2157 dev

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Current revision as of 03:46, 16 December 2010

[edit] 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.

[edit] Business Analysis

[edit] Business Need

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

[edit] Business Solution

Adding two additional report types:

#CTs with Unbilled Sales
#CT with a Loss

[edit] 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:

[edit] 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:

[edit] Systems Analysis

No additional SA info required.

[edit] Architect Review

Not required

[edit] Implementation Summary

[edit] QA Plan

[edit] History

@@ Line 76: / Line 76: @@
 Example:
 [[File:Cts with a loss revised.JPG]]
 == Systems Analysis ==
+No additional SA info required.
 == Architect Review ==
+Not required
 == Implementation Summary ==
 == QA Plan ==
 == History ==