Acc Nov 2013
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[[Category:Projects]] | [[Category:Projects]] | ||
+ | |||
+ | == Info == | ||
+ | |||
+ | * mantis: 0004127 | ||
+ | |||
+ | == Business Need == | ||
+ | |||
+ | This is an attempt to improve functionality. | ||
+ | |||
+ | To introduce number of changes to these components: | ||
+ | |||
+ | * [[PL Tab]] | ||
+ | * [[EPL Tab]] | ||
+ | * [[Est Tab]] | ||
+ | * [[Sales Invoices]] | ||
+ | |||
+ | Related projects: | ||
+ | |||
+ | * [[Sales Distribution]] | ||
+ | * [[Est and Misc]] | ||
+ | |||
+ | == SOWs == | ||
+ | |||
+ | === Oct 24 Initial Scope === | ||
+ | |||
+ | mantis: 0004127 | ||
+ | |||
+ | spec: see below | ||
+ | |||
+ | ==== Changes to Est Tab ==== | ||
+ | |||
+ | * Keep '''one''' table where costs and sales (estimated) can be entered | ||
+ | |||
+ | * 1) TOC for Sales and Purchases will be “copies” of “Actual Invoice” and “Purchase Invoices” TOC’s | ||
+ | Except for “bill to” and “vendor” that will be included at the line level | ||
+ | |||
+ | * 2) All other functionalities from Sales/Purchase (actual) will be maintained | ||
+ | |||
+ | * 3) All “amounts” will be changed from a xx / xx format to a single xxx.xx format | ||
+ | |||
+ | * 4) Bill to / Vendor Columns will be smaller -> All columns will be kept “as small as possible”, | ||
+ | “shipments” column will include 1 or 2 or 3 (number) but not the words “shipments” | ||
+ | |||
+ | * 5) I/M will be available twice on each line … 1x for sales and 1x for costs | ||
+ | |||
+ | * 6) The “bottom recap/P&L section” will be removed from the EPLTOC AND the line item level P&L column will also be removed. | ||
+ | |||
+ | * 7) “UNIT” is for SALES ONLY -> Unit is primarily a “print on actual sales invoice” concern / function | ||
+ | |||
+ | * 8) Each ESPLTOC is a “child” of the CT record in which it was created / edited / saved | ||
+ | |||
+ | |||
+ | ==== Create Est P and L Tab ==== | ||
+ | |||
+ | * add new "Est P/L" tab to CT profile (Editor/Viewer) | ||
+ | * aka EPL | ||
+ | * purpose is to display P/L for estimated sales and purchase for given CT or CT group | ||
+ | * this table has same design as [[P/L Tab]] | ||
+ | * calculation method for EST P&L Tab will be identical to the actual P&L tab – except it is mapped against EPTOC instead of “actual sales or costs”. | ||
+ | * Distribution for Grp, I or M is identical to Actual sales / purchases. | ||
+ | * Each “Estimated cost” or “Estimated Sale” in the EPL will have a link to the EPL TOC in which it was initially created. Clicking the link will open that specific EPL TOC | ||
+ | * The EPL will recalculate current Estimated Costs & Estimated sales: | ||
+ | ** On Save | ||
+ | ** On “update” button located in the EPL tab | ||
+ | |||
+ | === Oct 30 round === | ||
+ | |||
+ | * Exchange Rate: apply on Save (use todays date, not Created CT date) | ||
+ | |||
+ | * Distribution Logic: | ||
+ | |||
+ | ** Sales side: make same as for Sales Inv: | ||
+ | *** If M then across all CTs (can not select subset) | ||
+ | *** If I then accross all CT or subset | ||
+ | |||
+ | ** Purch side: | ||
+ | *** If M then accross all CTs in Master (no ability to select subset) | ||
+ | *** If I then one CT | ||
+ | |||
+ | * Migration logic: distribute automatically | ||
+ | |||
+ | * Edits are Office owned: user from office A cant edit TOC line created by user from office B (apply only to Est Tab and not Sales Inv TOC) | ||
+ | |||
+ | * Remove bottom part from Est tab: Vendors, Bill Tos, totals | ||
+ | |||
+ | === Nov 1 round === | ||
+ | |||
+ | 1) Rename ESPL into EPL | ||
+ | |||
+ | 2) Code this use case: | ||
+ | * CT1, CT2, CT3 are grouped and each have at least one line in ETOC with Bill To "Company ABC" | ||
+ | * User creates Sales Invoice and selects all CTs 1,2,3 | ||
+ | * User clicks on "Copy from ETOC" | ||
+ | * System should pre-fill all ETOC lines from all CT 1,2,3 | ||
+ | |||
+ | 3) Need to add EPL to Masters Profile | ||
+ | |||
+ | === Nov 4 round === | ||
+ | |||
+ | * Use case for TOC on both Est Tab and Inv Tab. If user changed list of selected CTs under "CT#" column then on OK in CT list pop-up panel system should: | ||
+ | ** In Quantity field per-fill appropriate quantity for selected CTs (for example sum of weights) | ||
+ | ** Re-calculate Amount using current Rate |
Current revision as of 17:54, 5 November 2013
Contents |
[edit] Info
- mantis: 0004127
[edit] Business Need
This is an attempt to improve functionality.
