Acc Client Group
From UG
(Difference between revisions)
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* 4Pole | * 4Pole | ||
| - | == Sol ver 1 == | + | == SOW 1 == |
| + | === Sol ver 1 === | ||
| - | === Add new entity to the system: Acc Client Group === | + | ==== Add new entity to the system: Acc Client Group ==== |
Add this to "Main Menu > Acc" | Add this to "Main Menu > Acc" | ||
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[[File:Acc groups.JPG|750px]] | [[File:Acc groups.JPG|750px]] | ||
| - | === Acc Client Group filter and column on reports === | + | ==== Acc Client Group filter and column on reports ==== |
For "Modify Profit/Loss for Multiple CTs - Summary" do the following: | For "Modify Profit/Loss for Multiple CTs - Summary" do the following: | ||
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[[File:PnL mult summary v2.JPG|750px]] | [[File:PnL mult summary v2.JPG|750px]] | ||
| - | == | + | == SOW 2 == |
Future versions will add the following functionality: | Future versions will add the following functionality: | ||
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=== 0003230: (Acc Report: Etc) Define "Acc Client Group" entity in the system and provide it as a filter / field on most Acc reports === | === 0003230: (Acc Report: Etc) Define "Acc Client Group" entity in the system and provide it as a filter / field on most Acc reports === | ||
| + | |||
| + | == User Guide == | ||
Revision as of 19:31, 9 December 2011
Contents |
Info
- mantis: 0003231(Acc Client Group) .... http://ct.jaguarfreight.com/mantis/view.php?id=3231
- wiki: http://ct.jaguarfreight.com/wiki/Acc_Client_Group
Requirements
Acc Dept needs for reporting purposes to define new entity Acc Client Group that would identify a group of Client Companies.
Example -------- From accounting standpoint the following Client Companies in the system (E0) represent one "master client company" Elizabeth Arden: * EA DOM PORTAL * Elizabeth Arden * 4Pole
SOW 1
Sol ver 1
Add new entity to the system: Acc Client Group
Add this to "Main Menu > Acc"
Acc Client Group filter and column on reports
For "Modify Profit/Loss for Multiple CTs - Summary" do the following:
[R1] Add "Acc Client Group" filter to filters panel.
[R2] Add "Acc Client Group" column to HTML and xls output - see below.
SOW 2
Future versions will add the following functionality:
- Add #Acc Client Group filter and column on reports to all Acc reports
- TBD
