Estimated Gross Margin (P/L) Module. Operators driven

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=== Scope of this wiki ===
=== Scope of this wiki ===
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It covers just Est Tab for CT profile.
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It covers Estimated Gross Margin (P/L) Feature. Components affected:
 +
 
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* CT profile > Est Tab  
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* CT profile > Inv Tab
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* CT profile > P/L tab
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* Acc > Reps > P/L report
== SOW 0 ==
== SOW 0 ==

Revision as of 18:21, 30 November 2011


Contents

Info

Parent Mantis

  • 0002515: [Estim P&L/Etc] .......<proj>

NOTE: this needs to be confirmed

Scope of this wiki

It covers Estimated Gross Margin (P/L) Feature. Components affected:

  • CT profile > Est Tab
  • CT profile > Inv Tab
  • CT profile > P/L tab
  • Acc > Reps > P/L report

SOW 0

Number of wikis covered previous SOWs. See

SOW 1

Add a check box so operators can enter any charges that they know are going to be applied in the future, but are not part of the actual invoice yet.

This check box needs to be part of the line items, so each line can be checked individually.

This check box will be checked to advise actual charges are not yet applied to this file and will be manually unchecked by the operator once the actual charges are entered.

This check box will be used for reporting purposes (currently creating 2 accounting reports that will need this information)

Impact on DB performance and speed

SOW 2

Impact on DB performance and speed

History

0003217: [Estim P&L/Etc] Add an accrual check box

WU? No

User Guide

SOW covered

Sec 1

Sec 2

Sec 3

SOW covered

Personal tools