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cats:procedures:costs:costings [2016/11/29 17:25] – [Itemized Costings on the Contract Item] amanda | cats:procedures:costs:costings [2017/12/19 03:21] (current) – external edit 127.0.0.1 | ||
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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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Each individual costing record on the contract item is tied to a particular cost code. As such, it is important to set up your cost codes so that they capture the level of costing detail that you are interested in. These codes allow the correlation of the trader' | Each individual costing record on the contract item is tied to a particular cost code. As such, it is important to set up your cost codes so that they capture the level of costing detail that you are interested in. These codes allow the correlation of the trader' | ||
- | For a full discussion of cost codes and how to work with them, see [[cats: | + | For a full discussion of cost codes and how to work with them, see the [[cats: |
The entered cost of an individual costing item reflects the // | The entered cost of an individual costing item reflects the // | ||
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=== The Costings (Tran) Menu === | === The Costings (Tran) Menu === | ||
The " | The " | ||
- | * Scan Costs: pull up the costings for this item in a grid format. From this grid you can add, edit and remove entries. | + | [{{:cats:procedures:costs:costs_itemizedcosts_tranmenu.png|Use |
- | * Calculate/ | + | |
- | * Review costs: view and change the costing " | + | |
- | * Import | + | |
- | * Delete costing: batch remove costing items from the current trade. | + | |
- | * Costing lock: prevent changes | + | |
- | * Payments lock: prevent payments against the costings on the current trade (until unlocked). | + | |
+ | * **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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=== Adding Itemized Costs Manually === | === Adding Itemized Costs Manually === | ||
- | You can add itemized costs to the current trade from the Scan Costs screen. From the menu select **Add**. | + | You can add itemized costs to the current trade from the Scan Costs screen. From the menu select **Add**. |
+ | [{{: | ||
- | === Editing Itemized Costs === | + | Enter the cost code for the new item, then pick **Apply**. |
- | You can edit an itemized costing record | + | [{{: |
- | - Double-click on the item on the contract item screen. | + | |
- | - Change the values directly on the Scan Costs grid. | + | |
- | - Select | + | |
- | === Costing Fields === | + | Then you can enter the details for the new costing record. Enter the rate and the way the cost will be calculated (per Lb, KG, points, percentage, etc.). Pick **Apply** to continue. |
+ | [{{: | ||
+ | |||
+ | 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**/ | * **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' | ||