Acc Client Group

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[[Category:AccAdmin]]
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[[Category:Acc]]
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== Info ==
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* mantis: 0003231(Acc Client Group) .... http://ct.jaguarfreight.com/mantis/view.php?id=3231
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* wiki: http://ct.jaguarfreight.com/wiki/Acc_Client_Group
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== Requirements ==
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Acc Dept needs for reporting purposes to define new entity '''Acc Client Group''' that would identify a group of Client Companies.
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Example
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--------
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From accounting standpoint the following Client Companies in the system (E0) represent one "master client company" Elizabeth Arden:
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* EA DOM PORTAL
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* Elizabeth Arden
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* 4Pole
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== SOW 1 ==
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=== Add new entity to the system: Acc Client Group ===
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Add this to "Main Menu > Acc".
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One client company can be part of only one acc group.
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Add one additional field to Client company profile for Acc Group.
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For productivity/basic convenience implement this:
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* Provide ability to select multiple companies from the list and assign to specific group.
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* Client company list should show what Acc Client Group each Client company belongs to (if any).
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* Client company list should be sort-able by Acc Client Group.
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=== Acc Client Group filter and column on reports ===
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For "Modify Profit/Loss for Multiple CTs - Summary" do the following:
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[R1] Add "Acc Client Group" filter to filters panel.
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[R2] Add "Acc Client Group" column to HTML and xls output - see below.
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[[File:PnL mult summary v2.JPG|750px]]
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== SOW 2 ==
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Future versions will add the following functionality:
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* Add [[#Acc Client Group filter and column on reports]] to all Acc reports
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* TBD
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== History ==
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=== 0003230: (Acc Report: Etc) Define "Acc Client Group" entity in the system and provide it as a filter / field on most Acc reports  ===
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== Current Implementation ==
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* Admin > Client Companies > Acc Client Companies Groups
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* Filter on Profit/Loss for Multiple CTs report
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* NOTE: does not seems to be finished functionality

Current revision as of 19:08, 4 November 2013


Contents

[edit] Info

[edit] Requirements

Acc Dept needs for reporting purposes to define new entity Acc Client Group that would identify a group of Client Companies.

Example
--------
From accounting standpoint the following Client Companies in the system (E0) represent one "master client company" Elizabeth Arden:
* EA DOM PORTAL
* Elizabeth Arden 
* 4Pole

[edit] SOW 1

[edit] Add new entity to the system: Acc Client Group

Add this to "Main Menu > Acc".

One client company can be part of only one acc group.

Add one additional field to Client company profile for Acc Group.

For productivity/basic convenience implement this:

  • Provide ability to select multiple companies from the list and assign to specific group.
  • Client company list should show what Acc Client Group each Client company belongs to (if any).
  • Client company list should be sort-able by Acc Client Group.

[edit] Acc Client Group filter and column on reports

For "Modify Profit/Loss for Multiple CTs - Summary" do the following:

[R1] Add "Acc Client Group" filter to filters panel.

[R2] Add "Acc Client Group" column to HTML and xls output - see below.

[edit] SOW 2

Future versions will add the following functionality:

[edit] History

[edit] 0003230: (Acc Report: Etc) Define "Acc Client Group" entity in the system and provide it as a filter / field on most Acc reports

[edit] Current Implementation

  • Admin > Client Companies > Acc Client Companies Groups
  • Filter on Profit/Loss for Multiple CTs report
  • NOTE: does not seems to be finished functionality
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