2157 dev
From UG
Contents |
Info
- Mantis: 0002157
- User Guide: CTs With No Invoices
- Link to RFD: 2157 rfd
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 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
