Sales Distribution

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Revision as of 20:55, 22 July 2013 (edit) Alex (Talk | contribs) (Created page with 'Category:Acc == Info == This is a project. It will impact different components of CT2. It will have multiple phases. Parent mantis: '''0004230'''. == Business Need == …') ← Older edit		Revision as of 21:05, 22 July 2013 (edit) (undo) Alex (Talk | contribs) (→Business Need) Newer edit →
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	First component that will benefit from this is [[KPIs]] module.		First component that will benefit from this is [[KPIs]] module.
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		+	== Analysis and Solution ==
		+
		+	=== Core logic ===
		+
		+	=== Changes to Sales Invoices ===
		+
		+	Changes to TOC:
		+	* add M/I selector as in PI; define default
		+	* add CBV selector as in PI; define default
		+	* for I-charges add CT selector (from CTs selected when started invoice)
		+
		+	Change in parameters that define distribution will not force re-distribution (different from PI philosophy):
		+	* CTs can be added or removed from group/Master
		+	* weight, CBM, chargeable weight could all change
	== SOW 1 ==		== SOW 1 ==

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Revision as of 21:05, 22 July 2013

Contents 1 Info 2 Business Need 3 Analysis and Solution 3.1 Core logic 3.2 Changes to Sales Invoices 4 SOW 1 4.1 Core logic and changes to Sales Invoices 5 SOW 2 5.1 Update KPI logic accordingly 6 SOW 3 6.1 Pre-calculations 7 SOW 4 7.1 Modify reports to show per CT sales amounts for grouped CTs

Info

This is a project.

It will impact different components of CT2.

It will have multiple phases.

Parent mantis: 0004230.

Business Need

Is to accommodate distribution of sales amounts across the CTs in the group.

Main idea is similar to what we are doing on purchase side. But not all logic is identical.

First component that will benefit from this is KPIs module.

Analysis and Solution

Core logic

Changes to Sales Invoices

Changes to TOC:

• add M/I selector as in PI; define default
• add CBV selector as in PI; define default
• for I-charges add CT selector (from CTs selected when started invoice)

Change in parameters that define distribution will not force re-distribution (different from PI philosophy):

• CTs can be added or removed from group/Master
• weight, CBM, chargeable weight could all change

SOW 1

Core logic and changes to Sales Invoices

...

SOW 2

Update KPI logic accordingly

We can now change all logic (cost logic, association, inclusion, etc) to be on per CT vs per Group basis.

Details pending discussion with Sasha.

SOW 3

Pre-calculations

This is pending investigation and can be dropped/postponed.

SOW 4

Modify reports to show per CT sales amounts for grouped CTs

This is phase 2.

Spec: TBD.