2157 dev

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Contents

Info

This is a change.

Business Analysis

Requirements

We need to create reports 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

CT should appear on this report if:

CT record has no sales invoice issued. 
AND 
There is one or more Purchase invoice posted against this CT.

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.

Output:

Header:

  • Report Type
  • Date Range from
  • Date Range to

Columns:

  • CT Number
  • Client Company
  • Jaguar Office that has posted largest Purchase invoice against this CT.

The report should be downloadable to excel.

CT with a Loss

CT should appear on this report if:

The total purchase number is equal to or greater then the total sales number for this CT.

Output:

Header:

  • Report Type
  • Date Range from
  • Date Range to

Columns:

  • CT Number
  • Client Company
  • Jaguar Office that has posted largest Purchase invoice against this CT
  • Total Gross Margin


The report should be downloadable to excel

Systems Analysis

Architect Review

Implementation Summary

QA Plan

History

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