Acc Client Group

From UG

Current revision as of 19:08, 4 November 2013

[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