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Activity CAT Payable WindowThe Activity CAT Payable window is where you create and define the individual charges paid to a provider for the selected activity. To do so, you specify the calculation unit and the rate and upload the analysis file to be used in the CAT grid.  


Payable Type

The payable type to be added to the activity.

When you select the "Activity Payable" radio button, a new window appears. For a description of the window, click here: Activity Payable..

This field is only visible when you create a payable.   

Activity Type

The activity type defined in the payable.

Because you are creating a payable for the selected activity, you cannot select a different activity. To select a different activity defined in the workflow or to add a new activity to the workflow, go to the Activities - Task - Quote / Jobs - Task - Project tab.

Calculation Unit

The unit used in determining how the charge of the selected activity will be calculated.

To create a calculation unit, go to System > Configuration > System Values > Calculation Units . 

Rate Value

The monetary value of a calculation unit.

Enter a value into the field.

 

The currency is the currency specified in the provider's price profile used in this activity. To change the currency, select the provider's price profile which includes the desired currency on the tab, Payables - Activity - Quote Task / Payables - Job - Project.

Rate Origin

The source of the rate.

The message for this field is completely dependent on how the information for Rate Value was entered. For example, if the provider's price profile Example USD contained a rate for the selected activity, “Example USD” would automatically be entered for Rate Origin. Similarly, if a user manually entered a different value for Rate Value, the message would automatically change to “Manually Filled-in”. 

The text in the message cannot be manually modified.

Description

Additional information concerning the payable.

Enter the text into the field.

Total Value

The total charge for this payable.

The total value is calculated by multiplying the individual rate of a match by its quantity and then summating all the matches' values. An example of a total value calculation is illustrated in the table below:

Example
Calculation Unit: source word
Rate Value: $0.20
Total Quantity: 100
Match Percentage of RateQuantity (Source Word)Value
X-translated5%2$0.02
Repetitions5%20$0.20
100%10%8$0.16
95-99%20%15$0.60
85-94%40%15$1.20
75-84%60%20$2.40
50-74%80%10$1.60
No match100%10$2.00
Total Value: $8.18
  • The total value is automatically calculated by the system from the information you have entered into this window. A value cannot be entered manually.
  • The total for an individual payable does not include any discounts or surcharges applied to the selected activity on the Activities - Task - Quote / Jobs - Task - Project tab.
CAT Payable Grid

The CAT grid is where you provide either the percentages of the rate or the fixed rates for each translation by how well it resembles entries stored in the customer's CAT tool and the quantity of the matching calculation unit.

The fields in the left column display the value of either the percentage of the rate or the fixed rate for each match.

The fields in the right column display the quantity of the calculation unit for each match.  

To charge a percentage of the rate for each translation by how well it resembles an entry in the customer's CAT tool, select Use ratio [%].

To charge a fixed for each translation by how well it resembles an entry in the customer's CAT tool, select Use fixed rates.  

 If a CAT grid is defined in the customer's price profile, then the values appear automatically in the left column.

Import Percentage

Click to have the rates for this CAT payable be imported from one of the following sources: 1) a CAT receivable for this task, 2) another CAT payable for this task, 3) the customer's price profile selected for the overall quote or 4) the provider's price profile selected for this activity. 

When you click on a the button, a drop-down list menu appears. Move your cursor over the desired source type and then select the exact source from which the rates are to be imported. The rates now appear in the grid.

Import Quantity

Click to have the quantity for this CAT payable be imported from one of the following sources: 1) a CAT receivable for this task, 2) another CAT payable for this task, 3) an analysis file uploaded to this task.

When you click on a the button, a drop-down list menu appears. Move your cursor over the desired source type and then select the exact source from which the quantity is to be imported. The individual quantity for each match now appear in the grid.

Import All from ReceivablesClick to have the values from the task's CAT receivable be imported and entered into the CAT grid.
Upload Analysis File

Click to upload an analysis file and have the values automatically collected from the file and entered into the fields for quantity. Select the file from your computer.

To view the details of the uploaded file, select Show CAT Analysis Details . A window with the file's information appears.

SaveClick to add a payable to the task.
CancelClick to terminate the creation of the payable.
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