These values are subdivided by categories, with regard to the tasks and materials used, any additional costs, values are also expressed in the customer’s currency, any reloads and discounts, any estimate amounts, etc.
Materials + Note (body rows): indicates the total of the body lines, only articles and descriptive notes, of the job order calculated on the quoted or final values according to which flag is active (Calculates body rows with values …).
Tasks (rows …): as indicated in the previous field, the calculation in this case only affects the tasks of the job order.
Additional Costs …: total expenses (state stamps, amount paid, various, shipping and packaging), present in the “A.D.” window (from the current toolbar).
Total Costs: it is calculated by adding the values that may be present in the “List of Raw Materials”, “Various List” fields, present in the “Product Card” screen on the Toolbar (Top central); and in addition to the values of the fields mentioned above.
Reload %: any percentage value of a reload, to be applied to the total costs calculated and just described.
Calculated Quote: value calculated by applying the reload from the value of the “Total Costs” field.
Currency Quote: value calculated by multiplying the exchange rate of the current currency by the value of the “Calculated Quote” field.
Discount %: any percentage value of a discount, to be applied to the “Currency Quote” field.
Final Offer: present if the job order was created automatically from the execution of a quote document, from the basic program @/Arpro or from production quotes (from the main menu select “Production” + “Production Quotes”). The value of this field can be changed manually. This affects the calculation of the value of the “Profit Document” and “Profit Percent” fields.
Progressing % … To …: free and optional fields, where it is possible to indicate a percentage of work already done and the relative reference date.
Already Paid: free and optional field, where it is possible to indicate the amount already paid by the customer.
By activating the “Details” button in the toolbar, the program also displays other detailed values calculated on the data entered in the job order (free numerical fields and body data, such as articles and tasks), relative to “Final/Balance Day” and “Total Quote”.
However, if you change or insert new data in the document, the program completely recalculates the data in this window.
Let’s now analyze in detail the various flags available at the bottom of this window, as part of the operation of the module.
Exclude Movement from searches and calculations …: if active, during the calculation of “Turnovers”, “Costs” and “Profits”, from the “List” tab with the
button in the toolbar, the program excludes this job order. It is considered as a document for internal use, probably related to a production to supply the warehouse and not as a result of a customer order.
The same applies in the case of searches by applying the available filters.
Materials, Tasks calculated for Cost: if active, during the calculation of the totals, in relation to the tasks and materials present in the job order, the program calculates the true costs. In the case of tasks, the cost per unit of work defined, in the case of articles, the true purchase cost, even in the case of management for list prices and discount (and not for purchase and reload prices).
Calculation of Final Offer: if active, the value of the “Final Offer” field is calculated during the recalculation of the totals. Normally this field is not calculated, the value related to the quote made to the customer is entered manually. If the job order has been created by an evasion of a customer order or a production quote (from the main menu select “Production” + “Production Quotes”), the relative value of the original document is entered in this field.
Calculation for Unit (Q.ty Required=1): if active, regardless of the value entered in the “Q.ty Required” field (from the “Card” of the job order select “Product Card” button in the central toolbar), the program calculates the totals of the window considering the value equal to 1 (only one unit).
This flag is useful for understanding costs, margins and totals for each individual machine or project, while managing the order for quantities other than 1: production for several pieces at the same time.
Calculates body rows with values of Quote or Final Balance.
Regarding the job order tasks records, in the body of the document, the program has fields containing estimates and final values when real time has been detected from the production department.