Questions?

They are answered by the XTRF community and our experts

0
Answered

Validation of data for certain fields

Emma Skagerberg 7 years ago updated by Łukasz Kaleta (Senior Customer Success Manager) 7 years ago 3

Would it be possible to add automatic validation of data for certain fields to help users enter data correctly? We are mostly interested in adding check of data for e-mail fields, to avoid incorrect e-mail addresses and bouncing e-mails.

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Answered

Vendor rates: discounted for certain clients' jobs need to be applied automatically

Elzbieta Petlicka 7 years ago updated by Jes moiu 3 years ago 3

Hi everyone!

I was wondering if someone could help me get an answer to this question.


Sometimes we are able to negotiate lower rates with our suppliers for content that we are processing for a given client - e.g. someone can charge us, let's say, $20 in general, but for content processed for client ABC, our provider agreed to only charge us $15. As a result, we have 2 different rates for exactly the same job (just performed fr 2 different client accounts)


Do you know if it's possible to indicate that in Vendor's Competencies & Rates in any way that allows for automation - so that every time we issue a generic PO to that provider, the standard rate gets applied, but if the PO is issued within a project requested by client ABC, the discounted rate gets applied automatically? 


Thank you in advance for all your input!

Ella

Answer
Olaf Staszkiewicz 7 years ago

Thanks Thijs!


That's the point Ella. You should create two different Price Profiles, one General and the second one Rates for ABC. Then, when ABC requests a project, choose the proper one (in fact, what you assign is not the Vendor himself, but his Price Profile).


To accelerate and automate the whole selection process, you can always make one Vendor preferred for ABC Client (to be done below the Client's Price Profile



And then use this filter on Vendor Selection Rule, so it will be sent to the preferred only/



As a result, you'll get your preferred vendor assigned quite fast. I hope that helps!

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Answered

CAT or TM Rates shown in Vendor Portal

Nicole 7 years ago updated by Olaf Staszkiewicz 7 years ago 2

How can the provider see the calculation for a job in his vendor portal? We can see it, in the payables and in the receivables, but our provirders only see the total amount in the vendor portal, without the calculation and reductions.

Answer
Olaf Staszkiewicz 7 years ago

Dear Nicole,

maybe you meant something else - in each Job in Vendor Portal, under the Details label there is a whole CAT Grid which may interest you.


It should contain the whole CAT Grid, and the so-called Calculation.



All given details are also present in the Purchase Order, which can be downloaded as PDF below the Details button.

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Answered

Evaluation tab

Serena 7 years ago updated by Olaf Staszkiewicz 7 years ago 2

1. Why the 5 star rating? Can we change this to a text field?

2. For internal feedback, we want to upload our own evaluation performed using MQM. Why not allow either a text field or a file upload in the internal feedback window?

3. Why LISA if it's been out of commission for so many years?

Answer
Olaf Staszkiewicz 7 years ago

I believe the 5 star rating is a quick and easy way to indicate if there are any serious issues. Even though LISA is been out of commission, its model is still alive in many companies. That being said, it would be good if XTRF could import ratings directly from memoQ and allow for the uploading of other files to provide more flexibility.

After a quick glance, I don't see any reports related to QA except for the client satisfaction survey, it would be good to add a couple of internal ones (overall rating frequency distribution and per vendor/task come to mind).

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Answered

Last modified by...

Laura Jimenez 7 years ago updated by Jolanta Wantuła 4 years ago 2

Would you find usefull a stamp note saying who has modified the Project?


In this holyday season, a project may be monitored by different PMs. We find very usefull to have a stamp note saying who was the last person modifying a project or a quote.


What do you think?



Answer
Olaf Staszkiewicz 7 years ago

Dear Laura,


we already got you covered. For such case, there is a History button in each Smart Project.


There you can check 10 last actions performed and the person responsible for each activity.



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Answered

Invoice numbering scheme

Matt 7 years ago updated 7 years ago 4

Is there a configuration option to change the automated client invoice numbering scheme or can it only be changed by creating a new .rptdesign file?

Answer

Changing invoice numbering is possible in the Professional plan.

No modification of .rptdesign file is needed.

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Answered

How to remove EU VAT from invoice?

Matt 7 years ago updated by Maciej (XTRF Senior Deployment & Training Specialist) 7 years ago 1

EU VAT PL-9999999999 appears at the top and in the footer of generated client invoices. Our company is USA based so I need to remove this.  



Image 294


Answer
Mikołaj Pastuszko 7 years ago

File model used in Smart Projects is significantly different from the one used in Classic Projects. All automations offered in Smart Projects rely on additional metadata associated with files in a project (e.g. file category, languages, who added it, with whom it is shared with etc.) A common file system provided by the underlying operating system is incapable of storing all this extra metadata. Thus, the files in Smart Projects are managed solely by XTRF.

This approach has the following benefits:

  • XTRF can better understand the role of each file within a project and use it to automate various project management tasks.

  • Each file operation within a project is recorded by XTRF, making the full history of files available when needed.

  • Project files are secured using the same mechanisms as other XTRF system files, so the probability of unauthorized access or data leak is significantly reduced.

At any moment, users can download or upload files from/to a project or job and work with them locally. Note that most of the metadata associated with the file are lost when it is downloaded (exported) from the project. Full information about the file remains, however, in XTRF. In turn, when a file is uploaded to a Smart Project or Job (via Client Portal, Home Portal or Vendor Portal), XTRF tries to automatically detect and suggest metadata for the file (e.g. category and languages detection is based on file content, while file sharing is automated based on the process configuration).


XTRF offers also three automations that can simplify file upload and download (import and export):

  • Smart Connectors can be used at the beginning of the process to automatically create a project based on files put into a specific folder (local or FTP).

  • Automatic File Delivery can be used at the end of the process to send the result files (i.e. delivered in the final step in the process) to the client.

  • Scripted Jobs can be used at any step of the process to either automatically process the project files (e.g. using an external Web Service via REST API) or add new files to the project.

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Answered

How to email all vendors in smart projects like you do in classic projects?

Angelo 7 years ago updated by Łukasz Kaleta (Senior Customer Success Manager) 7 years ago 3

In classic projects, if there is an important change in the project, a PM can use the CRM feature within classic projects to inform all vendors of something.  In smart projects, where is that feature?

Answer

It is not available in the Smart Projects.

It was recently requested on the Product Development Ideas - please see https://xtrf.userecho.com/topics/368 and vote it up.

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Answered

Rate value missing in Receivables page

Innovalang 7 years ago updated by Maciej (XTRF Senior Deployment & Training Specialist) 7 years ago 1

When I try to add Receivables in a new project, the system doesn't recognize the rate value for a specific Job type previously configurated in the rates client page.

I have properly filled up all the fields (job type and calculation unit) but the rate value doesn't show off.

Any suggetion about?

Thanks in advance,



Image 264



Answer

The example you showed shows quite the contrary - it works just fine as the Rate Value of 0,075 Euro is shown for Job Type: translation & editing and calculation unit: target word. 


If this is not the case and the question is more universal, let me assure you that you should ALWAYS look for faulty set up or incorrect choice. 


Be aware that XTRF is very strict in such cases: 

- Job Type

- Calculation Unit

- Specialisation 

must check out between the context of the quote / project and the client's Price Profile. 


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Friendly tip: avoid screenshots that include personal or company details. I corrected yours this time;).