2651 rfsa
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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 code. The information required to show is this report is the same as Main Menu > Acc > Reports > Profit/Loss for Multiple CTs, so we would like to add an additional filter to this already existing report. However, when the Charge Codes are not needed, we want this report to run the way is currently does. We need to be able to tell the system to include charge codes on this report and then to tell the system if we want to include all charge codes or just selected charge codes.
Business requirements
Adding Charge Code's filter to Main Menu > Acc > Reports > Profit/Loss for Multiple CTs.
Column Heading should show CC 1111
Charge Code (CC XXXX)- Displays the dollar amount billed using the charge code. Note: If multiple charge codes are selected, each charge code should have its own column. If filter is not set, then columns for all charge codes should display. If an invoice is issued using the selected charge code multiple times - the amount should show on separate rows. Each column should be added at the bottom for a total amount invoiced under each charge code.
Charge Code (CC XXXX)- Displays the dollar amount billed to us using the charge code.
Total - displays the total amount charged for the selected charge codes. (adding the charge code amount row by row. Each column should be added at the bottom for a total amount invoiced under each charge code.
Suggestions / Examples
Add a radio button search charge codes
When radio button is selected:
- Add a filter with drop down selection for charge codes to the Main Menu > Acc > Reports > Profit/Loss for Multiple CTs.
This filter should allow multiple selections.
If the no selection is made (filter is empty), then the report should display a charge code column for every charge code used within that record.
When radio button is not selected:
No Charge code filter should display in CT edit screen, on results screen, or on the downloaded excel sheet.
Examples
Output would be shown:
