View source for Create payable

You can add payables on a job page.

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

To do so, press '''"New payable"''' and select the type of the payable you want to add:

[[file:Add payable.png|border|1000px]]

*'''"Flat rate"'''—if you just need to enter the amount of a payable without entering volumes and rates.

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

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

Each of the payable types is described below.

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

On this page, you can enter the payables for vendor jobs.

This table contains the summary of the payable:

[[file:W payable summary.jpg|border|450px]]
 

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

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

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

*'''Vendor''' – vendor selected for this job with the link to the '''<u>[[Vendor view|Vendor view page]]</u>'''.

*'''Job''' – job name with the link to the '''<u>[[Job view|Job view page]]</u>'''.

*'''Service''' indicates what kind of service is selected for the job.

*'''Language pair''' indicates what language pair is selected for the job.

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

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

The table contains the '''<U>[[Vendors prices list#General prices creation|general prices]]</U>''' and the prices that you have recorded for this vendor on '''<u>[[Vendor view page, Prices tab|Prices tab]]</u>''' of the vendor profile or on '''<U>[[Vendors prices list#New price creation|Vendor prices]]</U>''' page. 

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

[[File:New UB payable 3.png|border|1000px]]

If you click on any of the green rows to the right, the price will be copied to the payable.

=='''Flat rate payable'''==

Under this header, you can enter the data for the payable. 

[[File:New FR payble.png|border|550px]]
   
'''Note (hidden from vendor)''' – here you may leave additional information that will be hidden from your vendor.

'''Note (visible to vendor)''' – here you may leave additional information that will be visible to your vendor.

'''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>[[Job view#Payables to vendor|Payables to vendor]]</u>''' section of the job where you’ll be able to see the payables.

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

=='''Unit based payable'''==

Under this header, you may enter the data for the payable manually or add the desired price by clicking the corresponding row on the "'''Relevant prices'''" table (matched prices are highlighted with green color). 

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

[[File:NU relevant prices Acme.png|border|1000px]]

Or you can click the '''Receivables''' table row to copy '''Unit amount''' to form (matched receivables by unit type are highlighted in green):

[[File:New UB payable 4.png|border|1000px]]

=='''Cat log based payable'''==

Under this header, you may add a payable 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 bas pay 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 payable 2.jpg|border|400px]]

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

3. Enter the required '''"Price per unit"''' and press '''"Create"'''. 

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

[[file:New UB CAT payable.png|border|1000px]]

It will bring you to the '''Payables to vendor''' section of the corresponding job.

You may open this payable by clicking on its code:

[[file:New CAT general menu 2.png|border|1000px]]

It will display the '''Payable''' page, which consists of three sections described below.

==='''Payable details'''===

In this section, you may clone, update or delete this payable.

There is also the option to add a discount or/and an extra charge by pressing corresponding buttons:

[[file:Payable details 2.png|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 on the CAT log name:

[[file:CAT Receivable log section.png|border|1000px]]

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

In this section, you can '''<U>[[Payable creation/editing#Edit CAT log conversion rates|edit]]</U>''' conversion rates or '''<U>[[Payable 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 on 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]]