Difference between revisions of "Create receivable"
(→Receivable data) |
(→Flat rate receivable) |
||
| Line 51: | Line 51: | ||
Under this header, you can actually enter the data for the receivable. | Under this header, you can actually enter the data for the receivable. | ||
| − | [[File: | + | [[File:Flat rate receivable.jpg|border|400px]] |
'''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. | '''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. | ||
| Line 59: | Line 59: | ||
'''Language pair''' – here you have to select language pair for the receivable. | '''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> | + | <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. | '''Service''' – here you have to select what service you are charging for. | ||
| Line 67: | Line 67: | ||
'''Currency''' – please select the currency here. | '''Currency''' – please select the currency here. | ||
| − | When you have finished entering all the data, press | + | When you have finished entering all the data, press "'''Create'''". |
| − | Once you press | + | 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. |
=='''Unit based receivable'''== | =='''Unit based receivable'''== | ||
Revision as of 10:24, 18 October 2017
Receivable creation/editing page: https://cloud.protemos.com/project-receivable/index
On this page, you can create or edit the receivables from the client by clicking the necessary receivable code:
Here you may also create invoices and export all the displayed table of client receivables to Excel.
Contents
General info
This table contains the summary of the receivable:
- Code with a link to the finance tab of the corresponding project which contains receivable with this code.
- Invoice with a link to the related invoice.
- Project name with a link to the Project details page.
Project specialization selected for the project.
- Client name with a link to the Client view page.
- Receivable total calculated from the numbers you entered below, in Receivable data.
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.
Unit based receivable
Cat log based receivable
Discounts and Extra Charges
For every receivable, you can add discounts or extra charges in the end:
