Difference between revisions of "Create payable"

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This is the summary of how much you will pay to your vendor.
 
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:
+
To do so, click '''"New payable"''' and select the type of the payable you want to add:
  
 
[[file:Add payable.png|border|1000px]]
 
[[file:Add payable.png|border|1000px]]
  
*'''"Flat rate"'''—if you just need to enter the amount of payable without entering volumes and rates.
+
*'''"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.
+
*'''"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.
+
*'''"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.
 
Each of the payable types is described below.
  
=='''General info'''==
+
=='''Flat rate payable'''==
 +
 
 +
Under this header you can enter the data for the payable:
 +
 
 +
[[File:New FR payable.png|border|700px]]
 +
 
 +
*'''Total''' — please enter the total amount here.
 +
 
 +
*'''Currency''' — please select the necessary currency here.
 +
 
 +
*'''File''' — here you may select the payable-related file here if necessary.
 +
 
 +
*'''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.
 +
 
 +
When you have finished entering all the data, click '''"Create"'''.
 +
 
 +
Once you click '''"Create"''', the system will bring you back to the '''<u>[[Job view#Payables to vendor|Payables to vendor]]</u>''' section of the job.
 +
 
 +
If you click the '''"Create & Clone"''' button, the previous payable will be created, and you may add a new one based on pre-entered data right away.
 +
 
 +
[[File:Redirect.jpg|40px|link=Create payable]] Back to the '''table of contents'''.
 +
 
 +
=='''Unit based payable'''==
 +
 
 +
Under this header, you may enter the data for the payable.
 +
 
 +
If there is only one receivable in the project, the '''Unit amount''' and '''Unit type''' will automatically get the receivable values and of course, you may change them manually if necessary.
 +
 
 +
And then you can add the desired price by clicking the corresponding row in the '''Relevant prices''' table (matched prices are highlighted in green), or enter it manually if you need a different one:
 +
 
 +
[[File:New UBased payable.png|border|1100px]]
 +
 
 +
If there are several receivables in the project, you can click the necessary '''Receivables''' table row to copy '''Unit amount''' to form.
 +
 
 +
[[File:Redirect.jpg|40px|link=Create payable]] Back to the '''table of contents'''.
 +
 
 +
=='''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 based payable 1.png|border|700px]]
  
On this page, you can enter the payables for vendor jobs.
+
''By clicking the "Upload" link, you may upload another CAT log file to your project.''
  
This table contains the summary of the payable:
+
Click '''"Next"''' to proceed.
  
[[file:W payable summary.jpg|border|450px]]
+
2. Then you may inspect and amend conversion rates in case of necessity:
 
  
*'''Project''' – project name with the link to the '''<u>[[Project details, Details tab|Project details page]]</u>'''.
+
[[file:CAT log based payable 2.png|border|400px]]
  
*'''Specialization''' – project specialization selected for the project.
+
Click '''"Next"''' to continue.
  
*'''Client''' – client name with the link to the '''<u>[[Client view|Client view page]]</u>'''.
+
3. Enter the required '''"Price per unit"''' and click '''"Create"'''.  
  
*'''Vendor''' – vendor selected for this job with the link to the '''<u>[[Vendor view|Vendor view page]]</u>'''.
+
''You may also add the relevant price per unit by clicking on the corresponding row in the '''<U>[[Create payable#Relevant prices|Relevant prices]]</U>''' table if there is any.''
  
*'''Job''' – job name with the link to the '''<u>[[Job view|Job view page]]</u>'''.
+
[[file:New CAT log based payable 3.png|border|1100px]]
  
*'''Service''' indicates what kind of service is selected for the job.
+
It will bring you to the '''Payables to vendor''' section of the related job.
  
*'''Language pair''' indicates what language pair is selected for the job.
+
You may open this payable by clicking on its code:
  
=='''Relevant prices'''==
+
[[file:Cat log based payable click code.png|border|1100px]]
  
<span style="color:#DC143C">'''Note: ''' This table is applicable only for '''Unit based''' and '''CAT log based''' payables.</span>
+
It will display the '''Payable''' page which consists of three sections described below.
  
