Acc Nov 2013

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[[Category:Projects]]
[[Category:Projects]]
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== Info ==
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* mantis: 0004127
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== Business Need ==
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This is an attempt to improve functionality.
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To introduce number of changes to these components:
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* [[PL Tab]]
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* [[EPL Tab]]
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* [[Est Tab]]
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* [[Sales Invoices]]
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Related projects:
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* [[Sales Distribution]]
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* [[Est and Misc]]
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== SOWs ==
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=== Oct 24 Initial Scope ===
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mantis: 0004127
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spec: see below
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==== Changes to Est Tab ====
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* Keep '''one''' table where costs and sales (estimated) can be entered
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* 1) TOC for Sales and Purchases will be “copies” of “Actual Invoice” and “Purchase Invoices” TOC’s
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Except for “bill to” and “vendor” that will be included at the line level
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 +
* 2) All other functionalities from Sales/Purchase (actual) will be maintained
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* 3) All “amounts” will be changed from a  xx  /  xx  format to a    single    xxx.xx  format
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 +
* 4) Bill to / Vendor Columns will be smaller -> All columns will be kept “as small as possible”,
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“shipments” column will include 1 or 2 or 3 (number) but not the words “shipments”
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* 5) I/M will be available twice on each line … 1x for sales and 1x for costs
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* 6) The “bottom recap/P&L section” will be removed from the EPLTOC      AND    the line item level P&L column will also be removed.
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* 7) “UNIT” is for SALES ONLY -> Unit is primarily a “print on actual sales invoice” concern / function
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* 8) Each ESPLTOC is a “child” of the CT record in which it was created / edited / saved
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==== Create Est P and L Tab ====
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* add new "Est P/L" tab to CT profile (Editor/Viewer)
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* aka EPL
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* purpose is to display P/L for estimated sales and purchase for given CT or CT group
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* this table has same design as [[P/L Tab]]
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* calculation method for EST P&L Tab will be identical to the actual P&L tab – except it is mapped against EPTOC instead of “actual sales or costs”.
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* Distribution for Grp, I or M is identical to Actual sales / purchases.
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* Each “Estimated cost” or “Estimated Sale” in the EPL will have a link to the EPL TOC in which it was initially created. Clicking the link will open that specific EPL TOC
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* The EPL will recalculate current Estimated Costs & Estimated sales:
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** On Save
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** On “update” button located in the EPL tab
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=== Oct 30 round ===
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* Exchange Rate: apply on Save (use todays date, not Created CT date)
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* Distribution Logic:
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** Sales side: make same as for Sales Inv:
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*** If M then across all CTs (can not select subset)
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*** If I then accross all CT or subset
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** Purch side:
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*** If M then accross all CTs in Master (no ability to select subset)
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*** If I then one CT
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* Migration logic: distribute automatically
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* Edits are Office owned: user from office A cant edit TOC line created by user from office B (apply only to Est Tab and not Sales Inv TOC)
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* Remove bottom part from Est tab: Vendors, Bill Tos, totals
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=== Nov 1 round ===
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1) Rename ESPL into EPL
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2) Code this use case:
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* CT1, CT2, CT3 are grouped and each have at least one line in ETOC with Bill To "Company ABC"
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* User creates Sales Invoice and selects all CTs 1,2,3
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* User clicks on "Copy from ETOC"
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* System should pre-fill all ETOC lines from all CT 1,2,3
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3) Need to add EPL to Masters Profile
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=== Nov 4 round ===
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* Use case for TOC on both Est Tab and Inv Tab. If user changed list of selected CTs under "CT#" column then on OK in CT list pop-up panel system should:
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** In Quantity field per-fill appropriate quantity for selected CTs (for example sum of weights)
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** Re-calculate Amount using current Rate

Current revision as of 17:54, 5 November 2013


Contents

[edit] Info

  • mantis: 0004127

[edit] Business Need

This is an attempt to improve functionality.

To introduce number of changes to these components:

Related projects:

[edit] SOWs

[edit] Oct 24 Initial Scope

mantis: 0004127

spec: see below

[edit] Changes to Est Tab

  • Keep one table where costs and sales (estimated) can be entered
  • 1) TOC for Sales and Purchases will be “copies” of “Actual Invoice” and “Purchase Invoices” TOC’s

Except for “bill to” and “vendor” that will be included at the line level

  • 2) All other functionalities from Sales/Purchase (actual) will be maintained
  • 3) All “amounts” will be changed from a xx / xx format to a single xxx.xx format
  • 4) Bill to / Vendor Columns will be smaller -> All columns will be kept “as small as possible”,

“shipments” column will include 1 or 2 or 3 (number) but not the words “shipments”

  • 5) I/M will be available twice on each line … 1x for sales and 1x for costs
  • 6) The “bottom recap/P&L section” will be removed from the EPLTOC AND the line item level P&L column will also be removed.
  • 7) “UNIT” is for SALES ONLY -> Unit is primarily a “print on actual sales invoice” concern / function
  • 8) Each ESPLTOC is a “child” of the CT record in which it was created / edited / saved


[edit] Create Est P and L Tab

  • add new "Est P/L" tab to CT profile (Editor/Viewer)
  • aka EPL
  • purpose is to display P/L for estimated sales and purchase for given CT or CT group
  • this table has same design as P/L Tab
  • calculation method for EST P&L Tab will be identical to the actual P&L tab – except it is mapped against EPTOC instead of “actual sales or costs”.
  • Distribution for Grp, I or M is identical to Actual sales / purchases.
  • Each “Estimated cost” or “Estimated Sale” in the EPL will have a link to the EPL TOC in which it was initially created. Clicking the link will open that specific EPL TOC
  • The EPL will recalculate current Estimated Costs & Estimated sales:
    • On Save
    • On “update” button located in the EPL tab

[edit] Oct 30 round

  • Exchange Rate: apply on Save (use todays date, not Created CT date)
  • Distribution Logic:
    • Sales side: make same as for Sales Inv:
      • If M then across all CTs (can not select subset)
      • If I then accross all CT or subset
    • Purch side:
      • If M then accross all CTs in Master (no ability to select subset)
      • If I then one CT
  • Migration logic: distribute automatically
  • Edits are Office owned: user from office A cant edit TOC line created by user from office B (apply only to Est Tab and not Sales Inv TOC)
  • Remove bottom part from Est tab: Vendors, Bill Tos, totals

[edit] Nov 1 round

1) Rename ESPL into EPL

2) Code this use case:

  • CT1, CT2, CT3 are grouped and each have at least one line in ETOC with Bill To "Company ABC"
  • User creates Sales Invoice and selects all CTs 1,2,3
  • User clicks on "Copy from ETOC"
  • System should pre-fill all ETOC lines from all CT 1,2,3

3) Need to add EPL to Masters Profile

[edit] Nov 4 round

  • Use case for TOC on both Est Tab and Inv Tab. If user changed list of selected CTs under "CT#" column then on OK in CT list pop-up panel system should:
    • In Quantity field per-fill appropriate quantity for selected CTs (for example sum of weights)
    • Re-calculate Amount using current Rate
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