Billing Required Report
From UG
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*CT's with no sales invoices and no purchase invoices. | *CT's with no sales invoices and no purchase invoices. | ||
*CT's that the total sales invoices are lower then the total purchases invoices. | *CT's that the total sales invoices are lower then the total purchases invoices. | ||
| - | *CT's with no sales | + | *CT's with purchases invoices and no sales invoices. |
**Basically the only shipments that should '''NOT''' included on the report are shipments that the sales invoices are greater then the purchase invoices. | **Basically the only shipments that should '''NOT''' included on the report are shipments that the sales invoices are greater then the purchase invoices. | ||
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Revision as of 15:20, 21 October 2011
Contents |
Info
Mantis 0003192: (OpsRep): Billing Required Report
Operators are responsible to check the gross margin of each shipment. To assist with this, it is requested a dashboard report (or email option) be created that can alert operators of any shipments showing no profit or a negative profit.
Business requirements - Phase 1
Report should be added to the report scheduler - action required reports
Report should have email and dashboard option
Include all shipments that have a P/L of 0 or less
- This should be:
- CT's with no sales invoices and no purchase invoices.
- CT's that the total sales invoices are lower then the total purchases invoices.
- CT's with purchases invoices and no sales invoices.
- Basically the only shipments that should NOT included on the report are shipments that the sales invoices are greater then the purchase invoices.
Exclude any shipments that do not have an actual arrival date confirmed
Filters
Filters are to be defined in next phase
Output
Level One
Dashboard to display
- Report Name
- Counter = the total amount of loss in USD.
- The number should be a hyperlink to the next level.
For example If the report lists: CT# 123456 P/L -123.00 CT# 234567 P/L 0.00 CT# 345678 P/L 0.00 CT# 456789 P/L -22.00 CT# 567891 P/L 0.00 Total loss: -145.00 The dashboard should show: Billing Required Report: -145.00
Level Two
To be defined in next phase
Level Three
In first phase, clicking the hyperlink should open html report.
- This report should be downloadable to excel
Report Output Columns
- CT number
- as a hyperlink to the CT record
- CT created on date
- E0. Client Company
- Origin Country
- Destination Country
- Mode Of Transport
- Actual Arrival date
- Total Profit/Loss amount
Example of output
Level One Output
Level Two Output
To be defined in next phase
Level Three Output
HTML Version
To be added
Excel Version
