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cats:procedures:costs:costings [2016/11/29 17:37] – amanda | cats:procedures:costs:costings [2017/06/01 15:49] – jen | ||
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===== Itemized Costings Overview ===== | ===== Itemized Costings Overview ===== | ||
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{{entry> | {{entry> | ||
Itemized costing is a powerful and detailed mechanism for estimating costs for a particular trade and across your entire operation. Tracking each individual cost-type (e.g. freight, insurance, etc.) on the trade allows precise P&L calculations, | Itemized costing is a powerful and detailed mechanism for estimating costs for a particular trade and across your entire operation. Tracking each individual cost-type (e.g. freight, insurance, etc.) on the trade allows precise P&L calculations, | ||
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[{{: | [{{: | ||
- | * Scan Costs: pull up the costings for this item in a grid format. From this grid you can add, edit and remove entries. | + | |
- | * Calculate/ | + | |
- | * Review costs: view and change the costing " | + | |
- | * Import costs: automatically add costing items to the current trade from Cost Analysis. | + | |
- | * Delete costing: batch remove costing items from the current trade. | + | |
- | * Costing lock: prevent changes to the costings on the current trade (until unlocked). | + | |
- | * Payments lock: prevent payments against the costings on the current trade (until unlocked). | + | |
=== The Costing Header Record === | === The Costing Header Record === | ||
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=== Adding Costing Records by Copying a Contract === | === Adding Costing Records by Copying a Contract === | ||
- | When adding a contract, there' | + | When adding a contract, there' |
=== Reviewing Itemized Costs with Scan Costs === | === Reviewing Itemized Costs with Scan Costs === | ||
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[{{: | [{{: | ||
- | === Editing Itemized Costs === | + | Here are the fields and a brief description for each field on a cost: |
- | You can edit an itemized costing record for the current trade in a number of ways. | + | |
- | - Double-click | + | |
- | - Change the values directly on the Scan Costs grid. | + | |
- | - Select **Edit** from the Scan Costs menu. | + | |
- | + | ||
- | === Recalculating and Printing Itemized Costs === | + | |
- | After you have changed all of the costs, you can exit the scan costs area. | + | |
- | <note important> | + | |
- | + | ||
- | [{{:cats: | + | |
- | + | ||
- | CATS may prompt you to update the transportation costs associated with this item. | + | |
- | + | ||
- | === Costing Fields === | + | |
* **Name**: The display name for this costing item. Defaults to the name of the cost code. | * **Name**: The display name for this costing item. Defaults to the name of the cost code. | ||
* **Key**/ | * **Key**/ | ||
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* Manual: | * Manual: | ||
+ | === Editing Itemized Costs === | ||
+ | You can edit an itemized costing record for the current trade in a number of ways.\\ | ||
+ | Double-click on the item on the contract item screen. | ||
+ | [{{: | ||
+ | Change the values directly on the Scan Costs grid. | ||
+ | [{{: | ||
+ | Select **Edit** from the Scan Costs menu. | ||
+ | [{{: | ||
+ | |||
+ | === Recalculating and Printing Itemized Costs === | ||
+ | After you have changed all of the costs, you can exit the scan costs area. | ||
+ | <note important> | ||
+ | |||
+ | [{{: | ||
+ | |||
+ | Calculate/ | ||
+ | [{{: | ||
+ | |||
+ | CATS may prompt you to update the transportation costs associated with this item. Press **Yes** to continue. Transportation costs will be updated. | ||
+ | [{{: | ||
+ | |||
+ | | ||
==== Invoicing with Itemized Costs ==== | ==== Invoicing with Itemized Costs ==== | ||
CATS uses a special type of invoice, called a Vendor Invoice, to track the payment of costs. | CATS uses a special type of invoice, called a Vendor Invoice, to track the payment of costs. | ||
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* Invoice date: The date of the invoice. | * Invoice date: The date of the invoice. | ||
* Purchase contract (optional): If you want to specify that this invoice is for a particular contract, enter the contract number here. | * Purchase contract (optional): If you want to specify that this invoice is for a particular contract, enter the contract number here. | ||
+ | [{{: | ||
The vendor invoice screen functions just like any other invoice in CATS. The main difference between a vendor invoice and a purchase is that we will be creating the invoice items manually (rather than selecting inventory). | The vendor invoice screen functions just like any other invoice in CATS. The main difference between a vendor invoice and a purchase is that we will be creating the invoice items manually (rather than selecting inventory). | ||
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- Enter the details for the charge. CATS presents fields for entering weight and units and a price-per-LB. You can simply enter the total amount. You can also change the description which affects how the printed invoice will appear. | - Enter the details for the charge. CATS presents fields for entering weight and units and a price-per-LB. You can simply enter the total amount. You can also change the description which affects how the printed invoice will appear. | ||
- Click on '' | - Click on '' | ||
+ | [{{: | ||
You can continue to enter items as necessary. For example, you may want your invoice to match your vendor' | You can continue to enter items as necessary. For example, you may want your invoice to match your vendor' | ||