Acc Client Group
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== Info == | == Info == | ||
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* 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. | ||
| + | |||
| + | 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 === | === Acc Client Group filter and column on reports === | ||
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[R2] Add "Acc Client Group" column to HTML and xls output - see below. | [R2] Add "Acc Client Group" column to HTML and xls output - see below. | ||
| - | [[File:PnL mult summary v2.JPG]] | + | [[File:PnL mult summary v2.JPG|750px]] |
| - | == | + | == SOW 2 == |
Future versions will add the following functionality: | Future versions will add the following functionality: | ||
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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 === | === 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
