cats:procedures:costs:costings

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cats:procedures:costs:costings [2016/12/08 14:50] – jencats: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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 === 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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 === 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.
 [{{:cats:procedures:costs:edititemcosts_doubleclick1.png?|Double click on the item on the contract screen}}] [{{:cats:procedures:costs:edititemcosts_doubleclick1.png?|Double click on the item on the contract screen}}]
-  - Change the values directly on the Scan Costs grid.+Change the values directly on the Scan Costs grid.
 [{{:cats:procedures:costs:edititemcosts_scancostsgrid.png?|Scan cost grid}}] [{{:cats:procedures:costs:edititemcosts_scancostsgrid.png?|Scan cost grid}}]
-  - Select **Edit** from the Scan Costs menu.+Select **Edit** from the Scan Costs menu.
 [{{:cats:procedures:costs:edititemcosts_editthescangrid.png?|Select edit from the scan costs grid.}}] [{{:cats:procedures:costs:edititemcosts_editthescangrid.png?|Select edit from the scan costs grid.}}]
  
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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. Press **Yes** to continue.+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}}] [{{:cats:procedures:costs:edititemcosts_updatetransportation.png?|CATS prompt to update transportation 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.
  
  • cats/procedures/costs/costings.1481208625.txt.gz
  • Last modified: 2017/12/19 03:21
  • (external edit)