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:
- "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.
Contents
Relevant prices
Note: This table is applicable only for Unit based and CAT log based payables.
The table contains the general prices and the prices that you have recorded for this vendor on Prices tab of the vendor profile or on Vendor prices page.
As you start entering payable, some price rows will turn green thus indicating that they might be relevant for this payable.
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.
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 Payables to vendor 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:
Or you can click the Receivables table row to copy Unit amount to form (matched receivables by unit type are highlighted in green):
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):
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:
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 Relevant prices table if there is any.
It will bring you to the Payables to vendor section of the corresponding job.
You may open this payable by clicking on its code:
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:
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:
Conversion rates
In this section, you can edit conversion rates or apply the required template if you have already created one.
To do so, click on the corresponding buttons:
Edit CAT log conversion rates
To edit conversion rates, press the "Edit rates" button:
It will open Edit CAT log conversion rates page.
Adjust conversion rates according to your needs and press "Apply" to confirm changes:
Apply rates template
To apply a different CAT log conversion rates template, press the "Apply rates template" button:
It will open Apply CAT log conversion rates template page.
Press "Apply template" in the row of the required template:
Here you may also update conversion rate table of the necessary template by pressing the "Edit template" button:
Make the changes you need and press "Update":
