EPL Tab
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=== Estimated Sales Charges table === | === Estimated Sales Charges table === | ||
| - | * Contains list of '''Estimated Sales''' | + | * 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 | + | :* 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 == | ||
Revision as of 17:49, 13 November 2013
Contents |
Info
This is similar to PL Tab but shows Estimated (not Actual) sales and costs with using data from Est Tab.
Latest Version
- PL tab contains:
- tables of Estimated Amounts related to current CT.
- additional controls for specific actions.
- Look and feel of PL tab can be different in CT and Master Editor.
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
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
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.
