# 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.

| If you need to… | Go to |
|---|---|
| Open the list and review its headers | [Review the Job Profitability list](#review-the-job-profitability-list) |
| Find a job and choose its list stage | [Find a job and open its profitability view](#find-a-job-and-open-its-profitability-view) |
| Compare the job's price, cost, and margin | [Review profitability and cost summaries](#review-profitability-and-cost-summaries) |
| Inspect purchasing or direct-cost detail | [Handle conditional tabs and detail rows](#handle-conditional-tabs-and-detail-rows) |
| Review the focused profitability record | [Job Profitability record](doc:job-profitability-record) |
| Create or edit a cost transaction | [Cost transactions](doc:cost-transactions) |
| Continue with payments | [Payables](doc:payables) |

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.

5. 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** |

![Review the Job Profitability headers and list tools](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/6f0a6f13811fe1159b5f3bcfe8c1701b.png)

**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.

![Identify a job from the Running Jobs list and its visible headers](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/6529acdab67576449ec0726a171a339a.png)

![Choose a filter before reviewing a completed job](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/044bca52d6c4f9a9a6b36508faf6e5f5.png)

**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.

![Review the profitability summary and purchasing rows](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/6047b3404670ada3f5744997fc60f81d.png)

![Compare the gross-margin summary with the other profitability measures](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/97f62a88e49127790c6d676c85b1bbed.png)

**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.

![Review the direct-cost fields and allocation area](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/62a2437781f6fe654daa9e67172eaba4.png)

**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.

| Message | What to do |
|---|---|
| `Please Solve the Following Issues :` | Review the validation messages listed with it. |
| `Please select at least one order.` | Select an order before continuing. |
| `Please select at least one item/product.` | Select at least one item or product. |
| `Please enter the percentage value or delete unused items.` | Enter the allocation percentage or remove the unused row. |
| `Please adjust cost allocation.` | Adjust the allocations until the total is correct. |
| `Please enter valid amount.` | Enter an amount greater than zero. |
| `Please choose cost type.` | Choose a value in **Cost Type**. |
| `This Field Is Required` | Complete the field marked as required. |
| `The total must equal 100%` | Adjust the allocation-percentage column until the total is 100%. |
| `Are you sure you want to delete this item?` | Review the item before confirming its deletion. |
| `Your request was completed successfully` | Continue with the next action for the saved transaction. |
| `An error occurred while processing your request` | Review the transaction details and try the operation again. |

### Out of scope

| Message | Owning page |
|---|---|
| `Please choose provider.`; `Please enter Transaction Title.`; `Please choose payment due date.`; `Just '-' '_' and '.' are the only characters that are accepted.` | [Cost transactions](doc:cost-transactions) |

The account, contact, and shared files messages belong to their focused panels. Use [Cost
transactions](doc:cost-transactions) for direct-cost validation and [Payables](doc: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.

| Your next task | Continue with |
|---|---|
| Review the complete profitability record | [Job Profitability record](doc:job-profitability-record) |
| Create, update, allocate, or validate a direct-cost transaction | [Cost transactions](doc:cost-transactions) |
| Review or record a payment for a saved transaction | [Payables](doc:payables) |
| Return to the job list | [Find a job and open its profitability view](#find-a-job-and-open-its-profitability-view) |

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