Difference between revisions of "Create payable"

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(Include CAT log details in job PO and vendor invoice PDF)
 
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''Payable creation page: [http://cloud.protemos.com/payable/create?project_id=ХХХХ&job_id=ХХХХ&route=job/ http://cloud.protemos.com/payable/create?project_id=ХХХХ&job_id=ХХХХ&route=job] (replace XXXX with valid numbers)''
+
You can add payables on a job page.
  
''Payable editing page: [https://cloud.protemos.com/payable/update?id=00000&route=job/ https://cloud.protemos.com/payable/update?id=00000&route=job] (replace XXXXХ with valid number)''
+
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:
 +
 
 +
[[file:Add payable.png|border|1000px]]
 +
 
 +
*'''"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:
 +
 
 +
[[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'''==
  
=='''General info'''==
+
Under this header, you may enter the data for the payable.
  
On this page, you can enter the payables for vendor jobs.
+
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.  
  
This table contains the summary of the payable:
+
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:W payable summary.jpg|border|450px]]
+
[[File:New UBased payable.png|border|1100px]]
 
  
*'''Project''' - project name with the link to the '''<u>[[Project details, Details tab|Project details page]]</u>'''.
+
If there are several receivables in the project, you can click the necessary '''Receivables''' table row to copy '''Unit amount''' to form.
  
*'''Specialization''' - project specialization selected for the project.
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[[File:Redirect.jpg|40px|link=Create payable]] Back to the '''table of contents'''.
  
*'''Client''' - client name with the link to the '''<u>[[Client view|Client view page]]</u>'''.
+
=='''Cat log based payable'''==
  
*'''Vendor''' - vendor selected for this job with the link to the '''<u>[[Vendor view|Vendor view page]]</u>'''.
+
Under this header, you may add a payable based on a CAT log  in a few simple steps:
  
*'''Job''' - job name with the link to the '''<u>[[Job view|Job view page]]</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>'''):
  
*'''Service''' indicates what kind of service is selected for the job.
+
[[file:CAT log based payable 1.png|border|700px]]
  
*'''Language pair''' indicates what language pair is selected for the job.
+
''By clicking the "Upload" link, you may upload another CAT log file to your project.''
  
=='''Relevant prices'''==
+
Click '''"Next"''' to proceed.
  
<span style="color:#DC143C">'''Note: ''' This table is applicable only for '''Unit based''' and '''CAT log based''' payables.</span>
+
2. Then you may inspect and amend conversion rates in case of necessity:
  
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.
+
[[file:CAT log based payable 2.png|border|400px]]
  
As you start entering payable, some price rows will turn green thus indicating that they might be relevant for this payable.  
+
Click '''"Next"''' to continue.
  
[[File:UBP relevant prices.jpg|border|1000px]]
+
3. Enter the required '''"Price per unit"''' and click '''"Create"'''.  
  
If you click on any of the green rows to the right, the price will be copied to the payable.
+
''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.''
  
=='''Payable data'''==
+
[[file:New CAT log based payable 3.png|border|1100px]]
  
This is the summary of how much you will pay to your vendor.
+
It will bring you to the '''Payables to vendor''' section of the related job.
  
You can add a payable by pressing the "'''New payable'''" button and choosing the base:
+
You may open this payable by clicking on its code:
  
[[file:New payable bases.jpg|border|340px]]
+
[[file:Cat log based payable click code.png|border|1100px]]
  
The "'''Flat rate'''" – if you just need to enter the amount of payable without entering volumes and rates.
+
It will display the '''Payable''' page which consists of three sections described below.
  
The "'''Unit based'''" – if you have to enter the volume and rate for calculating the price.
+
==='''Payable details'''===
  
The "'''CAT log based'''" – if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.
+
In this section you may clone, add a discount or/and an extra charge, update, or delete this receivable:
  
=='''Flat rate payable'''==
+
[[file:Payable details section new.png|border|1100px]]
  
Under this header, you can enter the data for the payable.
+
==='''CAT Log'''===
  
[[File:flat rate payable note.jpg|border|450px]]
+
The section provides a brief overview of a CAT log.
 
