2649 rfsa

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[[Category:RFSA]]
[[Category:RFSA]]
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<div style="background-color:lightSteelBlue">
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== Info ==
== Info ==
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== Requirements and Ideas ==
== Requirements and Ideas ==
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This task is a P/L Tab re-design that consists of these sub-tasks:
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MO would like to have an actual vs estimated comparison table and would like this to be on its own tab if possible. 
-
* add estimated cost/sale columns
+
*Alex suggested to combine this with the P/L tab, but MO does not like this idea.  P/L tab should be for ACTUAL figures only - She does not want the estimations to be mixed in with actuals. 
-
* add currency switch
+
-
* add VAT columns
+
-
Karen submitted the following mock up:
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This table is read only - No editing other then currency (as noted below) 
 +
All information on this screen will be pulled from other areas in the CT record. 
-
[[File:Actual vs Estimated Comparsion table.JPG]]
+
MO likes the colors included in the mock up or the idea of breaking these sections with different colors.
 +
===Sections===
 +
This table should show four sections
-
Originally she suggested to have it as a separate tab and call it "Actual vs Estimated Comparison Tab". But I know we do not want to add more tabs to the CT editor and also this looks very much like extension of existing P/L Tab. See example below.
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Sales Invoices
 +
Purchase Invoices
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[[File:P and L tab as is.JPG]]
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Internal Invoices
-
=== add estimated cost/sale columns ===
+
Gross Margin
-
Example:
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 +
===Sub Sections===
 +
 +
Each section will be broken into Sub-sections
 +
 +
MO likes the colors included in the mock up or the idea of breaking these sections with different colors.
 +
 +
 +
Sub sections for SI, PI, and II are:
 +
 +
*Invoice parties
 +
 +
*Estimation section
 +
 +
*Actual section
 +
 +
Gross Margin Subsections:
 +
 +
*Office II details
 +
 +
*Sales comparison
 +
 +
*Cost comparison
 +
 +
*Internal Comparison
 +
 +
*Gross Margin Comparison
 +
 +
 +
===sales invoice section===
 +
 +
'''Invoice parties sub-section''' should include
 +
 +
Issuing office
 +
 +
Bill to Client
 +
 +
'''Estimation sub-section''' should include
 +
 +
Estimated Curr (abbreviated for Currency)
 +
 +
Estimation Amount
 +
 +
Estimation USD Amount
 +
 +
'''Actual sub-section''' should include
 +
 +
Actual Curr (abbreviated for currency)
 +
 +
Actual Amount
 +
 +
Actual USD Amount
 +
 +
===Purchase invoice section===
 +
 +
'''Invoice parties sub-section''' should include
 +
 +
Receiving office
 +
 +
Vendor
 +
 +
'''Estimation sub-section'''
 +
 +
Estimated Curr (abbreviated for Currency)
 +
 +
Estimation Amount
 +
 +
Estimation USD Amount
 +
 +
'''Actual sub-section'''
 +
 +
Actual Curr (abbreviated for currency)
 +
 +
Actual Amount
 +
 +
Actual USD Amount
 +
 +
===Internal invoice section===
 +
 +
'''Invoice parties sub-section''' should include
 +
 +
Issuing office
 +
 +
Receiving office
 +
 +
'''Estimation sub-section'''
 +
 +
Estimated Curr (abbreviated for Currency)
 +
 +
Estimation Amount
 +
 +
Estimation USD Amount
 +
 +
'''Actual sub-section'''
 +
 +
Actual Curr (abbreviated for currency)
 +
 +
Actual Amount
 +
 +
Actual USD Amount
 +
 +
 +
 +
===Gross Margin Section===
 +
 +
Above the Gross Margin section we should put a radio button to change the currency this is being viewed in.
 +
 +
** We need to make sure that the charges entered in local currency display as entered when that currency is selected. 
 +
 +
For example:
 +
 +
If airfreight is entered in at 20 Euros, when Euros is the selected currency it needs to show as 20 Euros.  So no conversion should be done on this figure.
 +
 +
 +
'''Office II details sub-section''' should include
 +
 +
Issuing office
 +
 +
Receiving office
 +
 +
Internal Invoice number
 +
 +
'''Sales comparison sub-section''' should include
 +
 +
Estimated Sales
 +
 +
Actual Sales
 +
 +
'''Cost comparison sub-section''' should include
 +
 +
Estimated Cost
 +
 +
Actual Cost
 +
 +
'''Internal Comparison sub-section''' should include
 +
 +
Estimated Internal Invoices
 +
 +
Actual Internal Invoices
 +
 +
'''Gross Margin Comparison sub-section''' should include
 +
 +
Estimated Gross Margin
 +
 +
Actual Gross Margin
 +
 +
 +
*Mock up was designed by Karen (MO)
 +
 +
[[File:Actual vs Estimated Comparsion table.JPG]]
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[[File:2592.JPG]]
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</Div>

