Actions Menu - GP Calculator

Overview

Updated 06/24/2021

The Gross Profit Calculator (GP Calculator) is the means by which the gross profit for a particular Order can be calculated. GP Calculator can be accessed from the Start Page, Order and DH Order sections.

Order section

Gross Profit Calculator is available in the shortcut button in the Summary screen of both the Order as well as DH Order section. GP Calculator is also accessible from all the other subsections of the Order section from the Action Menu.

The Following describe the fields and where they are populated from:

Taxes

• Federal ER Taxes: These cannot be changed as they are system-wide values based on Government requirements.
  Note: This value is calculated from a combination of the Federal Tax, Med, and FUTA entries found in the Tax Rate section of Admin Tools
  
  
• Other ER Taxes: These cannot be changed as they are system-wide values based on on taxes paid by the Employer. This based on the SUTA chosen.
  
  
• SUTA State: The rate for the State Unemployment Tax Act can be changed based on the work-site address.
  Note: If the SUTA selected is in a different state then the other Employer taxes, the Employer taxes will most likely change to that state.
  
  
• WC Code: Can be changed for the position and the WC code rate will be displayed to the right.
  
  
• General Liability: This value pulled from Burden with the name "GeneralLiability" in Admin Tools
  
  
• Extra Burden: This value is pulled from any other Burden Factor besides "GeneralLiability" in Admin Tools

 

Rates/G.P.

• Pay Rate: Generated from the previously selected order. Can be changed as necessary.
  
  
• Mark Up: Generated from the previously selected order. Can be changed as necessary.
  
  
• Bill Rate: Generated from the previously selected order. Can be changed as necessary.
  
  
• Gross Profit: Based on the entries in Pay Rate, Mark Up, Bill Rate and the Calculate Option
  
  
• Total Burden: Depending on the scenario, Total Burden cost can be based on a combination of the entries in Pay Rate, Mark Up, Bill Rate, Federal ER Taxes, SUTA State Percent, WC Code Percent, and Calculate Option. 
  
  
• Gross Profit %: Based on the entries in Pay Rate, Mark Up, Bill Rate and the Calculate Option
  
  
• Total Cost: Based on the entries in Pay Rate, Mark Up, Bill Rate and the Calculate Option

 

Calculate Option

• If Calculate Pay is selected in the Calculate Option then:
  
  
  • Any change in the Bill Rate will result in the calculation of the new Pay Rate while the MarkUp remains the same.
    
    
  • If the Mark Up is changed then the new Pay Rate will be calculated while the Bill Rate remains the same.
    
    
  • If the Pay Rate is changed, then the Bill Rate remains the same while the new Mark Up is calculated accordingly.
    
    
• If Calculate Bill is selected in the Calculate Option then:
  
  
  • Changes to the Pay Rate will result in the calculation of the new Bill Rate while the MarkUp remains the same.
    
    
  • If the Mark Up is changed then the new Bill Rate will be calculated while the Pay Rate remains the same.
    
    
  • If Calculate Bill is selected and the Bill Rate is changed then the Pay Rate remains the same while a new Mark Up is calculated accordingly.

Apply to Order

• This check box can be marked to apply the changes to the order on closing.

Start page

The GP Calculator can also be accessed from the Programmable Shortcut or the Action Menu in the Start Page. The Purpose of having a GP Calculator on the Start Page is to give the user the flexibility to calculate the Gross profit and set the desired level of rates or gross profit margin quickly.

Unlike the GP Calculator accessed from the Order section, the rates in the Rate/G.P. will be zero when the GP calculator is accessed from the Start Page, while the fields in the Taxes box will be auto populated with the default values. The user is not able to apply pay rates or bill rates to orders while using GP Calculator from the Start Page.

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