 
'''Note (hidden from vendor)''' – here you may leave additional information that will be hidden from your vendor.
 
  
'''Total''' – please enter the total amount here.
+
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:
  
'''Currency''' – please select the necessary currency here.
+
[[file:CAT Receivable log section.png|border|1100px]]
  
When you have finished entering all the data, press "'''Create'''".
+
==='''Conversion rates'''===
  
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.
+
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.
  
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 do so, click on the corresponding buttons:
  
=='''Unit based payable'''==
+
[[File:Conversion rates+.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).
+
===='''Edit CAT log conversion rates'''====
  
Almost all data will be added automatically. You just need to specify the '''Unit amount''':
+
To edit conversion rates, click the '''"Edit rates"''' button:
  
[[File:UBP relevant prices note.jpg|border|1000px]]
+
[[File:Conversion rates (edit).png|border|1070px]]
  
Or you can click the '''Receivables''' table row to copy '''Unit amount''' to form (matched receivables by unit type are highlighted in green):
+
It will open '''Edit CAT log conversion rates''' page.
  
[[File:UBP relevant prices note plus receivables.jpg|border|1000px]]
+
Adjust conversion rates according to your needs and click '''"Apply"''' to confirm changes:
  
=='''Cat log based payable'''==
+
[[file:CAT Receivable log edit rates 2.png|border|220px]]
Under this header, you may add the payable based on CAT log.  
 
  
All data will be added automatically. You just need to specify the '''Price per unit''':
+
===='''Apply rates template'''====
  
[[file:CAT log payable note.jpg|border|1000px]]
+
To apply a different CAT log conversion rates template, click the '''"Apply rates template"''' button:
  
You may also add the desired price per unit by clicking the corresponding row on the "'''Relevant prices'''" table:
+
[[File:Conversion rates (apply rates).png|border|1070px]]
  
[[file:CAT log based receivable relevant.jpg|border|1000px]]
+
It will open '''Apply CAT log conversion rates template''' page.
  
==1.35==
+
Click '''"Apply template"''' in the row of the required template:
  
Under this header, you may add a payable based on a CAT log in a few simple steps:
+
[[file:CAT Receivable log apply template2.png|border|1100px]]
  
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>'''):
+
Here you may also update conversion rate table of the necessary template by clicking the '''"Edit template"''' button:
  
[[file:CAT based payable 1.jpg|border|600px]]
+
[[file:CAT Receivable log apply template edit.png|border|1100px]]
  
Press '''"Next"''' to proceed.
+
Make the changes you need and click '''"Update"''':
  
2. Next, you may inspect and amend conversion rates in case of necessity:
+
[[file:CAT Receivable log apply template edit 2.png|border|500px]]
  
[[file:CAT based payable 2.jpg|border|400px]]
+
===='''Include CAT log details in job PO and vendor invoice PDF'''====
  
Press '''"Next"''' to continue.
+
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"''':
  
3. Enter the required '''"Price per unit"''' and press '''"Create"'''.  
+
[[File:Include cat log details in vendor invoice+.png|border|1070px]]
  
''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.''  
+
Mark the "Include CAT log details" checkbox and click '''"Update"''' to save changes:
  
[[file:CAT based payable 3.jpg|border|1000px]]
+
[[File:Update pdf template+.png|border|1070px]]
  
It will bring you to the '''Payables to vendor''' section of the corresponding job.
+
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:
  
You may open this payable by clicking on its code:
+
[[File:Cat log details.png|border|750px]]
  
[[file:Payable code.jpg|border|1000px]]
+
[[File:Redirect.jpg|40px|link=Create receivable]] Back to the '''table of contents'''.
  
It will display the '''Payable''' page, which consists of three sections described below.
+
=='''Add payable-related files'''==
  
===Payable details===
+
If necessary, you can select a payable-related file when updating  or creating the payable:
  
In this section, you may clone, update or delete this payable by pressing the corresponding buttons:
+
[[file:UB payable file.png|border|600px]]
  
[[file:Receivable details.jpg|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 the CAT log name:
+
=='''Relevant prices'''==
  
[[file:Cat log details.jpg|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>[[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.
+
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 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.