2766 rfd
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(Difference between revisions)
(→Requirements and Solutions: removed "Estimated Internal From/To" columns) |
(→Requirements and Solutions: removed actual internal values) |
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:Estimated Sales | :Estimated Sales | ||
:Estimated Purchase | :Estimated Purchase | ||
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* The estimation columns should be located '''next''' to the corresponding actual column ''(for example, Actual Sales > Estimated sales)''. | * The estimation columns should be located '''next''' to the corresponding actual column ''(for example, Actual Sales > Estimated sales)''. | ||
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*'''Actual Purchase''' - USD total amount of Purchase Invoices that issued against given CT ''(or USD Purchase from P/L Tab)''. | *'''Actual Purchase''' - USD total amount of Purchase Invoices that issued against given CT ''(or USD Purchase from P/L Tab)''. | ||
*'''Estimated Purchase''' - USD total estimated costs from Estimated Charges Table on Est Tab. | *'''Estimated Purchase''' - USD total estimated costs from Estimated Charges Table on Est Tab. | ||
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*'''Actual Gross Margin''' (Act GM) - - calculated as USD (''Actual Sales'' minus ''Actual Purchase''). | *'''Actual Gross Margin''' (Act GM) - - calculated as USD (''Actual Sales'' minus ''Actual Purchase''). | ||
*'''Estimated Gross Margin''' (Est GM) - calculated as USD (''Estimated Sales'' minus ''Estimated Purchase''). | *'''Estimated Gross Margin''' (Est GM) - calculated as USD (''Estimated Sales'' minus ''Estimated Purchase''). | ||
Revision as of 20:07, 14 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
- 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 - Jaguar Office where was issued given CT.
- Transport Mode of CT.
- Client.
- CT #.
- GRP # - this column shows group that CT belongs to or blank if none.
- Actual Sales - USD total amount from Sale Invoices Table on Inv Tab (or USD Sales from P/L Tab).
- Estimated Sales - USD total estimated sales from Estimated Charges Table on Est Tab.
- Actual Purchase - USD total amount of Purchase Invoices that issued against given CT (or USD Purchase from P/L Tab).
- Estimated Purchase - USD total estimated costs from Estimated Charges Table on Est Tab.
- Actual Gross Margin (Act GM) - - calculated as USD (Actual Sales minus Actual Purchase).
- Estimated Gross Margin (Est GM) - calculated as USD (Estimated Sales minus Estimated Purchase).
- Actual Gross Margin % (Act GM %) - calculated by formula: (Actual Gross Margin / Actual Sales) x 100.
- Estimated Gross Margin % (Est GM %) - calculated by formula: (Estimated Gross Margin / Estimated Sales) x 100.
