Glossary
Automatic actions
Automatic actions are operations performed automatically by the XTRF system.
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 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 General configuration | Defaults tab
Branch
Branch is a department, affiliate, or branch of your company.
Find more in 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 in Manage files in task workflow definitions 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 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 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 Smart projects | Payables tab 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 Smart projects | Receivables tab Classic projects | Add a CAT receivable
Categories
Categories are labels you can define in XTRF and use to organize your data. You can create a category and apply it to items such as Projects, Clients, Vendor Invoices, etc., to structure and filter your data.
Find more in System Values: Advanced | Categories
Client (Customer)
Client or Customer is a company or an individual who orders the projects.
Find more in Clients module Clients and Vendors (Providers) | 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 Clients module | Contacts tab 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 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 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 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 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 Smart projects | Jobs card Classic projects | Job display 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 Jons Offers module Smart projects | Jobs card Projects and Quotes | Vendor / 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 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 Smart projects | Payables tab Classic projects | Payables tab 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 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 Clients module | Price lists tab, 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 Client profile | Rates tab Vendor profile | Competencies & 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 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.