Estimated Gross Margin (P/L) Module. Operators driven

From UG

Contents 1 Info 1.1 Parent Mantis 1.2 Scope of this wiki 2 SOW 0 3 SOW 1 3.1 Impact on DB performance and speed 4 SOW 2 4.1 Impact on DB performance and speed 5 History 5.1 0003217: [Estim P&L/Etc] Add an accrual check box 6 User Guide 6.1 SOW covered 6.1.1 Sec 1 6.1.2 Sec 2 6.1.3 Sec 3 6.2 SOW covered

Info

Parent Mantis

• 0002515: [Estim P&L/Etc] .......<proj>

NOTE: this needs to be confirmed

Scope of this wiki

It covers Estimated Gross Margin (P/L) Feature. Components affected:

• CT profile > Est Tab
• CT profile > Inv Tab
• CT profile > P/L tab
• Acc > Reps > P/L report

SOW 0

Number of wikis covered previous SOWs. See

• 2565_rfd
• 2565_dev

SOW 1

Add a check box so operators can enter any charges that they know are going to be applied in the future, but are not part of the actual invoice yet.

This check box needs to be part of the line items, so each line can be checked individually.

This check box will be checked to advise actual charges are not yet applied to this file and will be manually unchecked by the operator once the actual charges are entered.

This check box will be used for reporting purposes (currently creating 2 accounting reports that will need this information)

Impact on DB performance and speed

SOW 2

Impact on DB performance and speed

History

0003217: [Estim P&L/Etc] Add an accrual check box

WU? No

User Guide

SOW covered

Sec 1

Sec 2

Sec 3

SOW covered