PL Tab
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=== Sales Invoices table === | === Sales Invoices table === | ||
- | * Contains list of [[Sales Invoice |'''Sales Invoices''']] | + | * Contains list of [[Sales Invoice |'''Sales Invoices''']] (SI) that were issued against the current CT either individually or via Group |
* Consists of columns: | * Consists of columns: | ||
:* Issuing Office - Jaguar Office issued the Invoice | :* Issuing Office - Jaguar Office issued the Invoice | ||
:* Bill To Party Company - [http://wiki.jaguarfreight.com/wiki/Sales_Invoice#Bill_To Bill To Company] billed by Jaguar | :* Bill To Party Company - [http://wiki.jaguarfreight.com/wiki/Sales_Invoice#Bill_To Bill To Company] billed by Jaguar | ||
:* Invoice # - [http://wiki.jaguarfreight.com/wiki/Sales_Invoice#Invoice_Number Invoice Number] | :* Invoice # - [http://wiki.jaguarfreight.com/wiki/Sales_Invoice#Invoice_Number Invoice Number] | ||
- | :* CT # - CT Number | + | :* CT # - current CT Number |
:* Date - [http://wiki.jaguarfreight.com/wiki/Sales_Invoice#Issuing_Date Issuing Date] | :* Date - [http://wiki.jaguarfreight.com/wiki/Sales_Invoice#Issuing_Date Issuing Date] | ||
- | :* Currency - [http://wiki.jaguarfreight.com/wiki/Sales_Invoice#Total_Invoice_Currency Currency of Invoice | + | :* Currency - [http://wiki.jaguarfreight.com/wiki/Sales_Invoice#Total_Invoice_Currency Currency] of the Invoice |
- | :* Amount'''*''' - [http://wiki.jaguarfreight.com/wiki/Sales_Invoice#Total_Invoice Total | + | :* Amount'''*''' - [http://wiki.jaguarfreight.com/wiki/Sales_Invoice#Total_Invoice Total Amount] in Currency of the Invoice |
- | :* USD Amount'''*''' - | + | :* USD Amount'''*''' - Amount of the Invoice converted to USD |
=== Purchase Invoices table === | === Purchase Invoices table === | ||
- | * Contains list of '''[[Purchase Invoices]] | + | * Contains list of '''[[Purchase Invoices]]''' (PI) that were distributed to the current CT either individually or via Master |
* Consists of columns: | * Consists of columns: | ||
:* Receiving Office - Jaguar Office billed by the Invoice | :* Receiving Office - Jaguar Office billed by the Invoice | ||
:* Vendor - Company issued the Invoice | :* Vendor - Company issued the Invoice | ||
- | :* Invoice # | + | :* Invoice # - PI Number |
- | :* CT # | + | :* CT # - current CT Number (distributed by the Invoice) |
- | :* Date | + | :* Date - Date of issuing the Invoice |
- | :* Currency | + | :* Currency - Currency of the Invoice |
- | :* Amount | + | :* Amount - Total Amount in Currency of the Invoice |
+ | :* USD Amount'''*''' - Amount of the Invoice converted to USD | ||
=== Internal Invoices table === | === Internal Invoices table === | ||
- | * Contains list of Internal Invoices ''( | + | * Contains list of [[Internal Invoice |'''Internal Invoices''']] (II) that were issued against the current CT either manually or automatically during [[GMS |Gross Margin Split]] (GMS) process |
* Consists of columns: | * Consists of columns: | ||
:* Issuing Office - Jaguar Office that issued the Invoice from | :* Issuing Office - Jaguar Office that issued the Invoice from | ||
:* Receiving Office - Jaguar Office that issued the Invoice to | :* Receiving Office - Jaguar Office that issued the Invoice to | ||
- | :* Consolidated # - | + | :* Consolidated # - [[GMS#Consolidated_Internal_Invoice |Consolidated Internal Invoice]] issued by the system |
- | :* Invoice # | + | :* Invoice # - CT2 II Number |
- | :* CT # | + | :* CT # - current CT Number |
- | :* Date | + | :* Date - Date of issuing the Invoice |
- | :* Currency | + | :* Currency - Currency of the Invoice |
- | :* Amount | + | :* Amount - Total Amount in Currency of the Invoice |
+ | :* USD Amount'''*''' - Amount of the Invoice converted to USD | ||
=== Profit/Loss Amounts table === | === Profit/Loss Amounts table === | ||
* Contains list of Jaguar Offices with appropriate Sales, Purchase and Internal amounts. | * Contains list of Jaguar Offices with appropriate Sales, Purchase and Internal amounts. | ||
* Consists of columns: | * Consists of columns: | ||
- | :* Office | + | :* Office - Jaguar Office |
- | :* USD Sales | + | :* USD Sales - total of all related Sales Amounts |
- | :* USD Purchase | + | :* USD Purchase - total of all related Purchases Amounts |
- | :* USD Int from | + | :* USD Int from - distributed GMS charges (from Office) |
- | :* USD Int to | + | :* USD Int to - distributed GMS charges (to Office) |
- | :* USD Profit/Loss'''*''' | + | :* USD Profit/Loss'''*''' - actual Profit/Loss for current CT (can be calculated for individuall CT or CT group) |
=== Additional Controls === | === Additional Controls === | ||
Line 64: | Line 66: | ||
:* CT Group | :* CT Group | ||
* '''"Download to Excel"''' button - provides downloading the XLS copy of PL tab to user's computer | * '''"Download to Excel"''' button - provides downloading the XLS copy of PL tab to user's computer | ||
- | * '''"Close/Open Shipment"''' button | + | * '''"Close/Open Shipment"''' button - provides the changing of [[GMS#OC_status |OC status]] of current CT |
NOTE: Amounts in columns marked with '''*''' are displayed without VAT - this noted in top-right corner of PL tab. | NOTE: Amounts in columns marked with '''*''' are displayed without VAT - this noted in top-right corner of PL tab. | ||
- | === CT === | + | === CT Editor === |
- | Invoices and Amounts | + | Displaying of Invoices and Amounts depends from the selected type of calculating (Individual or Group). |
- | === Master === | + | === Master Editor === |
Contents all invoices from all CTs included to Master. | Contents all invoices from all CTs included to Master. |
Revision as of 15:19, 11 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.
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
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
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
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)
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 - provides the changing of OC status of current CT
NOTE: Amounts in columns marked with * are displayed without VAT - this noted in top-right corner of PL tab.
CT Editor
Displaying of Invoices and Amounts depends from the selected type of calculating (Individual or Group).
Master Editor
Contents all invoices from all CTs included to Master.