Missing Vendor Invoices

From UG

Revision as of 12:23, 13 May 2014 by Andrei (Talk | contribs)
Jump to: navigation, search


Contents

Info

Spec

Intro

Vendor: Company that provided some service and issued Purchase invoice.

  • CT2 Vendors are defined in Admin > Address Book > Vendors
  • Vendors in CT2 shipment mapped to:
  • Gen tab. 8. Export Pick-up Trucker (V3) (all MOT)
  • Exp tab. 4.Airline:(V1) (MOT=AIR)
  • Exp tab. 5.Co-Loaders-Air:(V6) (MOT=AIR)
  • Exp tab. 4.Steamshipline:(V2) (MOT=OCEAN)
  • Exp tab. 5.Co-Loaders-Ocean:(V5) (MOT=OCEAN)
  • Imp tab. Customs Broker:(V4) (MOT=AIR/OCEAN)
  • Imp tab. Delivery Trucker:(V3) (MOT=AIR/OCEAN)
  • Imp tab. 8. Cargo Location(V7) (MOT=OCEAN)
  • NOTE. On Exp tab:
  • If "5.Co-Loaders-Air:(V6)" is completed then "4.Airline:(V1)" should be ignored.
  • If "5.Co-Loaders-Ocean:(V5)" is completed then "4.Steamshipline:(V2)" should be ignored.

Business requirements

  • Report that shows CT's for which a vendor is listed in the shipment
    AND
  • for which NO purchase invoice is listed in the P&L tab

Conditions

There are no Hard coded or Hidden conditions (???) for this report which means that system will pull ALL invoices that satisfy conditions you set by filters.

Filters

  • Office
  • Time frame

Output settings

  • Results of the report are displayed as HTML table which can be downloaded as XLS spreadsheet.
  • Spreadsheet version of this report has all the columns found on HTML.

Columns

* Column Title - Column description/mapping

  • CT #
  • Client Name
  • Mode
  • Origin Country
  • Destination Country
  • Vendor (or Carrier)

Examples

File:HTML example.PNG
File:Spreadsheet example.PNG

SOWs

SOW 1


mantis: ???? (phase: ??, status: ??)

Core Requirements

  • .

Solution

TBD



Personal tools