Difference between revisions of "Create receivable"

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(General info)
(General info)
 
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''Receivable creation page: [https://cloud.protemos.com/project-receivable/create-unit-based?id=XXXXX  https://cloud.protemos.com/project-receivable/create-unit-based?id=XXXXX ] (replace XXXXX with valid numbers)''
+
You can add receivables on the '''Finances''' tab of a project.
  
''Receivable editing page: [https://cloud.protemos.com/project-receivable/update?id=XXXXX&route=project https://cloud.protemos.com/project-receivable/update?id=XXXXХ &route=project] (replace XXXXХ with valid number)''
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This is the summary of how much your client will pay you.
----
 
  
=='''General info'''==
+
To do so, press '''"New receivable"''' and select the type of the receivable you want to add:
 
 
On this page you can create or edit the receivables from the client.
 
 
 
This table contains the summary of the receivable:
 
 
 
[[file:W receivable summary.jpg|border|540px]]
 
 
 
*'''Project''' name with a link to the '''<u>[[Project Details, Details tab|Project details page]]</u>'''.
 
 
 
*'''Specialization''' - project specialization selected for the project.
 
 
 
*'''Client''' name with a link to the '''<u>[[Client view|Client view page]]</u>'''.
 
 
 
*'''Invoice''' with a link to the related invoice.
 
 
 
=='''Relevant prices'''==
 
 
 
<span style="color:#DC143C">'''Note: ''' This table is applicable only for '''Unit based''' and '''CAT log based''' receivables.</span>
 
 
 
This table contains '''<U>[[Clients prices list#General prices creation|general prices]]</U>''' and the prices that you have recorded for this client on the '''<U>[[Client view page – Prices tab|Prices tab]]</U>''' of the client profile or on the '''<U>[[Clients prices list#New price creation|Client prices]]</U>''' page.
 
 
 
As you start entering receivable data, some price rows will turn green thus indicating that they might be relevant for this receivable:
 
 
 
[[File:UBR relevant prices.jpg|border|1200px]]
 
 
 
=='''Receivable data'''==
 
  
This is the summary of how much the client will pay to you.
+
[[file:Project new receivable.png|border|1100px]]
  
You can add a receivable by pressing the "'''New receivable'''" button and choosing the base:
+
* '''"Flat rate"'''—if you just need to enter the amount of a receivable without entering volumes and rates.
  
[[file:New receivable base.jpg|border|240px]]
+
* '''"Unit based"'''—if you have to enter the volume and rate for calculating the price.
  
The "'''Flat rate'''" – if you just need to enter the amount of receivable without entering volumes and rates.
+
* '''"CAT log based"'''—if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.
  
The "'''Unit based'''" – if you have to enter the volume and rate for calculating the price.
+
Each of the receivable types is described below.
 
 
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'''==
 
=='''Flat rate receivable'''==
  
Under this header, you can actually enter the data for the receivable.
+
Under this header you can enter the data for the receivable:
  
[[File:Flat rate reseivable note.jpg|border|500px]]
+
[[File:New flat rate receivable.png|border|450px]]
 
    
 
    
'''PO number''' – you can enter the number of PO received from сlient. 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 сlient. You may leave it blank if the client is not sending you any PO numbers.  
  
'''Note (hidden from client)''' – here you may leave additional information that will be hidden from your client.
+
*'''Language pair'''—here you have to select language pair for the receivable.  
  
'''Language pair''' – here you have to select language pair for the receivable.  
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<span style="color:red">'''Note:'''</span> You can select the language pair only from the ones you defined for the project when '''<u>[[New project| creating it]]</u>'''.
  
<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>'''
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*'''Service'''—here you have to select what service you are charging for.
  
'''Service''' – here you have to select what service you are charging for.
+
*'''Note (hidden from client)'''—here you may add additional information that will be hidden from your client.
  
'''Total''' – please enter the total amount here.
+
*'''Note (visible to client)'''—here you may enter additional information that will be visible to your client.
  
