Profit Loss for Multiple CTs
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== Info == | == Info == | ||
| - | * | + | * User Guide [[UG:Profit Loss for Multiple CTs USER GUIDE]] |
* parent mantis: 0002175: (Acc Report: P and L) ..........parent | * parent mantis: 0002175: (Acc Report: P and L) ..........parent | ||
| - | * old wiki: [ | + | * old wiki: [http://ct.jaguarfreight.com/wiki/Acc_Reports_P_and_L#Profit.2FLoss_for_Multiple_CTs Profit/Loss for Multiple CTs ] |
| + | |||
| + | == SOW 0 == | ||
| + | |||
| + | old work | ||
| + | |||
| + | == SOW 1 == | ||
| + | |||
| + | == SOW 2 == | ||
| + | '''0003472''': Add filter option to include or exclude cc & option to multi select cc for Search SI & Multiple P&L reports | ||
| + | |||
| + | *Original requirement is posted in a separate wiki article - see: [[Acc_Reports_Search_Inv#SOW_5]] | ||
| + | **Ability to include/exclude specific CC required | ||
| + | |||
| + | Yet, additional requirement is also needed for this report as follows: | ||
| + | |||
| + | *Ability to multi-select charge codes | ||
| + | **Currently reports only allow user to select 1 cc at a time, this can be very tedious when filtering according to multiple charge codes. | ||
| + | |||
| + | == SOW 3 Change logic for mutually exclusive time intervals == | ||
| + | |||
| + | '''mantis''': 3807 | ||
| + | |||
| + | '''spec''': see below | ||
| + | |||
| + | '''started''': --[[User:Alex|Alex]] 11:14, 21 February 2013 (EST) | ||
| + | |||
| + | There are two date related filters in this report: | ||
| + | |||
| + | * Date type (single select): | ||
| + | ** [[Sailing Date]] (ports for Air/Ocean; door to door for trucking) | ||
| + | ** Issuing Date (for Invoice) | ||
| + | *** for invoices: any OR sales OR purchase OR internal | ||
| + | ** (CT) Created On Date | ||
| + | ** [[Revenue Recognition Date]] ("Actual Departure date") | ||
| + | |||
| + | * Date range: | ||
| + | ** select Month and Year OR | ||
| + | ** range from date to date | ||
| + | |||
| + | We need to change code to satisfy the following rule: | ||
| + | |||
| + | in case of grouped CTs when considering them for inclusion or exclusion from report | ||
| + | against the date filters | ||
| + | we need to only compare date of lowest CT# in the group against selected condition | ||
| + | |||
| + | Currently groups are not taken into consideration and each CT is considered separately. As a result same CT may appear on reports for 2 mutually exclusive date ranges. | ||
== User Guide == | == User Guide == | ||
| Line 30: | Line 76: | ||
== History == | == History == | ||
| - | + | === 0002157: (Reps) (CTs With No Inv) Add 2 report types: “CT with Unbilled Sales”, “CT with a Loss” === | |
| - | + | * wiki updated? N | |
Current revision as of 14:22, 31 October 2013
Contents |
[edit] Info
- User Guide UG:Profit Loss for Multiple CTs USER GUIDE
- parent mantis: 0002175: (Acc Report: P and L) ..........parent
- old wiki: Profit/Loss for Multiple CTs
[edit] SOW 0
old work
[edit] SOW 1
[edit] SOW 2
0003472: Add filter option to include or exclude cc & option to multi select cc for Search SI & Multiple P&L reports
- Original requirement is posted in a separate wiki article - see: Acc_Reports_Search_Inv#SOW_5
- Ability to include/exclude specific CC required
Yet, additional requirement is also needed for this report as follows:
- Ability to multi-select charge codes
- Currently reports only allow user to select 1 cc at a time, this can be very tedious when filtering according to multiple charge codes.
[edit] SOW 3 Change logic for mutually exclusive time intervals
mantis: 3807
spec: see below
started: --Alex 11:14, 21 February 2013 (EST)
There are two date related filters in this report:
- Date type (single select):
- Sailing Date (ports for Air/Ocean; door to door for trucking)
- Issuing Date (for Invoice)
- for invoices: any OR sales OR purchase OR internal
- (CT) Created On Date
- Revenue Recognition Date ("Actual Departure date")
- Date range:
- select Month and Year OR
- range from date to date
We need to change code to satisfy the following rule:
in case of grouped CTs when considering them for inclusion or exclusion from report against the date filters we need to only compare date of lowest CT# in the group against selected condition
Currently groups are not taken into consideration and each CT is considered separately. As a result same CT may appear on reports for 2 mutually exclusive date ranges.
[edit] User Guide
[edit] Overview
This CT2 component is a report that can be accessed through:
Main Menu > Acc > Reports
Report filters look like below:
Alternative settings - see below:
[edit] Example 1
[edit] History
[edit] 0002157: (Reps) (CTs With No Inv) Add 2 report types: “CT with Unbilled Sales”, “CT with a Loss”
- wiki updated? N
