2157 dev

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Revision as of 03:40, 16 December 2010

Info

Mantis: 0002157: (Reps) (CTs With No Inv) Add 2 report types: “CT with Unbilled Sales”, “CT with a Loss”
Support Guide: CTs With No Invoices

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 with a Loss

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.

Example:

CT with a Loss

CT should appear on this report if:

The total purchase number is equal to or greater then the total sales number for this CT.

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
Total Gross Margin

The report should be downloadable to excel

Example:

Systems Analysis

Architect Review

Implementation Summary

QA Plan

History

@@ Line 46: / Line 46: @@
 The report should be downloadable to excel.
+Example:
+[[File:CT with Unbilled Sales.JPG]]
 ==== CT with a Loss ====
@@ Line 70: / Line 74: @@
 The report should be downloadable to excel
+Example:
+[[File:Cts with a loss revised.JPG]]
 == Systems Analysis ==