Billing Required Report

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Revision as of 15:10, 21 October 2011 (edit) Tracie (Talk | contribs) (→Level One) ← Older edit		Revision as of 15:18, 21 October 2011 (edit) (undo) Tracie (Talk | contribs) (→Business requirements - Phase 1) Newer edit →
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	Report should have email and dashboard option		Report should have email and dashboard option
-	Include all shipments that the total purchases are equal to OR exceeds the total sales invoices	+	Include all shipments that have a P/L of 0 or less
		+
		+	*This should be:
		+	*CT's with no sales invoices and no purchase invoices.
		+	*CT's that the total sales invoices are lower then the total purchases invoices.
		+	*CT's with no sales invoices, but with purchases invoices.
		+	**Basically the only shipments that should '''NOT''' included on the report are shipments that the sales invoices are greater then the purchase invoices.
	Exclude any shipments that do not have an actual arrival date confirmed		Exclude any shipments that do not have an actual arrival date confirmed

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Revision as of 15:18, 21 October 2011

Contents 1 Info 2 Business requirements - Phase 1 3 Filters 4 Output 4.1 Level One 4.2 Level Two 4.3 Level Three 4.3.1 Report Output Columns 5 Example of output 5.1 Level One Output 5.2 Level Two Output 5.3 Level Three Output 5.3.1 HTML Version 5.3.2 Excel Version

Info

Mantis 0003192: (OpsRep): Billing Required Report

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 - Phase 1

Report should be added to the report scheduler - action required reports

Report should have email and dashboard option

Include all shipments that have a P/L of 0 or less

• This should be:
• CT's with no sales invoices and no purchase invoices.
• CT's that the total sales invoices are lower then the total purchases invoices.
• CT's with no sales invoices, but with purchases invoices.
  • Basically the only shipments that should NOT included on the report are shipments that the sales invoices are greater then the purchase 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

Changed to:

• Counter = the total amount of loss in USD.
  • The number should be a hyperlink to the next level.

For example
If the report lists:
CT# 123456  P/L -123.00
CT# 234567  P/L    0.00
CT# 345678  P/L    0.00
CT# 456789  P/L  -22.00
CT# 567891  P/L    0.00
Total loss:     -145.00 
The dashboard should show:
Billing Required Report:  -145.00

Instead of:

• 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
• E0. Client Company
• Origin Country
• Destination Country
• Mode Of Transport
• Actual Arrival date
• Total Profit/Loss amount

Example of output

Level One Output

Level Two Output

To be defined in next phase

Level Three Output

HTML Version

To be added

Excel Version