2157 dev

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(Business Analysis)
(Business Analysis)
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== Business Analysis ==
== Business Analysis ==
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=== Requirements ===
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=== Business Need ===
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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.
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We need to create additional reports that would allow accounting to monitor that shipments are being invoiced in a timely manner and have a profitable gross margin.
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=== Possible solutions ===
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=== Business Solution ===
Adding two additional report types:
Adding two additional report types:

Revision as of 03:44, 16 December 2010

Contents

Info

  • Mantis: 0002157: (Reps) (CTs With No Inv) Add 2 report types: “CT with Unbilled Sales”, “CT with a Loss”
  • Support Guide: CTs With No Invoices

This is a change.

Business Analysis

Business Need

We need to create additional reports that would allow accounting to monitor that shipments are being invoiced in a timely manner and have a profitable gross margin.

Business Solution

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.

Example:

File:CT with Unbilled Sales.JPG

CT with a Loss

CT should appear on this report if:

The total purchase number is equal to or greater then the total sales number for this CT.

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
  • Total Gross Margin


The report should be downloadable to excel

Example:

File:Cts with a loss revised.JPG

Systems Analysis

Architect Review

Implementation Summary

QA Plan

History

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