Acc Client Group
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- | [[Category: | + | [[Category:Acc]] |
== Info == | == Info == | ||
- | 0003231 | + | * mantis: 0003231(Acc Client Group) .... http://ct.jaguarfreight.com/mantis/view.php?id=3231 |
+ | * wiki: http://ct.jaguarfreight.com/wiki/Acc_Client_Group | ||
== Requirements == | == Requirements == | ||
Line 12: | Line 13: | ||
-------- | -------- | ||
From accounting standpoint the following Client Companies in the system (E0) represent one "master client company" Elizabeth Arden: | From accounting standpoint the following Client Companies in the system (E0) represent one "master client company" Elizabeth Arden: | ||
- | EA DOM PORTAL | + | * EA DOM PORTAL |
- | Elizabeth Arden | + | * Elizabeth Arden |
- | 4Pole | + | * 4Pole |
- | == | + | == SOW 1 == |
=== Add new entity to the system: Acc Client Group === | === Add new entity to the system: Acc Client Group === | ||
- | Add this to "Main Menu > Acc" | + | 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. | |
- | [[File:PnL mult summary v2.JPG]] | + | 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. | ||
+ | |||
+ | === 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. | ||
+ | |||
+ | [[File:PnL mult summary v2.JPG|750px]] | ||
+ | |||
+ | == SOW 2 == | ||
+ | |||
+ | Future versions will add the following functionality: | ||
+ | |||
+ | * Add [[#Acc Client Group filter and column on reports]] to all Acc reports | ||
+ | * TBD | ||
== History == | == History == | ||
=== 0003230: (Acc Report: Etc) Define "Acc Client Group" entity in the system and provide it as a filter / field on most Acc reports === | === 0003230: (Acc Report: Etc) Define "Acc Client Group" entity in the system and provide it as a filter / field on most Acc reports === | ||
+ | |||
+ | == 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 |
Current revision as of 19:08, 4 November 2013
Contents |
[edit] Info
- mantis: 0003231(Acc Client Group) .... http://ct.jaguarfreight.com/mantis/view.php?id=3231
- wiki: http://ct.jaguarfreight.com/wiki/Acc_Client_Group
[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:
- Add #Acc Client Group filter and column on reports to all Acc reports
- TBD
[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