2157 dev
From UG
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Info
- Mantis: 0002157
- User Guide: CTs With No Invoices
This is a change.
Business Analysis
Requirements
We need to create a report that would allow accounting to monitor that shipments are being invoiced in a timely manner and have a profitable gross margin.
Possible solutions
Adding two additional report types:
CTs with Unbilled Sales
Criteria: CT should appear on this report if:
CT record with no sales invoice issued.
AND
There is Purchase invoice issued against the CT record greater then $0.00.
- If no Purchase Invoice is issued against the CT record, the shipment should NOT show on the report.
Notes:
The system should not recognize internal invoices as a sales invoice for this report.
For group shipments, the system should recognize the CT records group that are included in the sales invoice.
For shipments on the report. The report should show the Jaguar Office that has entered to largest Purchase invoice in an additional column on the report.
Output:
The report should list the following fields:
Report Type
Date Range from
Date Range to
CT Number
Client Company
Jaguar Office
The report should be downloadable to excel
CT with a Loss
Criteria: CT should appear on this report if:
The total purchase invoices is equal to
OR
Greater then the total sales invoices.
Notes: The report should list the Jaguar Office reflecting the loss.
If multiple offices show a loss or show purchase invoices without sales invoices – the office showing the largest loss should be the one reflected on the report.
Output:
The report should list the following fields:
Report Type
Date Range from
Date Range to
CT Number
Client Company
Jaguar Office
Total Gross Margin
The report should be downloadable to excel
