Sales Distribution
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=== SOW 2 Update KPI logic accordingly === | === SOW 2 Update KPI logic accordingly === | ||
Revision as of 06:16, 23 July 2013
Contents |
Info
This is a project.
It will impact different components of CT2.
It will have multiple phases.
Parent mantis: 0004230.
Business Need
Main business need Is to accommodate distribution of sales amounts across the CTs in the group. This will allow to report on sales amounts and gross margin on individual CT level.
Currently if CTs are grouped into GRP group sales figures and gross margin figures are only available for entire GRP and not individual CTs that are part of given group.
Main idea on how to manage this distribution is similar to what we are doing on purchase side. But not all logic is identical.
First component that will benefit from this is KPIs module.
In the future we can use this in other reports.
Analysis and Solution
Core logic
Changes to Sales Invoices
0/ All new logic is used for both Sales Invoices and Credit Notes.
1/ Changes to TOC:
- add M/I selector as in PI; define default
- add CBV selector as in PI; define default
- for I-charges add CT selector (from CTs selected when started invoice)
2/ Sales amounts will be assigned at the moment of creating/saving Invoice.
3/ Change in parameters that define distribution will not force re-distribution (different from PI philosophy):
- CTs can be added or removed from group/Master
- weight, CBM, chargeable weight could all change
Phases
Phase 1 will cover the following SOWs: 1, 2, 3.
Phase 2: TBD.
See Also
SOWs
SOW 1 Core logic and changes to Sales Invoices
mantis:
spec: implement these 2 sections - see below
SOW 2 Update KPI logic accordingly
We can now change all logic (cost logic, association, inclusion, etc) to be on per CT vs per Group basis.
Details pending discussion with Sasha.
SOW 3 Pre-calculations
This is pending investigation and can be dropped/postponed.
SOW 4 Modify non KPi reports to show per CT sales amounts for grouped CTs
This is phase 2.
Spec: TBD.
