2157 dev

From UG

(Difference between revisions)
Jump to: navigation, search
(Info)
 
(8 intermediate revisions not shown)
Line 1: Line 1:
-
[[Category:Acc Tweaks]]
+
[[Category:RFD]]
== Info ==
== Info ==
-
* Mantis: 0002157
+
* Mantis: 0002157: (Reps) (CTs With No Inv) Add 2 report types: “CT with Unbilled Sales”, “CT with a Loss”
-
* User Guide: [[CTs With No Invoices]]
+
* Support Guide: [[CTs With No Invoices]]
-
* Link to RFD: [[2157 rfd]]
+
This is a change.
This is a change.
Line 9: Line 8:
== Business Analysis ==
== Business Analysis ==
-
=== Requirements ===
+
=== Business Need ===
-
We need to create reports that would allow accounting to monitor that shipments are being invoiced in a timely manner and have a profitable gross margin.
+
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.
-
=== Possible solutions ===
+
=== Business Solution ===
Adding two additional report types:
Adding two additional report types:
Line 47: Line 46:
The report should be downloadable to excel.
The report should be downloadable to excel.
 +
 +
Example:
 +
 +
[[File:CT with Unbilled Sales.JPG]]
==== CT with a Loss ====
==== CT with a Loss ====
Line 52: Line 55:
CT should appear on this report if:
CT should appear on this report if:
-
The total purchase invoices is equal to  
+
The total purchase number is equal to or greater then the total sales number for this CT.
-
 
+
-
OR
+
-
 
+
-
Greater then the total sales invoices.
+
-
 
+
-
Notes:
+
-
The report should list the Jaguar Office reflecting the loss.
+
-
 
+
-
If multiple offices show a loss or show purchase invoices without sales invoices – the office showing the largest loss should be the one reflected on the report.
+
'''Output:'''
'''Output:'''
-
The report should list the following fields:
+
Header:
-
Report Type
+
* Report Type
 +
* Date Range from
 +
* Date Range to
-
Date Range from
+
Columns:
-
Date Range to
+
* CT Number
-
 
+
* Client Company
-
CT Number
+
* Jaguar Office that has posted largest Purchase invoice against this CT
-
 
+
* Total Gross Margin  
-
Client Company
+
-
 
+
-
Jaguar Office  
+
-
 
+
-
Total Gross Margin  
+
The report should be downloadable to excel
The report should be downloadable to excel
 +
Example:
 +
[[File:Cts with a loss revised.JPG]]
== Systems Analysis ==
== Systems Analysis ==
 +
No additional SA info required.
 +
== Architect Review ==
== Architect Review ==
 +
Not required
 +
== Implementation Summary ==
== Implementation Summary ==
== QA Plan ==
== QA Plan ==
== History ==
== History ==

Current revision as of 03:46, 16 December 2010

Contents

[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:

[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:

File:CT with Unbilled Sales.JPG

[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: File:Cts with a loss revised.JPG

[edit] Systems Analysis

No additional SA info required.

[edit] Architect Review

Not required

[edit] Implementation Summary

[edit] QA Plan

[edit] History

Personal tools