Profit Loss for Multiple CTs

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(SOW 3 Change logic for mutually exclusive time intervals)
(SOW 3 Change logic for mutually exclusive time intervals)
Line 40: Line 40:
*** for invoices: any OR sales OR purchase OR internal
*** for invoices: any OR sales OR purchase OR internal
** (CT) Created On Date
** (CT) Created On Date
-
** Revenue Recognition Date ("Actual Departure date")  
+
** [[Revenue Recognition Date]] ("Actual Departure date")  
* Date range:
* Date range:
Line 46: Line 46:
** range from date to date
** range from date to date
-
We need to change to the following rule:
+
We need to change code to satisfy the following rule:
-
  in case of grouped CTs when considering them for inclusion or exclusion into report against the date filters  
+
  in case of grouped CTs when considering them for inclusion or exclusion from report  
 +
against the date filters  
  we need to only compare date of lowest CT# in the group against selected condition
  we need to only compare date of lowest CT# in the group against selected condition

Revision as of 17:35, 21 February 2013


Contents

Info

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

We need to change code to satisfy the following rule:

in case of grouped CTs when considering them for inclusion or exclusion from report 
against the date filters 
we need to only compare date of lowest CT# in the group against selected condition

Currently groups are not taken into consideration and each CT is considered separately. As a result same CT may appear on reports for 2 mutually exclusive date ranges.

User Guide

Overview

This CT2 component is a report that can be accessed through:

Main Menu > Acc > Reports

Report filters look like below:

File:P and L filters.JPG

Alternative settings - see below:

File:P and L filters 2.JPG


Example 1

History

0002157: (Reps) (CTs With No Inv) Add 2 report types: “CT with Unbilled Sales”, “CT with a Loss”

  • wiki updated? N
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