Profit Loss for Multiple CTs
From UG
(Difference between revisions)
(→SOW 2) |
(→SOW 3 Change logic for mutually exclusive time intervals) |
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spec: see below | spec: see below | ||
| + | |||
| + | There are two date related filters in this report: | ||
| + | |||
| + | * Date type (single select): | ||
| + | ** Sailing Date | ||
| + | ** Issuing Date | ||
| + | ** Created Date | ||
| + | ** Revenue Recognition Date | ||
| + | |||
| + | * Date range: | ||
| + | ** select Month and Year OR | ||
| + | ** range from date to date | ||
== User Guide == | == User Guide == | ||
Revision as of 16:00, 21 February 2013
Contents |
Info
- User Guide UG:Profit Loss for Multiple CTs USER GUIDE
- parent mantis: 0002175: (Acc Report: P and L) ..........parent
- old wiki: Profit/Loss for Multiple CTs
SOW 0
old work
SOW 1
SOW 2
0003472: Add filter option to include or exclude cc & option to multi select cc for Search SI & Multiple P&L reports
- Original requirement is posted in a separate wiki article - see: Acc_Reports_Search_Inv#SOW_5
- Ability to include/exclude specific CC required
Yet, additional requirement is also needed for this report as follows:
- Ability to multi-select charge codes
- Currently reports only allow user to select 1 cc at a time, this can be very tedious when filtering according to multiple charge codes.
SOW 3 Change logic for mutually exclusive time intervals
mantis: 3807
spec: see below
There are two date related filters in this report:
- Date type (single select):
- Sailing Date
- Issuing Date
- Created Date
- Revenue Recognition Date
- Date range:
- select Month and Year OR
- range from date to date
User Guide
Overview
This CT2 component is a report that can be accessed through:
Main Menu > Acc > Reports
Report filters look like below:
Alternative settings - see below:
Example 1
History
0002157: (Reps) (CTs With No Inv) Add 2 report types: “CT with Unbilled Sales”, “CT with a Loss”
- wiki updated? N
