2157 dev

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=== Requirements ===
=== Requirements ===
-
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.
+
We need to create reports that would allow accounting to monitor that shipments are being invoiced in a timely manner and have a profitable gross margin.
=== Possible solutions ===
=== Possible solutions ===
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==== CTs with Unbilled Sales ====
==== CTs with Unbilled Sales ====
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Criteria: CT should appear on this report if:
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CT should appear on this report if:
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CT record with no sales invoice issued.  
+
CT record has no sales invoice issued.
 +
AND
 +
There is one or more Purchase invoice posted against this CT.
-
AND
+
Notes: The system should not recognize internal invoices as a sales invoice for this report.  
-
 
+
-
There is Purchase invoice issued against the CT record greater then $0.00.
+
-
 
+
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*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 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.
 
'''Output:'''
'''Output:'''
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The report should list the following fields:
+
Header:
-
 
+
-
Report Type
+
-
 
+
-
Date Range from
+
-
 
+
-
Date Range to
+
-
 
+
-
CT Number
+
-
Client Company
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* Report Type
 +
* Date Range from
 +
* Date Range to
-
Jaguar Office
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Columns:
 +
* CT Number
 +
* Client Company
 +
* Jaguar Office that has posted largest Purchase invoice against this CT.
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The report should be downloadable to excel
+
The report should be downloadable to excel.
==== CT with a Loss ====
==== CT with a Loss ====
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Criteria: CT should appear on this report if:
+
CT should appear on this report if:
The total purchase invoices is equal to  
The total purchase invoices is equal to  

Revision as of 23:45, 13 December 2010

Contents

Info

This is a change.

Business Analysis

Requirements

We need to create reports that would allow accounting to monitor that shipments are being invoiced in a timely manner and have a profitable gross margin.

Possible solutions

Adding two additional report types:

CTs with Unbilled Sales

CT should appear on this report if: 

CT record has no sales invoice issued. 
AND 
There is one or more Purchase invoice posted against this CT.

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.

Output:

Header:

  • Report Type
  • Date Range from
  • Date Range to

Columns:

  • CT Number
  • Client Company
  • Jaguar Office that has posted largest Purchase invoice against this CT.

The report should be downloadable to excel.

CT with a Loss

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.

Output:

The report should list the following fields:

Report Type

Date Range from

Date Range to

CT Number

Client Company

Jaguar Office

Total Gross Margin


The report should be downloadable to excel

Systems Analysis

Architect Review

Implementation Summary

QA Plan

History

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