2651 rfsa
From UG
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The report should be downloadable to excel. | The report should be downloadable to excel. | ||
| - | The filers and output that should be | + | The filers and output that should be offered are the similar to Main Menu > Acc > Reports > Profit/Loss for Multiple CTs and Main Menu > Acc > Reports > Search Invoices together. |
Changing the following | Changing the following | ||
Revision as of 16:43, 14 January 2011
Info
Mantis 0002651 (Acc Report: Misc) Add feature to filter by charge codes
Accounting MO would like to be able to run a report by charge codes.
Business requirements
The report should be able to run a single charge code or multiple charge codes
It should be able to be run for sales invoices, purchase invoices, and internal invoices.
The report should be downloadable to excel.
The filers and output that should be offered are the similar to Main Menu > Acc > Reports > Profit/Loss for Multiple CTs and Main Menu > Acc > Reports > Search Invoices together.
Changing the following
Profit/Loss for Multiple CTs > Date Type - Instead of sailing date - Point of revenue recognition date.
Profit/Loss for Multiple CTs > Date Type - Instead of issued date - Invoice issued date
Adding Charge Code's filter
Examples
Accounting wants to run a report to see how many sales invoices were issued using charge codes 1101 - airfreight and 1102 airfreight fuel surcharge, for client company Coty Sanford, for all invoices issued from 12/01/10 to 12/29/10.
They would set filters for
- Sales Invoices
- issuing office - all
- Charge code - 1101 and 1102
- Client Company - Coty Sanford
- Invoice issued date range: 12/01/10 to 12/29/10
Output would be shown:
