Acc Reports P and L
From UG
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== Profit/Loss on CT profile == | == Profit/Loss on CT profile == | ||
- | + | * User is able to see P/L report through CT | |
== Profit/Loss on Master profile == | == Profit/Loss on Master profile == |
Revision as of 21:21, 2 September 2009
Contents |
Biz requirement
It allows user to generate P/L report for individual CT or Master or multiple CTs
Notes:
- Types of P&L reports:
- P/L Tab on CT profile
- P/L Tab on Master profile
- Acc > Reports > Profit/Loss for Multiple CTs
- Acc > Reports > Profit/Loss by CT #
Profit/Loss on CT profile
- User is able to see P/L report through CT
Profit/Loss on Master profile
Profit/Loss by CT#
- It allows user to generate P/L report by CT#
- Only one filter > CT#: text box
- Buttons
- Go back > go back to the previous page
- Reset Form > clear info in text box for CT#
- Generate Result > generate report
Report
- HTML
- Report for a specific CT# with 4 sections
- Sales Invoices
- Issuing office, Bill to Party company, Invoice#, CT#, Date, Currency, Amount, USD amount and Total
- Purchase Invoices
- Receiving office, Vendor, Invoice#, CT#, Date, Currency, Amount, USA amount, and Total
- Internal Invoices
- Issuing office, Receiving office, Invoice#, CT#, Date, Currency, Amount, USA amount, and Total
- Profit/Loss Amount
- Office, Sales, Purchase, Internal from, Internal to, Profit/Loss, and Total
- Sales Invoices
- Invoice links
- Report for a specific CT# with 4 sections
- Download to Excel button
- Excel report (same as HTML) with Invoice link
Profit/Loss for Multiple CTs
- Saling Date = origin port(oP)