2651 rfd

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Contents

[edit] Info

  • mantis: 2651 ((Acc Report: Misc) Add feature to filter by charge codes

[edit] Requirements and Solutions

  • Task type: Change.
  • Where: Accounting report Profit/Loss for Multiple CTs.
  • What: Adding an option to include a charge code filter within this report.

[edit] Filter

  • Template should contain option to include/exclude Charge Code (CC) filter.
  • CC filter should allow multiple selections of Charge Codes.
    • If CC filter is activated and no selection is made (filter is empty), then the report should display a charge code column for every charge code used within each CT record.

[edit] Output

  • Each selected CC should be displayed in the own output column.
    • Each selected CC should have columns for each kind of Invoice: Purchase, Sales and Internal.
    • CC columns should display USD amounts billed using the specified charge code.
      • These amounts are only required for viewing and should not interfere with calculating of USD Profit/Loss.
    • CC columns need to be placed on the spreadsheet before the invoice amounts.
    • CC total should be calculated for each CC column.
  • Format of CC column header: CC XXXX, where XXXX - 4 digit charge code number.

[edit] Architect Review

[edit] Implementation Notes

[edit] QA Plan

[edit] History

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