Jobs – Costing Fields

Description

Name of the Cost Option.

The Description populates with the description of the Job Type used to create the Cost Option. This text is editable by the user.

Debtor (Customer)

The Customer to which the invoice will be raised. Also can be used for Tariffs.

Cur

Currency of the Customer/Debtor.

Option

Option number.

Net M3

Net M3.

Net CuFt

Net Cubic Feet.

Net Lbs/b>

Net Lbs.

Service

Service Type.
(i.e. FCL, LCL)

Estimated Cost

Total estimated cost of the option. Calculates from the individual costing elements in the option.

%

% markup for the option

Profit

Profit or markup amount for the option. The Sell Price less the Estimated Costs.

Sell

The Total Sell Price in Local Currency.

Sell Price (FC)

The Total Sell Price in Foreign Currency.

Tax

Tax code for Cost Header.

Actual Cost

The total of Act Costs for the Option.

Branch

Branch for the costing option. Used in correctly allocating the revenue and expenses of the Cost Option

Invoice

The Linked Invoice Number.

In

The current Status of the Linked Invoice. When this Status is U (Updated to Debtors) the Sell Price and Estimated Costs of the Option can not be modified.

C

The Completed Status of the Option

St

The Quoting or Job Status. This generally matches the Job Status except on cancelled Cost Options.

Description

Costing Line Item Description.

Creditor

Supplier/Creditor Name and Code.

Cur

Currency associated with Cost.

Currency will match the Creditor Currency if there is a Creditor on the line.

Calc

Est Qty

Estimated quantity.

The value which gets mulitplied by the rate to determine the cost/sell value.

Rate

The Cost Rate.

Est Cost

Estimated Cost. Est Qty * Rate.

Est Cost (FC)

The Estimated Cost in Foreign Currency.

If the Supplier charges you in a different currency than your base currency.

%

Percentage Markup.

Profit

Profit. Sell Price less the Estimated Cost.

Sell Rate

Sell Rate.

Sell

Sell Price.

Tax

Tax Code for the Sell Price.

Act Qty

Actual Quantity Used.

Act Cost

Actual Cost.

Tax

Tax Code for the Actual Cost. This defaults to the Sell Price Tax Code.

Purchase

Purchase invoice corresponding to the costing element.

A

Specifies if the cost is to be accrued or not.

A = To be accrued
N = Not to be accrued
C = Accrual closed

In

The invoice status of the costing element:

N (New: not invoiced, no purchase attached. The default status.)
U (Updated.)
F (Free: no charge. Will not allow a purchase to be attached.)
Y (Invoiced: purchase attached, not necessarily posted. This will stop users from being able to create a purchase on the line and it will remove the line from the Accrual report even if its accrual status is A or C on the prepaid report.)

O

Specifies if the line item is included in the Cost Option totals or to be treated separately.

S

Used to select Multiple Costing Elements to make changes to multiple lines at once.

For instance, select 5 lines and add a Supplier to all 5 at once.