2651 rfd
From UG
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(created RFD) |
(→Requirements and Solutions: completed RFD) |
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* '''Where:''' Accounting report [http://ct.jaguarfreight.com/wiki/Profit_Loss_for_Multiple_CTs Profit/Loss for Multiple CTs]. | * '''Where:''' Accounting report [http://ct.jaguarfreight.com/wiki/Profit_Loss_for_Multiple_CTs Profit/Loss for Multiple CTs]. | ||
* '''What:''' Adding an option to include a charge code filter within this report. | * '''What:''' Adding an option to include a charge code filter within this report. | ||
| + | |||
| + | === Filter === | ||
| + | * Template should contain option to include/exclude Charge Code ('''CC''') filter. | ||
| + | * CC filter should allow [http://ct.jaguarfreight.com/wiki/Reports_Filters#Multiselect multiple selections]. | ||
| + | ** If charge code filter is activated and no selection is made (filter is empty), then the report should display a charge code column for every charge code used within each CT record. | ||
| + | |||
| + | === Output === | ||
| + | * Each selected CC should be displayed in the own output column. | ||
| + | ** Each selected CC should have columns for each kind of Invoice: Purchase, Sales and Internal. | ||
| + | ** CC columns should display USD amounts billed using the specified charge code. | ||
| + | *** These amounts are only required for viewing and should not interfere with calculating of USD Profit/Loss. | ||
| + | ** CC columns need to be placed on the spreadsheet before the invoice amounts. | ||
| + | ** CC total should be calculated for each CC column. | ||
| + | * Format of column's header: CC XXXX, where XXXX - 4 digit charge code number. | ||
== Architect Review == | == Architect Review == | ||
Revision as of 16:57, 27 January 2011
Contents |
Info
- mantis: 2651 ((Acc Report: Misc) Add feature to filter by charge codes
Requirements and Solutions
- Task type: Change.
- Where: Accounting report Profit/Loss for Multiple CTs.
- What: Adding an option to include a charge code filter within this report.
Filter
- Template should contain option to include/exclude Charge Code (CC) filter.
- CC filter should allow multiple selections.
- If charge code filter is activated and no selection is made (filter is empty), then the report should display a charge code column for every charge code used within each CT record.
Output
- Each selected CC should be displayed in the own output column.
- Each selected CC should have columns for each kind of Invoice: Purchase, Sales and Internal.
- CC columns should display USD amounts billed using the specified charge code.
- These amounts are only required for viewing and should not interfere with calculating of USD Profit/Loss.
- CC columns need to be placed on the spreadsheet before the invoice amounts.
- CC total should be calculated for each CC column.
- Format of column's header: CC XXXX, where XXXX - 4 digit charge code number.
