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cats:procedures:costs:costings [2016/12/08 14:56] – jen | 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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=== 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 === | === 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. |
[{{: | [{{: | ||
- | - Change the values directly on the Scan Costs grid. | + | Change the values directly on the Scan Costs grid. |
[{{: | [{{: | ||
- | - Select **Edit** from the Scan Costs menu. | + | Select **Edit** from the Scan Costs menu. |
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- | CATS may prompt you to update the transportation costs associated with this item. Press **Yes** to continue. | + | Calculate/ |
+ | [{{: | ||
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+ | CATS may prompt you to update the transportation costs associated with this item. Press **Yes** to continue. Transportation costs will be updated. | ||
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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 '' | ||
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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' | ||