2766 rfd
From UG
(Difference between revisions)
(→Requirements and Solutions: added Summary and Output Columns) |
(→Requirements and Solutions: almost completed. one question - about "Estimated Internal") |
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=== Output Columns === | === Output Columns === | ||
| - | + | *'''Office''' - Jaguar Office where was issued given CT. | |
| - | :Transport Mode | + | *[http://ct.jaguarfreight.com/wiki/CT_bo#Mode_Of_Transport '''Transport Mode'''] of CT. |
| - | :Client | + | *[http://ct.jaguarfreight.com/wiki/CT_bo#E0_Client '''Client''']. |
| - | :CT # | + | *[http://ct.jaguarfreight.com/wiki/CT_bo#CT_Num '''CT #''']. |
| - | + | *'''GRP #''' - this column shows group that CT belongs to or blank if none. | |
| - | + | *'''Actual Sales''' - USD total amount from Sale Invoices Table on Inv Tab ''(or USD Sales from P/L Tab)''. | |
| - | + | *'''Estimated Sales''' - USD total estimated sales from Estimated Charges Table on Est Tab. | |
| - | + | *'''Actual Purchase''' - USD total amount of Purchase Invoices that issued against given CT ''(or USD Purchase from P/L Tab)''. | |
| - | + | *'''Estimated Purchase''' - USD total estimated costs from Estimated Charges Table on Est Tab. | |
| - | + | *'''Actual Internal From''' - USD total amount from Jaguar Office where was issued given CT ''(also from Internal Invoices Table on Inv Tab)''. | |
| - | + | *Estimated Internal From - '''?''' | |
| - | + | *'''Actual Internal To''' - USD total amount of Internal Invoices that billed to Jaguar Office where was issued given CT. | |
| - | + | *Estimated Internal To - '''?''' | |
| - | + | *'''Actual Gross Margin''' (Act GM) - - calculated as USD (Actual Sales - Actual Purchase). | |
| - | + | *'''Estimated Gross Margin''' (Est GM) - calculated as USD (Estimated Sales - Estimated Purchase). | |
| - | + | *'''Actual Gross Margin %''' (Act GM %) - calculated by formula: ''(Actual Gross Margin / Actual Sales) x 100''. | |
| - | :Estimated Gross Margin % | + | *'''Estimated Gross Margin %''' (Est GM %) - calculated by formula: ''(Estimated Gross Margin / Estimated Sales) x 100''. |
== Architect Review == | == Architect Review == | ||
Revision as of 16:16, 8 March 2011
Contents |
Info
- mantis: 2766 ((Acc Report: Misc) Add a special view to accounting report to show estimation
Requirements and Solutions
- Task type: Change.
- Where: Profit Loss for Multiple CTs report.
- What: Add option that would enable a special view "Estimation" to show estimated charges vs actual charges.
Summary
- When the estimation is to be included on this report the report should have the following additional columns.
- Estimated Sales
- Estimated Purchase
- Estimated Internal From
- Actual Internal From
- Estimated Internal To
- Actual Internal To
- The estimation columns should be located next to the corresponding actual column (for example, Actual Sales > Estimated sales).
- Any P/L (Profit/Loss) headings should be replaced with GM (Gross Margin) for this report.
Output Columns
- Office - Jaguar Office where was issued given CT.
- Transport Mode of CT.
- Client.
- CT #.
- GRP # - this column shows group that CT belongs to or blank if none.
- Actual Sales - USD total amount from Sale Invoices Table on Inv Tab (or USD Sales from P/L Tab).
- Estimated Sales - USD total estimated sales from Estimated Charges Table on Est Tab.
- Actual Purchase - USD total amount of Purchase Invoices that issued against given CT (or USD Purchase from P/L Tab).
- Estimated Purchase - USD total estimated costs from Estimated Charges Table on Est Tab.
- Actual Internal From - USD total amount from Jaguar Office where was issued given CT (also from Internal Invoices Table on Inv Tab).
- Estimated Internal From - ?
- Actual Internal To - USD total amount of Internal Invoices that billed to Jaguar Office where was issued given CT.
- Estimated Internal To - ?
- Actual Gross Margin (Act GM) - - calculated as USD (Actual Sales - Actual Purchase).
- Estimated Gross Margin (Est GM) - calculated as USD (Estimated Sales - Estimated Purchase).
- Actual Gross Margin % (Act GM %) - calculated by formula: (Actual Gross Margin / Actual Sales) x 100.
- Estimated Gross Margin % (Est GM %) - calculated by formula: (Estimated Gross Margin / Estimated Sales) x 100.
