Acc Nov 2013

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[[Category:Projects]]
[[Category:Projects]]
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== Info ==
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* mantis: 0004127
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== Business Need ==
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This is an attempt to improve functionality.
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To introduce number of changes to these components:
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* [[PL Tab]]
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* [[EPL Tab]]
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* [[Est Tab]]
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* [[Sales Invoices]]
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Related projects:
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* [[Sales Distribution]]
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* [[Est Module Etc]]
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== SOWs ==
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=== SOW 1 ===
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mantis: 0004127
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spec: see below
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==== Changes to Est Tab ====
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* Keep '''one''' table where costs and sales (estimated) can be entered
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* 1) TOC for Sales and Purchases will be “copies” of “Actual Invoice” and “Purchase Invoices” TOC’s
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Except for “bill to” and “vendor” that will be included at the line level
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* 2) All other functionalities from Sales/Purchase (actual) will be maintained
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* 3) All “amounts” will be changed from a  xx  /  xx  format to a    single    xxx.xx  format
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* 4) Bill to / Vendor Columns will be smaller -> All columns will be kept “as small as possible”,
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“shipments” column will include 1 or 2 or 3 (number) but not the words “shipments”
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* 5) I/M will be available twice on each line … 1x for sales and 1x for costs
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* 6) The “bottom recap/P&L section” will be removed from the EPLTOC      AND    the line item level P&L column will also be removed.
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* 7) “UNIT” is for SALES ONLY -> Unit is primarily a “print on actual sales invoice” concern / function
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* 8) Each ESPLTOC is a “child” of the CT record in which it was created / edited / saved
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==== Create Est P and L Tab ====
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* add new "Est P/L" tab to CT profile (Editor/Viewer)
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* aka EPL
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* purpose is to display P/L for estimated sales and purchase for given CT or CT group
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* this table has same design as [[P/L Tab]]
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* calculation method for EST P&L Tab will be identical to the actual P&L tab – except it is mapped against EPTOC instead of “actual sales or costs”.
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* Distribution for Grp, I or M is identical to Actual sales / purchases.
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* Each “Estimated cost” or “Estimated Sale” in the EPL will have a link to the EPL TOC in which it was initially created. Clicking the link will open that specific EPL TOC
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* The EPL will recalculate current Estimated Costs & Estimated sales:
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** On Save
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** On “update” button located in the EPL tab

Revision as of 17:34, 5 November 2013


Contents

Info

  • mantis: 0004127

Business Need

This is an attempt to improve functionality.

To introduce number of changes to these components:

Related projects:

SOWs

SOW 1

mantis: 0004127

spec: see below

Changes to Est Tab

  • Keep one table where costs and sales (estimated) can be entered
  • 1) TOC for Sales and Purchases will be “copies” of “Actual Invoice” and “Purchase Invoices” TOC’s

Except for “bill to” and “vendor” that will be included at the line level

  • 2) All other functionalities from Sales/Purchase (actual) will be maintained
  • 3) All “amounts” will be changed from a xx / xx format to a single xxx.xx format
  • 4) Bill to / Vendor Columns will be smaller -> All columns will be kept “as small as possible”,

“shipments” column will include 1 or 2 or 3 (number) but not the words “shipments”

  • 5) I/M will be available twice on each line … 1x for sales and 1x for costs
  • 6) The “bottom recap/P&L section” will be removed from the EPLTOC AND the line item level P&L column will also be removed.
  • 7) “UNIT” is for SALES ONLY -> Unit is primarily a “print on actual sales invoice” concern / function
  • 8) Each ESPLTOC is a “child” of the CT record in which it was created / edited / saved


Create Est P and L Tab

  • add new "Est P/L" tab to CT profile (Editor/Viewer)
  • aka EPL
  • purpose is to display P/L for estimated sales and purchase for given CT or CT group
  • this table has same design as P/L Tab
  • calculation method for EST P&L Tab will be identical to the actual P&L tab – except it is mapped against EPTOC instead of “actual sales or costs”.
  • Distribution for Grp, I or M is identical to Actual sales / purchases.
  • Each “Estimated cost” or “Estimated Sale” in the EPL will have a link to the EPL TOC in which it was initially created. Clicking the link will open that specific EPL TOC
  • The EPL will recalculate current Estimated Costs & Estimated sales:
    • On Save
    • On “update” button located in the EPL tab
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