Sales Distribution
From UG
Contents |
Info
This is a project.
It will impact different components of CT2.
It will have multiple phases.
Parent mantis: 0004230.
Business Need
Main business need Is to accommodate distribution of sales amounts across the CTs in the group. This will allow to report on sales amounts and gross margin on individual CT level.
Currently if CTs are grouped into GRP group sales figures and gross margin figures are only available for entire GRP and not individual CTs that are part of given group.
Main idea on how to manage this distribution is similar to what we are doing on purchase side. But not all logic is identical.
First component that will benefit from this is KPIs module.
In the future we can use this in other reports.
Analysis and Solution
Core logic
Changes to Sales Invoices
Changes to TOC:
- add M/I selector as in PI; define default
- add CBV selector as in PI; define default
- for I-charges add CT selector (from CTs selected when started invoice)
Change in parameters that define distribution will not force re-distribution (different from PI philosophy):
- CTs can be added or removed from group/Master
- weight, CBM, chargeable weight could all change
SOW 1
Core logic and changes to Sales Invoices
...
SOW 2
Update KPI logic accordingly
We can now change all logic (cost logic, association, inclusion, etc) to be on per CT vs per Group basis.
Details pending discussion with Sasha.
SOW 3
Pre-calculations
This is pending investigation and can be dropped/postponed.
SOW 4
Modify reports to show per CT sales amounts for grouped CTs
This is phase 2.
Spec: TBD.
