Sales Distribution

From UG

Contents 1 Info 2 Business Need 3 Analysis and Solution 3.1 Core logic 3.2 Changes to Sales Invoices 4 Phases 5 See Also 6 SOWs 6.1 SOW 1 Core logic and changes to Sales Invoices 6.2 SOW 2 Update KPI logic accordingly 6.3 SOW 3 Pre-calculations 6.4 SOW 4 Modify non KPi reports to show per CT sales amounts for grouped CTs

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

All new logic is used for both Sales Invoices and Credit Notes.

Interface for issuing sales invoice for grouped CTs will change.

As now system will ask user to "Select CTs in the group". User will select a subset of CTs in the group relevant to this invoice.

....

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

• Purchase Invoices
• Sales Invoices
• Charge Code Admin

SOWs

SOW 1 Core logic and changes to Sales Invoices

mantis:

spec: implement these 2 sections - see below

• #Core logic and
• #Changes to Sales Invoices

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.