Profit Loss for Multiple CTs
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[edit] Info
- User Guide UG:Profit Loss for Multiple CTs USER GUIDE
- parent mantis: 0002175: (Acc Report: P and L) ..........parent
- old wiki: Profit/Loss for Multiple CTs
[edit] SOW 0
old work
[edit] SOW 1
[edit] SOW 2
0003472: Add filter option to include or exclude cc & option to multi select cc for Search SI & Multiple P&L reports
- Original requirement is posted in a separate wiki article - see: Acc_Reports_Search_Inv#SOW_5
- Ability to include/exclude specific CC required
Yet, additional requirement is also needed for this report as follows:
- Ability to multi-select charge codes
- Currently reports only allow user to select 1 cc at a time, this can be very tedious when filtering according to multiple charge codes.
[edit] SOW 3 Change logic for mutually exclusive time intervals
mantis: 3807
spec: see below
started: --Alex 11:14, 21 February 2013 (EST)
There are two date related filters in this report:
- Date type (single select):
- Sailing Date (ports for Air/Ocean; door to door for trucking)
- Issuing Date (for Invoice)
- for invoices: any OR sales OR purchase OR internal
- (CT) Created On Date
- Revenue Recognition Date ("Actual Departure date")
- Date range:
- select Month and Year OR
- range from date to date
We need to change code to satisfy the following rule:
in case of grouped CTs when considering them for inclusion or exclusion from report against the date filters we need to only compare date of lowest CT# in the group against selected condition
Currently groups are not taken into consideration and each CT is considered separately. As a result same CT may appear on reports for 2 mutually exclusive date ranges.
[edit] User Guide
[edit] Overview
This CT2 component is a report that can be accessed through:
Main Menu > Acc > Reports
Report filters look like below:
Alternative settings - see below:
[edit] Example 1
[edit] History
[edit] 0002157: (Reps) (CTs With No Inv) Add 2 report types: “CT with Unbilled Sales”, “CT with a Loss”
- wiki updated? N
