Billing Required Report
From UG
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The P/L amount displayed on the report, should be the "group" P/L amount. The same amount that is displayed on the P/L tab in CT. | The P/L amount displayed on the report, should be the "group" P/L amount. The same amount that is displayed on the P/L tab in CT. | ||
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| + | == Version 3 == | ||
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| + | TBD | ||
== History == | == History == | ||
Revision as of 22:05, 16 November 2011
Contents |
Info
Parent Mantis 0003192: (OpsRep): Billing Required Report
Version 1
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 include:
- 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 be included on this report are shipments that the total sales invoices that are greater then the total 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
Version 2
Groupped CT case
This report should ONLY include the 1st or lowest CT record within the group. Not each of the CT numbers for the group.
Example:
GRP# 55763 CT# 123456 CT# 123457 CT# 123458 CT# 123459 CT# 123460
Report should show only CT# 123456
The P/L amount displayed on the report, should be the "group" P/L amount. The same amount that is displayed on the P/L tab in CT.
Version 3
TBD
