Gross margin report
From UG
(Created page with ' Category:AccReps ===Info=== Mantis ===Business requirements=== === Filters === * Date: Radio button for Month and Year and Date Range === Button === * Go back > go b…') |
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[[Category:AccReps]] | [[Category:AccReps]] | ||
===Info=== | ===Info=== | ||
| - | Mantis | + | Mantis 0003158: [Acc Misc] Create a way for accounting to run the Gross Margin Split report on their own for specified time frames |
===Business requirements=== | ===Business requirements=== | ||
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=== Filters === | === Filters === | ||
| - | + | Date Month and Year or Date Range | |
| - | + | E0. Client Company | |
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=== Output === | === Output === | ||
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| + | ====CT records tab==== | ||
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| + | CT# (as a hyperlink) | ||
| + | Total Sales | ||
| + | Total Purchases | ||
| + | E0. Client Company Name | ||
| + | Sailing date | ||
| + | Total Profit/loss amount for each office individual office | ||
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| + | ====Group Shipments tab==== | ||
| + | Group # | ||
| + | CT # listed in one cell on the same row separated by comma's. | ||
| + | Total Sales | ||
| + | Total Purchases | ||
| + | E0. Client Company Name (if multiple E0. client Companies, list each name in one cell separated by comma's. | ||
| + | Total Profit/loss amount for each office | ||
| + | **Please make sure that for group shipments the total's include the total for the group, even if the charge (sales, purchase, or P/L)is applied to only one, multiple, or all. Also, please make sure the total is not added in multiple times. | ||
| + | The system will have to add the total sales of each CT record that is part of the group. This total will be the total listed in the Total Sales Column. | ||
| + | The system will have to add the total purchases of each CT record that is part of the group. This total will be the total purchases listed in the total column. | ||
| + | The system will have to add the total P/L, for each individual office, of each CT record that is part of the group. The total for each office will be the total listed under the office P/L amount. | ||
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=== Report === | === Report === | ||
Revision as of 18:59, 17 October 2011
Contents |
Info
Mantis 0003158: [Acc Misc] Create a way for accounting to run the Gross Margin Split report on their own for specified time frames
Business requirements
Filters
Date Month and Year or Date Range E0. Client Company
Output
CT records tab
CT# (as a hyperlink) Total Sales Total Purchases E0. Client Company Name Sailing date Total Profit/loss amount for each office individual office
Group Shipments tab
Group # CT # listed in one cell on the same row separated by comma's. Total Sales Total Purchases E0. Client Company Name (if multiple E0. client Companies, list each name in one cell separated by comma's. Total Profit/loss amount for each office
- Please make sure that for group shipments the total's include the total for the group, even if the charge (sales, purchase, or P/L)is applied to only one, multiple, or all. Also, please make sure the total is not added in multiple times.
The system will have to add the total sales of each CT record that is part of the group. This total will be the total listed in the Total Sales Column. The system will have to add the total purchases of each CT record that is part of the group. This total will be the total purchases listed in the total column. The system will have to add the total P/L, for each individual office, of each CT record that is part of the group. The total for each office will be the total listed under the office P/L amount.
Report
- HTML
- Excel report (result is the same as HTML)
