2649 rfsa

Info

• 0002649: Actual vs Estimated Comparison table

Requirements and Ideas

MO would like to have an actual vs estimated comparison table and would like this to be on its own tab if possible.

• Alex suggested to combine this with the P/L tab, but MO does not like this idea. P/L tab should be for ACTUAL figures only - She does not want the estimations to be mixed in with actuals.

This table is read only - No editing other then currency (as noted below)

All information on this screen will be pulled from other areas in the CT record.

MO likes the colors included in the mock up or the idea of breaking these sections with different colors.

Sections

This table should show four sections

Sales Invoices

Purchase Invoices

Internal Invoices

Gross Margin

Sub Sections

Each section will be broken into Sub-sections

MO likes the colors included in the mock up or the idea of breaking these sections with different colors.

Sub sections for SI, PI, and II are:

• Invoice parties

• Estimation section

• Actual section

Gross Margin Subsections:

• Office II details

• Sales comparison

• Cost comparison

• Internal Comparison

• Gross Margin Comparison

sales invoice section

Invoice parties sub-section should include

Issuing office

Bill to Client

Estimation sub-section should include

Estimated Curr (abbreviated for Currency)

Estimation Amount

Estimation USD Amount

Actual sub-section should include

Actual Curr (abbreviated for currency)

Actual Amount

Actual USD Amount

Purchase invoice section

Invoice parties sub-section should include

Receiving office

Vendor

Estimation sub-section

Estimated Curr (abbreviated for Currency)

Estimation Amount

Estimation USD Amount

Actual sub-section

Actual Curr (abbreviated for currency)

Actual Amount

Actual USD Amount

Internal invoice section

Invoice parties sub-section should include

Issuing office

Receiving office

Estimation sub-section

Estimated Curr (abbreviated for Currency)

Estimation Amount

Estimation USD Amount

Actual sub-section

Actual Curr (abbreviated for currency)

Actual Amount

Actual USD Amount

Gross Margin Section

• Internal Comparison

• Gross Margin Comparison

Office II details sub-section should include

Issuing office

Internal Invoice number

Sales comparison sub-section should include

Estimated Sales

Actual Sales

Cost comparison sub-section should include

Estimated Cost

Actual Cost

• Mock up was designed by Karen (MO)