Availability request
Availability request is an e-mail notification to vendors asking them whether they can accept the work on a job on the suggested terms.Find more in Assign vendors through availability requests https://xtrf.atlassian.net/wiki/spaces/XKB/pages/65601664/Classic+projects#Classic-Availability-Requests-subtab
Base system currency
Base system currency is used by XTRF as the default currency for cost and price calculations. If any invoice or payment has to be created using another currency, its value is converted from the Base system currency using the latest Exchange rate.Find more in https://xtrf.atlassian.net/wiki/spaces/XKB/pages/7897179/General+configuration#Defaults-tab
Branch
Branch is a department, affiliate, or branch of your company.Find more in https://xtrf.atlassian.net/wiki/spaces/XKB/pages/7897179/General+configuration#Defaults-tab
Bundle
Bundle is a set of files prepared for a specific task in a Classic project. You can create a bundle to spread the work between multiple vendors.Find more inManage files in task workflow definitions https://xtrf.atlassian.net/wiki/spaces/XKB/pages/65601664/Classic+projects#Bundles
Calculation unit
Calculation unit is a predefined value used to recalculate the volume of work into the price, for example, source word or target page. The calculation units are used to create rates for specific jobs in certain language combinations.Find more in https://xtrf.atlassian.net/wiki/spaces/XKB/pages/85524549/System+Values+Advanced#Calculation-Units
Default system calculation units
There are two default system calculation units that are set in the Configuration menu.
Base System Calculation Unit – one unit that serves as a reference for other units.
Default CAT Calculation Unit – the unit used by the system in CAT calculations (by default, it is set to source word, but you can select another one).
Find more in https://xtrf.atlassian.net/wiki/spaces/XKB/pages/7897179/General+configuration#Defaults-tab
CAT grid
CAT grid is a price breakdown containing rates applied to particular match types when using Translation Memory or Machine Translation.The CAT grid rates can be provided as a percentage of the main rate or as fixed numbers.
Find more in Use CAT analyses to define payables and receivables CAT tools
CAT Payable
CAT payable is a payable based on CAT analysis of the files given to the vendor.Find more in Use CAT analyses to define payables and receivables https://xtrf.atlassian.net/wiki/spaces/XKB/pages/65601643/Smart+projects#Payables-tab https://xtrf.atlassian.net/wiki/spaces/XKB/pages/65601664/Classic+projects#Add-a-CAT-payable
CAT Receivable
CAT receivable is a receivable based on CAT analysis of the files provided by the client.Find more in Use CAT analyses to define payables and receivables https://xtrf.atlassian.net/wiki/spaces/XKB/pages/65601643/Smart+projects#Receivables-tab https://xtrf.atlassian.net/wiki/spaces/XKB/pages/65601664/Classic+projects#Add-a-CAT-receivable
Categories
Categories are labels you can define in XTRF and use to organize your data.Find more inhttps://xtrf.atlassian.net/wiki/spaces/XKB/pages/85524549/System+Values%3A+Advanced#Categories
Client (Customer)
Client or Customer is a company or an individual who orders the projects.Find more in Clients module https://xtrf.atlassian.net/wiki/spaces/XKB/pages/7929972#Client-settings Client Portal
Contact Person
Contact Person (Contact) is a person who can be called or e-mailed in case of any requests or issues or to confirm a task or a job. Clients and vendors can have more than one contact person. You can configure which contact person will receive e-mail notifications and grant them access to the Client and Vendor Portals.Find more in https://xtrf.atlassian.net/wiki/spaces/XKB/pages/5079112/Clients+module#Contacts-tab https://xtrf.atlassian.net/wiki/spaces/XKB/pages/44302417/Vendors+module#Contacts-tab
Country-specific Tax No.
Country-specific Tax No. is a localized VAT / Tax Number ( e.g., in Poland, the number is called NIP; in Italy - P.IVA; in the UK - VAT Reg No., etc.).Find more in https://xtrf.atlassian.net/wiki/spaces/XKB/pages/7929890/System+Values+Basic#Countries
Custom column
Custom column is an additional column you can add to different views of the XTRF Platform to display non-standard data.Find more in https://xtrf.atlassian.net/wiki/spaces/XKB/pages/7897179/General+configuration#Custom-Columns-tab
Custom field
Custom field is an additional field you can add to different areas of the XTRF Platform to store non-standard information.Find more in https://xtrf.atlassian.net/wiki/spaces/XKB/pages/7897179/General+configuration#Custom-Fields-tab
Document template
Document template is a customizable template used to generate different kinds of documents on the XTRF Platform.Find more in https://xtrf.atlassian.net/wiki/spaces/XKB/pages/7864398/Templates#Document-templates
Job
Job is a part of the project related to a specific vendor. It contains the full set of instructions and agreements with the vendor, including the job type the vendor needs to perform and the payables they will receive.Find more in https://xtrf.atlassian.net/wiki/spaces/XKB/pages/65601643/Smart+projects#Jobs-card https://xtrf.atlassian.net/wiki/spaces/XKB/pages/65601664/Classic+projects#Job-display https://xtrf.atlassian.net/wiki/spaces/XKB/pages/18415651/Projects+module#Jobs-tab
Job offer
Job offer is an e-mail message sent to a group of vendors, prompting them to indicate their availability for an upcoming project. Job offers also appear on the Vendor Portal.Find more in Job Offers module https://xtrf.atlassian.net/wiki/spaces/XKB/pages/65601643/Smart+projects#Jobs-card https://xtrf.atlassian.net/wiki/spaces/XKB/pages/15204698/Projects+and+Quotes#Vendor-%2F-Provider-Selection-Rules-(Smart)
Job type
Job type is a service (single action or multiple actions treated as one) performed by a vendor or an XTRF user to complete a project. The typical job types are translation, proofreading, editing, etc.Find more in https://xtrf.atlassian.net/wiki/spaces/XKB/pages/85524549/System+Values+Advanced#Job-Types
