office
  • USD Sales
  • USD Purchase
  • USD Int from
  • USD Int to
  • USD Profit/Loss*

Additional Controls

  • "Type" radiogroup - provides to select a type of Amounts calculation on PL tab (available only in CT editor)
  • CT Individual
  • CT Group
  • "Download to Excel" button - provides downloading the XLS copy of PL tab to user's computer
  • "Close/Open Shipment" button

NOTE: Amounts in columns marked with * are displayed without VAT - this noted in top-right corner of PL tab.

CT

Invoices and Amounts

Master

Contents all invoices from all CTs included to Master.

Misc

Example with 3 currencies

File:Pl with 3 currencies.JPG

Example with one currency EUR

File:Pl with one cur euro.JPG

SOWs

SOW 1

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