2651 rfsa
From UG
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The report should be able to run a single charge code or multiple charge codes | The report should be able to run a single charge code or multiple charge codes | ||
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The report should be downloadable to excel. | The report should be downloadable to excel. | ||
| - | The filers and output that should be offered are the similar to Main Menu > Acc > Reports > Profit/Loss for Multiple CTs and Main Menu > Acc > Reports > Search Invoices together. | + | The filers and output that should be offered are the similar to Main Menu > Acc > Reports > Profit/Loss for Multiple CTs '''and''' Main Menu > Acc > Reports > Search Invoices combined together. Changing the following |
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| - | Changing the following | + | |
Profit/Loss for Multiple CTs > Date Type - Instead of sailing date - Point of revenue recognition date. | Profit/Loss for Multiple CTs > Date Type - Instead of sailing date - Point of revenue recognition date. | ||
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===Report Filters=== | ===Report Filters=== | ||
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| - | + | Date type filter > Radio button | |
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| - | Date type filter | + | |
*Point of revenue recognition date | *Point of revenue recognition date | ||
*Invoice issued date | *Invoice issued date | ||
*CT created date | *CT created date | ||
| - | Date | + | Date > Radio Button |
*Month and year | *Month and year | ||
*date range | *date range | ||
| - | Output Type | + | Output Type > Radio Button |
*summary | *summary | ||
*detailed | *detailed | ||
| + | |||
| + | Note: All of the above should be selected by a radio button | ||
Client Company | Client Company | ||
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Transportation mode | Transportation mode | ||
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| + | Invoice Type | ||
Receiving office | Receiving office | ||
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Issuing office | Issuing office | ||
| - | Charge Codes ( | + | Charge Codes |
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| + | Note: All of the should be selected by drop down and operators should be able to make multiple selections. | ||
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| + | === Buttons === | ||
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| + | * Go back > go back to the previous page | ||
| + | * Reset Form > clear all filter | ||
| + | * Generate Result > HTML result(s) with CT#links, Invoice#links, and paging | ||
| + | ** Go back > go back to the previous page | ||
| + | ** Edit > edit record by selecting record that need to be edited | ||
| + | ** Remove > remove record by selecting record that need to be removed | ||
| + | ** Download to Excel > Excel report with CT# links and Invoice#links | ||
| + | **With paging and sorting for all reports | ||
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| + | ===Output=== | ||
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===Examples=== | ===Examples=== | ||
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Output would be shown: | Output would be shown: | ||
</div> | </div> | ||
Revision as of 16:00, 18 January 2011
Contents |
Info
Mantis 0002651 (Acc Report: Misc) Add feature to filter by charge codes
Accounting MO would like to be able to run a report by charge codes.
Business requirements
The report should be able to run a single charge code or multiple charge codes
The report should be downloadable to excel.
The filers and output that should be offered are the similar to Main Menu > Acc > Reports > Profit/Loss for Multiple CTs and Main Menu > Acc > Reports > Search Invoices combined together. Changing the following
Profit/Loss for Multiple CTs > Date Type - Instead of sailing date - Point of revenue recognition date.
Profit/Loss for Multiple CTs > Date Type - Instead of issued date - Invoice issued date
Adding Charge Code's filter
Report Filters
Date type filter > Radio button
- Point of revenue recognition date
- Invoice issued date
- CT created date
Date > Radio Button
- Month and year
- date range
Output Type > Radio Button
- summary
- detailed
Note: All of the above should be selected by a radio button
Client Company
Shipper
Consignee
Bill to Party
Vendor
Transportation mode
Invoice Type
Receiving office
Issuing office
Charge Codes
Note: All of the should be selected by drop down and operators should be able to make multiple selections.
Buttons
- Go back > go back to the previous page
- Reset Form > clear all filter
- Generate Result > HTML result(s) with CT#links, Invoice#links, and paging
- Go back > go back to the previous page
- Edit > edit record by selecting record that need to be edited
- Remove > remove record by selecting record that need to be removed
- Download to Excel > Excel report with CT# links and Invoice#links
- With paging and sorting for all reports
Output
Examples
Output would be shown:
