Profit Loss for Multiple CTs

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Revision as of 16:00, 21 February 2013 (edit) Alex (Talk | contribs) (→SOW 3 Change logic for mutually exclusive time intervals) ← Older edit		Revision as of 16:14, 21 February 2013 (edit) (undo) Alex (Talk | contribs) (→SOW 3 Change logic for mutually exclusive time intervals) Newer edit →
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	spec: see below		spec: see below
		+
		+	started: --[[User:Alex|Alex]] 11:14, 21 February 2013 (EST)
	There are two date related filters in this report:		There are two date related filters in this report:
	* Date type (single select):		* Date type (single select):
-	** Sailing Date	+	** Sailing Date (ports for Air/Ocean; door to door for trucking)
-	** Issuing Date	+	** Issuing Date (for Invoice)
-	** Created Date	+	*** for invoices: any OR sales OR purchase OR internal
-	** Revenue Recognition Date	+	** (CT) Created On Date
		+	** Revenue Recognition Date ("Actual Departure date")
	* Date range:		* Date range:

---

Revision as of 16:14, 21 February 2013

Contents 1 Info 2 SOW 0 3 SOW 1 4 SOW 2 5 SOW 3 Change logic for mutually exclusive time intervals 6 User Guide 6.1 Overview 6.2 Example 1 7 History 7.1 0002157: (Reps) (CTs With No Inv) Add 2 report types: “CT with Unbilled Sales”, “CT with a Loss”

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

started: --Alex 11:14, 21 February 2013 (EST)

There are two date related filters in this report:

• Date type (single select):
  • Sailing Date (ports for Air/Ocean; door to door for trucking)
  • Issuing Date (for Invoice)
    • for invoices: any OR sales OR purchase OR internal
  • (CT) Created On Date
  • Revenue Recognition Date ("Actual Departure 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