'''Currency''' – please select the necessary currency here.
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*'''Total'''—please enter the total amount here.
  
When you have finished entering all the data, press "'''Create'''".  
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*'''Currency'''—please select the necessary currency here.
  
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.
+
When you have finished entering all the data, press '''"Create"''' and 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 all the receivables you've added.
  
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.
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If you press the '''"Create & 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'''==
 
=='''Unit based receivable'''==
  
Under this header, you may enter the data for the receivable manually or add the desired price by clicking on the corresponding row in the '''"Relevant prices"''' table.  
+
Under this header, you may enter the data for the receivable manually or add the desired price by clicking on the corresponding row in the '''<U>[[Create receivable#Relevant prices|Relevant prices]]</U>''' table.  
  
Almost all data will be added automatically. You just need to specify the '''Unit amount''':
+
Almost all data will be added automatically by the system, and you just need to specify the '''Unit amount''':
  
[[File:Unite based receivable note.jpg|border|1200px]]
+
[[File:Add New unit based receivable.png|border|1000px]]
  
In case you have added one of the general prices, you need to specify the unit amount, service, and language pair if necessary.
+
In case you have added one of the '''<U>[[Clients prices list#Create general prices| general prices]]</U>''', you need to specify the unit amount, service, and language pair if necessary.
  
 
=='''Cat log based receivable'''==
 
=='''Cat log based receivable'''==
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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>'''):
 
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 receiv 1.jpg|border|600px]]
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[[file:New CAT log based receivable 1.png|border|650px]]
  
''By pressing the "Upload a new file" link, you may upload another CAT log file to your project.''
+
''By pressing the "Upload" link, you may upload another CAT log file to your project.''
  
 
Press '''"Next"''' to proceed.
 
Press '''"Next"''' to proceed.
  
2. Next, you may inspect and amend conversion rates in case of necessity:
+
2. Then you may inspect and amend conversion rates in case of necessity:
  
[[file:CAT based receivable 2.jpg|border|400px]]
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[[file:New CAT log based receivable 2.png|border|400px]]
  
 
Press '''"Next"''' to continue.
 
Press '''"Next"''' to continue.
  
3. Select the required '''"Service"''', specify the '''"Price per unit"''', and press '''"Create"'''.  
+
3. Select the '''Service''' you need, specify the '''Price per unit''', and press '''"Create"'''.  
  
 
''You may also add the relevant price per unit by clicking on the corresponding row in the '''<U>[[Receivable creation/editing#Relevant prices|Relevant prices]]</U>''' table if there is any.''  
 
''You may also add the relevant price per unit by clicking on the corresponding row in the '''<U>[[Receivable creation/editing#Relevant prices|Relevant prices]]</U>''' table if there is any.''  
  
[[file:CAT based receivable 3.jpg|border|1200px]]
+
[[file:New CAT log based receivable 3.png|border|1100px]]
  
It will bring you to the '''Receivable''' page, which consists of three sections described below.
+
It will bring you to the '''Receivable details''' page which consists of three sections described below.
  
 
==='''Receivable details'''===
 
==='''Receivable details'''===
  
In this section, you may clone, update or delete this receivable by pressing the corresponding buttons:
+
In this section you may clone, add a discount or/and an extra charge, update, or delete this receivable:
  
[[file:Receivable details.jpg|border|1000px]]
+
[[file:CAT Receivable details.png|border|1100px]]
  
 
==='''CAT Log'''===
 
==='''CAT Log'''===
  
The section below provides a brief overview of a CAT log.
+
The section provides a brief overview of the CAT log.
  
