Acc Nov 2013
From UG
Contents |
Info
- mantis: 0004127
Business Need
This is an attempt to improve functionality.
To introduce number of changes to these components:
Related projects:
SOWs
SOW 1
mantis: 0004127
spec: see below
Changes to Est Tab
- Keep one table where costs and sales (estimated) can be entered
- 1) TOC for Sales and Purchases will be “copies” of “Actual Invoice” and “Purchase Invoices” TOC’s
Except for “bill to” and “vendor” that will be included at the line level
- 2) All other functionalities from Sales/Purchase (actual) will be maintained
- 3) All “amounts” will be changed from a xx / xx format to a single xxx.xx format
- 4) Bill to / Vendor Columns will be smaller -> All columns will be kept “as small as possible”,
“shipments” column will include 1 or 2 or 3 (number) but not the words “shipments”
- 5) I/M will be available twice on each line … 1x for sales and 1x for costs
- 6) The “bottom recap/P&L section” will be removed from the EPLTOC AND the line item level P&L column will also be removed.
- 7) “UNIT” is for SALES ONLY -> Unit is primarily a “print on actual sales invoice” concern / function
- 8) Each ESPLTOC is a “child” of the CT record in which it was created / edited / saved
Create Est P and L Tab
- add new "Est P/L" tab to CT profile (Editor/Viewer)
- aka EPL
- purpose is to display P/L for estimated sales and purchase for given CT or CT group
- this table has same design as P/L Tab
- calculation method for EST P&L Tab will be identical to the actual P&L tab – except it is mapped against EPTOC instead of “actual sales or costs”.
- Distribution for Grp, I or M is identical to Actual sales / purchases.
- Each “Estimated cost” or “Estimated Sale” in the EPL will have a link to the EPL TOC in which it was initially created. Clicking the link will open that specific EPL TOC
- The EPL will recalculate current Estimated Costs & Estimated sales:
- On Save
- On “update” button located in the EPL tab
