Acc Client Group

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  * 4Pole
  * 4Pole
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== Sol ver 1 ==
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== SOW 1 ==
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=== Sol ver 1 ===
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=== Add new entity to the system: Acc Client Group ===
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==== Add new entity to the system: Acc Client Group ====
Add this to "Main Menu > Acc"
Add this to "Main Menu > Acc"
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[[File:Acc groups.JPG|750px]]
[[File:Acc groups.JPG|750px]]
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=== Acc Client Group filter and column on reports ===
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==== Acc Client Group filter and column on reports ====
For "Modify Profit/Loss for Multiple CTs - Summary" do the following:
For "Modify Profit/Loss for Multiple CTs - Summary" do the following:
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[[File:PnL mult summary v2.JPG|750px]]
[[File:PnL mult summary v2.JPG|750px]]
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== Sol ver 2 ==
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== SOW 2 ==
Future versions will add the following functionality:
Future versions will add the following functionality:
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=== 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  ===
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 +
== User Guide ==

Revision as of 19:31, 9 December 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

SOW 1

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.

SOW 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

User Guide

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