2651 rfsa

Info

Mantis 0002651 (Acc Report: Misc) Add feature to filter by charge codes

Accounting MO would like to be able to run a report by charge codes.

Business requirements

The report should be able to run a single charge code or multiple charge codes

The report should be downloadable to excel.

The filers and output that should be offered are the similar to Main Menu > Acc > Reports > Profit/Loss for Multiple CTs and Main Menu > Acc > Reports > Search Invoices combined together. Changing the following

Profit/Loss for Multiple CTs > Date Type - Instead of sailing date - Point of revenue recognition date.

Profit/Loss for Multiple CTs > Date Type - Instead of issued date - Invoice issued date

Adding Charge Code's filter

Report Filters

Date type filter > Radio button

• Point of revenue recognition date
• Invoice issued date
• CT created date

Date > Radio Button

• Month and year
• date range

Output Type > Radio Button

• summary
• detailed

Note: All of the above should be selected by a radio button

Client Company

Shipper

Consignee

Bill to Party

Vendor

Transportation mode

Invoice Type

Receiving office

Issuing office

Charge Codes

Note: All of the should be selected by drop down and operators should be able to make multiple selections.

Buttons

• Go back > go back to the previous page
• Reset Form > clear all filter
• Generate Result > HTML result(s) with CT#links, Invoice#links, and paging
  • Go back > go back to the previous page
  • Edit > edit record by selecting record that need to be edited
  • Remove > remove record by selecting record that need to be removed
  • Download to Excel > Excel report with CT# links and Invoice#links
  • With paging and sorting for all reports

Output

Examples

Output would be shown: