2157 dev
From UG
(→“CT with a Loss”) |
(→“CT with a Loss”) |
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=== “CT with a Loss” === | === “CT with a Loss” === | ||
| - | Criteria: CT should appear on this report if | + | Criteria: CT should appear on this report if: |
The total purchase invoices is equal to | The total purchase invoices is equal to | ||
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OR | OR | ||
| - | + | Greater then the total sales invoices. | |
Revision as of 20:04, 10 December 2010
Contents |
Info
This is a tweak for the following Acc component: Acc Reports CTs With No Inv
We need to create a report that would allow accounting to monitor that shipments are being invoiced in a timely manner and with a profitable gross margin.
Requirements
Adding two additional report types.
“CT with Unbilled Sales”
Criteria: CT should appear on this report if:
CT record with no sales invoice issued.
AND
There is Purchase invoice issued against the CT record greater then $0.00.
- If no Purchase Invoice is issued against the CT record, the shipment should NOT show on the report.
Notes:
The system should not recognize internal invoices as a sales invoice for this report.
For group shipments, the system should recognize the CT records group that are included in the sales invoice.
For shipments on the report. The report should show the Jaguar Office that has entered to largest Purchase invoice in an additional column on the report.
“CT with a Loss”
Criteria: CT should appear on this report if:
The total purchase invoices is equal to
OR
Greater then the total sales invoices.
Notes:
The Report should reflect the Jaguar Office reflecting the loss.
If multiple offices show a loss or show purchase invoices without sales invoices – the office showing the largest loss should be the one reflected on the report.
2 Report types added
Explanation of requirements FOR GROUPED SHIPMENTS case
