2766 rfd
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Info
- mantis: 2766 ((Acc Report: Misc) Add a special view to accounting report to show estimation
Requirements and Solutions
- Task type: Change.
- Where: Profit Loss for Multiple CTs report.
- What: Add option that would enable a special view "Estimation" to show estimated charges vs actual charges.
Summary
- When the estimation is to be included on this report the report should have the following additional columns.
- Estimated Sales
- Estimated Purchase
- Estimated Internal From
- Actual Internal From
- Estimated Internal To
- Actual Internal To
- The estimation columns should be located next to the corresponding actual column (for example, Actual Sales > Estimated sales).
- Any P/L (Profit/Loss) headings should be replaced with GM (Gross Margin) for this report.
Output Columns
- Office
- Transport Mode
- Client
- CT #
- GRP #
- Actual Sales
- Estimated Sales
- Actual Purchase
- Estimated Purchase
- Actual Internal From
- Estimated Internal From
- Actual Internal To
- Estimated Internal To
- Actual Gross Margin
- Estimated Gross Margin
- Actual Gross Margin %
- Estimated Gross Margin %
