Acc reporting for groupped shipments

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(CT "view" option)
(SOW 1)
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The above results should be the results of this report.
The above results should be the results of this report.
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=== CT "view" option ===
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=== Profit/loss for multiple CT's ===
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From the quick link section > type in CT number > Click on view - this will bring you to the view option of the CT record.
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Go to Acc > Reports > Profit/loss for multiple CT's
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==== Example of "view' option ====
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The results displayed on this report reflect the P/L of the individual record and not that of the group.  This report needs to be corrected to reflect the group P/L.
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[[File:View option of CT.JPG]]
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Revision as of 21:56, 8 December 2011


Contents

Info

Parent mantis

0000953: (Acc Etc) .....

Scope

See below.

Core need

In cases of group shipments, the reports are not reporting consistent information. We need to correct this to make sure all reports are consistent.

SOW 1

  • 0003227: (Acc Etc) In cases of group shipments. Acc reports are not reporting consistent information. Review and fix this.

Currently, in the case of group shipments, accounting reports are inconsistent. In some of these reports, the total profit and loss being reflected on the reports are not the profit and loss of the group, but the profit and loss for the individual CT record. In cases of group shipments, profit and loss should always report on the group P/L not the individual CT.

Profit/loss for CT

Go to Acc > Reports > Profit/Loss for CT and enter in the CT number.

  • results displayed should match the P/L tab of that same CT number. Currently, if the CT number is part of a group these two totals do not match.

Comparison of screen shots

Screen shot of Report: Profit/loss for CT results

File:Profit-loss for ct screen shot.JPG

Screen shot of the P/L tab for the same CT record.

File:Screen shot of P-l tab from the same CT records.JPG

The above results should be the results of this report.

Profit/loss for multiple CT's

Go to Acc > Reports > Profit/loss for multiple CT's

The results displayed on this report reflect the P/L of the individual record and not that of the group. This report needs to be corrected to reflect the group P/L.

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