2157 dev

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Revision as of 21:58, 9 December 2010 (edit) Tracie (Talk | contribs) (Created page with 'Category:Acc Tweaks') ← Older edit		Current revision as of 03:46, 16 December 2010 (edit) (undo) Alex (Talk | contribs)
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-	[[Category:Acc Tweaks]]	+	[[Category:RFD]]
		+	== Info ==
		+	* Mantis: 0002157: (Reps) (CTs With No Inv) Add 2 report types: “CT with Unbilled Sales”, “CT with a Loss”
		+	* Support Guide: [[CTs With No Invoices]]
		+
		+	This is a change.
		+
		+	== Business Analysis ==
		+
		+	=== Business Need ===
		+
		+	We need to create additional reports that would allow accounting to monitor that shipments are being invoiced in a timely manner and have a profitable gross margin.
		+
		+	=== Business Solution ===
		+
		+	Adding two additional report types:
		+
		+	* [[#CTs with Unbilled Sales]]
		+	* [[#CT with a Loss]]
		+
		+	==== CTs with Unbilled Sales ====
		+
		+	CT should appear on this report if:
		+
		+	CT record has no sales invoice issued.
		+	AND
		+	There is one or more Purchase invoice posted against this CT.
		+
		+	Notes: The system should not recognize internal invoices as a sales invoice for this report.
		+
		+	For group shipments, the system should recognize the CT records group that are included in the sales invoice.
		+
		+	'''Output:'''
		+
		+	Header:
		+
		+	* Report Type
		+	* Date Range from
		+	* Date Range to
		+
		+	Columns:
		+
		+	* CT Number
		+	* Client Company
		+	* Jaguar Office that has posted largest Purchase invoice against this CT.
		+
		+	The report should be downloadable to excel.
		+
		+	Example:
		+
		+	[[File:CT with Unbilled Sales.JPG]]
		+
		+	==== CT with a Loss ====
		+
		+	CT should appear on this report if:
		+
		+	The total purchase number is equal to or greater then the total sales number for this CT.
		+
		+	'''Output:'''
		+
		+	Header:
		+
		+	* Report Type
		+	* Date Range from
		+	* Date Range to
		+
		+	Columns:
		+
		+	* CT Number
		+	* Client Company
		+	* Jaguar Office that has posted largest Purchase invoice against this CT
		+	* Total Gross Margin
		+
		+
		+	The report should be downloadable to excel
		+
		+	Example:
		+	[[File:Cts with a loss revised.JPG]]
		+	== Systems Analysis ==
		+	No additional SA info required.
		+
		+	== Architect Review ==
		+	Not required
		+
		+	== Implementation Summary ==
		+	== QA Plan ==
		+	== History ==

---

Current revision as of 03:46, 16 December 2010

Contents 1 Info 2 Business Analysis 2.1 Business Need 2.2 Business Solution 2.2.1 CTs with Unbilled Sales 2.2.2 CT with a Loss 3 Systems Analysis 4 Architect Review 5 Implementation Summary 6 QA Plan 7 History

[edit] Info

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

This is a change.

[edit] Business Analysis

[edit] Business Need

We need to create additional reports that would allow accounting to monitor that shipments are being invoiced in a timely manner and have a profitable gross margin.

[edit] Business Solution

Adding two additional report types:

• #CTs with Unbilled Sales
• #CT with a Loss

[edit] CTs with Unbilled Sales

CT should appear on this report if:

CT record has no sales invoice issued. 
AND 
There is one or more Purchase invoice posted against this CT.

Notes: The system should not recognize internal invoices as a sales invoice for this report.

For group shipments, the system should recognize the CT records group that are included in the sales invoice.

Output:

Header:

• Report Type
• Date Range from
• Date Range to

Columns:

• CT Number
• Client Company
• Jaguar Office that has posted largest Purchase invoice against this CT.

The report should be downloadable to excel.

Example:

[edit] CT with a Loss

CT should appear on this report if:

The total purchase number is equal to or greater then the total sales number for this CT.

Output:

Header:

• Report Type
• Date Range from
• Date Range to

Columns:

• CT Number
• Client Company
• Jaguar Office that has posted largest Purchase invoice against this CT
• Total Gross Margin

The report should be downloadable to excel

Example:

[edit] Systems Analysis

No additional SA info required.

[edit] Architect Review

Not required

[edit] Implementation Summary

[edit] QA Plan

[edit] History