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== Info == | == Info == | ||
| - | * Mantis: 0002157 | + | * 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]] | * Support Guide: [[CTs With No Invoices]] | ||
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This is a change. | This is a change. | ||
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== Business Analysis == | == Business Analysis == | ||
| - | === | + | === Business Need === |
| - | 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. | + | 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: | Adding two additional report types: | ||
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The report should be downloadable to excel. | The report should be downloadable to excel. | ||
| + | |||
| + | Example: | ||
| + | |||
| + | [[File:CT with Unbilled Sales.JPG]] | ||
==== CT with a Loss ==== | ==== CT with a Loss ==== | ||
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CT should appear on this report if: | CT should appear on this report if: | ||
| - | The total purchase | + | The total purchase number is equal to or greater then the total sales number for this CT. |
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'''Output:''' | '''Output:''' | ||
| - | + | Header: | |
| - | Report Type | + | * Report Type |
| + | * Date Range from | ||
| + | * Date Range to | ||
| - | + | Columns: | |
| - | + | * CT Number | |
| - | + | * Client Company | |
| - | CT Number | + | * Jaguar Office that has posted largest Purchase invoice against this CT |
| - | + | * Total Gross Margin | |
| - | Client Company | + | |
| - | + | ||
| - | Jaguar Office | + | |
| - | + | ||
| - | Total Gross Margin | + | |
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 == | ||
| + | No additional SA info required. | ||
| + | |||
== Architect Review == | == Architect Review == | ||
| + | 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:
[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:
[edit] Systems Analysis
No additional SA info required.
[edit] Architect Review
Not required
