Gross margin report
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Mantis 0003158: [Acc Misc] Create a way for accounting to run the Gross Margin Split report on their own for specified time frames
We have previously ran this report a fews time already as an "Urgent one time reports" under mantis 2925, 3148, and, 3161.
Accounting is just looking for the ability to run this report on their own.
Business requirements
Accounting needs to split the total gross margin between any offices involved in a particular shipment. In order for them to do that, they need this report that will show the total gross margin, broken down by office, for each shipment.
Filters
Date: Month and Year or Date Range
Date used should be the revenue recognition date:
( http://ct.jaguarfreight.com/wiki/Revenue_Recognition_Date )
Output
The report should
CT records tab
CT# (as a hyperlink)
Total Sales
Total Purchases
E0. Client Company Name
Sailing date
Total Profit/loss amount for each office individual office
Group Shipments tab
Group #
CT # listed in one cell on the same row separated by comma's.
Total Sales
Total Purchases
E0. Client Company Name (if multiple E0. client Companies, list each name in one cell separated by comma's.
Sailing Date
Total Profit/loss amount for each office
Please make sure that for group shipments the total's include the total for the group, even if the charge (sales, purchase, or P/L)is applied to only one, multiple, or all. Also, please make sure the total is not added in multiple times.
The system will have to add the total sales of each CT record that is part of the group. This total will be the total listed in the Total Sales Column.
The system will have to add the total purchases of each CT record that is part of the group. This total will be the total purchases listed in the total column.
The system will have to add the total P/L, for each individual office, of each CT record that is part of the group. The total for each office will be the total listed under the office P/L amount.
Report
- HTML
- Excel report (result is the same as HTML)
