Acc Client Group

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(Info)
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== Info ==
== Info ==
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* mantis: 0003231(Acc Client Group) ....
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* mantis: 0003231(Acc Client Group) .... http://ct.jaguarfreight.com/mantis/view.php?id=3231
* wiki: http://ct.jaguarfreight.com/wiki/Acc_Client_Group
* wiki: http://ct.jaguarfreight.com/wiki/Acc_Client_Group

Revision as of 17:57, 4 November 2011


Contents

Info

Requirements

Acc Dept needs for reporting purposes to define new entity Acc Client Group that would identify a group of Client Companies.

Example
--------
From accounting standpoint the following Client Companies in the system (E0) represent one "master client company" Elizabeth Arden:
* EA DOM PORTAL
* Elizabeth Arden 
* 4Pole

Sol ver 1

Add new entity to the system: Acc Client Group

Add this to "Main Menu > Acc"

File:Acc groups.JPG

Acc Client Group filter and column on reports

For "Modify Profit/Loss for Multiple CTs - Summary" do the following:

[R1] Add "Acc Client Group" filter to filters panel.

[R2] Add "Acc Client Group" column to HTML and xls output - see below.

File:PnL mult summary v2.JPG

Sol ver 2

Future versions will add the following functionality:

History

0003230: (Acc Report: Etc) Define "Acc Client Group" entity in the system and provide it as a filter / field on most Acc reports

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