2012-02-29 - 2897.1000 - Spec - Open & Shipped Report #CrystalReportDevelopment

Specification

2897.1000 - Open & Shipped Report

Requirement Summary

Open & Shipped Report needs modification to accommodate additional dimensions - Region, Country & Sales Rep and the report also needs to be by month.

Admin Info

Title	Open & Shipped Report.
Requested By	Paul Gils
Spec Created By	Kevin Pitkin
Spec Created Date	02/29/2012
Spec QA By	Uday Kumar P
Objects	Open & Shipped Report
Document Status	Complete

References

Prior Tickets

None

Documents

4341_ProjectDef.docx

Functional Requirement

1. To create or modify one single BI Report which displays order values / revenue for the following:
i. Shipped Orders
ii. Open Orders

2. The information needs to be displayed on a monthly basis, showing all calendar months for the current year.

3. The report also needs to display:
i. A running total of Shipped Orders at each level of the report.
ii. A running total of Open Orders at each level of the report.
iii. A Combined Total of Shipped Orders and Open Orders at each level of the report.
Note: The report does not need to show Volumes, only Revenue.

4. The report needs to work at 4 levels:
i. Regional
ii. Country
iii. Sales Rep
iv. Customer

5. The report needs to be able to display the revenue figures in both USD and GBP.

Solution Summary

This requirement can be completed using the SAP BEx queries and Excel for currency conversion.

Test Plan

SNo	Test Scenario	Expected Results
1	Report Format.	As per NEC Standard Checklist.
2	Data validation performed by NEC.	Data successfully validated by NEC.

Solution Details

This report is going to be designed using SAP BEx queries to fetch current year revenue, Last year revenue, current year open value, Region, Country, Sales Rep and Customer values using the following formulas:
1. Calculating total (current year revenue + current year open).
2. Calculating variance between total and last year revenue.
3. Calculating coverage percentage on total and Last year revenue.
4. Using currency conversion files.

Issues

None