Acc Client Group

From UG

(Difference between revisions)
Jump to: navigation, search
(Info)
Line 23: Line 23:
Add this to "Main Menu > Acc"
Add this to "Main Menu > Acc"
-
[[File:Acc groups.JPG]]
+
[[File:Acc groups.JPG|750px]]
=== Acc Client Group filter and column on reports ===
=== Acc Client Group filter and column on reports ===
Line 33: Line 33:
[R2] Add "Acc Client Group" column to HTML and xls output - see below.
[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|750px]]
== Sol ver 2 ==
== Sol ver 2 ==

Revision as of 18:01, 4 November 2011


Contents

Info

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:

History

0003230: (Acc Report: Etc) Define "Acc Client Group" entity in the system and provide it as a filter / field on most Acc reports

Personal tools