Profit Loss for Multiple CTs

From UG

Revision as of 16:14, 21 February 2013 (edit) Alex (Talk | contribs) (→SOW 3 Change logic for mutually exclusive time intervals) ← Older edit		Revision as of 17:32, 21 February 2013 (edit) (undo) Alex (Talk | contribs) (→SOW 3 Change logic for mutually exclusive time intervals) Newer edit →
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	== SOW 3 Change logic for mutually exclusive time intervals ==		== SOW 3 Change logic for mutually exclusive time intervals ==
-	mantis: 3807	+	'''mantis''': 3807
-	spec: see below	+	'''spec''': see below
-	started: --[[User:Alex|Alex]] 11:14, 21 February 2013 (EST)	+	'''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:
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	** select Month and Year OR		** select Month and Year OR
	** range from date to date		** range from date to date
		+
		+	We need to change to the following rule:
		+
		+	in case of grouped CTs when considering them for inclusion or exclusion into report against the date filters
		+	we need to only compare date of lowest CT# in the group against selected condition
		+
		+	Currently groups are not taken into consideration and each CT is considered separately. As a result same CT may appear on reports for 2 mutually exclusive date ranges.
	== User Guide ==		== User Guide ==

---

Revision as of 17:32, 21 February 2013

Contents 1 Info 2 SOW 0 3 SOW 1 4 SOW 2 5 SOW 3 Change logic for mutually exclusive time intervals 6 User Guide 6.1 Overview 6.2 Example 1 7 History 7.1 0002157: (Reps) (CTs With No Inv) Add 2 report types: “CT with Unbilled Sales”, “CT with a Loss”

Info

• User Guide UG:Profit Loss for Multiple CTs USER GUIDE
• parent mantis: 0002175: (Acc Report: P and L) ..........parent
• old wiki: Profit/Loss for Multiple CTs

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

We need to change to the following rule:

in case of grouped CTs when considering them for inclusion or exclusion into report against the date filters 
we need to only compare date of lowest CT# in the group against selected condition

Currently groups are not taken into consideration and each CT is considered separately. As a result same CT may appear on reports for 2 mutually exclusive date ranges.

User Guide

Overview

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

Main Menu > Acc > Reports

Report filters look like below:

Alternative settings - see below:

Example 1

History

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

• wiki updated? N