Acc Client Group
From UG
(Difference between revisions)
(→Requirements) |
|||
| Line 24: | Line 24: | ||
[[File:Acc groups.JPG]] | [[File:Acc groups.JPG]] | ||
| - | === | + | === Acc Client Group filter and column on reports === |
| + | |||
| + | For "Modify Profit/Loss for Multiple CTs - Summary" do the following: | ||
| + | |||
| + | [R1] Add "Acc Client Group" filter to filters panel. | ||
| + | |||
| + | [R2] Add "Acc Client Group" column to HTML and xls output - see below. | ||
[[File:PnL mult summary v2.JPG]] | [[File:PnL mult summary v2.JPG]] | ||
| + | |||
| + | == Sol ver 2 == | ||
| + | |||
| + | Future versions will add the following functionality: | ||
| + | |||
| + | * Add [[#Acc Client Group filter and column on reports]] to all Acc reports | ||
| + | * TBD | ||
== History == | == History == | ||
=== 0003230: (Acc Report: Etc) Define "Acc Client Group" entity in the system and provide it as a filter / field on most Acc reports === | === 0003230: (Acc Report: Etc) Define "Acc Client Group" entity in the system and provide it as a filter / field on most Acc reports === | ||
Revision as of 17:55, 4 November 2011
Contents |
Info
0003231 AccCore (Acc Client Group) ....
Requirements
Acc Dept needs for reporting purposes to define new entity Acc Client Group that would identify a group of Client Companies.
Example -------- From accounting standpoint the following Client Companies in the system (E0) represent one "master client company" Elizabeth Arden: * EA DOM PORTAL * Elizabeth Arden * 4Pole
Sol ver 1
Add new entity to the system: Acc Client Group
Add this to "Main Menu > Acc"
Acc Client Group filter and column on reports
For "Modify Profit/Loss for Multiple CTs - Summary" do the following:
[R1] Add "Acc Client Group" filter to filters panel.
[R2] Add "Acc Client Group" column to HTML and xls output - see below.
Sol ver 2
Future versions will add the following functionality:
- Add #Acc Client Group filter and column on reports to all Acc reports
- TBD
