Project

General

Profile

Edit Copy Actions
Copy link

Feature #258

open

Cost Centre Productivity Report

Added by Anil KV over 1 year ago. Updated about 13 hours ago.

Status:
Reopen Bugs
Priority:
Normal
Assignee:
Nawal Sidique
Target version:
22.12
Start date:
07/09/2023
Due date:
% Done:

50%

Estimated time:
Owner(Agency):
Travvise
Time Taken(HH):
Module:
Cost Centre Productivity Report
Tested By:
unnikannan S
Code Reviewed By:
Quote

Description

Coding Cost Centre Productivity Report

Files

Download all files
clipboard-202503111547-mjim3.png (55.8 KB) clipboard-202503111547-mjim3.png Arathy PS, 03/11/2025 03:47 PM
clipboard-202503181320-cnuvu.png (88.3 KB) clipboard-202503181320-cnuvu.png Arathy PS, 03/18/2025 01:20 PM
Add

Subtasks

Add

Related issues

Actions
Copy link
 #1

Updated by Junaid M over 1 year ago

  • Assignee changed from travvise Admin to Karthika V Anand
Actions
Copy link
 #2

Updated by Karthika V Anand over 1 year ago

  • Status changed from New to Coding Started
  • % Done changed from 0 to 40
QuoteActions
Copy link
 #3

Updated by Junaid M over 1 year ago 


SELECT tr.pk_transaction_id,
    doc.vhr_main_document_no,
    CASE WHEN tr.dbl_base_cur_debit > 0 THEN tr.dbl_base_cur_debit ELSE -1*tr.dbl_base_cur_credit END AS dbl_amount,
    cc.vhr_cost_centre_code,
    cc.vhr_cost_centre_name,
    cc.vhr_cost_centre_group,
    tr.fk_cost_centre_id,
    tr.fk_actual_ledger_id,
    ac.sin_ac_category,
    ac.vhr_account_code,
    ac.vhr_account_name,

    CAST(tr.jsn_related_data->>'binServiceId' AS BIGINT) AS bin_service_id,
    CAST(tr.jsn_related_data->>'strServiceCode' AS VARCHAR) AS vhr_service_code,
    CAST(tr.jsn_related_data->>'strServiceName' AS VARCHAR) AS vhr_service_name,

    CAST(tr.jsn_related_data->>'binSupplierId' AS BIGINT) AS bin_supplier_id,
    CAST(tr.jsn_related_data->>'strSupplierCode' AS VARCHAR) AS vhr_supplier_code,
    CAST(tr.jsn_related_data->>'strSupplierName' AS VARCHAR) AS vhr_supplier_name,

    CAST(tr.jsn_related_data->>'binCustomerId' AS BIGINT) AS bin_customer_id,
    CAST(tr.jsn_related_data->>'strCustomerCode' AS VARCHAR) AS vhr_customer_code,
    CAST(tr.jsn_related_data->>'strCustomerName' AS VARCHAR) AS vhr_customer_name

FROM transaction.tbl_transaction AS tr
LEFT JOIN document.tbl_documents doc 
    ON doc.pk_documents_id = tr.fk_documents_id
LEFT JOIN accounts.tbl_account AS ac
    ON ac.pk_account_id = tr.fk_ledger_id
LEFT JOIN accounts.tbl_cost_centre AS cc 
    ON cc.pk_cost_centre_id = tr.fk_cost_centre_id
WHERE tr.sin_posting_status = 1
    AND tr.sin_transaction_status = 1
    AND tr.sin_document_status = 1
    AND tr.fk_cost_centre_id IS NOT NULL 
    AND ac.sin_ac_category IN (3, 4)
    AND tr.fk_cost_centre_id = ANY('{1, 2}'::BIGINT[])
    AND tr.dat_transaction BETWEEN '2023-01-01' AND '2023-12-31'
    --Where Conditions
ORDER BY tr.fk_cost_centre_id
Actions
Copy link
 #4

Updated by Karthika V Anand over 1 year ago

  • Status changed from Coding Started to Coding Done
  • % Done changed from 40 to 60
QuoteActions
Copy link
 #5

Updated by unnikannan S over 1 year ago

  • Status changed from Coding Done to Reopen Bugs
  • % Done changed from 60 to 50
  • Tested By set to unnikannan S

ISSUE FOUNDED

1.CORRECT DT,CR LABELS IN LIST

Actions
Copy link
 #6

Updated by Junaid M over 1 year ago

  • Assignee changed from Karthika V Anand to Vivekp V
QuoteActions
Copy link
 #7

Updated by Vivekp V over 1 year ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 60

issues fixed
1.CORRECT DT,CR LABELS IN LIST
2. {} symbol while searching

QuoteActions
Copy link
 #8

Updated by unnikannan S over 1 year ago

  • Status changed from Reopen Bugs Coding Done to Reopen Bugs
  • % Done changed from 60 to 50

ISSUE FOUNDED

1.CHANGE IN INCOME,EXPENSE DR,CR LABEL AUTOMATICALLY WITHOUT ADDING COST CENTRES IN MODULES
2.DR,CR AMOUNT VALUE IMBALANCE IF ADDED ANY SAME ACCOUNT IN A DOCUMENT WITH A DIFFERENT DR,CR WITH SAME COST CENTRE
3.MISSING SELECT ALL OPTION IN COST CENTRE FILTER SELECTION

