Billing Required Report
From UG
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*CT number | *CT number | ||
**as a hyperlink to the CT record | **as a hyperlink to the CT record | ||
| - | *CT created on date #Created On Date | + | *CT created on date [[#Created On Date]] |
*E0. Client Company | *E0. Client Company | ||
*Origin Country | *Origin Country | ||
Revision as of 19:01, 19 October 2011
Contents |
Info
Mantis 0003192: (OpsRep): Billing Required Report
Summary
Operators are responsible to check the gross margin of each shipment. To assist with this, it is requested a dashboard report (or email option) be created that can alert operators of any shipments showing no profit or a negative profit.
Business requirements
Report should be added to the report scheduler - action required reports
Report should have email and dashboard option
Include all shipments that the total purchases are equal to OR exceeds the total sales invoices
Exclude any shipments that do not have an actual arrival date confirmed
Filters
Filters are to be defined in next phase
Output
Level One
Dashboard to display
- Report Name
- Counter = the total number of records that satisfy the above criteria.
- The number should be a hyperlink to the next level.
Level Two
To be defined in next phase
Level Three
In first phase, clicking the hyperlink should open html report.
- This report should be downloadable to excel
Report Output Columns
- CT number
- as a hyperlink to the CT record
- CT created on date #Created On Date
- E0. Client Company
- Origin Country
- Destination Country
- Mode Of Transport
- Actual Arrival date