Current revision as of 21:41, 26 January 2011



Contents

[edit] Info

  • 0002649: Actual vs Estimated Comparison table

[edit] Requirements and Ideas

MO would like to have an actual vs estimated comparison table and would like this to be on its own tab if possible.

  • Alex suggested to combine this with the P/L tab, but MO does not like this idea. P/L tab should be for ACTUAL figures only - She does not want the estimations to be mixed in with actuals.

This table is read only - No editing other then currency (as noted below)

All information on this screen will be pulled from other areas in the CT record.

MO likes the colors included in the mock up or the idea of breaking these sections with different colors.

[edit] Sections

This table should show four sections

Sales Invoices

Purchase Invoices

Internal Invoices

Gross Margin

[edit] Sub Sections

Each section will be broken into Sub-sections

MO likes the colors included in the mock up or the idea of breaking these sections with different colors.


Sub sections for SI, PI, and II are:

  • Invoice parties
  • Estimation section
  • Actual section

Gross Margin Subsections:

  • Office II details
  • Sales comparison
  • Cost comparison
  • Internal Comparison
  • Gross Margin Comparison


[edit] sales invoice section

Invoice parties sub-section should include

Issuing office

Bill to Client

Estimation sub-section should include

Estimated Curr (abbreviated for Currency)

Estimation Amount

Estimation USD Amount

Actual sub-section should include

Actual Curr (abbreviated for currency)

Actual Amount

Actual USD Amount

[edit] Purchase invoice section

Invoice parties sub-section should include

Receiving office

Vendor

Estimation sub-section

Estimated Curr (abbreviated for Currency)

Estimation Amount

Estimation USD Amount

Actual sub-section

Actual Curr (abbreviated for currency)

Actual Amount

Actual USD Amount

[edit] Internal invoice section

Invoice parties sub-section should include

Issuing office

Receiving office

Estimation sub-section

Estimated Curr (abbreviated for Currency)

Estimation Amount

Estimation USD Amount

Actual sub-section

Actual Curr (abbreviated for currency)

Actual Amount

Actual USD Amount


[edit] Gross Margin Section

Above the Gross Margin section we should put a radio button to change the currency this is being viewed in.

    • We need to make sure that the charges entered in local currency display as entered when that currency is selected.

For example:

If airfreight is entered in at 20 Euros, when Euros is the selected currency it needs to show as 20 Euros. So no conversion should be done on this figure.


Office II details sub-section should include

Issuing office

Receiving office

Internal Invoice number

Sales comparison sub-section should include

Estimated Sales

Actual Sales

Cost comparison sub-section should include

Estimated Cost

Actual Cost

Internal Comparison sub-section should include

Estimated Internal Invoices

Actual Internal Invoices

Gross Margin Comparison sub-section should include

Estimated Gross Margin

Actual Gross Margin


  • Mock up was designed by Karen (MO)

File:Actual vs Estimated Comparsion table.JPG

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