Offer
Offer is a proposal created within an opportunity. Offers can be transformed into quotes and sent to clients so they can choose the best option for the potential order.Find more in Opportunities module
Opportunity
Opportunity is a potential deal with a particular client. Within an opportunity, you can track the progress of different proposals and evaluate your chances of successful cooperation.Find more in Opportunities module
Payables
Payable represents the calculations (cost and details) for a specific job you have to pay the vendor for.Find more in https://xtrf.atlassian.net/wiki/spaces/XKB/pages/65601643/Smart+projects#Payables-tab https://xtrf.atlassian.net/wiki/spaces/XKB/pages/65601664/Classic+projects#Payables-tab https://xtrf.atlassian.net/wiki/spaces/XKB/pages/174424112/Track+work+time+in+the+project+s+cost+calculation#Work-Log-payables
Periodic jobs
Periodic job is a repeatable administrative action that can be handled automatically.Find more in https://xtrf.atlassian.net/wiki/spaces/XKB/pages/112328774/Integration#Periodic-Jobs
Price list
Price list is a list of standard rates that can be shared by a group of clients or vendors.Find more in https://xtrf.atlassian.net/wiki/spaces/XKB/pages/5079112/Clients+module#Price-lists-tab, https://xtrf.atlassian.net/wiki/spaces/XKB/pages/44302417/Vendors+module#Price-Lists-tab
Price profile
Price profile is a list of rates that applies only to a specific client or vendor.Find more in Manage client's price profiles Manage vendor's price profile https://xtrf.atlassian.net/wiki/spaces/XKB/pages/177275072/Client+profile#Rates-tab https://xtrf.atlassian.net/wiki/spaces/XKB/pages/177832397/Vendor+profile#Competencies-%26-Rates-tab
Process
Process is a sequence of steps used in Smart projects and quotes. Processes can be predefined by process templates or configured directly in a Smart project or quote.Find more in https://xtrf.atlassian.net/wiki/spaces/XKB/pages/65601643/Smart+projects#Process-card
Process template
Process template is a predefined sequence of steps used in Smart projects and quotes. You can use built-in process templates or design your own in the Process Template Designer.Find more in https://xtrf.atlassian.net/wiki/spaces/XKB/pages/15204698/Projects+and+Quotes#Process-Templates-(Smart)
Project confirmation
Project confirmation is a document containing detailed project information, including the overall project cost, requested service, and language pairs. Project confirmation is sent to the client once a project is started.Find more in Smart projects https://xtrf.atlassian.net/wiki/spaces/XKB/pages/65601664/Classic+projects#Documents-tab
Purchase order
Purchase order is a detailed job specification sent to the vendor. It includes the most important information about the job (type, specialization, start and deadline dates, special instructions, etc.) and payment details.Find more in https://xtrf.atlassian.net/wiki/spaces/XKB/pages/65601664/Classic+projects#Documents-tab https://xtrf.atlassian.net/wiki/spaces/XKB/pages/65601643/Smart+projects#Jobs-card
Receivable
Receivable represents the calculations (cost and details) for a specific service a client has to pay you for.Find more in https://xtrf.atlassian.net/wiki/spaces/XKB/pages/65601643/Smart+projects#Receivables-tab https://xtrf.atlassian.net/wiki/spaces/XKB/pages/65601664/Classic+projects#Receivables-tab
Service
Service is a marketing name for a workflow or process you offer to clients.Find more in Create and manage services https://xtrf.atlassian.net/wiki/spaces/XKB/pages/7929890/System+Values+Basic#Services
Smart Connectors
Smart Connector is a tool that automatically creates predefined projects and quotes after a file is uploaded to the folder or sent in a message to the e-mail address specified in the Smart Connector configuration.Find more in Configure Smart Connectors Smart Connectors - Technical Guide
Specialization
Specialization is a qualification such as a knowledge of medicine or law terms required to perform a specific job.Find more in https://xtrf.atlassian.net/wiki/spaces/XKB/pages/85524549/System+Values+Advanced#Specializations https://xtrf.atlassian.net/wiki/spaces/XKB/pages/173998097/Manage+vendor+s+price+profile#II.-Add-language-combinations-to-the-price-profile https://xtrf.atlassian.net/wiki/spaces/XKB/pages/135987241/Manage+client+s+price+profiles#III.-Add-rates-to-the-language-combinations
Step
Step defines which job type will be done at a certain stage of a Smart project or quote. Steps can consist of one or several jobs of the same type.Find more in https://xtrf.atlassian.net/wiki/spaces/XKB/pages/15204698/Projects+and+Quotes#Process-Steps-(Smart)
Quote
Quote is a document that outlines the price of the particular translating service before the actual purchase. A quote may be created by a project manager or requested by a client.Find more in Quotes module Create a Classic quote
Quote confirmation
Quote Confirmation is a detailed project specification sent to the client for approval before launching the project. It gives an estimate of the project cost and the delivery date.https://xtrf.atlassian.net/wiki/spaces/XKB/pages/16056321/Quotes+module#Send-a-quote
Vendor (Provider)
Vendor or Provider is a company or an individual who performs the translation, proofreading, DTP, or any other activity for you.Find more in Vendors modulehttps://xtrf.atlassian.net/wiki/spaces/XKB/pages/7929972/Clients+and+Vendors+Providers#Vendor-%2F-Provider-settings Vendor Portal
View
View is a method of sorting the list of items in a table. The most commonly used views are included in the system. However, users can create, edit, and remove their own views.Find more in Smart views Classic views
Virtual entity
Virtual entity is a specific custom column that appears in the Dashboard module.