2157 dev
From UG
Contents |
Info
- Mantis: 0002157
- Support 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 number is equal to or greater then the total sales number for this CT.
??? 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:
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
