Billing Required Report

From UG

Revision as of 21:05, 6 December 2011

Info

Parent Mantis

0003192: (OpsRep): Billing Required Report

Scope of this wiki

Covers one report.

Version 1

SOW 1

Operators are responsible to check the gross margin of each shipment. To assist with this, it is requested a dashboard report (or email option) be created that can alert operators of any shipments showing no profit or a negative profit.

Business requirements - Phase 1

Report should be added to the report scheduler - action required reports

Report should have email and dashboard option

Include all shipments that have a P/L of 0 or less

This should include:

Exclude any shipments that do not have an actual arrival date confirmed

Filters

Filters are to be defined in next phase

Output

Level One

Dashboard to display

• Report Name

For example
If the report lists:
CT# 123456  P/L -123.00
CT# 234567  P/L    0.00
CT# 345678  P/L    0.00
CT# 456789  P/L  -22.00
CT# 567891  P/L    0.00
Total loss:     -145.00 
The dashboard should show:
Billing Required Report:  -145.00

Level Two

To be defined in next phase

Level Three

In first phase, clicking the hyperlink should open html report.

• This report should be downloadable to excel

Report Output Columns

• CT number
  • as a hyperlink to the CT record
• CT created on date
• E0. Client Company
• Origin Country
• Destination Country
• Mode Of Transport
• Actual Arrival date
• Total Profit/Loss amount

Example of output

Level One Output

Level Two Output

To be defined in next phase

Level Three Output

HTML Version

To be added

Excel Version

Version 2

SOW 2

Groupped CT case

This report should ONLY include the 1st or lowest CT record within the group. Not each of the CT numbers for the group.

Example:

GRP# 55763 CT# 123456 CT# 123457 CT# 123458 CT# 123459 CT# 123460

Report should show only CT# 123456

The P/L amount displayed on the report, should be the "group" P/L amount. The same amount that is displayed on the P/L tab in CT.

SOW 3

Authorize a loss

Management would like the ability to be able to approve a loss on a specific CT or Group.

This "loss approval"" feature should be within the actual CT record, not part of the report.

• MO has requested this be added in the ICOM section of the CT record. The user approving this loss, will also be able to add a comment into this section.

Once the loss is approved, the record should be removed from the report.

• In the case that a purchase invoice is assigned against a record or group, that has already been approved for a loss, the approval should automatically be voided by the system and record should again be added to the report.

Any shipments created prior to 5/1/2010 should not be included on this report.

History

0003192: (OpsRep): Billing Required Report (ver 1)

0003237: (OpsRep):Billing Required Report-Bug:Report should display the group P/L amount for any record that is part of a group (ver2))

User Guide

User Guide Status and SOW covered

• Up to date=N
• SOW covered: TBD