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.
+
==='''Payable details'''===
  
As you start entering payable, some price rows will turn green thus indicating that they might be relevant for this payable.
+
In this section you may clone, add a discount or/and an extra charge, update, or delete this receivable:
  
[[File:New UB payable 3.png|border|1000px]]
+
[[file:Payable details section new.png|border|1100px]]
  
If you click on any of the green rows to the right, the price will be copied to the payable.
+
==='''CAT Log'''===
  
=='''Flat rate payable'''==
+
The section provides a brief overview of a CAT log.
  
Under this header, you can enter the data for the payable.
+
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:New FR payble.png|border|550px]]
+
[[file:CAT Receivable log section.png|border|1100px]]
 
 
'''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.
+
==='''Conversion rates'''===
  
'''Total''' – please enter the total amount here.
+
In this section, you can '''<U>[[Create payable#Edit CAT log conversion rates|edit]]</U>''' conversion rates, '''<U>[[Create payable#Apply rates template|apply]]</U>''' the required template if you have already '''<U>[[Weighted word count templates#Add templates|created]]</U>''' one.
  
'''Currency''' – please select the necessary currency here.
+
To do so, click on the corresponding buttons:
  
When you have finished entering all the data, press "'''Create'''".  
+
[[File:Conversion rates+.png|border|1070px]]
  
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.
+
===='''Edit CAT log conversion rates'''====
  
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.
+
To edit conversion rates, click the '''"Edit rates"''' button:
  
=='''Unit based payable'''==
+
[[File:Conversion rates (edit).png|border|1070px]]
  
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).  
+
It will open '''Edit CAT log conversion rates''' page.
  
Almost all data will be added automatically. You just need to specify the '''Unit amount''':
+
Adjust conversion rates according to your needs and click '''"Apply"''' to confirm changes:
  
[[File:NU relevant prices Acme.png|border|1000px]]
+
[[file:CAT Receivable log edit rates 2.png|border|220px]]
  
Or you can click the '''Receivables''' table row to copy '''Unit amount''' to form (matched receivables by unit type are highlighted in green):
+
===='''Apply rates template'''====
  
[[File:New UB payable 4.png|border|1000px]]
+
To apply a different CAT log conversion rates template, click the '''"Apply rates template"''' button:
  
=='''Cat log based payable'''==
+
[[File:Conversion rates (apply rates).png|border|1070px]]
  
Under this header, you may add a payable based on a CAT log in a few simple steps:
+
It will open '''Apply CAT log conversion rates template''' page.
  
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>'''):
+
Click '''"Apply template"''' in the row of the required template:
  
[[file:CAT log bas pay 1.jpg|border|600px]]
+
[[file:CAT Receivable log apply template2.png|border|1100px]]
  
''By pressing the "Upload a new file" link, you may upload another CAT log file to your project.''
+
Here you may also update conversion rate table of the necessary template by clicking the '''"Edit template"''' button:
  
Press '''"Next"''' to proceed.
+
[[file:CAT Receivable log apply template edit.png|border|1100px]]
  
2. Next, you may inspect and amend conversion rates in case of necessity:
+
Make the changes you need and click '''"Update"''':
  
[[file:CAT based payable 2.jpg|border|400px]]
+
[[file:CAT Receivable log apply template edit 2.png|border|500px]]
  
Press '''"Next"''' to continue.
+
===='''Include CAT log details in job PO and vendor invoice PDF'''====
  
3. Enter the required '''"Price per unit"''' and press '''"Create"'''.
+
You can include CAT log details in a PDF of a job PO or vendor invoice. To do so, find the needed [[PDF_templates#Job_PO_PDF_templates|<U>'''job PO'''</U>]] or [[PDF_templates#Vendor_invoice_PDF_templates|<U>'''vendor invoice'''</U>]] PDF template and click '''"Update"''':
  
''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:Include cat log details in vendor invoice+.png|border|1070px]]
  
[[file:New UB CAT payable.png|border|1000px]]
+
Mark the "Include CAT log details" checkbox and click '''"Update"''' to save changes:
  
It will bring you to the '''Payables to vendor''' section of the corresponding job.
+
[[File:Update pdf template+.png|border|1070px]]
  
You may open this payable by clicking on its code:
+
The CAT log details will be displayed in a PDF of a [[Update_job|'''<U>job PO</U>''']] or [[Update_vendor_invoice|'''<U>vendor invoice</U>''']] if such a template is selected:
  
[[file:New CAT general menu 2.png|border|1000px]]
+
[[File:Cat log details.png|border|750px]]
  
It will display the '''Payable''' page, which consists of three sections described below.
+
[[File:Redirect.jpg|40px|link=Create receivable]] Back to the '''table of contents'''.
  
