Acc Client Group
From UG
(Difference between revisions)
Line 17: | Line 17: | ||
* 4Pole | * 4Pole | ||
- | == Sol ver 1 == | + | == SOW 1 == |
+ | === Sol ver 1 === | ||
- | === Add new entity to the system: Acc Client Group === | + | ==== Add new entity to the system: Acc Client Group ==== |
Add this to "Main Menu > Acc" | Add this to "Main Menu > Acc" | ||
Line 25: | Line 26: | ||
[[File:Acc groups.JPG|750px]] | [[File:Acc groups.JPG|750px]] | ||
- | === Acc Client Group filter and column on reports === | + | ==== 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: | ||
Line 35: | Line 36: | ||
[[File:PnL mult summary v2.JPG|750px]] | [[File:PnL mult summary v2.JPG|750px]] | ||
- | == | + | == SOW 2 == |
Future versions will add the following functionality: | Future versions will add the following functionality: | ||
Line 45: | Line 46: | ||
=== 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 === | ||
+ | |||
+ | == User Guide == |
Revision as of 19:31, 9 December 2011
Contents |
Info
- mantis: 0003231(Acc Client Group) .... http://ct.jaguarfreight.com/mantis/view.php?id=3231
- wiki: http://ct.jaguarfreight.com/wiki/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
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:
- Add #Acc Client Group filter and column on reports to all Acc reports
- TBD