2157 dev

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[[Category:Acc Tweaks]]
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[[Category:RFD]]
== Info ==
== Info ==
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* Mantis: 0002157: (Reps) (CTs With No Inv) Add 2 report types: “CT with Unbilled Sales”, “CT with a Loss”
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* Support Guide: [[CTs With No Invoices]]
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This is a tweak for the following Acc component: [[Acc Reports CTs With No Inv]]
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This is a change.
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We need to create a report that would allow accounting to monitor that shipments are being invoiced in a timely manner and with a profitable gross margin.
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== Business Analysis ==
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== Requirements ==
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=== Business Need ===
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Adding two additional report types.
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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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=== “CT with Unbilled Sales” ===
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=== Business Solution ===
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Criteria: CT should appear on this report if:
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Adding two additional report types:
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CT record with no sales invoice issued.
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* [[#CTs with Unbilled Sales]]
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* [[#CT with a Loss]]
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AND
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==== CTs with Unbilled Sales ====
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There is Purchase invoice issued against the CT record greater then $0.00.
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CT should appear on this report if:
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*If no Purchase Invoice is issued against the CT record, the shipment should NOT show on the report.
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CT record has no sales invoice issued.  
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  AND
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Notes:  
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  There is one or more Purchase invoice posted against this CT.
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The system should not recognize internal invoices as a sales invoice for this report.  
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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.
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For shipments on the report. The report should show the Jaguar Office that has entered to largest PI in an additional column on the report.
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'''Output:'''
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=== “CT with a Loss” ===
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Header:
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Criteria: * If the Sales invoice exceeds the Purchase Invoice, the record should NOT show on the report.
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* Report Type
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* Date Range from
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* Date Range to
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* The shipment should not be considered "Billed complete", until the total Sales invoices is greater than the total Purchase invoices.
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Columns:
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* If a record contains a Sales Invoice that is equal to or less then the Purchase Invoice, the record SHOULD show on the report.
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* CT Number
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* Client Company
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* Jaguar Office that has posted largest Purchase invoice against this CT.
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The report should be downloadable to excel.
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**PLEASE SEE ATTACHED EXAMPLES FOR FURTHER EXPLANATION**
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Example:
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Reports should include the Jaguar Office reflecting the loss.
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[[File:CT with Unbilled Sales.JPG]]
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*If multiple offices show a loss or show purchase invoices without sales invoices – the office showing the largest loss should be the one included on the report.
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==== CT with a Loss ====
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=== 2 Report types added ===
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CT should appear on this report if:
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[[File:0002157.JPG]]
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The total purchase number is equal to or greater then the total sales number for this CT.
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=== Explanation of requirements FOR GROUPED SHIPMENTS case ===
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'''Output:'''
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[[File:0002157a.JPG]]
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Header:
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== SA Notes ==
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* Report Type
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* Date Range from
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* Date Range to
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Columns:
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* CT Number
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* Client Company
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* Jaguar Office that has posted largest Purchase invoice against this CT
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* Total Gross Margin
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The report should be downloadable to excel
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Example:
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[[File:Cts with a loss revised.JPG]]
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== Systems Analysis ==
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No additional SA info required.
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== Architect Review ==
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Not required
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== Implementation Summary ==
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== QA Plan ==
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== 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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