==='''Payable details'''===
+
=='''Add payable-related files'''==
  
In this section, you may clone, update or delete this payable.
+
If necessary, you can select a payable-related file when updating  or creating the payable:
  
There is also the option to add a discount or/and an extra charge by pressing corresponding buttons:
+
[[file:UB payable file.png|border|600px]]
  
[[file:Payable details 2.png|border|1000px]]
+
In this case, the file name will be displayed on the invoice after you generate it:
  
==='''CAT Log'''===
+
[[file:Vendor invoice with file.png|border|600px]]
  
The section below provides a brief overview of a CAT log.
+
[[File:Redirect.jpg|40px|link=Create payable]] Back to the '''table of contents'''.
  
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:
+
=='''Relevant prices'''==
  
[[file:CAT log Acme.png|border|1000px]]
+
<span style="color:red">'''Note:'''</span> This table is applicable only for '''Unit based''' and '''CAT log based''' payables.  
  
==='''Conversion rates'''===
+
The table contains '''<U>[[Vendor prices list#Create general price|general prices]]</U>''' and the prices that you have recorded for this vendor on '''<u>[[Vendor_view_page,_Prices_tab#Create_specific_price|Prices tab]]</u>''' of the vendor profile.
  
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.
+
As you start entering payable, some price rows will turn green thus indicating that they might be relevant for this payable.  
  
To do so, click on the corresponding buttons:
+
[[File:Vendor payment relevant prices.png|border|1100px]]
  
[[file:Conv rates section.jpg|border|1000px]]
+
If you click on any of the green rows to the right, the price will be copied to the payable.
  
===='''Edit CAT log conversion rates'''====
+
You may also check the '''"All prices"''' option to add a tariff for this vendor to the database.
  
To edit conversion rates, press the '''"Edit rates"''' button:
+
It will be displayed next time you enter a similar order.
  
[[file:Conv rates section edit.jpg|border|1000px]]
+
[[File:Payable All prices.png|border|1100px]]
  
It will open '''Edit CAT log conversion rates''' page.
+
[[File:Redirect.jpg|40px|link=Create payable]] Back to the '''table of contents'''.
  
Adjust conversion rates according to your needs and press '''"Apply"''' to confirm changes:
+
=='''General info'''==
  
[[file:Edit CAT log page.jpg|border|270px]]
+
On this page, you can enter the payables for vendor jobs.
  
===='''Apply rates template'''====
+
This table contains a summary of the payable:
  
To apply the required CAT log conversion rates template, press the '''"Apply rates template"''' button:
+
[[file:Payable general info.png|border|600px]]
  
[[file:Conv rates section apply.jpg|border|1000px]]
+
*'''Project'''—project name with the link to the '''<u>[[Project details, Details tab|Project details page]]</u>'''.
  
It will open '''Apply CAT log conversion rates template''' page.
+
*'''Specialization''' – project specialization selected for the project.
  
Press '''"Apply template"''' in the row of the required template:
+
*'''Client'''–client name with the link to the '''<u>[[Client view page – General info tab#Client details|Client profile]]</u>'''.
  
[[file:CAT temp apply different.jpg|border|600px]]
+
*'''Vendor'''–vendor selected for this job with the link to the '''<u>[[Vendor view page, General tab#General information|Vendor profile]]</u>'''.
  
Here you may also update conversion rate table of the necessary template by pressing the '''"Edit template"''' button:
+
*'''Job'''–job name with the link to the '''<u>[[Job view|Job view page]]</u>'''.
  
