Job Profitability

Job Profitability at a glance

Job Profitability is the place to compare a sales job's sales price, direct cost, gross profit, and gross margin. Use it after a job exists and you need to understand its cost position before you continue with detailed cost or payment work. The Job Costing area connects the job list to a profitability record, purchasing costs, and direct-cost transactions.

The list begins with Running Jobs and a completed-job list. Opening a row takes you to a Job Profitability record, the summary for one job, where values are shown in Reference Currency or Local currency. The record groups purchasing costs and additional direct costs. Direct-cost transactions are the detailed entries behind the additional-cost area.

Before you start

Job Profitability is available only when your subscription includes the area and the list can load a saved list layout. A profitability record must already exist before its saved cost transaction can expose payment work.

Prerequisites

• Have access to the Job Profitability area.
• Have a saved job to review.
• Have a saved list layout available for the list columns.
• For payment work, have a saved cost transaction with an identifier.
• For a new payment, use a transaction that is not fully paid.
• Have permission to edit the cost transaction before using its edit controls.

The list headers come from your saved list layout, so work from the headers visible in your list. The initial currency choice belongs to the record you open; use the currency labels shown on that record rather than assuming which one opens first.

Review the Job Profitability list

The Job Profitability list is a row-based view of jobs and their cost measures. The headers shown in your list come from your saved list layout. The list presents Job No., Gross Margin (€), Gross Margin (ج.م.‏), Total Direct Cost (€), Purchase Cost (€), Purchase Cost (ج.م.‏), Other Direct Cost (€), Sales price (€), and Client, with the rows available to you.

Prerequisites

• Have access to the Job Profitability area.
• Have a saved list layout available for the list columns.

Steps

1. Open the Job Profitability list.

2. Read Job No. and Client to identify the job row.

   see which cost area contributes to the total.

3. Use the list tools for the purpose you need.

   Purpose	Select
   Reload the list	Refresh
   Work with the saved list layout	Table Layout
   Open the available list settings	Settings

Result: The Job Profitability list is open and ready for selection.

Find a job and open its profitability view

Running Jobs is the list for jobs currently in progress. The completed-job list also provides the All, the payment-status filter, and the Paid filter.

Prerequisites

• Have access to Job Profitability.
• Know whether you are looking for a running or completed job.

Steps

1. Select the completed-job list when the job has reached delivery.

   If you need to…	Select
   Review every job in the completed-job list	All
   Review jobs awaiting payment	the payment-status filter
   Review paid jobs	Paid

2. Select the job row you want to review.

3. Confirm that the Job Profitability record opens.

Result: The selected job's profitability record is open.

Review profitability and cost summaries

The record places the job identity beside its currency-based sales, direct-cost, gross-profit, and gross-margin values. Purchasing Cost groups purchase-order items, while Additional Direct Cost groups cost transactions by type.

Prerequisites

• Have a job profitability record open.
• Have the job's purchasing and direct-cost information available for review.

Steps

1. Read Client and Job Title to confirm that the record is the job you selected.

2. Read Reference Currency and Local currency to identify the two available summary presentations.

3. Read Sales Price, Actual Direct Cost, Gross profit, and Gross margin in the currency presentation shown on the record.

   The summary does not include an Actual Revenue field. The profitability record has no active Save or Save and Close control; use the transaction form for transaction saving.

4. Select POs to expand the purchasing area.

5. Read PO No., the cost column, and Package Title in the purchasing rows.

6. Read Transaction No. and Transaction Title in the additional direct-cost rows.

7. Select Direct Cost when you need to inspect a detailed direct-cost transaction.

Result: You have identified the job's summary measures and selected the cost area that needs further review.

Handle conditional tabs and detail rows

The profitability record shows different detail areas according to the currency selected, the group you expand, the number of allocated details, the orders selected, and the payment state. The Direct Cost panel is the detailed surface for an additional direct-cost transaction.

Prerequisites

• Have a job profitability record open.
• Expand the relevant cost group before reviewing its child rows.
• Use a saved transaction before selecting Payments.

Steps

1. Read the summary values in the currency presentation currently shown.

2. Select POs to show the purchasing rows.

3. Select Direct Cost to open the direct-cost panel.

4. Read Cost Type, the classification field, Transaction Title, Amount, and Invoice Date. Invoice Date carries a required marker and cannot be later than today.

   Read Invoice No., Provider, and Comment next.

5. Read the available cost classification in the panel.

6. Read the allocation columns shown in the allocation table.

7. Select Items when the transaction has a selected order with items available.

8. Select Payments when the transaction is saved.

9. In the Payments area, select the control for adding a payment when the saved transaction is not fully paid.

The direct-cost panel also showed Sales Order as a readout and OK as the panel control. The allocation method becomes available when more than one allocated detail exists.

Result: The appropriate cost group, direct-cost panel, allocation area, or payment tab is on screen for the record state.

When validation or access goes wrong

The direct-cost form checks its fields and allocation before it saves. Use the exact message to choose the correction.

Out of scope

The account, contact, and shared files messages belong to their focused panels. Use Cost transactions for direct-cost validation and Payables for payment work.

Continue with the detailed work

Use the focused page that matches the work you selected. The overview helps you choose the next surface; each focused page carries its own detailed procedure.

Result: You have selected the detailed page that owns the next part of the work.