2766 rfd
From UG
(Difference between revisions)
m (→Requirements and Solutions: re-write "What" wording) |
(→Requirements and Solutions: added Summary and Output Columns) |
||
Line 9: | Line 9: | ||
* '''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. | ||
- | * '''What:''' Add option that would enable to show estimated charges vs actual charges. | + | * '''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 == | == 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 %