 
To see more detailed data such as the CAT log summary, data analysis, and its use in receivables\payables, click the CAT log name:
 
To see more detailed data such as the CAT log summary, data analysis, and its use in receivables\payables, click the CAT log name:
  
[[file:Cat log details.jpg|border|1000px]]
+
[[file:CAT Receivable log section.png|border|1100px]]
  
 
==='''Conversion rates'''===
 
==='''Conversion rates'''===
  
In this section, you can '''<U>[[Receivable creation/editing#Edit CAT log conversion rates|edit]]</U>''' conversion rates or '''<U>[[Receivable creation/editing#Apply rates template|apply]]</U>''' the required template if you have already '''<U>[[Weighted word count templates#Add templates|created]]</U>''' one.
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In this section you can '''<U>[[Receivable creation/editing#Edit CAT log conversion rates|edit]]</U>''' conversion rates or '''<U>[[Receivable 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 the corresponding buttons:
 
To do so, click the corresponding buttons:
  
[[file:Conv rates section.jpg|border|1000px]]
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[[file:CAT Receivable details conversion rates.png|border|1100px]]
  
 
===='''Edit CAT log conversion rates'''====
 
===='''Edit CAT log conversion rates'''====
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To edit conversion rates, press the '''"Edit rates"''' button:
 
To edit conversion rates, press the '''"Edit rates"''' button:
  
[[file:Conv rates section edit.jpg|border|1000px]]
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[[file: CAT Receivable log edit rates.png|border|1100px]]
  
 
It will open '''Edit CAT log conversion rates''' page.
 
It will open '''Edit CAT log conversion rates''' page.
Line 139: Line 110:
 
Adjust conversion rates according to your needs and press '''"Apply"''' to confirm changes:
 
Adjust conversion rates according to your needs and press '''"Apply"''' to confirm changes:
  
[[file:Edit CAT log page.jpg|border|270px]]
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[[file:CAT Receivable log edit rates 2.png|border|220px]]
  
 
===='''Apply rates template'''====
 
===='''Apply rates template'''====
  
To apply the required CAT log conversion rates template, press the '''"Apply rates template"''' button:
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To apply a different CAT log conversion rates template, press the '''"Apply rates template"''' button:
  
[[file:Conv rates section apply.jpg|border|1000px]]
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[[file:CAT Receivable log apply template.png|border|1100px]]
  
 
It will open '''Apply CAT log conversion rates template''' page.
 
It will open '''Apply CAT log conversion rates template''' page.
Line 151: Line 122:
 
Press '''"Apply template"''' in the row of the required template:
 
Press '''"Apply template"''' in the row of the required template:
  
[[file:CAT temp apply different.jpg|border|600px]]
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[[file:CAT Receivable log apply template2.png|border|1100px]]
  
 
Here you may also update conversion rate table of the necessary template by pressing the '''"Edit template"''' button:
 
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]]
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[[file:CAT Receivable log apply template edit.png|border|1100px]]
  
 
Make the changes you need and press '''"Update"''':
 
Make the changes you need and press '''"Update"''':
  
[[file:Update conversion page.jpg|border|500px]]
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[[file:CAT Receivable log apply template edit 2.png|border|500px]]
  
 
=='''Discounts and Extra Charges'''==
 
=='''Discounts and Extra Charges'''==
  
For every receivable, you can add a discount or extra charge at the end:
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For every receivable, you can add a discount or extra charge.
 +
 
 +
To do that, click the receivable code:
 +
 
 +
[[file: Click receivable code.png|border|1100px]]
 +
 
 +
It will open the receivable details page.
 +
 
 +
Press the '''"Discount & Extra charge"''' button:
 +
 
 +
[[file: Receivable discount and extra.png|border|1100px]]
 +
 
 +
Enter the required value and press '''"Update"''' to apply changes:
 +
 
 +
[[file: Receivable discount and extra 2.png|border|500px]]
 +
 
 +
=='''Relevant prices'''==
 +
 
 +
<span style="color:red">'''Note: '''</span> This table is applicable only for '''Unit based''' and '''CAT log based''' receivables.
 +
 
 +
This table contains '''<U>[[Clients prices list#Create general prices|general prices]]</U>''' and the prices that you have recorded for this client on the '''<U>[[Client view page – Prices tab|Prices tab]]</U>''' of the client profile (or on the '''<U>[[Clients prices list#Create new price|Client prices]]</U>''' page).
 +
 
