Profit Loss for Multiple CTs

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[[Category:P and L reports]]
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*Ability to multi-select charge codes
*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.
**Currently reports only allow user to select 1 cc at a time, this can be very tedious when filtering according to multiple charge codes.
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== SOW 3 Change logic for mutually exclusive time intervals ==
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'''mantis''': 3807
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'''spec''': see below
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'''started''': --[[User:Alex|Alex]] 11:14, 21 February 2013 (EST)
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There are two date related filters in this report:
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* Date type (single select):
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** [[Sailing Date]] (ports for Air/Ocean; door to door for trucking)
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** Issuing Date (for Invoice)
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*** for invoices: any OR sales OR purchase OR internal
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** (CT) Created On Date
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** [[Revenue Recognition Date]] ("Actual Departure date")
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* Date range:
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** select Month and Year OR
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** range from date to date
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We need to change code to satisfy the following rule:
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in case of grouped CTs when considering them for inclusion or exclusion from report
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against the date filters
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we need to only compare date of lowest CT# in the group against selected condition
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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 ==

Current revision as of 14:22, 31 October 2013


Contents

[edit] Info

[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:

File:P and L filters.JPG

Alternative settings - see below:

File:P and L filters 2.JPG


[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
Retrieved from "https://wiki.jaguarfreight.com/Profit_Loss_for_Multiple_CTs"
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