2651 rfsa

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===Business requirements===
===Business requirements===
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Adding an option to include a charge code filter within this report. (Main Menu > Acc > Reports > Profit/Loss for Multiple CTs.)
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Adding Charge Code's filter to Main Menu > Acc > Reports > Profit/Loss for Multiple CTs.
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Adding Charge Code's filter with a drop down and option for multiple selections.
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Column Heading should show CC 1111
 
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Charge Code (CC XXXX)- Displays the dollar amount billed using the charge code.  
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Column Heading should show CC for Charge Code and the 4 digit charge code number. Example: CC XXXX
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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.
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Charge Code (CC XXXX)- Displays the dollar amount billed to us using the charge code.
 
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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.
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The columns should displays the dollar amount billed using the specified charge code.  
 +
 
 +
 
 +
If multiple charge codes are selected, each charge code should have its own column.   
 +
 
 +
 
 +
Each column should be added at the bottom for a total amount invoiced under each charge code.
 +
 
 +
 
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This should show for each sales invoices, purchase invoices, and internal invoices.  displaying on the spreadsheet before the total's sales, purchases, internal.  These dollar amounts should not interfere with the totals (USD Sales).  So the USD Profit/loss should be the sum of the USD Sales, USD Purchase's, and USD

Revision as of 22:05, 19 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 code. The information required to show is this report is the same as Main Menu > Acc > Reports > Profit/Loss for Multiple CTs, so we would like to add an additional filter to this already existing report. However, when the Charge Codes are not needed, we want this report to run the way is currently does. We need to be able to tell the system to include charge codes on this report and then to tell the system if we want to include all charge codes or just selected charge codes.

Business requirements

Adding an option to include a charge code filter within this report. (Main Menu > Acc > Reports > Profit/Loss for Multiple CTs.)

Adding Charge Code's filter with a drop down and option for multiple selections.


Column Heading should show CC for Charge Code and the 4 digit charge code number. Example: CC XXXX


The columns should displays the dollar amount billed using the specified charge code.


If multiple charge codes are selected, each charge code should have its own column.


Each column should be added at the bottom for a total amount invoiced under each charge code.


This should show for each sales invoices, purchase invoices, and internal invoices. displaying on the spreadsheet before the total's sales, purchases, internal. These dollar amounts should not interfere with the totals (USD Sales). So the USD Profit/loss should be the sum of the USD Sales, USD Purchase's, and USD


Suggestions / Examples

Add a radio button search charge codes

When radio button is selected:

  • Add a filter with drop down selection for charge codes to the Main Menu > Acc > Reports > Profit/Loss for Multiple CTs.

This filter should allow multiple selections.

If the no selection is made (filter is empty), then the report should display a charge code column for every charge code used within that record.

When radio button is not selected:

No Charge code filter should display in CT edit screen, on results screen, or on the downloaded excel sheet.




Examples

Output would be shown:

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