2157 dev

From UG

Revision as of 03:44, 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

Business Need

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

Business Solution

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.

Example:

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

Example:

Systems Analysis

Architect Review

Implementation Summary

QA Plan

History