2157 dev

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(“CT with Unbilled Sales”)
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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.
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.
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The report should list the following fields:
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Report Type
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Date Range from
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Date Range to
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CT Number
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Client Company
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Jaguar Office
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The report should be downloadable to excel
=== “CT with a Loss” ===
=== “CT with a Loss” ===

Revision as of 20:44, 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 have 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.

The report should list the following fields: Report Type Date Range from Date Range to CT Number Client Company Jaguar Office

The report should be downloadable to excel

“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 list 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.


SA Notes

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