QuoteActions
Copy link
 #9

Updated by Vivekp V over 1 year ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 60

ISSUE FIXED

1.CHANGE IN INCOME,EXPENSE DR,CR LABEL AUTOMATICALLY WITHOUT ADDING COST CENTRES IN MODULES
2.DR,CR AMOUNT VALUE IMBALANCE IF ADDED ANY SAME ACCOUNT IN A DOCUMENT WITH A DIFFERENT DR,CR WITH SAME COST CENTRE
3.MISSING SELECT ALL OPTION IN COST CENTRE FILTER SELECTION

QuoteActions
Copy link
 #10

Updated by unnikannan S about 1 year ago

ISSUE FOUNDED

1.SHOW ADDED INCOME AND EXPENSE ACCOUNTS IN DISCOUNT,EXTRA COLLECTION FIELDS OF RECEIPT AND PAYMENT IF WE SAVE DOC WITH COST CENTRES
2.SHOW LABEL AS NET LOSS AND PROFIT AUTOMATICALLY AS ON THE BASIS OF NET VALUE

QuoteActions
Copy link
 #11

Updated by unnikannan S about 1 year ago

  • Status changed from Reopen Bugs Coding Done to Reopen Bugs
  • % Done changed from 60 to 50

ISSUE FOUNDED

1.SHOW SEPERATELY THE INCOME/EXPENCE OF A LEDGER FIXED
2.ADD VALIDATION FOR COST CENTER FILTER FIELD AND FREEZE THE FIELD AFTER SHOWING DATA FIXED
3.CORRECT THE ORDER OF COST CENTRES AS PER SHOWN IN UI
4.SHOWING NET LOSS AS NET PROFIT IN PRINT FIXED
5.DUPLICATION OF LEDGER CODES IN PRINT FIXED
6.FALSE AMOUNT WHILE SEARCH WITH BASE CURRENCYS IN CURRENCY FILTER FIELD FIXED

QuoteActions
Copy link
 #12

Updated by Vivekp V about 1 year ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 60

ISSUE fixed

1.SHOW SEPERATELY THE INCOME/EXPENCE OF A LEDGER FIXED
2.ADD VALIDATION FOR COST CENTER FILTER FIELD AND FREEZE THE FIELD AFTER SHOWING DATA FIXED
3.CORRECT THE ORDER OF COST CENTRES AS PER SHOWN IN UI NEED NEW CODE WILL BE FIXED
4.SHOWING NET LOSS AS NET PROFIT IN PRINT FIXED
5.DUPLICATION OF LEDGER CODES IN PRINT FIXED
6.FALSE AMOUNT WHILE SEARCH WITH BASE CURRENCYS IN CURRENCY FILTER FIELD FIXED

QuoteActions
Copy link
 #13

Updated by unnikannan S 9 months ago

  • Status changed from Reopen Bugs Coding Done to Reopen Bugs
  • % Done changed from 70 to 50

ISSUE FOUNDED

1.Fix Bugs On Net Amount Profit/Loss In UI

QuoteActions
Copy link
 #14

Updated by Vivekp V 9 months ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70

ISSUE FIXED

1.Fix Bugs On Net Amount Profit/Loss In UI

QuoteActions
Copy link
 #15

Updated by unnikannan S 9 months ago

TESTING DONE

QuoteActions
Copy link
 #16

Updated by unnikannan S 6 months ago

  • Status changed from Reopen Bugs Coding Done to Reopen Bugs
  • % Done changed from 70 to 50

ISSUE FOUNDED

1.Add Validation For Cost Centre Multy Selection
2.Maintain The Multy Selection Of Cost Centre As Blank In Case Of No Data

QuoteActions
Copy link
 #17

Updated by Vivekp V 6 months ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70

ISSUE FIXED

1.Add Validation For Cost Centre Multy Selection
2.Maintain The Multy Selection Of Cost Centre As Blank In Case Of No Data

Actions
Copy link
 #18

Updated by unnikannan S 5 months ago

  • Status changed from Reopen Bugs Coding Done to Testing Done
  • % Done changed from 70 to 90
Actions
Copy link
 #19

Updated by Arathy PS 7 days ago

  • Assignee changed from Vivekp V to Nawal Sidique
QuoteActions
Copy link
 #20

Updated by Arathy PS 7 days ago

ISSUE FOUND - FIXED
----------------------
1. In the print with grouping

Actions
Copy link
 #21

Updated by Nawal Sidique 6 days ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
QuoteActions
Copy link
 #22

Updated by Arathy PS 6 days ago

  • Status changed from Reopen Bugs Coding Done to Reopen Bugs
  • % Done changed from 70 to 50

ISSUE FOUND - FIXED
-------------------------
Cost centre gets missing from its field

Actions
Copy link
 #23

Updated by Nawal Sidique 5 days ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
QuoteActions
Copy link
 #24

Updated by Arathy PS about 13 hours ago

ISSUE FOUND
----------------------
1. not showing while grouping using customer
2. While grouping using customer amount showing includes that does not belong to the customer.

service fee only 200 belongs to the customer, 100 doesn't belong to that customer.

Edit Copy Actions
Copy link

Also available in: Atom PDF