2651 rfd
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=== Filter === | === Filter === | ||
| - | * Template should contain option to include/exclude Charge Code ('''CC''') filter. | + | * Template should contain option to include/exclude [http://ct.jaguarfreight.com/wiki/Charge_Code_Admin Charge Code] ('''CC''') filter. |
| - | * CC filter should allow [http://ct.jaguarfreight.com/wiki/Reports_Filters#Multiselect multiple selections]. | + | * CC filter should allow [http://ct.jaguarfreight.com/wiki/Reports_Filters#Multiselect multiple selections] of Charge Codes. |
| - | ** If | + | ** If CC 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 === | === Output === | ||
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** CC columns need to be placed on the spreadsheet before the invoice amounts. | ** CC columns need to be placed on the spreadsheet before the invoice amounts. | ||
** CC total should be calculated for each CC column. | ** CC total should be calculated for each CC column. | ||
| - | * Format of column | + | * Format of CC column header: CC XXXX, where XXXX - 4 digit charge code number. |
== Architect Review == | == Architect Review == | ||
Current revision as of 17:03, 27 January 2011
Contents |
[edit] Info
- mantis: 2651 ((Acc Report: Misc) Add feature to filter by charge codes
[edit] 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.
[edit] Filter
- Template should contain option to include/exclude Charge Code (CC) filter.
- CC filter should allow multiple selections of Charge Codes.
- If CC 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.
[edit] 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 CC column header: CC XXXX, where XXXX - 4 digit charge code number.
