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Mantis 0002651 (Acc Report: Misc) Add feature to filter by charge codes | Mantis 0002651 (Acc Report: Misc) Add feature to filter by charge codes | ||
| - | Accounting MO would like to be able to run a report by charge codes. | + | Accounting MO would like to be able to run a report by charge code. The information required to show is this report is the same as Main Menu > Acc > Reports > Profit/Loss for Multiple CTs, so we would like to add an additional filter to this already existing report. However, when the Charge Codes are not needed, we want this report to run the way it currently does. We need a way to be able to tell the system to include charge codes on this report and then to tell the system if we want to include all charge codes or just selected charge codes. |
===Business requirements=== | ===Business requirements=== | ||
| + | Adding an option to include a charge code filter within this report. (Main Menu > Acc > Reports > Profit/Loss for Multiple CTs.) | ||
| - | + | Adding Charge Code's filter with a drop down and option for multiple selections. | |
| - | + | Column Heading should show CC for Charge Code and the 4 digit charge code number. Example: CC 1111 | |
| - | The | + | The columns should displays the dollar amount billed using the specified charge code. |
| - | + | If multiple charge codes are selected, each charge code should have its own column. | |
| - | + | Each column should be added at the bottom for a total amount invoiced under each charge code (the SUM of all charges in that column). | |
| - | + | This should show for each sales invoices, purchase invoices, and internal invoices. displaying on the spreadsheet before the total's sales, purchases, internal. | |
| - | Profit/ | + | These dollar amounts should not interfere with the totals (USD Sales). So the USD Profit/loss should continue to SUM as it currently does (considering the USD Sales and USD Purchase) - without being effected by these new or added columns. |
| - | + | ===Suggestions / Examples === | |
| + | Add a radio button search charge codes | ||
| - | + | '''When radio button is selected:''' | |
| - | + | ||
| - | + | Add a filter with drop down selection for charge codes to the Main Menu > Acc > Reports > Profit/Loss for Multiple CTs. | |
| - | + | ||
| - | + | ||
| - | + | This filter should allow multiple selections. | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | If charge code radio button is selected and no selection is made (filter is empty), then the report should display a charge code column for every charge code used within each CT record. | |
| - | + | ||
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| - | + | [[File:Radio button Search Charge Code selected.JPG]] | |
| - | + | ||
| - | + | ||
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| - | + | '''When radio button is not selected:''' | |
| - | + | No Charge code filter should display in CT edit screen, on results screen, or on the downloaded excel sheet. | |
| - | + | ||
| - | + | ||
| - | + | [[File:Radio button Search Charge Code.JPG]] | |
| - | + | ||
| - | + | ||
| + | |||
| + | ====Example of output ==== | ||
| + | Output should show as below when charge code filters are selected: | ||
| + | |||
| + | [[File:Charge code report output.JPG]] | ||
| - | |||
</div> | </div> | ||
Current revision as of 22:01, 20 January 2011
Contents |
[edit] Info
Mantis 0002651 (Acc Report: Misc) Add feature to filter by charge codes
Accounting MO would like to be able to run a report by charge code. The information required to show is this report is the same as Main Menu > Acc > Reports > Profit/Loss for Multiple CTs, so we would like to add an additional filter to this already existing report. However, when the Charge Codes are not needed, we want this report to run the way it currently does. We need a way to be able to tell the system to include charge codes on this report and then to tell the system if we want to include all charge codes or just selected charge codes.
[edit] Business requirements
Adding an option to include a charge code filter within this report. (Main Menu > Acc > Reports > Profit/Loss for Multiple CTs.)
Adding Charge Code's filter with a drop down and option for multiple selections.
Column Heading should show CC for Charge Code and the 4 digit charge code number. Example: CC 1111
The columns should displays the dollar amount billed using the specified charge code.
If multiple charge codes are selected, each charge code should have its own column.
Each column should be added at the bottom for a total amount invoiced under each charge code (the SUM of all charges in that column).
This should show for each sales invoices, purchase invoices, and internal invoices. displaying on the spreadsheet before the total's sales, purchases, internal.
These dollar amounts should not interfere with the totals (USD Sales). So the USD Profit/loss should continue to SUM as it currently does (considering the USD Sales and USD Purchase) - without being effected by these new or added columns.
[edit] Suggestions / Examples
Add a radio button search charge codes
When radio button is selected:
Add a filter with drop down selection for charge codes to the Main Menu > Acc > Reports > Profit/Loss for Multiple CTs.
This filter should allow multiple selections.
If charge code radio button is selected and no selection is made (filter is empty), then the report should display a charge code column for every charge code used within each CT record.
When radio button is not selected:
No Charge code filter should display in CT edit screen, on results screen, or on the downloaded excel sheet.
[edit] Example of output
Output should show as below when charge code filters are selected:
