2157 dev

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[[Category:Acc Tweaks]]
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[[Category:RFD]]
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== 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 ===
 +
 
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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.
 +
 
 +
=== 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
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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:

File:CT with Unbilled Sales.JPG

[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

Example: File:Cts with a loss revised.JPG

[edit] Systems Analysis

No additional SA info required.

[edit] Architect Review

Not required

[edit] Implementation Summary

[edit] QA Plan

[edit] History

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