2766 rfd
From UG
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* '''Task type:''' Change. | * '''Task type:''' Change. | ||
* '''Where:''' [http://ct.jaguarfreight.com/wiki/Profit_Loss_for_Multiple_CTs Profit Loss for Multiple CTs] report. | * '''Where:''' [http://ct.jaguarfreight.com/wiki/Profit_Loss_for_Multiple_CTs Profit Loss for Multiple CTs] report. | ||
| - | * '''What:''' Add option that would enable to show estimated charges vs actual charges. | + | * '''What:''' Add option that would enable a special view '''"Estimation"''' to show estimated charges vs actual charges. |
| + | |||
| + | === Summary === | ||
| + | |||
| + | *When the estimation is to be included on this report the report should have the following additional columns. | ||
| + | |||
| + | :Estimated Sales | ||
| + | :Estimated Purchase | ||
| + | :Estimated Internal From | ||
| + | :Actual Internal From | ||
| + | :Estimated Internal To | ||
| + | :Actual Internal To | ||
| + | |||
| + | * The estimation columns should be located '''next''' to the corresponding actual column ''(for example, Actual Sales > Estimated sales)''. | ||
| + | * Any '''P/L''' (Profit/Loss) headings should be replaced with '''GM''' (Gross Margin) for this report. | ||
| + | |||
| + | === Output Columns === | ||
| + | |||
| + | :Office | ||
| + | :Transport Mode | ||
| + | :Client | ||
| + | :CT # | ||
| + | :GRP # | ||
| + | :Actual Sales | ||
| + | :Estimated Sales | ||
| + | :Actual Purchase | ||
| + | :Estimated Purchase | ||
| + | :Actual Internal From | ||
| + | :Estimated Internal From | ||
| + | :Actual Internal To | ||
| + | :Estimated Internal To | ||
| + | :Actual Gross Margin | ||
| + | :Estimated Gross Margin | ||
| + | :Actual Gross Margin % | ||
| + | :Estimated Gross Margin % | ||
== Architect Review == | == Architect Review == | ||
Revision as of 19:56, 7 March 2011
Contents |
Info
- mantis: 2766 ((Acc Report: Misc) Add a special view to accounting report to show estimation
Requirements and Solutions
- Task type: Change.
- Where: Profit Loss for Multiple CTs report.
- What: Add option that would enable a special view "Estimation" to show estimated charges vs actual charges.
Summary
- When the estimation is to be included on this report the report should have the following additional columns.
- Estimated Sales
- Estimated Purchase
- Estimated Internal From
- Actual Internal From
- Estimated Internal To
- Actual Internal To
- The estimation columns should be located next to the corresponding actual column (for example, Actual Sales > Estimated sales).
- Any P/L (Profit/Loss) headings should be replaced with GM (Gross Margin) for this report.
Output Columns
- Office
- Transport Mode
- Client
- CT #
- GRP #
- Actual Sales
- Estimated Sales
- Actual Purchase
- Estimated Purchase
- Actual Internal From
- Estimated Internal From
- Actual Internal To
- Estimated Internal To
- Actual Gross Margin
- Estimated Gross Margin
- Actual Gross Margin %
- Estimated Gross Margin %
