2157 dev

From UG

(Difference between revisions)
Jump to: navigation, search
(Business Analysis)
 
(One intermediate revision not shown)
Line 8: 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 76: Line 76:
Example:  
Example:  
-
 
[[File:Cts with a loss revised.JPG]]
[[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