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- | [[Category: | + | [[Category:RFD]] |
+ | == 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 with a Loss]] | ||
+ | |||
+ | ==== 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 == | ||
+ | No additional SA info required. | ||
+ | |||
+ | == Architect Review == | ||
+ | Not required | ||
+ | |||
+ | == Implementation Summary == | ||
+ | == QA Plan == | ||
+ | == History == |
Current revision as of 03:46, 16 December 2010
Contents |
[edit] 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.
[edit] Business Analysis
[edit] 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.
[edit] Business Solution
Adding two additional report types:
[edit] 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:
[edit] 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
[edit] Systems Analysis
No additional SA info required.
[edit] Architect Review
Not required