[[file:CAT temp edit temp button.jpg|border|600px]]
+
*'''Service'''–indicates what kind of service is selected for the job.
  
Make the changes you need and press '''"Update"''':
+
*'''Language pair'''–indicates what language pair is selected for the job.
  
[[file:Update conversion page.jpg|border|500px]]
+
[[File:Redirect.jpg|40px|link=Create payable]] Back to the '''table of contents'''.

Latest revision as of 16:50, 19 September 2022

You can add payables on a job page.

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

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

Add payable.png

  • "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.

Flat rate payable

Under this header you can enter the data for the payable:

New FR payable.png

  • Total — please enter the total amount here.
  • Currency — please select the necessary currency here.
  • File — here you may select the payable-related file here if necessary.
  • 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.

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

Once you click "Create", the system will bring you back to the Payables to vendor section of the job.

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

Redirect.jpg Back to the table of contents.

Unit based payable

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

If there is only one receivable in the project, the Unit amount and Unit type will automatically get the receivable values and of course, you may change them manually if necessary.

And then you can add the desired price by clicking the corresponding row in the Relevant prices table (matched prices are highlighted in green), or enter it manually if you need a different one:

New UBased payable.png

If there are several receivables in the project, you can click the necessary Receivables table row to copy Unit amount to form.

Redirect.jpg Back to the table of contents.

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 created):

CAT log based payable 1.png

By clicking the "Upload" link, you may upload another CAT log file to your project.

Click "Next" to proceed.

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

CAT log based payable 2.png

Click "Next" to continue.

3. Enter the required "Price per unit" and click "Create".

You may also add the relevant price per unit by clicking on the corresponding row in the Relevant prices table if there is any.

New CAT log based payable 3.png

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

You may open this payable by clicking on its code:

Cat log based payable click code.png

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

Payable details

In this section you may clone, add a discount or/and an extra charge, update, or delete this receivable:

Payable details section new.png

CAT Log

The section 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:

CAT Receivable log section.png

Conversion rates

In this section, you can edit conversion rates, apply the required template if you have already created one.

To do so, click on the corresponding buttons:

Conversion rates+.png

Edit CAT log conversion rates

To edit conversion rates, click the "Edit rates" button:

Conversion rates (edit).png

It will open Edit CAT log conversion rates page.

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

CAT Receivable log edit rates 2.png

Apply rates template

To apply a different CAT log conversion rates template, click the "Apply rates template" button:

Conversion rates (apply rates).png

It will open Apply CAT log conversion rates template page.

Click "Apply template" in the row of the required template:

CAT Receivable log apply template2.png

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

CAT Receivable log apply template edit.png

Make the changes you need and click "Update":

CAT Receivable log apply template edit 2.png

Include CAT log details in job PO and vendor invoice PDF

You can include CAT log details in a PDF of a job PO or vendor invoice. To do so, find the needed job PO or vendor invoice PDF template and click "Update":

Include cat log details in vendor invoice+.png

Mark the "Include CAT log details" checkbox and click "Update" to save changes:

Update pdf template+.png

The CAT log details will be displayed in a PDF of a job PO or vendor invoice if such a template is selected:

Cat log details.png

Redirect.jpg Back to the table of contents.

Add payable-related files

If necessary, you can select a payable-related file when updating or creating the payable:

UB payable file.png

In this case, the file name will be displayed on the invoice after you generate it:

Vendor invoice with file.png

Redirect.jpg Back to the table of contents.

Relevant prices

Note: This table is applicable only for Unit based and CAT log based payables.

The table contains general prices and the prices that you have recorded for this vendor on Prices tab of the vendor profile.

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

Vendor payment relevant prices.png

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

You may also check the "All prices" option to add a tariff for this vendor to the database.

It will be displayed next time you enter a similar order.

Payable All prices.png

Redirect.jpg Back to the table of contents.

General info

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

This table contains a summary of the payable:

Payable general info.png

  • Specialization – project specialization selected for the project.
  • Vendor–vendor selected for this job with the link to the Vendor profile.
  • Service–indicates what kind of service is selected for the job.
  • Language pair–indicates what language pair is selected for the job.

Redirect.jpg Back to the table of contents.