2649 rfsa
From UG
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== Requirements and Ideas == | == Requirements and Ideas == | ||
- | + | MO would like to have an actual vs estimated comparison table and would like this to be on its own tab if possible. | |
- | *Alex suggested to combine this with the P/L tab, but MO does not like this idea. P/L tab should be for | + | *Alex suggested to combine this with the P/L tab, but MO does not like this idea. P/L tab should be for ACTUAL figures only - She does not want the estimations to be mixed in with actuals. |
+ | This table is read only - No editing other then currency (as noted below) | ||
+ | |||
+ | All information on this screen will be pulled from other areas in the CT record. | ||
+ | |||
+ | MO likes the colors included in the mock up or the idea of breaking these sections with different colors. | ||
+ | |||
+ | ===Sections=== | ||
+ | This table should show four sections | ||
- | |||
- | |||
Sales Invoices | Sales Invoices | ||
+ | |||
Purchase Invoices | Purchase Invoices | ||
+ | |||
Internal Invoices | Internal Invoices | ||
+ | |||
Gross Margin | Gross Margin | ||
+ | |||
+ | ===Sub Sections=== | ||
Each section will be broken into Sub-sections | Each section will be broken into Sub-sections | ||
+ | |||
+ | MO likes the colors included in the mock up or the idea of breaking these sections with different colors. | ||
+ | |||
+ | |||
Sub sections for SI, PI, and II are: | Sub sections for SI, PI, and II are: | ||
- | Invoice parties | + | |
- | + | *Invoice parties | |
- | + | ||
+ | *Estimation section | ||
+ | |||
+ | *Actual section | ||
Gross Margin Subsections: | Gross Margin Subsections: | ||
- | |||
- | |||
- | |||
- | |||
- | |||
+ | *Office II details | ||
+ | |||
+ | *Sales comparison | ||
+ | |||
+ | *Cost comparison | ||
+ | |||
+ | *Internal Comparison | ||
+ | |||
+ | *Gross Margin Comparison | ||
+ | |||
+ | |||
+ | ===sales invoice section=== | ||
+ | |||
+ | '''Invoice parties sub-section''' should include | ||
- | |||
Issuing office | Issuing office | ||
+ | |||
Bill to Client | Bill to Client | ||
+ | |||
+ | '''Estimation sub-section''' should include | ||
+ | |||
Estimated Curr (abbreviated for Currency) | Estimated Curr (abbreviated for Currency) | ||
+ | |||
Estimation Amount | Estimation Amount | ||
+ | |||
Estimation USD Amount | Estimation USD Amount | ||
+ | |||
+ | '''Actual sub-section''' should include | ||
+ | |||
Actual Curr (abbreviated for currency) | Actual Curr (abbreviated for currency) | ||
+ | |||
Actual Amount | Actual Amount | ||
+ | |||
Actual USD Amount | Actual USD Amount | ||
+ | ===Purchase invoice section=== | ||
+ | |||
+ | '''Invoice parties sub-section''' should include | ||
+ | |||
+ | Receiving office | ||
+ | |||
+ | Vendor | ||
+ | |||
+ | '''Estimation sub-section''' | ||
+ | |||
+ | Estimated Curr (abbreviated for Currency) | ||
+ | |||
+ | Estimation Amount | ||
+ | |||
+ | Estimation USD Amount | ||
+ | |||
+ | '''Actual sub-section''' | ||
+ | |||
+ | Actual Curr (abbreviated for currency) | ||
+ | |||
+ | Actual Amount | ||
+ | |||
+ | Actual USD Amount | ||
+ | |||
+ | ===Internal invoice section=== | ||
+ | |||
+ | '''Invoice parties sub-section''' should include | ||
+ | |||
+ | Issuing office | ||
+ | |||
+ | Receiving office | ||
+ | |||
+ | '''Estimation sub-section''' | ||
+ | |||
+ | Estimated Curr (abbreviated for Currency) | ||
+ | |||
+ | Estimation Amount | ||
+ | |||
+ | Estimation USD Amount | ||
+ | |||
+ | '''Actual sub-section''' | ||
+ | |||
+ | Actual Curr (abbreviated for currency) | ||
+ | |||
+ | Actual Amount | ||
+ | |||
+ | Actual USD Amount | ||
+ | |||
+ | |||
+ | |||
+ | ===Gross Margin Section=== | ||
+ | |||
+ | |||
+ | |||
+ | *Internal Comparison | ||
+ | |||
+ | *Gross Margin Comparison | ||
+ | |||
+ | '''Office II details sub-section''' should include | ||
+ | |||
+ | Issuing office | ||
+ | |||
+ | Internal Invoice number | ||
+ | |||
+ | '''Sales comparison sub-section''' should include | ||
+ | |||
+ | Estimated Sales | ||
+ | |||
+ | Actual Sales | ||
+ | |||
+ | '''Cost comparison sub-section''' should include | ||
+ | |||
+ | Estimated Cost | ||
+ | Actual Cost | ||
*Mock up was designed by Karen (MO) | *Mock up was designed by Karen (MO) |
Revision as of 21:33, 26 January 2011
Contents |
Info
- 0002649: Actual vs Estimated Comparison table
Requirements and Ideas
MO would like to have an actual vs estimated comparison table and would like this to be on its own tab if possible.
- Alex suggested to combine this with the P/L tab, but MO does not like this idea. P/L tab should be for ACTUAL figures only - She does not want the estimations to be mixed in with actuals.
This table is read only - No editing other then currency (as noted below)
All information on this screen will be pulled from other areas in the CT record.
MO likes the colors included in the mock up or the idea of breaking these sections with different colors.
Sections
This table should show four sections
Sales Invoices
Purchase Invoices
Internal Invoices
Gross Margin
Sub Sections
Each section will be broken into Sub-sections
MO likes the colors included in the mock up or the idea of breaking these sections with different colors.
Sub sections for SI, PI, and II are:
- Invoice parties
- Estimation section
- Actual section
Gross Margin Subsections:
- Office II details
- Sales comparison
- Cost comparison
- Internal Comparison
- Gross Margin Comparison
sales invoice section
Invoice parties sub-section should include
Issuing office
Bill to Client
Estimation sub-section should include
Estimated Curr (abbreviated for Currency)
Estimation Amount
Estimation USD Amount
Actual sub-section should include
Actual Curr (abbreviated for currency)
Actual Amount
Actual USD Amount
Purchase invoice section
Invoice parties sub-section should include
Receiving office
Vendor
Estimation sub-section
Estimated Curr (abbreviated for Currency)
Estimation Amount
Estimation USD Amount
Actual sub-section
Actual Curr (abbreviated for currency)
Actual Amount
Actual USD Amount
Internal invoice section
Invoice parties sub-section should include
Issuing office
Receiving office
Estimation sub-section
Estimated Curr (abbreviated for Currency)
Estimation Amount
Estimation USD Amount
Actual sub-section
Actual Curr (abbreviated for currency)
Actual Amount
Actual USD Amount
Gross Margin Section
- Internal Comparison
- Gross Margin Comparison
Office II details sub-section should include
Issuing office
Internal Invoice number
Sales comparison sub-section should include
Estimated Sales
Actual Sales
Cost comparison sub-section should include
Estimated Cost
Actual Cost
- Mock up was designed by Karen (MO)