Profit Loss for Multiple CTs

From UG

(Difference between revisions)
Jump to: navigation, search
(Created page with 'Category:AccReps == Info == * This is a User Guide to CT2 component * parent mantis: 0002175: (Acc Report: P and L) ..........parent * old wiki: [[Acc Reports CTs With No…')
 
(15 intermediate revisions not shown)
Line 4: Line 4:
== Info ==
== Info ==
-
* This is a User Guide to CT2 component
+
* User Guide [[UG:Profit Loss for Multiple CTs USER GUIDE]]
* parent mantis: 0002175: (Acc Report: P and L) ..........parent  
* parent mantis: 0002175: (Acc Report: P and L) ..........parent  
-
* old wiki: [[Acc Reports CTs With No Inv]]
+
* old wiki: [http://ct.jaguarfreight.com/wiki/Acc_Reports_P_and_L#Profit.2FLoss_for_Multiple_CTs 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''': --[[User:Alex|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 ==
== User Guide ==
Line 23: Line 69:
[[File:P and L filters 2.JPG]]
[[File:P and L filters 2.JPG]]
 +
 +
 +
=== Example 1 ===
== History ==
== History ==
-
* Tweak: 0002157: (Reps) (CTs With No Inv) Add 2 report types: “CT with Unbilled Sales”, “CT with a Loss”  
+
=== 0002157: (Reps) (CTs With No Inv) Add 2 report types: “CT with Unbilled Sales”, “CT with a Loss” ===
-
** wiki updated? N
+
* wiki updated? N

Current revision as of 14:22, 31 October 2013


Contents

[edit] Info

[edit] SOW 0

old work

[edit] SOW 1

[edit] 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.

[edit] 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.

[edit] User Guide

[edit] 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


[edit] Example 1

[edit] History

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

  • wiki updated? N
Retrieved from "https://wiki.jaguarfreight.com/Profit_Loss_for_Multiple_CTs"
Personal tools