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

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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 Old history 5.2 0003217: [Estim P&L/Etc] Add an accrual check box 5.3 0003279 [Estim P&L/Etc] Estimation report - Report # 2 including both actuals and estimation 5.4 0003216: (Acc Report: Acc Milestones) Create estimation report 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] .......

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

Previous SOWs are in these wikis:

• 2565_rfd
• 2565_dev

Some SOW were just posted into Mantis. See #History.

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

Old history

2565	* Archived / Released	[Estim P&L] Implement phase 1 [Delete]
2800	* Archived / Released	[Estim P&L] bug does not allow 0.00 in cost or sell [Delete]
2848	* Archived / Released	[Estim P&L/Etc] Replace column heading \"A\" with something more descriptive [Delete]
2857	* Archived / Released	[Estim P&L/Etc] Add gross margin percent for total charges [Delete]
2863	** BA Backlog	[Estim P&L/Etc] Add \"Q\" & \"R\" to estimation tab [Delete]
2864	** BA Backlog	[Estim P&L/Etc] Auto generate actual invoices (sales and purchases) based on info on estimation tab [Delete]
2866	* Archived / Released	[Estim P&L/Etc] bug when changing from margin to amount total does not change and allows save [Delete]
2869	** BA Backlog	[Estim P&L/Etc] Add ability for operators to apply estimation across single or multiple CT\'s [Delete]

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

WU? No

0003279 [Estim P&L/Etc] Estimation report - Report # 2 including both actuals and estimation

WU? No

0003216: (Acc Report: Acc Milestones) Create estimation report

WU? No

User Guide

SOW covered

Sec 1

Sec 2

Sec 3

SOW covered