cats:procedures:costs:costings

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cats:procedures:costs:costings [2016/11/29 17:37] – [Itemized Costings on the Contract Item] amandacats:procedures:costs:costings [2017/06/01 15:49] (current) – jen
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 ===== Itemized Costings Overview ===== ===== Itemized Costings Overview =====
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 {{entry>0;Itemized Costs;-}}{{entry>0;Invoicing Itemized Costs;-}} {{entry>0;Itemized Costs;-}}{{entry>0;Invoicing Itemized Costs;-}}
 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, and also gives greater insight into the accuracy of your trading team's operational assumptions. 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, and also gives greater insight into the accuracy of your trading team's operational assumptions.
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 [{{:cats:procedures:costs:costs_itemizedcosts_tranmenu.png|Use the Tran menu to configure costs for a contract item.}}] [{{:cats:procedures:costs:costs_itemizedcosts_tranmenu.png|Use the Tran menu to configure costs for a contract item.}}]
  
-  * Scan Costs: pull up the costings for this item in a grid format. From this grid you can add, edit and remove entries. +  * **Scan Costs**: pull up the costings for this item in a grid format. From this grid you can add, edit and remove entries. 
-  * Calculate/print costs: print a detailed of the costs report and recalculate the costs for this item +  * **Calculate/print costs**: print a detailed of the costs report and recalculate the costs for this item 
-  * Review costs: view and change the costing "header" record (e.g. for changing interest rate) +  * **Review costs**: view and change the costing "header" record (e.g. for changing interest rate) 
-  * Import costs: automatically add costing items to the current trade from Cost Analysis. +  * **Import costs**: automatically add costing items to the current trade from Cost Analysis. 
-  * Delete costing: batch remove costing items from the current trade. +  * **Delete costing**: batch remove costing items from the current trade. 
-  * Costing lock: prevent changes to the costings on the current trade (until unlocked). +  * **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). +  * **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's an option to copy the costing records as well. For contracts that have similar costings this can save a significant amount of data entry.+When adding a contract, there's an option to copy the costing records as well. For contracts that have similar costings this can save a significant amount of data entry. 
  
 === Reviewing Itemized Costs with Scan Costs === === Reviewing Itemized Costs with Scan Costs ===
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 [{{:cats:procedures:costs:costs_itemizedcosts_addcostdetails.png|Enter the cost details and rate.}}] [{{:cats:procedures:costs:costs_itemizedcosts_addcostdetails.png|Enter the cost details and rate.}}]
  
-**Costing Fields**: +Here are the fields and a brief description for each field on a cost: 
- +  * **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**/**Special**: A short-code for the costing item. Defaults to the short-code of the cost code.   * **Key**/**Special**: A short-code for the costing item. Defaults to the short-code of the cost code.
   * **Order**: Display order for setting up a default sort for the items.   * **Order**: Display order for setting up a default sort for the items.
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 === Editing Itemized Costs === === Editing Itemized Costs ===
-You can edit an itemized costing record for the current trade in a number of ways. +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. +Double-click on the item on the contract item screen. 
-  - Change the values directly on the Scan Costs grid. +[{{:cats:procedures:costs:edititemcosts_doubleclick1.png?|Double click on the item on the contract screen}}] 
-  - Select **Edit** from the Scan Costs menu.+Change the values directly on the Scan Costs grid. 
 +[{{:cats:procedures:costs:edititemcosts_scancostsgrid.png?|Scan cost grid}}] 
 +Select **Edit** from the Scan Costs menu. 
 +[{{:cats:procedures:costs:edititemcosts_editthescangrid.png?|Select edit from the scan costs grid.}}]
  
 === Recalculating and Printing Itemized Costs === === Recalculating and Printing Itemized Costs ===
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 [{{:cats:procedures:costs:costs_itemizedcosts_calculateprint.png|Use the Tran menu option to recalculate the costs on a contract.}}] [{{:cats:procedures:costs:costs_itemizedcosts_calculateprint.png|Use the Tran menu option to recalculate the costs on a contract.}}]
  
-CATS may prompt you to update the transportation costs associated with this item. +Calculate/print progress screen will show.  
 +[{{:cats:procedures:costs:edititemcosts_printprogress.png?|Costing calculate/print progress}}] 
 + 
 +CATS may prompt you to update the transportation costs associated with this item. Press **Yes** to continue. Transportation costs will be updated. 
 +[{{:cats:procedures:costs:edititemcosts_updatetransportation.png?|CATS prompt to update transportation costs}}]
  
      
- 
 ==== 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.
 +[{{:cats:procedures:costs:itemizedcostings_createvendorinvoice.png?|create vendor invoice}}]
  
 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 ''Apply'' to save your changes.   - Click on ''Apply'' to save your changes.
 +[{{:cats:procedures:costs:itemizedcostings_addinginvoiceitem.png?|Adding an invoice item}}]
 You can continue to enter items as necessary. For example, you may want your invoice to match your vendor's bill. You can continue to enter items as necessary. For example, you may want your invoice to match your vendor's bill.
  
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  • Last modified: 2017/12/19 03:21
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