For a description of the three left-hand panels and the response buttons, click here: Main Data - Quote. | |
The Receivables tab is where you add the individual charges to the customer for each of the task's activities and if necessary, include or remove any discounts and/or surcharges. Also, here you can override the minimum charge defined in the customer's price profile and use the task's lower total value instead. A receivable details how the charge of a specific activity will be calculated. Therefore, each activity generally requires its own receivable. For example, if a project manager has a task which contains translation and proofreading activities and the financial information of the activities is not the same, two receivables would need to be created. | |
Receivables Amount | The total amount of all receivables. The amount cannot be manually modified. |
CAT Receivables Amount | The total amount of all CAT receivables. The amount cannot be manually modified. |
Total Value | The total amount of all receivables and CAT receivables. The amount cannot be manually modified. |
Minimum Charge | The lowest cost allowed by your company for this activity to be undertaken. The minimum charge is defined in the customer's price profile.
The minimum charge of this customer's price profile cannot be modified in this tab. To do so, go to the customer's Rates tab, select the price profile from the drop-down list in Name and then click . For a description of the edit window, click here: Basic - Edit Price Profile. |
Discounts & Surcharges | Additional amounts to be deducted from or added to the total value. To include any discounts or surcharges or to remove one included in the customer's price profile, click Discounts / Surcharges Window - Customer. . When you click on this button, a window appears. For a description of the window, click here:Discounts and/or surcharges defined in the customer's price profile are included automatically. |
Auto-calculate Total Agreed | Select to have the total agreed amount for all the receivables in the task be automatically calculated by XTRF. The automatic calculation includes the total value of the receivables and any discounts and/or surcharges to be applied. When you select the tickbox, the field for Total Agreed cannot be manually edited. |
Total Agreed | The total amount of the total value plus any applicable discounts and/or surcharges for all the receivables in the task. The field cannot be modified if you selected the tickbox for Auto-calculate Total Agreed. To be able to manually enter an amount, deselect the tickbox for Auto-calculate Total Agreed. |
The list of receivables included in the task.
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Click to add a receivable. When you click on his button, a window appears. For a description of the window, click here: Task Receivable. | |
Click to add a CAT receivable. When you click on this button, a window appears. For a description of the window, click here: Task CAT Receivable. | |
Click to add a CAT receivable using the external system you have integrated with XTRF. When you click on this button, a window appears. For a description of the window, click here: Add CAT Receivable Using an External System. | |
Click to modify. | |
Click to apply the modifications. | |
Click to terminate the modification process. |