2766 rfd

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(→Requirements and Solutions: removed "Estimated Internal From/To" columns)
(added Example of Estimation View Table as Figure 1)
 
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:Estimated Sales
:Estimated Sales
:Estimated Purchase
:Estimated Purchase
-
:Actual Internal From
 
-
:Actual Internal To
 
* The estimation columns should be located '''next''' to the corresponding actual column ''(for example, Actual Sales > Estimated sales)''.
* The estimation columns should be located '''next''' to the corresponding actual column ''(for example, Actual Sales > Estimated sales)''.
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=== Output Columns ===
=== Output Columns ===
-
*'''Office''' - Jaguar Office where was issued given CT.
+
*'''Office''' - Jaguar Office that issued given invoice.
*[http://ct.jaguarfreight.com/wiki/CT_bo#Mode_Of_Transport '''Transport Mode'''] of CT.
*[http://ct.jaguarfreight.com/wiki/CT_bo#Mode_Of_Transport '''Transport Mode'''] of CT.
*[http://ct.jaguarfreight.com/wiki/CT_bo#E0_Client '''Client'''].
*[http://ct.jaguarfreight.com/wiki/CT_bo#E0_Client '''Client'''].
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*'''Actual Purchase''' - USD total amount of Purchase Invoices that issued against given CT ''(or USD Purchase from P/L 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.
*'''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)''.
 
-
*'''Actual Internal To''' - USD total amount of Internal Invoices that billed to Jaguar Office where was issued given CT.
 
*'''Actual Gross Margin''' (Act GM) - - calculated as USD (''Actual Sales'' minus ''Actual Purchase'').  
*'''Actual Gross Margin''' (Act GM) - - calculated as USD (''Actual Sales'' minus ''Actual Purchase'').  
*'''Estimated Gross Margin''' (Est GM) - calculated as USD (''Estimated Sales'' minus ''Estimated Purchase'').  
*'''Estimated Gross Margin''' (Est GM) - calculated as USD (''Estimated Sales'' minus ''Estimated Purchase'').  
*'''Actual Gross Margin %''' (Act GM %) - calculated by formula: ''(Actual Gross Margin / Actual Sales) x 100''.
*'''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''.
*'''Estimated Gross Margin %''' (Est GM %) - calculated by formula: ''(Estimated Gross Margin / Estimated Sales) x 100''.
 +
 +
NOTES:
 +
* Estimation should be showed in merged cells related to CT and in total line also.
 +
* Each line should show the CT number (CT#) next to it, not in a merged cell.
 +
* See example of output table in [[#Figures |Figures]] section.
== Architect Review ==
== Architect Review ==
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== QA Plan ==
== QA Plan ==
== History ==
== History ==
 +
== Figures ==
== Figures ==
 +
=== Figure 1: Example of Estimation View Table ===
 +
[[File:MultiplePL EstimationView.gif]]

Current revision as of 11:44, 29 March 2011


Contents

[edit] Info

  • mantis: 2766 ((Acc Report: Misc) Add a special view to accounting report to show estimation

[edit] 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.

[edit] Summary

  • When the estimation is to be included on this report the report should have the following additional columns.
Estimated Sales
Estimated Purchase
  • 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.

[edit] Output Columns

  • Office - Jaguar Office that issued given invoice.
  • 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 Gross Margin (Act GM) - - calculated as USD (Actual Sales minus Actual Purchase).
  • Estimated Gross Margin (Est GM) - calculated as USD (Estimated Sales minus 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.

NOTES:

  • Estimation should be showed in merged cells related to CT and in total line also.
  • Each line should show the CT number (CT#) next to it, not in a merged cell.
  • See example of output table in Figures section.

[edit] Architect Review

[edit] Implementation Notes

[edit] QA Plan

[edit] History

[edit] Figures

[edit] Figure 1: Example of Estimation View Table

File:MultiplePL EstimationView.gif

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