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Introduction

The tab jobcosting displays all costs and revenues. This enables an overview of the profitability of the shipment. Cost and revenue is based on the master data sets; activity type, charge type and tariff rates, and these are applied according to the nature of the shipment for example the Incoterms used and the chargeable weight of the shipment. Jobcosting figures are generated automatically by input of payable vouchers and output of invoices and credit notes (More information is available in the section on Automatic tariffing). Expenditure and revenue accruals may also be manually inserted into job-costing, but it is intended that jobcosting should be largely automated.

Description

Main menu bar and title bar

see General tab

Calculate jobcosting

By clicking on this link, any predefined the action costs and revenues are based on the master data ( activity types , master data rate ) in connection with the shipment data ( Incoterms , chargeable weight generates). In addition, an initial invoice with the relevant cost categories and stored as a draft which tariffs will be applied after the initial account application process, can be printed and completed.

Show Cancelled

Check this box to show cancelled documents. This box is unchecked by default.

Refresh

This link will refresh the list of transactions and include the latest.

New Income

Opens charges editor and allows entry of a new income.

New Expense

Opens charges editor and allows entry of a new expense.

Edit

Opens the charges editor and allows the charge highlighted in the overview of charges.

Delete

Deletes the charge highlighted in the overview of charges.


Only certain entries may be edited or deleted. Entries that cannot be edited or deleted can be adjusted here

Turnover in local currency

individual charges are shown in local currency. Double click an entry to open it or highlight the entry and then select the Edit button to open the charges editor.

Type

The type of charge line.

Charge type

Charge type of the current line.

Partner

Partner code of the business partner to whom the charge was applied or from whom the charge was received.

Booking date

The date of the document that contains the charge.

Number

The voucher number for the voucher that contains the charge.

Income

Income or revenue amount.

Cost

Cost or expenses amount.

Profit

The profit of the line item.

Charges Editor

Partner

The party who billed or received the charge. The partner search function is available to locate a different partner.

Charge Type

Charge type of the item.

Amount, Exchange Rate

the amount of the item in local currency. If in foreign currency an exchange rate is shown.

In addition to manual adjustment of the value of the item, the field also provided a drop down menu to access an on screen calculator (F3) or refresh of tariffs (F5) to apply any new tariffs to the line item.

Total

The total amount in local currency.

Remarks

Any remarks relevant to the line item may be recorded. Right click to access text blocks .

OK

Store the line item and any changes made.

Cancel

Exits the application without any changes.

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