Acc Client Group
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[edit] Info
- mantis: 0003231(Acc Client Group) .... http://ct.jaguarfreight.com/mantis/view.php?id=3231
- wiki: http://ct.jaguarfreight.com/wiki/Acc_Client_Group
[edit] Requirements
Acc Dept needs for reporting purposes to define new entity Acc Client Group that would identify a group of Client Companies.
Example -------- From accounting standpoint the following Client Companies in the system (E0) represent one "master client company" Elizabeth Arden: * EA DOM PORTAL * Elizabeth Arden * 4Pole
[edit] SOW 1
[edit] Add new entity to the system: Acc Client Group
Add this to "Main Menu > Acc".
One client company can be part of only one acc group.
Add one additional field to Client company profile for Acc Group.
For productivity/basic convenience implement this:
- Provide ability to select multiple companies from the list and assign to specific group.
- Client company list should show what Acc Client Group each Client company belongs to (if any).
- Client company list should be sort-able by Acc Client Group.
[edit] Acc Client Group filter and column on reports
For "Modify Profit/Loss for Multiple CTs - Summary" do the following:
[R1] Add "Acc Client Group" filter to filters panel.
[R2] Add "Acc Client Group" column to HTML and xls output - see below.
[edit] SOW 2
Future versions will add the following functionality:
- Add #Acc Client Group filter and column on reports to all Acc reports
- TBD
[edit] History
[edit] 0003230: (Acc Report: Etc) Define "Acc Client Group" entity in the system and provide it as a filter / field on most Acc reports
[edit] Current Implementation
- Admin > Client Companies > Acc Client Companies Groups
- Filter on Profit/Loss for Multiple CTs report
- NOTE: does not seems to be finished functionality
