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=== Requirements === | === Requirements === | ||
- | We need to create | + | We need to create reports that would allow accounting to monitor that shipments are being invoiced in a timely manner and have a profitable gross margin. |
=== Possible solutions === | === Possible solutions === | ||
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==== CTs with Unbilled Sales ==== | ==== CTs with Unbilled Sales ==== | ||
- | + | CT should appear on this report if: | |
- | CT record | + | CT record has no sales invoice issued. |
+ | AND | ||
+ | There is one or more Purchase invoice posted against this CT. | ||
- | + | Notes: The system should not recognize internal invoices as a sales invoice for this report. | |
- | + | ||
- | + | ||
- | + | ||
- | + | ||
- | + | ||
- | Notes: | + | |
- | + | ||
- | The system should not recognize internal invoices as a sales invoice for this report. | + | |
For group shipments, the system should recognize the CT records group that are included in the sales invoice. | For group shipments, the system should recognize the CT records group that are included in the sales invoice. | ||
- | |||
- | |||
'''Output:''' | '''Output:''' | ||
- | + | Header: | |
- | + | ||
- | + | ||
- | + | ||
- | + | ||
- | + | ||
- | + | ||
- | + | ||
- | + | ||
- | + | * Report Type | |
+ | * Date Range from | ||
+ | * Date Range to | ||
- | + | Columns: | |
+ | * CT Number | ||
+ | * Client Company | ||
+ | * Jaguar Office that has posted largest Purchase invoice against this CT. | ||
- | The report should be downloadable to excel | + | The report should be downloadable to excel. |
==== CT with a Loss ==== | ==== CT with a Loss ==== | ||
- | + | CT should appear on this report if: | |
The total purchase invoices is equal to | The total purchase invoices is equal to |
Revision as of 23:45, 13 December 2010
Contents |
Info
- Mantis: 0002157
- User Guide: CTs With No Invoices
This is a change.
Business Analysis
Requirements
We need to create reports that would allow accounting to monitor that shipments are being invoiced in a timely manner and have a profitable gross margin.
Possible solutions
Adding two additional report types:
CTs with Unbilled Sales
CT should appear on this report if:
CT record has no sales invoice issued. AND There is one or more Purchase invoice posted against this CT.
Notes: The system should not recognize internal invoices as a sales invoice for this report.
For group shipments, the system should recognize the CT records group that are included in the sales invoice.
Output:
Header:
- Report Type
- Date Range from
- Date Range to
Columns:
- CT Number
- Client Company
- Jaguar Office that has posted largest Purchase invoice against this CT.
The report should be downloadable to excel.
CT with a Loss
CT should appear on this report if:
The total purchase invoices is equal to
OR
Greater then the total sales invoices.
Notes: The report should list the Jaguar Office reflecting the loss.
If multiple offices show a loss or show purchase invoices without sales invoices – the office showing the largest loss should be the one reflected on the report.
Output:
The report should list the following fields:
Report Type
Date Range from
Date Range to
CT Number
Client Company
Jaguar Office
Total Gross Margin
The report should be downloadable to excel