GMS

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	== Glossary ==		== Glossary ==
-	== Initial requirements ==	+	== RFC 1 ==
-	== SOW 1 ==	+	== BR 1 ==
-	=== Notes ===	+	=== General Requirements ===
-	Marc: Can we have all related functionality in one place in the system - admin, reports, etc.	+	A “Gross Margin split” is to be implemented between all offices in 2012.
		+
		+	For 2012, the Gross Margin split will follow the suggested rules listed below.
-	== User Guide ==	+	Please keep in mind, every client will be assigned an single “Owner Office”.  This office is responsible for selling to and maintaining the relationship with the client and will receive benefits from the related sales through the Gross Margin split.
		+
		+	It is expected that CyberTrax will automatically generate the needed internal invoices which will distribute the Gross Margin to the correct office.
		+
		+	Files will automatically be closed down daily with set dates, after the actual date of departure, according to the mode of shipment as outlined in the table below:
		+
		+	However, functionality will also be provided so CT records can be closed down manually ahead of the ‘automated closing date’ and this is strongly encouraged.
		+
		+	Files can be opened after their system close date for changes by and approved group of users (management or super users), but it is expected this will be the exception.
		+
		+	If a file is “re-opened” after “closing”, it will need to be “closed” again – at which point a recalculation of the GM Margin Split will need to be processed again.
		+
		+	Ability to report on II’s issued automatically will be required, average time it takes for files to be closed, how many files are “re-opened” after closing etc.
		+
		+	== SOW 1 ==

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Revision as of 02:33, 27 December 2011

Contents 1 Info 1.1 Mantis 1.2 Scope 2 Glossary 3 RFC 1 4 BR 1 4.1 General Requirements 5 SOW 1

Info

Mantis

• 0003321 [Profit Sharing Module]

Scope

Covers this one module - Profit Sharing Module.

Glossary

RFC 1

BR 1

General Requirements

A “Gross Margin split” is to be implemented between all offices in 2012.

For 2012, the Gross Margin split will follow the suggested rules listed below.

Please keep in mind, every client will be assigned an single “Owner Office”. This office is responsible for selling to and maintaining the relationship with the client and will receive benefits from the related sales through the Gross Margin split.

It is expected that CyberTrax will automatically generate the needed internal invoices which will distribute the Gross Margin to the correct office.

Files will automatically be closed down daily with set dates, after the actual date of departure, according to the mode of shipment as outlined in the table below:

However, functionality will also be provided so CT records can be closed down manually ahead of the ‘automated closing date’ and this is strongly encouraged.

Files can be opened after their system close date for changes by and approved group of users (management or super users), but it is expected this will be the exception.

If a file is “re-opened” after “closing”, it will need to be “closed” again – at which point a recalculation of the GM Margin Split will need to be processed again.

Ability to report on II’s issued automatically will be required, average time it takes for files to be closed, how many files are “re-opened” after closing etc.

SOW 1