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Color Code: Blue
Assigned To: Bryan Dayton
Created By: Bryan Dayton
Created Date/Time: 9/4/2018 12:02 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 3991
Template/Type: Brandon Time
Title/Caption: P&L report
Start Date/Time: 9/4/2018 4:00 pm
End Date/Time: 9/4/2018 6:30 pm
Main Status: Active

Sorry, no photos available for this element of time.


Notes:

On a meeting with Bryan. We went over some server stuff and made some plans. We then spent some time looking at a custom code request for the income statement and/or the P&L (profit and loss statement). We first were looking at how to make a custom method call for the client. That would make us use a black box on the display and a virtual black box on the actual method (function to get the data). Both of those options dealt with a major file and report (the P&L). We talked about diverging from the master code set and black boxing such a critical report. If we went the full black box route, that report may end up being left in the dust if we change the master file.

Bryan called the rep who was working with the client and she was saying that they might want an option to either include certain vendors and/or exclude certain vendors. Because they wanted the option to be able flip/flop, we reworked our plan and decided to make the new functionality global and then just black box the search page. All other pages and pieces would be standard but we could make it look simple. The secret was making the new functionality global for all users and then just presenting it in a simple way.

Basically, the client could do exactly what we were doing, but they would have had to use the advanced report settings and physically entered some values. The new way allows for a simple button to virtually do the same thing but from a clean interface. Smoke and mirrors. Yee haw.