2651 rfsa

From UG

(Difference between revisions)
Jump to: navigation, search
Line 6: Line 6:
Mantis 0002651 (Acc Report: Misc) Add feature to filter by charge codes
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.
+
Accounting MO would like to be able to run a report by charge code.  The information required to show is this report is the same as Main Menu > Acc > Reports > Profit/Loss for Multiple CTs, so we would like to add an additional filter to this already existing report.  However, when the Charge Codes are not needed, we want this report to run the way is currently does.  We need to be able to tell the system to include charge codes on this report and then to tell the system if we want to include all charge codes or just selected charge codes.
===Business requirements===
===Business requirements===
-
The report should be able to run a single charge code or multiple charge codes
+
Adding Charge Code's filter to Main Menu > Acc > Reports > Profit/Loss for Multiple CTs.
-
The report should be downloadable to excel.
+
Column Heading should show CC 1111
-
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
+
Charge Code (CC XXXX)- Displays the dollar amount billed using the charge code.
 +
Note:  If multiple charge codes are selected, each charge code should have its own column.  If filter is not set, then columns for all charge codes should display.  If an invoice is issued using the selected charge code multiple times - the amount should show on separate rows.  Each column should be added at the bottom for a total amount invoiced under each charge code.
-
Profit/Loss for Multiple CTs > Date Type - Instead of sailing date - Point of revenue recognition date.
+
Charge Code (CC XXXX)- Displays the dollar amount billed to us using the charge code.
-
Profit/Loss for Multiple CTs > Date Type - Instead of issued date - Invoice issued date
+
Total - displays the total amount charged for the selected charge codes.  (adding the charge code amount row by row.  Each column should be added at the bottom for a total amount invoiced under each charge code.
-
Adding Charge Code's filter
 
 +
===Suggestions / Examples ===
-
===Report Filters===
+
Add a radio button search charge codes
-
==== Filters using Radio Button's====
+
When radio button is selected:
-
Date type filter > Radio button
+
*Add a filter with drop down selection for charge codes to the Main Menu > Acc > Reports > Profit/Loss for Multiple CTs. 
-
*Point of revenue recognition date
+
-
*Invoice issued date
+
-
*CT created date
+
-
Date > Radio Button
+
This filter should allow multiple selections.
-
*Month and year
+
-
*date range
+
-
Output Type > Radio Button
+
If the no selection is made (filter is empty), then the report should display a charge code column for every charge code used within that record.
-
*summary
+
-
*detailed
+
-
==== Filters using drop down and allow multiple selections====
+
When radio button is not selected:
-
Client Company
+
-
Shipper
+
No Charge code filter should display in CT edit screen, on results screen, or on the downloaded excel sheet.
-
Consignee
 
-
Bill to Party
 
-
Vendor
 
-
Transportation mode
 
-
 
-
Invoice Type
 
-
 
-
Receiving office
 
-
 
-
Issuing office
 
-
 
-
Charge Codes
 
-
 
-
 
-
==== 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===
 
-
 
-
Column Header - Column definition
 
-
 
-
Transportation Mode - displays MOT for each records
 
-
 
-
CT# - displays each records CT# > with link
 
-
 
-
Client Company - display client company name
 
-
 
-
Shipper - displays shippers name
 
-
 
-
Consignee - displays consignees name
 
-
 
-
Bill to Party - displays bill to party's name
 
-
 
-
Issuing office - display Jaguar office that issued the sales invoice
 
-
 
-
Invoice# - displays the sales invoice # with a link
 
-
 
-
Invoice Date - displays date invoice was issued
 
-
 
-
Currency - displays the currency the invoice is issued in.
 
-
 
-
Charge Code (CC XXXX)- Displays the dollar amount billed using the charge code.
 
-
Note:  If multiple charge codes are selected, each charge code should have its own column.  If filter is not set, then columns for all charge codes should display.  If an invoice is issued using the selected charge code multiple times - the amount should show on separate rows.  Each column should be added at the bottom for a total amount invoiced under each charge code.
 
-
 
-
Total - displays the total amount charged for the selected charge codes.  (adding the charge code amount row by row.
 
-
 
-
Receiving office - displays the purchase invoice is issued against.
 
-
 
-
Vendor - displays the name of the vendor
 
-
 
-
Purchase invoice# - displays the purchase invoice number
 
-
 
-
PI date - displays the date the PI is entered
 
-
 
-
Currency - displays the currency the PI is invoiced in
 
-
 
-
Charge Code (CC XXXX)- Displays the dollar amount billed to us using the charge code.
 
-
 
-
Total - displays the total amount charged for the selected charge codes.  (adding the charge code amount row by row.  Each column should be added at the bottom for a total amount invoiced under each charge code.
 

Revision as of 21:15, 19 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 code. The information required to show is this report is the same as Main Menu > Acc > Reports > Profit/Loss for Multiple CTs, so we would like to add an additional filter to this already existing report. However, when the Charge Codes are not needed, we want this report to run the way is currently does. We need to be able to tell the system to include charge codes on this report and then to tell the system if we want to include all charge codes or just selected charge codes.

Business requirements

Adding Charge Code's filter to Main Menu > Acc > Reports > Profit/Loss for Multiple CTs.

Column Heading should show CC 1111

Charge Code (CC XXXX)- Displays the dollar amount billed using the charge code. Note: If multiple charge codes are selected, each charge code should have its own column. If filter is not set, then columns for all charge codes should display. If an invoice is issued using the selected charge code multiple times - the amount should show on separate rows. Each column should be added at the bottom for a total amount invoiced under each charge code.

Charge Code (CC XXXX)- Displays the dollar amount billed to us using the charge code.

Total - displays the total amount charged for the selected charge codes. (adding the charge code amount row by row. Each column should be added at the bottom for a total amount invoiced under each charge code.


Suggestions / Examples

Add a radio button search charge codes

When radio button is selected:

  • Add a filter with drop down selection for charge codes to the Main Menu > Acc > Reports > Profit/Loss for Multiple CTs.

This filter should allow multiple selections.

If the no selection is made (filter is empty), then the report should display a charge code column for every charge code used within that record.

When radio button is not selected:

No Charge code filter should display in CT edit screen, on results screen, or on the downloaded excel sheet.




Examples

Output would be shown:

Retrieved from "https://wiki.jaguarfreight.com/2651_rfsa"
Personal tools