Generating custom PO
Go to Projects > Estimates > Costs.
Click the
icon to the left of line where you want to generate costs and select View.Click the
icon to the left of a linguist for whom you want to generate costs and select Generate custom PO.Fill in the parameters as needed. See Generate custom PO parameters.
Click the Generate button.
Parameter | 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 System Administrator. It is the System 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:
|
Project Editor - Generating a custom PO