Estimated Gross Margin (P/L) Module. Operators driven
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This check box will be used for reporting purposes (currently creating 2 accounting reports that will need this information) | This check box will be used for reporting purposes (currently creating 2 accounting reports that will need this information) | ||
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=== Impact on DB performance and speed === | === Impact on DB performance and speed === | ||
Revision as of 00:04, 1 December 2011
Contents |
Info
Parent Mantis
- 0002515: [Estim P&L/Etc] .......
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
Previous SOWs are in these wikis:
Some SOW were just posted into Mantis. See #History.
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
Old history
| 2565 | * Archived / Released | [Estim P&L] Implement phase 1 [Delete] |
| 2800 | * Archived / Released | [Estim P&L] bug does not allow 0.00 in cost or sell [Delete] |
| 2848 | * Archived / Released | [Estim P&L/Etc] Replace column heading \"A\" with something more descriptive [Delete] |
| 2857 | * Archived / Released | [Estim P&L/Etc] Add gross margin percent for total charges [Delete] |
| 2863 | ** BA Backlog | [Estim P&L/Etc] Add \"Q\" & \"R\" to estimation tab [Delete] |
| 2864 | ** BA Backlog | [Estim P&L/Etc] Auto generate actual invoices (sales and purchases) based on info on estimation tab [Delete] |
| 2866 | * Archived / Released | [Estim P&L/Etc] bug when changing from margin to amount total does not change and allows save [Delete] |
| 2869 | ** BA Backlog | [Estim P&L/Etc] Add ability for operators to apply estimation across single or multiple CT\'s [Delete] |
0003217: [Estim P&L/Etc] Add an accrual check box
WU? No
0003279 [Estim P&L/Etc] Estimation report - Report # 2 including both actuals and estimation
WU? No
0003216: (Acc Report: Acc Milestones) Create estimation report
WU? No
User Guide
Under construction!
SOW covered
Executive Summary
Main use cases:
- Operator enters estimated charges on [#Est Tab]]
- CFO runs #P and L report with point of rev recognition option that pulls charges above
??? What happens in case of grouped CTs?
Est Tab
P and L report with point of rev recognition option
