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- Mantis: 0002157: (Reps) (CTs With No Inv) Add 2 report types: “CT with Unbilled Sales”, “CT with a Loss”
- Support Guide: CTs With No Invoices
This is a change.
Business Analysis
Business Need
We need to create additional reports that would allow accounting to monitor that shipments are being invoiced in a timely manner and have a profitable gross margin.
Business Solution
Adding two additional report types:
CTs with Unbilled Sales
CT should appear on this report if:
CT record has no sales invoice issued. AND There is one or more Purchase invoice posted against this CT.
Notes: The system should not recognize internal invoices as a sales invoice for this report.
For group shipments, the system should recognize the CT records group that are included in the sales invoice.
Output:
Header:
- Report Type
- Date Range from
- Date Range to
Columns:
- CT Number
- Client Company
- Jaguar Office that has posted largest Purchase invoice against this CT.
The report should be downloadable to excel.
Example:
CT with a Loss
CT should appear on this report if:
The total purchase number is equal to or greater then the total sales number for this CT.
Output:
Header:
- Report Type
- Date Range from
- Date Range to
Columns:
- CT Number
- Client Company
- Jaguar Office that has posted largest Purchase invoice against this CT
- Total Gross Margin
The report should be downloadable to excel
Example:
Systems Analysis
No additional SA info required.
Architect Review
Not required
