2651 rfsa
From UG
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===Report Filters=== | ===Report Filters=== | ||
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| + | ==== Filters using Radio Button's==== | ||
Date type filter > Radio button | Date type filter > Radio button | ||
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*detailed | *detailed | ||
| - | + | ==== Filters using drop down and allow multiple selections==== | |
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Client Company | Client Company | ||
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Charge Codes | Charge Codes | ||
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=== Buttons === | === Buttons === | ||
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===Output=== | ===Output=== | ||
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Column Header - Column definition | Column Header - Column definition | ||
Revision as of 16:24, 18 January 2011
Contents |
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
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 combined 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
Report Filters
Filters using Radio Button's
Date type filter > Radio button
- Point of revenue recognition date
- Invoice issued date
- CT created date
Date > Radio Button
- Month and year
- date range
Output Type > Radio Button
- summary
- detailed
Filters using drop down and allow multiple selections
Client Company
Shipper
Consignee
Bill to Party
Vendor
Transportation mode
Invoice Type
Receiving office
Issuing office
Charge Codes
Buttons
- Go back > go back to the previous page
- Reset Form > clear all filter
- Generate Result > HTML result(s) with CT#links, Invoice#links, and paging
- Go back > go back to the previous page
- Edit > edit record by selecting record that need to be edited
- Remove > remove record by selecting record that need to be removed
- Download to Excel > Excel report with CT# links and Invoice#links
- With paging and sorting for all reports
Output
Column Header - Column definition
Transportation Mode - displays MOT for each records
CT# - displays each records CT# > with link
Client Company - display client company name
Shipper - displays shippers name
Consignee - displays consignees name
Bill to Party - displays bill to party's name
Issuing office - display Jaguar office that issued the sales invoice
Invoice# - displays the sales invoice # with a link
Invoice Date - displays date invoice was issued
Currency - displays the currency the invoice is issued in.
Charge Code (CC XXXX)- Displays the dollar amount billed using the charge code. Note: If multiple charge codes are selected, each charge code should have its own column. If filter is not set, then columns for all charge codes should display. If an invoice is issued using the selected charge code multiple times - the amount should show on separate rows. Each column should be added at the bottom for a total amount invoiced under each charge code.
Total - displays the total amount charged for the selected charge codes. (adding the charge code amount row by row.
Receiving office - displays the purchase invoice is issued against.
Vendor - displays the name of the vendor
Purchase invoice# - displays the purchase invoice number
PI date - displays the date the PI is entered
Currency - displays the currency the PI is invoiced in
Charge Code (CC XXXX)- Displays the dollar amount billed to us using the charge code.
Total - displays the total amount charged for the selected charge codes. (adding the charge code amount row by row. Each column should be added at the bottom for a total amount invoiced under each charge code.
Examples
Output would be shown:
