Generating custom PO
Select the Projects > Project listing tab.
You can use features in the Simple search or Advanced search tab screens to display the relevant project.
Select the context menu icon
next to the relevant project.From the context menu, select
Show Estimates.Result: Project Editor >
Estimates tab screen is displayed for the relevant project. In it, select the Costs tab.Note
You will see
Show Costs option in the context menu, if your XTM Cloud Administrator has selected the Disable proposals in project estimates parameter (for details, see Cost settings). This option takes you directly to the Project Editor > Costs tab screen.In the Costs tab screen, select the context menu icon
in the line where you want to generate costs and select View.Result: The Project cost details popup is displayed.
In the Project cost details popup, select the context menu icon
next to the linguist for whom you want to generate costs and select Generate custom PO.Result: The Generate custom PO is displayed.
In the Generate custom PO, fill in the parameters as needed. See Generate custom PO parameters.
At the bottom of the Generate custom PO, select the Generate button.
Setting | Description | Mandatory/Optional | Type | Valid values |
|---|---|---|---|---|
File format | Enables you to select a file format for the purchase order | Mandatory | Radio button | Valid values (within a variety of predefined workflow definitions):
|
Cost breakdown | Determines how costs are presented on the purchase order | Mandatory | Dropdown list | Valid values (within a variety of predefined workflow definitions):
|
Include rates | Includes rates from the translator’s rate card. The parameter is only available when the Cost breakdown parameter is set to Languages and workflow steps. | Mandatory | Checkbox | Valid values:
|
Calculation method | Specifies whether costs included in the purchase order should be calculated by adding costs of all word matching categories or subtracting them from the overall sum | Mandatory | Radio button | Valid values:
The default is determined by system settings (Configuration > Data > Estimates > PO settings > Default PO). |
Custom fields | Multiple custom fields can be listed on the purchase order. | Mandatory | Dropdown list | Valid values as set by the XTM Cloud Administrator. It is the XTM Cloud Administrator who enables the custom fields for Project Managers. |
Comment | Enables you to add a comment. PO comments can be specified in customer or global system settings or manually in the comment input field. | Mandatory | Checkbox Text box | Valid values:
|
Footer | Adds a footer. PO footers can be specified in customer or global system settings. | Mandatory | Checkbox Text box | Valid values:
|
Font size | Specifies the size of the font used in the Purchase Order (PO) | Mandatory | Dropdown list | Numeric Between 3 - 48 |
Send PO to linguist | Enables you to send the purchase order to the linguist | Mandatory | Checkbox | Valid values:
|
Send PO to its creator | Enables you to send the purchase order to the person who created it | Mandatory | Checkbox | Valid values:
|