To introduce number of changes to these components:
Related projects:
[edit] SOWs
[edit] Oct 24 Initial Scope
mantis: 0004127
spec: see below
[edit] Changes to Est Tab
- Keep one table where costs and sales (estimated) can be entered
- 1) TOC for Sales and Purchases will be “copies” of “Actual Invoice” and “Purchase Invoices” TOC’s
Except for “bill to” and “vendor” that will be included at the line level
- 2) All other functionalities from Sales/Purchase (actual) will be maintained
- 3) All “amounts” will be changed from a xx / xx format to a single xxx.xx format
- 4) Bill to / Vendor Columns will be smaller -> All columns will be kept “as small as possible”,
“shipments” column will include 1 or 2 or 3 (number) but not the words “shipments”
- 5) I/M will be available twice on each line … 1x for sales and 1x for costs
- 6) The “bottom recap/P&L section” will be removed from the EPLTOC AND the line item level P&L column will also be removed.
- 7) “UNIT” is for SALES ONLY -> Unit is primarily a “print on actual sales invoice” concern / function
- 8) Each ESPLTOC is a “child” of the CT record in which it was created / edited / saved
[edit] Create Est P and L Tab
- add new "Est P/L" tab to CT profile (Editor/Viewer)
- aka EPL
- purpose is to display P/L for estimated sales and purchase for given CT or CT group
- this table has same design as P/L Tab
- calculation method for EST P&L Tab will be identical to the actual P&L tab – except it is mapped against EPTOC instead of “actual sales or costs”.
- Distribution for Grp, I or M is identical to Actual sales / purchases.
- Each “Estimated cost” or “Estimated Sale” in the EPL will have a link to the EPL TOC in which it was initially created. Clicking the link will open that specific EPL TOC
- The EPL will recalculate current Estimated Costs & Estimated sales:
- On Save
- On “update” button located in the EPL tab
[edit] Oct 30 round
- Exchange Rate: apply on Save (use todays date, not Created CT date)
- Distribution Logic:
- Sales side: make same as for Sales Inv:
- If M then across all CTs (can not select subset)
- If I then accross all CT or subset
- Sales side: make same as for Sales Inv:
- Purch side:
- If M then accross all CTs in Master (no ability to select subset)
- If I then one CT
- Purch side:
- Migration logic: distribute automatically
- Edits are Office owned: user from office A cant edit TOC line created by user from office B (apply only to Est Tab and not Sales Inv TOC)
- Remove bottom part from Est tab: Vendors, Bill Tos, totals
[edit] Nov 1 round
1) Rename ESPL into EPL
2) Code this use case:
- CT1, CT2, CT3 are grouped and each have at least one line in ETOC with Bill To "Company ABC"
- User creates Sales Invoice and selects all CTs 1,2,3
- User clicks on "Copy from ETOC"
- System should pre-fill all ETOC lines from all CT 1,2,3
3) Need to add EPL to Masters Profile
[edit] Nov 4 round
- Use case for TOC on both Est Tab and Inv Tab. If user changed list of selected CTs under "CT#" column then on OK in CT list pop-up panel system should:
- In Quantity field per-fill appropriate quantity for selected CTs (for example sum of weights)
- Re-calculate Amount using current Rate