# 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.

| If you need to… | Go to |
|---|---|
| Find the job and open its reference surface | [Find and open a Job Profitability record](#find-and-open-a-job-profitability-record) |
| Read the financial values and currency display | [Read the financial summary](#read-the-financial-summary) |
| Inspect purchase-order or direct-cost detail | [Inspect purchasing and direct-cost detail](#inspect-purchasing-and-direct-cost-detail) |
| Understand why a detail control appears | [Handle conditional detail](#handle-conditional-detail) |
| Match a message to the action that produced it | [When validation or access goes wrong](#when-validation-or-access-goes-wrong) |
| Continue with allocation or payment work | [Cost transactions](doc:cost-transactions) |
| Return to the list that locates the record | [Job Profitability overview](doc:job-profitability-overview) |

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.

![Check the identity fields and financial summary before reviewing detail rows.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/ae071eca167e51d5b08ef6f83243e7a3.png)

**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**.

| If you want to read… | Select or read… |
|---|---|
| Values in the branch's reference currency | **Reference Currency** |
| Values in the local currency | **Local currency** |
| The price used in the summary | **Sales Price** |
| The direct cost recorded against the job | **Actual Direct Cost** |
| The difference between price and direct cost | **Gross profit** |
| The percentage result | **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**.

![Read the required identity fields, calculated values, and summary headers.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/ae071eca167e51d5b08ef6f83243e7a3.png)

**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.

![Review the purchase-order cost rows and their column headers.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/6047b3404670ada3f5744997fc60f81d.png)

![Review the New Direct Cost popup and its labelled fields.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/f38bdcd178d3bdf915e5bbbcbe8edb09.png)

**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.

![Check the direct-cost choices, visible allocation columns, and the Sales Order readout.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/62a2437781f6fe654daa9e67172eaba4.png)

**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

| What you see | What to do |
|---|---|
| `Please Solve the Following Issues :` | Review the validation rows listed with the message. |
| `Please select at least one order.` | Select an order before continuing. |
| `Please select at least one item/product.` | Select an item or product before continuing. |
| `Please enter the percentage value or delete unused items.` | Enter an allocation percentage or remove the unused item. |
| `Please adjust cost allocation.` | Adjust the allocation until the total is correct. |
| `Please enter valid amount.` | Enter a valid positive amount. |
| `Please choose cost type.` | Choose a cost type. |
| `Please choose provider.` | Choose a provider. |
| `Please enter Transaction Title.` | Enter a transaction title. |
| `Please choose payment due date.` | Choose the payment due date. |
| `Just '-' '_' and '.' are the only characters that are accepted.` | Remove other characters from the transaction title. |
| `This Field Is Required` | Complete the required field marked on the form. |
| `This field is required ` | Complete the required field marked on the related form. |
| `Invalid input. The value must be greater than 0 and cannot exceed 999,999.00` | Enter a value within the stated range. |
| `Invalid input. Please enter a non-negative value` | Enter zero or a positive value. |
| `The total must equal 100% ` | Adjust the allocation percentages until the total equals 100%. |
| `Are you sure deleting this item?` | Choose **No** to keep the item or **Yes** to confirm deletion. |
| `Your request was completed successfully` | Continue after the saved operation completes. |
| `An error occurred while processing your request` | Review the form and try the operation again. |

### Messages owned by other pages

| Message | Owning page |
|---|---|
| `Required Receiving Date` | MRQ details |
| `Required Receiving After` | MRQ details |
| `Package must have at least one item` | Purchasing package |
| `Required Offer Type` | Purchasing inquiry |
| `Required Bid Due Date` | Purchasing inquiry |
| `All offers must be in draft status to revert to inquiry` | Sales offer |
| `Please save opened inquiry first` | Sales inquiry |
| `All inquiries must be in draft stage to revert to potential` | Sales inquiry |
| `Please enter action for each milstone  ` | Sales job |
| `Please save opened cost sheet first` | Cost sheet |
| `Booked quantity for this job is greater than the required BOM quantity` | Product or BOM |
| `You cannot edit or delete the product after the purchase package is created` | Product or BOM |
| `Cannot be deleted. Product is in purchasing` | Product |
| `You cannot edit the product after the PO is created` | Product |
| `This product is already included in BOM` | Product or BOM |
| `The first variant cannot be deleted` | Product variants |
| `An error occurred while connecting to your CRM system.` | CRM integration |
| `Please select one product` | Product selection |
| `Package must have at least one item` | Purchasing package |
| `You cannot save without adding at least one product` | Product package |
| `Action not allowed` | Restricted action |
| `Please enter at least one email` | Email activity |
| `Inquiry must have at least one item` | Inquiry |
| `Offer must have at least one item` | Offer |
| `Order must have at least one item` | Order |
| `Items labeled as ‘Ready for Shipment’ or ‘Delivered’ cannot be deleted` | Sales items |
| `Please select one or more items to create a RFQ.` | Purchasing RFQ |
| `Error loading accounts` | Accounts |
| `Serial you have entered already exist and belong to same manufacturer` | Serial management |
| `There is error in serial you have entered` | Serial management |
| `Minimum: At least one serial` | Serial management |
| `LG has one or more extensions or deductions and cannot be reverted to the requested stage` | Letters of guarantee |
| `Please choose a date after the current expiry date` | Letters of guarantee |
| `One topic and at least one note is required` | Notes or activities |
| `An account with this name already exists` | Account details |
| `Error: Vendor not saved yet` | Account details |
| `Error: Client not saved yet` | Account details |
| `You already have a contact with this name` | Contact editor |
| `Forbidden characters detected. Please remove them and try again.` | Account or contact editor |
| `Error saving custom fields` | Custom fields |
| `Cannot be un-delivered — a due invoice already exists` | Sales order |
| `Sales order is archived` | Sales order |
| `A project with this name already exists` | Projects |
| `Custom fields saved successfully` | Custom fields |
| `Job updated successfully` | Sales job |
| `Job deleted successfully` | Sales job |
| `Job regretted successfully` | Sales job |
| `Job cancelled successfully` | Sales job |
| `Job missed successfully` | Sales job |
| `Job reactivated successfully` | Sales job |
| `Converted to offer successfully` | Sales job |
| `Converted to inquiry successfully` | Sales job |
| `Converted To Regretted` | Sales job |
| `Converted to cancelled` | Sales job |
| `Converted to lost` | Sales job |
| `Booked quantity for this job is greater than the required BOM quantity` | Product or BOM |
| `You don’t have permission` | Permission or access |
| `LG still needs confirmation` | Letters of guarantee |
| `There is no topic to print` | Notes or activities |

**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.

| Your next task | Page |
|---|---|
| Locate another job or return to the Job Profitability list | [Job Profitability overview](doc:job-profitability-overview) |
| Allocate or edit a direct-cost transaction | [Cost transactions](doc:cost-transactions) |
| Work with payments | [Payables](doc:payables) |
| Review the linked sales-job context | [Sales job record](doc:sales-job-record) |
| Review the record's created, modified, or deleted cost-transaction events | [Cost transactions](doc:cost-transactions) |

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