Billing Required Report

From UG

(Difference between revisions)
Jump to: navigation, search
(Version 1)
(SOW 3)
Line 114: Line 114:
== SOW 3 ==
== SOW 3 ==
-
===Authorize a loss===
+
=== Authorize a loss ===
Management would like the ability to be able to approve a loss on a specific CT or Group.
Management would like the ability to be able to approve a loss on a specific CT or Group.
Line 123: Line 123:
Once the loss is approved, the record should be removed from the report.
Once the loss is approved, the record should be removed from the report.
*In the case that a purchase invoice is assigned against a record or group, that has already been approved for a loss, the approval should automatically be voided by the system and record should again be added to the report.  
*In the case that a purchase invoice is assigned against a record or group, that has already been approved for a loss, the approval should automatically be voided by the system and record should again be added to the report.  
 +
 +
==== Simon to be the only authorize user for now ====
 +
 +
Requirement: Give access to "Authorize a loss" functionality to Simon only for now (nobody can add themselves). Very soon couple of other users could be added to this.
 +
 +
Solution: (Alex) - for Sasha to review and approve or suggest alternative:
 +
* I suggest adding "Superuser" role.
 +
* Only superusers can manage "Users Roles Admin".
 +
* Users under this role could be added only by Sys Admin (Vlad).
 +
* We assume that there would be only 2-6 Superusers (small group).
 +
* In this case:
 +
** "Authorize a loss" item would be added to the access list
 +
** above item would be linked to "Super Management" role or "Authorize a loss" role
 +
 +
=== Special date May 1 2010 ===
Any shipments created prior to 5/1/2010 should not be included on this report.
Any shipments created prior to 5/1/2010 should not be included on this report.
 +
 +
Alex:
 +
 +
* pls make it part of config file, do not hardcore.
 +
* post note to report UI and output: " shipments created prior to 5/1/2010  are not included on this report"
 +
 +
=== Global Loss vs Office specific Loss ===
 +
 +
Marc also wants to post CTs to this report that have GM > 0 but "GM per office" <= 0.
 +
 +
How is it to show up on the report? Extra tab?
== History ==
== History ==

Revision as of 21:40, 6 December 2011


Contents

Info

Parent Mantis

0003192: (OpsRep): Billing Required Report

Scope of this wiki

Covers one report.

Version 1

SOW 1

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 include:

  • 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 purchases invoices and no sales invoices.
    • Basically the only shipments that should NOT be included on this report are shipments that the total sales invoices that are greater then the total 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

  • 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
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

File:Billing Required Report.JPG

Level Two Output

To be defined in next phase

Level Three Output
HTML Version

To be added

Excel Version

File:Billing Required Report - Excel Output.JPG

Version 2

SOW 2

Groupped CT case

This report should ONLY include the 1st or lowest CT record within the group. Not each of the CT numbers for the group.

Example:

GRP# 55763 CT# 123456 CT# 123457 CT# 123458 CT# 123459 CT# 123460

Report should show only CT# 123456

The P/L amount displayed on the report, should be the "group" P/L amount. The same amount that is displayed on the P/L tab in CT.

SOW 3

Authorize a loss

Management would like the ability to be able to approve a loss on a specific CT or Group.

This "loss approval"" feature should be within the actual CT record, not part of the report.

  • MO has requested this be added in the ICOM section of the CT record. The user approving this loss, will also be able to add a comment into this section.

Once the loss is approved, the record should be removed from the report.

  • In the case that a purchase invoice is assigned against a record or group, that has already been approved for a loss, the approval should automatically be voided by the system and record should again be added to the report.

Simon to be the only authorize user for now

Requirement: Give access to "Authorize a loss" functionality to Simon only for now (nobody can add themselves). Very soon couple of other users could be added to this.

Solution: (Alex) - for Sasha to review and approve or suggest alternative:

  • I suggest adding "Superuser" role.
  • Only superusers can manage "Users Roles Admin".
  • Users under this role could be added only by Sys Admin (Vlad).
  • We assume that there would be only 2-6 Superusers (small group).
  • In this case:
    • "Authorize a loss" item would be added to the access list
    • above item would be linked to "Super Management" role or "Authorize a loss" role

Special date May 1 2010

Any shipments created prior to 5/1/2010 should not be included on this report.

Alex:

  • pls make it part of config file, do not hardcore.
  • post note to report UI and output: " shipments created prior to 5/1/2010 are not included on this report"

Global Loss vs Office specific Loss

Marc also wants to post CTs to this report that have GM > 0 but "GM per office" <= 0.

How is it to show up on the report? Extra tab?

History

0003192: (OpsRep): Billing Required Report (ver 1)

0003237: (OpsRep):Billing Required Report-Bug:Report should display the group P/L amount for any record that is part of a group (ver2))

User Guide

User Guide Status and SOW covered

  • Up to date=N
  • SOW covered: TBD
Personal tools