Job Profitability record

Job Profitability records

Job Profitability is the reference surface for comparing a sales job's revenue, direct cost, gross profit, and gross margin. Use it when you need to understand the financial position of one job before reviewing its purchase-order or direct-cost detail.

The record groups purchasing cost and additional direct cost with the sales-job values used to review profitability. A purchase cost groups purchase-order items, while an additional cost groups cost transactions by cost type.

Before you start

Prerequisites

• Have a saved sales job to review.
• Have access to the Job Profitability surface.
• Use a subscription that includes the surface.
• Know which currency you want to read first: Reference Currency or Local currency.
• Work from the columns visible in your saved list layout.
• Keep the record free of unsaved edits before leaving it.

Start with the Job Profitability list open and a saved job ready to review.

The surface is available when your subscription includes it and the record exists. A record opened as an embedded sales-job panel can show a different set of identity fields from a record opened through the main record surface.

Find and open a Job Profitability record

Job Profitability records are opened from the Job Profitability list.

Prerequisites

• Have the Job Profitability list open.
• Know which saved job you need to review.

Steps

1. Open the saved job's row in the Job Profitability list.
2. Confirm that the Job Profitability record opens.
3. Read Client and Job Title to confirm that the opened record is the one you need.

Result: The Job Profitability record surface is open with Client and Job Title visible.

Read the financial summary

The financial summary is the set of sales and cost values you use to compare the job's commercial result in the selected currency.

The record shows Client, Job Title, Sales Price, Actual Direct Cost, Gross profit, and Gross margin. The live surface showed required markers on Client, Job Title, Sales Price, Actual Direct Cost, Gross profit, and Gross margin.

Prerequisites

• Have the record open.
• Know which currency answers your current question.

Steps

1. Read Client and Job Title to identify the record.

2. Choose the currency view that answers your question.

   If you need to…	Choose…
   Compare values in the branch's reference currency	Reference Currency
   Compare values in the local currency	Local currency

3. Read Sales Price, Actual Direct Cost, Gross profit, and Gross margin in the selected currency.

4. Read the purchasing and additional-cost headers before opening their detail rows.

The summary area also shows Purchasing Cost, PO No., a cost column, Package Title, Additional Direct Cost, Transaction No., and Transaction Title.

Result: The record's financial values and cost-summary headers are visible in the currency view you selected.

Inspect purchasing and direct-cost detail

Use POs to inspect purchase-order cost detail. Use Direct Cost to open the New Direct Cost popup and review a direct-cost transaction before committing any change.

Prerequisites

• Have the financial summary open.
• Know whether you are reviewing purchase-order cost or additional direct cost.

Steps

1. Choose one detail route.

   If you need to…	Select…
   Review purchase-order cost rows	POs
   Review a direct-cost transaction form	Direct Cost

2. If you selected POs, expand the purchase-order detail and read Purchasing Cost, PO No., the cost column, and Package Title.

3. If you selected Direct Cost, read the New Direct Cost popup and its OK control.

4. Review the direct-cost fields in the popup.

   Field	Type	Required
   Cost Type	Select list	Yes
   Cost Classification	Radio option	No
   Transaction Title	Text	Yes
   Amount	Number	Yes
   Invoice Date	Date, no later than today	Yes
   Invoice No.	Text	No
   Provider	Selectable account	Yes
   Comment	Text	No

5. Read Additional Landed Cost and Delivery Costs when the classification choices are shown.

6. Read Item No., Vendor Order No., Job No., and Job Title when allocation detail is shown. Use the item-price column, allocation-percentage column, and allocation-amount column for the corresponding values.

Result: The purchase-order rows or the New Direct Cost form is open, with the applicable fields and detail columns visible.

Handle conditional detail

The record changes its detail choices according to the saved transaction, the number of allocated details, and the orders associated with the transaction. Read Sales Order as a value, not as a selectable control.

Steps

1. Read the currency values for the selected currency.

2. When more than one allocated detail exists, read Allocation Method, the allocation- percentage column, and the allocation-amount column.

3. When order ids are present, select Items to open item selection.

4. When a transaction has been saved, select Payments to open payment details.

5. When deletion is available for an allocated item, select its delete control.

6. Choose one confirmation option.

   If you want to…	Choose…
   Keep the allocated item	No
   Confirm the deletion	Yes

The Job No. input and Actual Revenue values are not part of the visible record surface. The record header does not provide Save or Save and Close controls; direct-cost saving is handled inside the detailed transaction surface.

Result: You can distinguish an available allocation, item, payment, or deletion control from a conditional readout or a surface that is not available in the current record view, and you can choose the applicable deletion confirmation.

When validation or access goes wrong

Use the message text to identify the action that needs attention. Messages for account, contact, MRQ, purchasing, product, CRM, letters-of-guarantee, and activity work belong to those pages.

Direct-cost messages

Messages owned by other pages

Result: You can match a direct-cost message to the action that needs attention and use the owning page for work outside this record.

Continue with the detailed work

Continue to the page that owns the next operation rather than treating the summary surface as the place to complete that operation.

Result: You know which page owns the next task and which record detail to review there.