2157 dev

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[[Category:Acc Tweaks]]
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[[Category:RFD]]
== Info ==
== Info ==
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* Mantis: 0002157
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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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* User Guide: [[CTs With No Invoices]]
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* Support Guide: [[CTs With No Invoices]]
This is a change.
This is a change.
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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 a report 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:
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==== CTs with Unbilled Sales ====
==== CTs with Unbilled Sales ====
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Criteria: CT should appear on this report if:
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CT should appear on this report if:
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CT record with no sales invoice issued.  
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CT record has no sales invoice issued.
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AND
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There is one or more Purchase invoice posted against this CT.
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AND
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Notes: The system should not recognize internal invoices as a sales invoice for this report.  
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There is Purchase invoice issued against the CT record greater then $0.00.
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-
 
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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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-
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Notes:
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-
 
+
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The system should not recognize internal invoices as a sales invoice for this report.  
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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 Purchase invoice in an additional column on the report.
 
'''Output:'''
'''Output:'''
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The report should list the following fields:
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Header:
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Report Type
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* Report Type
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* Date Range from
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* Date Range to
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Date Range from
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Columns:
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Date Range to
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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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CT Number
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The report should be downloadable to excel.
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Client Company
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Example:
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Jaguar Office
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[[File:CT with Unbilled Sales.JPG]]
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+
-
 
+
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The report should be downloadable to excel
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==== CT with a Loss ====
==== CT with a Loss ====
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Criteria: CT should appear on this report if:
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CT should appear on this report if:
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The total purchase invoices is equal to  
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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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OR
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Greater then the total sales invoices.
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Notes:
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The report should list the Jaguar Office reflecting the loss.
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-
 
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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 reflected on the report.
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'''Output:'''
'''Output:'''
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The report should list the following fields:
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Header:
-
Report Type
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* Report Type
 +
* Date Range from
 +
* Date Range to
-
Date Range from
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Columns:
-
Date Range to
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* CT Number
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* Client Company
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CT Number
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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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Client Company
+
-
 
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Jaguar Office  
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-
 
+
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Total Gross Margin  
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The report should be downloadable to excel
The report should be downloadable to excel
 +
Example:
 +
[[File:Cts with a loss revised.JPG]]
== Systems Analysis ==
== Systems Analysis ==
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No additional SA info required.
 +
== Architect Review ==
== Architect Review ==
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Not required
 +
== Implementation Summary ==
== Implementation Summary ==
== QA Plan ==
== QA Plan ==
== History ==
== 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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