2157 dev

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(Requirements)
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[[Category:Acc Tweaks]]
[[Category:Acc Tweaks]]
== Info ==
== Info ==
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* Mantis: 0002157
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* User Guide: [[CTs With No Invoices]]
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This is a tweak for the following Acc component: [[Acc Reports CTs With No Inv]]
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This is a change.
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== Business Analysis ==
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=== Requirements ===
We need to create a report that would allow accounting to monitor that shipments are being invoiced in a timely manner and have a profitable gross margin.
We need to create a report that would allow accounting to monitor that shipments are being invoiced in a timely manner and have a profitable gross margin.
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== Requirements ==
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=== Possible solutions ===
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Adding two additional report types:
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Adding two additional report types.
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* [[#CTs with Unbilled Sales]]
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* [[#CT with a Loss]]
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=== “CT with Unbilled Sales” ===
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==== CTs with Unbilled Sales ====
Criteria: CT should appear on this report if:
Criteria: CT should appear on this report if:
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For shipments on the report. The report should show the Jaguar Office that has entered to largest Purchase invoice in an additional column on the report.
For shipments on the report. The report should show the Jaguar Office that has entered to largest Purchase invoice in an additional column on the report.
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==== Unbilled Sales Report Output====
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'''Output:'''
The report should list the following fields:
The report should list the following fields:
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The report should be downloadable to excel
The report should be downloadable to excel
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=== “CT with a Loss” ===
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==== CT with a Loss ====
Criteria: CT should appear on this report if:
Criteria: CT should appear on this report if:
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If multiple offices show a loss or show purchase invoices without sales invoices – the office showing the largest loss should be the one reflected on the report.
If multiple offices show a loss or show purchase invoices without sales invoices – the office showing the largest loss should be the one reflected on the report.
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==== CT with a loss Report Output ====
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'''Output:'''
The report should list the following fields:
The report should list the following fields:
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The report should be downloadable to excel
The report should be downloadable to excel
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== SA Notes ==
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== Systems Analysis ==
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== Architect Review ==
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== Implementation Summary ==
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== QA Plan ==
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== History ==

Revision as of 23:36, 13 December 2010

Contents

Info

This is a change.

Business Analysis

Requirements

We need to create a report that would allow accounting to monitor that shipments are being invoiced in a timely manner and have a profitable gross margin.

Possible solutions

Adding two additional report types:

CTs with Unbilled Sales

Criteria: CT should appear on this report if:

CT record with no sales invoice issued.

AND

There is Purchase invoice issued against the CT record greater then $0.00.

  • If no Purchase Invoice is issued against the CT record, the shipment should NOT show on the report.

Notes:

The system should not recognize internal invoices as a sales invoice for this report.

For group shipments, the system should recognize the CT records group that are included in the sales invoice.

For shipments on the report. The report should show the Jaguar Office that has entered to largest Purchase invoice in an additional column on the report.

Output:

The report should list the following fields:

Report Type

Date Range from

Date Range to

CT Number

Client Company

Jaguar Office


The report should be downloadable to excel

CT with a Loss

Criteria: CT should appear on this report if:

The total purchase invoices is equal to

OR

Greater then the total sales invoices.

Notes: The report should list the Jaguar Office reflecting the loss.

If multiple offices show a loss or show purchase invoices without sales invoices – the office showing the largest loss should be the one reflected on the report.

Output:

The report should list the following fields:

Report Type

Date Range from

Date Range to

CT Number

Client Company

Jaguar Office

Total Gross Margin


The report should be downloadable to excel

Systems Analysis

Architect Review

Implementation Summary

QA Plan

History

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