Acc Client Group

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Revision as of 17:35, 4 November 2011 (edit) Alex (Talk | contribs) (Created page with 'Category:AccAdmin') ← Older edit		Current revision as of 19:08, 4 November 2013 (edit) (undo) Alex (Talk | contribs)
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-	[[Category:AccAdmin]]	+	[[Category:Acc]]
		+
		+	== Info ==
		+
		+	* mantis: 0003231(Acc Client Group) .... http://ct.jaguarfreight.com/mantis/view.php?id=3231
		+	* wiki: http://ct.jaguarfreight.com/wiki/Acc_Client_Group
		+
		+	== Requirements ==
		+
		+	Acc Dept needs for reporting purposes to define new entity '''Acc Client Group''' that would identify a group of Client Companies.
		+
		+	Example
		+	--------
		+	From accounting standpoint the following Client Companies in the system (E0) represent one "master client company" Elizabeth Arden:
		+	* EA DOM PORTAL
		+	* Elizabeth Arden
		+	* 4Pole
		+
		+	== SOW 1 ==
		+
		+	=== Add new entity to the system: Acc Client Group ===
		+
		+	Add this to "Main Menu > Acc".
		+
		+	One client company can be part of only one acc group.
		+
		+	Add one additional field to Client company profile for Acc Group.
		+
		+	For productivity/basic convenience implement this:
		+
		+	* Provide ability to select multiple companies from the list and assign to specific group.
		+
		+	* Client company list should show what Acc Client Group each Client company belongs to (if any).
		+
		+	* Client company list should be sort-able by Acc Client Group.
		+
		+	=== Acc Client Group filter and column on reports ===
		+
		+	For "Modify Profit/Loss for Multiple CTs - Summary" do the following:
		+
		+	[R1] Add "Acc Client Group" filter to filters panel.
		+
		+	[R2] Add "Acc Client Group" column to HTML and xls output - see below.
		+
		+	[[File:PnL mult summary v2.JPG|750px]]
		+
		+	== SOW 2 ==
		+
		+	Future versions will add the following functionality:
		+
		+	* Add [[#Acc Client Group filter and column on reports]] to all Acc reports
		+	* TBD
		+
		+	== History ==
		+
		+	=== 0003230: (Acc Report: Etc) Define "Acc Client Group" entity in the system and provide it as a filter / field on most Acc reports  ===
		+
		+	== Current Implementation ==
		+
		+	* Admin > Client Companies > Acc Client Companies Groups
		+
		+	* Filter on Profit/Loss for Multiple CTs report
		+
		+	* NOTE: does not seems to be finished functionality

---

Current revision as of 19:08, 4 November 2013

Contents 1 Info 2 Requirements 3 SOW 1 3.1 Add new entity to the system: Acc Client Group 3.2 Acc Client Group filter and column on reports 4 SOW 2 5 History 5.1 0003230: (Acc Report: Etc) Define "Acc Client Group" entity in the system and provide it as a filter / field on most Acc reports 6 Current Implementation

[edit] Info

• mantis: 0003231(Acc Client Group) .... http://ct.jaguarfreight.com/mantis/view.php?id=3231
• wiki: http://ct.jaguarfreight.com/wiki/Acc_Client_Group

[edit] Requirements

Acc Dept needs for reporting purposes to define new entity Acc Client Group that would identify a group of Client Companies.

Example
--------
From accounting standpoint the following Client Companies in the system (E0) represent one "master client company" Elizabeth Arden:
* EA DOM PORTAL
* Elizabeth Arden 
* 4Pole

[edit] SOW 1

[edit] Add new entity to the system: Acc Client Group

Add this to "Main Menu > Acc".

One client company can be part of only one acc group.

Add one additional field to Client company profile for Acc Group.

For productivity/basic convenience implement this:

• Provide ability to select multiple companies from the list and assign to specific group.

• Client company list should show what Acc Client Group each Client company belongs to (if any).

• Client company list should be sort-able by Acc Client Group.

[edit] Acc Client Group filter and column on reports

For "Modify Profit/Loss for Multiple CTs - Summary" do the following:

[R1] Add "Acc Client Group" filter to filters panel.

[R2] Add "Acc Client Group" column to HTML and xls output - see below.

[edit] SOW 2

Future versions will add the following functionality:

• Add #Acc Client Group filter and column on reports to all Acc reports
• TBD

[edit] History

[edit] 0003230: (Acc Report: Etc) Define "Acc Client Group" entity in the system and provide it as a filter / field on most Acc reports

[edit] Current Implementation

• Admin > Client Companies > Acc Client Companies Groups

• Filter on Profit/Loss for Multiple CTs report

• NOTE: does not seems to be finished functionality