 +
As you start entering receivable data, some price rows will turn green thus indicating that they might be relevant for this receivable:
 +
 
 +
[[File:Receivable relevant prices.png|border|1100px]]
 +
 
 +
You may also check the '''"All prices"''' option to add a tariff for this client to the database.
 +
 
 +
It will be displayed next time you enter a similar order.
 +
 
 +
[[file:Receivable relevant all prices.png|border|1100px]]
 +
 
 +
=='''General info'''==
 +
 
 +
This table at the top of the receivable contains its summary:
 +
 
 +
[[file:Receivable summary new 2.png|border|600px]]
 +
 
 +
*'''Project'''—name with a link to the '''<u>[[Project details, Details tab|Project details page]]</u>'''.
 +
 
 +
*'''Specialization'''—project specialization selected for the project.
  
[[file:Discount & Extra.jpg|border|450px]]
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*'''Client'''—name with a link to the '''<u>[[Client view page – General info tab|Client profile]]</u>'''.

Latest revision as of 12:43, 6 September 2019

You can add receivables on the Finances tab of a project.

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

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

Project new receivable.png

  • "Flat rate"—if you just need to enter the amount of a receivable 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 receivable types is described below.

Flat rate receivable

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

New flat rate receivable.png

  • PO number—you can enter the number of PO received from сlient. You may leave it blank if the client is not sending you any PO numbers.
  • Language pair—here you have to select language pair for the receivable.

Note: You can select the language pair only from the ones you defined for the project when creating it.

  • Service—here you have to select what service you are charging for.
  • Note (hidden from client)—here you may add additional information that will be hidden from your client.
  • Note (visible to client)—here you may enter additional information that will be visible to your client.
  • Total—please enter the total amount here.
  • Currency—please select the necessary currency here.

When you have finished entering all the data, press "Create" and the system will bring you back to the Finances tab of the project where you’ll be able to see all the receivables you've added.

If you press the "Create & 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 clicking on the corresponding row in the Relevant prices table.

Almost all data will be added automatically by the system, and you just need to specify the Unit amount:

Add New unit based receivable.png

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 a receivable 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):

New CAT log based receivable 1.png

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

Press "Next" to proceed.

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

New CAT log based receivable 2.png

Press "Next" to continue.

3. Select the Service you need, specify the 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.

New CAT log based receivable 3.png

It will bring you to the Receivable details page which consists of three sections described below.

Receivable details

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

CAT Receivable details.png

CAT Log

The section provides a brief overview of the CAT log.

To see more detailed data such as the CAT log summary, data analysis, and its use in receivables\payables, click the CAT log name:

CAT Receivable log section.png

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 the corresponding buttons:

CAT Receivable details conversion rates.png

Edit CAT log conversion rates

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

CAT Receivable log edit rates.png

It will open Edit CAT log conversion rates page.

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

CAT Receivable log edit rates 2.png

Apply rates template

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

CAT Receivable log apply template.png

It will open Apply CAT log conversion rates template page.

Press "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 pressing the "Edit template" button:

CAT Receivable log apply template edit.png

Make the changes you need and press "Update":

CAT Receivable log apply template edit 2.png

Discounts and Extra Charges

For every receivable, you can add a discount or extra charge.

To do that, click the receivable code:

Click receivable code.png

It will open the receivable details page.

Press the "Discount & Extra charge" button:

Receivable discount and extra.png

Enter the required value and press "Update" to apply changes:

Receivable discount and extra 2.png

Relevant prices

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

This table contains general prices and the prices that you have recorded for this client on the Prices tab of the client profile (or on the Client prices page).

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

Receivable relevant prices.png

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

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

Receivable relevant all prices.png

General info

This table at the top of the receivable contains its summary:

Receivable summary new 2.png

  • Specialization—project specialization selected for the project.