2766 rfd

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m (Requirements and Solutions: re-write "What" wording)
(Requirements and Solutions: added Summary and Output Columns)
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* '''Task type:''' Change.
* '''Task type:''' Change.
* '''Where:''' [http://ct.jaguarfreight.com/wiki/Profit_Loss_for_Multiple_CTs Profit Loss for Multiple CTs] report.
* '''Where:''' [http://ct.jaguarfreight.com/wiki/Profit_Loss_for_Multiple_CTs Profit Loss for Multiple CTs] report.
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* '''What:''' Add option that would enable to show estimated charges vs actual charges.
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* '''What:''' Add option that would enable a special view '''"Estimation"''' to show estimated charges vs actual charges.
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=== Summary ===
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*When the estimation is to be included on this report the report should have the following additional columns.
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:Estimated Sales
 +
:Estimated Purchase
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:Estimated Internal From
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:Actual Internal From
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:Estimated Internal To
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:Actual Internal To
 +
 
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* The estimation columns should be located '''next''' to the corresponding actual column ''(for example, Actual Sales > Estimated sales)''.
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* Any '''P/L''' (Profit/Loss) headings should be replaced with '''GM''' (Gross Margin) for this report.
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=== Output Columns ===
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:Office
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:Transport Mode
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:Client
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:CT #
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:GRP #
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:Actual Sales
 +
:Estimated Sales
 +
:Actual Purchase
 +
:Estimated Purchase
 +
:Actual Internal From
 +
:Estimated Internal From
 +
:Actual Internal To
 +
:Estimated Internal To
 +
:Actual Gross Margin
 +
:Estimated Gross Margin
 +
:Actual Gross Margin %
 +
:Estimated Gross Margin %
== Architect Review ==
== Architect Review ==

Revision as of 19:56, 7 March 2011


Contents

Info

  • mantis: 2766 ((Acc Report: Misc) Add a special view to accounting report to show estimation

Requirements and Solutions

  • Task type: Change.
  • Where: Profit Loss for Multiple CTs report.
  • What: Add option that would enable a special view "Estimation" to show estimated charges vs actual charges.

Summary

  • When the estimation is to be included on this report the report should have the following additional columns.
Estimated Sales
Estimated Purchase
Estimated Internal From
Actual Internal From
Estimated Internal To
Actual Internal To
  • The estimation columns should be located next to the corresponding actual column (for example, Actual Sales > Estimated sales).
  • Any P/L (Profit/Loss) headings should be replaced with GM (Gross Margin) for this report.

Output Columns

Office
Transport Mode
Client
CT #
GRP #
Actual Sales
Estimated Sales
Actual Purchase
Estimated Purchase
Actual Internal From
Estimated Internal From
Actual Internal To
Estimated Internal To
Actual Gross Margin
Estimated Gross Margin
Actual Gross Margin %
Estimated Gross Margin %

Architect Review

Implementation Notes

QA Plan

History

Figures

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