Difference between revisions of "Create receivable"
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This table contains the summary of the receivable: | This table contains the summary of the receivable: | ||
Revision as of 10:49, 23 October 2017
Receivable creation page: https://cloud.protemos.com/project-receivable/create-unit-based?id=XXXXX (replace XXXXX with valid numbers)
Receivable editing page: https://cloud.protemos.com/project-receivable/update?id=XXXXХ &route=project (replace XXXXХ with valid number)
Contents
General info
On this page, you can create or edit the receivables from the client.
This table contains the summary of the receivable:
- Project name with a link to the Project details page.
- Specialization - project specialization selected for the project.
- Client name with a link to the Client view page.
- Invoice with a link to the related invoice.
Relevant prices
This table contains the general prices and the prices that you have recorded for this client on Prices tab of the client profile or on Client prices page.
As you start entering unit based or based on CAT log receivable data, some price rows will turn green thus indicating that they might be relevant for this receivable:
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:
The “Flat rate” – if you just need to enter the amount of payable receivables 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.
PO number – you can enter the number of PO received from Client. You may leave it blank if the client is not sending you any PO numbers.
Note – here you may leave additional information.
Language pair – here you have to select language pair for the receivable.
Note: you can select only from the language pairs selected for the project on the Update project details page.
Service – here you have to select what service you are charging for.
Total – please enter the total amount here.
Currency – please select the currency here.
When you have finished entering all the data, press "Create".
Once you press "Create", the system will bring you back to the Finances tab 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 double-clicking the corresponding row on the "Relevant prices" table.
Almost all data will be added automatically. You just need to specify the Unit amount:
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 the receivable based on CAT log.
All data will be added automatically. You just need to specify the "Price per unit":
You may also add the desired price per unit by double-clicking the corresponding row on the "Relevant prices" table.
Discounts and Extra Charges
For every receivable, you can add discounts or extra charges in the end:
