Availability request
Availability request is an e-mail notifications to vendors that asks 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 default currency for cost and price calculations. If any invoice or payment has to be created using another currency, its value is converted from 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 that are 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 lables 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, issues or to confirm a task or a job. Clients and vendors can have more than one contact persons. 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 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 type
Job type is a service (single action or multiple actions treated as one) that is 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
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 in the task.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
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
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, each user 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.