View source for Create receivable


=='''General info'''==

On this page you can create or edit the receivables from the client.

This table contains the summary of the receivable:

[[file:W receivable summary.jpg|border|540px]] 

*'''Project''' name with a link to the '''<u>[[Project Details, Details tab|Project details page]]</u>'''.

*'''Specialization''' - project specialization selected for the project.

*'''Client''' name with a link to the '''<u>[[Client view|Client view page]]</u>'''.

*'''Invoice''' with a link to the related invoice.

=='''Relevant prices'''==

<span style="color:#DC143C">'''Note: ''' This table is applicable only for '''Unit based''' and '''CAT log based''' receivables.</span>

This table contains '''<U>[[Clients prices list#General prices creation|general prices]]</U>''' and the prices that you have recorded for this client on the '''<U>[[Client view page – Prices tab|Prices tab]]</U>''' of the client profile or on the '''<U>[[Clients prices list#New price creation|Client prices]]</U>''' page. 

As you start entering receivable data, some price rows will turn green thus indicating that they might be relevant for this receivable:

[[File:UBR relevant prices.jpg|border|1200px]]

=='''Receivable data'''==

This is the summary of how much the client will pay to you.

You can add a receivable by pressing the "'''New receivable'''" button and choosing the base:

[[file:New receivable base.jpg|border|200px]]

The "'''Flat rate'''" – if you just need to enter the amount of receivable without entering volumes and rates.

The "'''Unit based'''" – if you have to enter the volume and rate for calculating the price.

The "'''CAT log based'''" – if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.

=='''Flat rate receivable'''==

Under this header, you can actually enter the data for the receivable. 

[[File:Flat rate reseivable note.jpg|border|500px]]
   
'''PO number''' – you can enter the number of PO received from сlient. You may leave it blank if the client is not sending you any PO numbers. 

'''Note (hidden from client)''' – here you may leave additional information that will be hidden from your client.

'''Language pair''' – here you have to select language pair for the receivable. 

<span style="color:#DC143C">'''Note:''' you can select only from the language pairs selected for the project on the '''<u>[[New project/Update project details|Update project details page.]]</u></span>'''

'''Service''' – here you have to select what service you are charging for.

'''Total''' – please enter the total amount here.

'''Currency''' – please select the necessary currency here.

When you have finished entering all the data, press "'''Create'''". 

Once you press "'''Create'''", the system will bring you back to the '''<u>[[Project Details, Finances tab|Finances tab]]</u>''' of the project where you’ll be able to see the receivables.

If you press the "'''Create and clone'''" button, the previous receivable will be created, and you may add a new one based on pre-entered data right away.

=='''Unit based receivable'''==

Under this header, you may enter the data for the receivable manually or add the desired price by clicking on the corresponding row in the '''"Relevant prices"''' table. 

Almost all data will be added automatically. You just need to specify the '''Unit amount''':

[[File:Unite based receivable note.jpg|border|1200px]]

In case you have added one of the general prices, you need to specify the unit amount, service, and language pair if necessary.

=='''Cat log based receivable'''==


Under this header, you may add a receivable based on a CAT log  in a few simple steps: 

1. Select the required CAT log file and, if necessary, choose the conversion rates template you need (first, it should be '''<U>[[Weighted word count templates#Add templates|created]]</U>'''):

[[file:CAT log based receiv 1.jpg|border|600px]]

''By pressing the "Upload a new file" link, you may upload another CAT log file to your project.''

Press '''"Next"''' to proceed.

2. Next, you may inspect and amend conversion rates in case of necessity:

[[file:CAT based receivable 2.jpg|border|400px]]

Press '''"Next"''' to continue.

3. Select the  required '''"Service"''', specify the '''"Price per unit"''', and press '''"Create"'''. 

''You may also add the relevant price per unit by clicking on the corresponding row in the '''<U>[[Receivable creation/editing#Relevant prices|Relevant prices]]</U>''' table if there is any.'' 

[[file:CAT based receivable 3.jpg|border|1200px]]

It will bring you to the '''Receivable''' page, which consists of three sections described below.

==='''Receivable details'''===

In this section, you may clone, update or delete this receivable by pressing the corresponding buttons:

[[file:Receivable details.jpg|border|1000px]]

==='''CAT Log'''===

The section below provides a brief overview of a CAT log.

To see more detailed data such as the CAT log summary, data analysis, and its use in receivables\payables, click the CAT log name:

[[file:Cat log details.jpg|border|1000px]]

==='''Conversion rates'''===

In this section, you can '''<U>[[Receivable creation/editing#Edit CAT log conversion rates|edit]]</U>''' conversion rates or '''<U>[[Receivable creation/editing#Apply rates template|apply]]</U>''' the required template if you have already '''<U>[[Weighted word count templates#Add templates|created]]</U>''' one.

To do so, click the corresponding buttons:

[[file:Conv rates section.jpg|border|1000px]]

===='''Edit CAT log conversion rates'''====

To edit conversion rates, press the '''"Edit rates"''' button:

[[file:Conv rates section edit.jpg|border|1000px]]

It will open '''Edit CAT log conversion rates''' page.

Adjust conversion rates according to your needs and press '''"Apply"''' to confirm changes:

[[file:Edit CAT log page.jpg|border|270px]]

===='''Apply rates template'''====

To apply the required CAT log conversion rates template, press the '''"Apply rates template"''' button:

[[file:Conv rates section apply.jpg|border|1000px]]

It will open '''Apply CAT log conversion rates template''' page.

Press '''"Apply template"''' in the row of the required template:

[[file:CAT temp apply different.jpg|border|600px]]

Here you may also update conversion rate table of the necessary template by pressing the '''"Edit template"''' button:

[[file:CAT temp edit temp button.jpg|border|600px]]

Make the changes you need and press '''"Update"''':

[[file:Update conversion page.jpg|border|500px]]

=='''Discounts and Extra Charges'''==

For every receivable, you can add a discount or extra charge.

To do that, click the receivable code:

[[file: Rec code new.png|border|1200px]]

It will open the receivable details page.

Press the '''"Discount & Extra charge"''' button:

[[file: receivable disc and extra.png|border|1200px]]

Enter the required value and press '''"Update"''' to apply changes:

[[file: Quote add discount.png|border|550px]]