2157 dev

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Revision as of 03:37, 16 December 2010

Info

Mantis: 0002157: (Reps) (CTs With No Inv) Add 2 report types: “CT with Unbilled Sales”, “CT with a Loss”
Support Guide: CTs With No Invoices

This is a change.

Business Analysis

Requirements

We need to create reports 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
#CT with a Loss

CTs with Unbilled Sales

CT should appear on this report if:

CT record has no sales invoice issued. 
AND 
There is one or more Purchase invoice posted against this CT.

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.

Output:

Header:

Report Type
Date Range from
Date Range to

Columns:

CT Number
Client Company
Jaguar Office that has posted largest Purchase invoice against this CT.

The report should be downloadable to excel.

CT with a Loss

CT should appear on this report if:

The total purchase number is equal to or greater then the total sales number for this CT.

Output:

Header:

Report Type
Date Range from
Date Range to

Columns:

CT Number
Client Company
Jaguar Office that has posted largest Purchase invoice against this CT
Total Gross Margin

The report should be downloadable to excel

Systems Analysis

Architect Review

Implementation Summary

QA Plan

History

@@ Line 1: / Line 1: @@
 [[Category:RFD]]
 == Info ==
-* Mantis: 0002157
+* Mantis: 0002157: (Reps) (CTs With No Inv) Add 2 report types: “CT with Unbilled Sales”, “CT with a Loss”
 * Support Guide: [[CTs With No Invoices]]
-* Link to RFD: [[2157 rfd]]
 This is a change.