PL Tab
From UG
(Difference between revisions)
(→Latest Version) |
(→Latest Version) |
||
| Line 8: | Line 8: | ||
== Latest Version == | == Latest Version == | ||
| - | * PL tab contains tables of Invoices and Amounts related to current CT | + | * 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]] | ||
| Line 57: | Line 59: | ||
:* USD Profit/Loss'''*''' | :* USD Profit/Loss'''*''' | ||
| - | === Controls === | + | === Additional Controls === |
| - | * '''"Type"''' radiogroup - select type of | + | * '''"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 | ||
| - | * '''"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.
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:
- Issuing Office - Jaguar Office issued the Invoice
- Bill To Party Company - Bill To Company billed by Jaguar
- Invoice # - Invoice Number
- CT # - CT Number from which the Invoice was issued
- Date - Issuing Date
- Currency - Currency of Invoice Amount
- Amount* - Total amount of the invoice
- USD Amount* - conversion of the Amount from Invoice Currency to USD
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
Example with one currency EUR
