Profit Loss for Multiple CTs

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(SOW 3 Change logic for mutually exclusive time intervals)
(SOW 3 Change logic for mutually exclusive time intervals)
Line 30: Line 30:
spec: see below
spec: see below
 +
 +
started: --[[User:Alex|Alex]] 11:14, 21 February 2013 (EST)
There are two date related filters in this report:
There are two date related filters in this report:
* Date type (single select):
* Date type (single select):
-
** Sailing Date  
+
** Sailing Date (ports for Air/Ocean; door to door for trucking)
-
** Issuing Date
+
** Issuing Date (for Invoice)
-
** Created Date
+
*** for invoices: any OR sales OR purchase OR internal
-
** Revenue Recognition Date
+
** (CT) Created On Date
 +
** Revenue Recognition Date ("Actual Departure date")
* Date range:
* Date range:

Revision as of 16:14, 21 February 2013


Contents

Info

SOW 0

old work

SOW 1

SOW 2

0003472: Add filter option to include or exclude cc & option to multi select cc for Search SI & Multiple P&L reports

  • Original requirement is posted in a separate wiki article - see: Acc_Reports_Search_Inv#SOW_5
    • Ability to include/exclude specific CC required

Yet, additional requirement is also needed for this report as follows:

  • Ability to multi-select charge codes
    • Currently reports only allow user to select 1 cc at a time, this can be very tedious when filtering according to multiple charge codes.

SOW 3 Change logic for mutually exclusive time intervals

mantis: 3807

spec: see below

started: --Alex 11:14, 21 February 2013 (EST)

There are two date related filters in this report:

  • Date type (single select):
    • Sailing Date (ports for Air/Ocean; door to door for trucking)
    • Issuing Date (for Invoice)
      • for invoices: any OR sales OR purchase OR internal
    • (CT) Created On Date
    • Revenue Recognition Date ("Actual Departure date")
  • Date range:
    • select Month and Year OR
    • range from date to date

User Guide

Overview

This CT2 component is a report that can be accessed through:

Main Menu > Acc > Reports

Report filters look like below:

File:P and L filters.JPG

Alternative settings - see below:

File:P and L filters 2.JPG


Example 1

History

0002157: (Reps) (CTs With No Inv) Add 2 report types: “CT with Unbilled Sales”, “CT with a Loss”

  • wiki updated? N
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