2766 rfd

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Contents

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
Actual Internal From
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 - Jaguar Office where was issued given CT.
  • Transport Mode of CT.
  • Client.
  • CT #.
  • GRP # - this column shows group that CT belongs to or blank if none.
  • Actual Sales - USD total amount from Sale Invoices Table on Inv Tab (or USD Sales from P/L Tab).
  • Estimated Sales - USD total estimated sales from Estimated Charges Table on Est Tab.
  • Actual Purchase - USD total amount of Purchase Invoices that issued against given CT (or USD Purchase from P/L Tab).
  • Estimated Purchase - USD total estimated costs from Estimated Charges Table on Est Tab.
  • Actual Internal From - USD total amount from Jaguar Office where was issued given CT (also from Internal Invoices Table on Inv Tab).
  • Actual Internal To - USD total amount of Internal Invoices that billed to Jaguar Office where was issued given CT.
  • Actual Gross Margin (Act GM) - - calculated as USD (Actual Sales minus Actual Purchase).
  • Estimated Gross Margin (Est GM) - calculated as USD (Estimated Sales minus Estimated Purchase).
  • Actual Gross Margin % (Act GM %) - calculated by formula: (Actual Gross Margin / Actual Sales) x 100.
  • Estimated Gross Margin % (Est GM %) - calculated by formula: (Estimated Gross Margin / Estimated Sales) x 100.

Architect Review

Implementation Notes

QA Plan

History

Figures

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