Profit Loss for Multiple CTs
From UG
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== SOW 2 == | == SOW 2 == | ||
- | ''0003472''': Add filter option to include or exclude cc & option to multi select cc for Search SI & Multiple P&L reports | + | '''0003472''': Add filter option to include or exclude cc & option to multi select cc for Search SI & Multiple P&L reports |
- | Original requirement is posted in a separate wiki article - see: [[Acc_Reports_Search_Inv#SOW_5]] | + | *Original requirement is posted in a separate wiki article - see: [[Acc_Reports_Search_Inv#SOW_5]] |
+ | **Ability to include/exclude specific CC required | ||
- | Ability to multi-select charge codes | + | Yet, additional requirement is also needed for this report as follows: |
- | *Currently reports only allow user to select 1 cc at a time, this can be very tedious when filtering according to multiple charge codes. | + | |
+ | *Ability to multi-select charge codes | ||
+ | **Currently reports only allow user to select 1 cc at a time, this can be very tedious when filtering according to multiple charge codes. | ||
== User Guide == | == User Guide == |
Revision as of 13:42, 31 May 2012
Contents |
Info
- User Guide UG:Profit Loss for Multiple CTs USER GUIDE
- parent mantis: 0002175: (Acc Report: P and L) ..........parent
- old wiki: Profit/Loss for Multiple CTs
SOW 0
old work
SOW 1
SOW 2
0003472: Add filter option to include or exclude cc & option to multi select cc for Search SI & Multiple P&L reports
- Original requirement is posted in a separate wiki article - see: Acc_Reports_Search_Inv#SOW_5
- Ability to include/exclude specific CC required
Yet, additional requirement is also needed for this report as follows:
- Ability to multi-select charge codes
- Currently reports only allow user to select 1 cc at a time, this can be very tedious when filtering according to multiple charge codes.
User Guide
Overview
This CT2 component is a report that can be accessed through:
Main Menu > Acc > Reports
Report filters look like below:
Alternative settings - see below:
Example 1
History
0002157: (Reps) (CTs With No Inv) Add 2 report types: “CT with Unbilled Sales”, “CT with a Loss”
- wiki updated? N