Acc Nov 2013

(Difference between revisions)

Revision as of 17:40, 5 November 2013

This is an attempt to improve functionality.

To introduce number of changes to these components:

Related projects:

mantis: 0004127

spec: see below

1) TOC for Sales and Purchases will be “copies” of “Actual Invoice” and “Purchase Invoices” TOC’s

Except for “bill to” and “vendor” that will be included at the line level

3) All “amounts” will be changed from a xx / xx format to a single xxx.xx format

4) Bill to / Vendor Columns will be smaller -> All columns will be kept “as small as possible”,

“shipments” column will include 1 or 2 or 3 (number) but not the words “shipments”

6) The “bottom recap/P&L section” will be removed from the EPLTOC AND the line item level P&L column will also be removed.

7) “UNIT” is for SALES ONLY -> Unit is primarily a “print on actual sales invoice” concern / function

8) Each ESPLTOC is a “child” of the CT record in which it was created / edited / saved

add new "Est P/L" tab to CT profile (Editor/Viewer)
aka EPL
purpose is to display P/L for estimated sales and purchase for given CT or CT group
this table has same design as P/L Tab
calculation method for EST P&L Tab will be identical to the actual P&L tab – except it is mapped against EPTOC instead of “actual sales or costs”.
Distribution for Grp, I or M is identical to Actual sales / purchases.
Each “Estimated cost” or “Estimated Sale” in the EPL will have a link to the EPL TOC in which it was initially created. Clicking the link will open that specific EPL TOC
The EPL will recalculate current Estimated Costs & Estimated sales:
- On Save
- On “update” button located in the EPL tab

@@ Line 19: / Line 19: @@
 * [[Sales Distribution]]
-* [[Est Module Etc]]
+* [[Est and Misc]]
 == SOWs ==