0002147: Project Profitability Discount

Description

If I generate a sales order for a Phase within a project and the business partner that is being invoiced has a discount defined (for example Discount 15%), then this discount appears as a negative number on a project profitability report in the Expenses Revenue column.

Ubuntu 7.10
Oracle 10 XE
Firefox 2
Tomcat 5.5
OB 2.34

Steps To Reproduce

1) Go to 'Master Data Management || Business Partner Setup || Discount ' and check that there are discounts. If not, create some.
2) Go to 'Master Data Management || Business Partner || Business Partner', select a customer business partner.
3) Go to 'Discount' tab and assign him a Discount.
4) Go to 'Project & Service Management || Transactions || Multiphase Project' and create a new Multiphase Project with a 'discounted' business partner.
5) Go to 'Project Phase' tab and assign it the product 'Consulting service' (or any other product with 'Product Type' equal to 'Service').
6) Go back to 'Multiphase Project' header and 'Change Project Status' to Order.
7) Go back to 'Project Phase' tab and click on 'Create Sales Order from Project Phase'.
8) Navigate to the Sale Order created, change 'Invoice Terms' to 'Immediate' and Save.
9) Click on Complete button.
10) Go to 'Generate Invoices' and generate an invoice from the previous Sale Order.
11) Go to the Sale Invoice created.
12) Go to 'Lines' tab and check that there is a line for 'Consulting Service' product and one or more with the discount lines (with negative Unit Price).
13) Go to 'Project & Service Management || Analysis Tools || Project Profitability' and select the previous business partner and project.
14) Launch the report in HTML format and notice that:
* In Real Revenue, the amount of the 'Consulting Service' appears: OK
* In Real Reinvoicing, the amount of discounts appear with negative sign: ERROR

Proposed Solution

Project Profitability Report [1] shows in:
* Real Revenue, the real revenues of a project, in other words, orders related to this project that have been invoiced. It takes products with 'Product Type' EQUAL to 'Service'.
* Real Reinvoicing, the invoiced sales orders associated to invoiceable expenses to customers. It takes products with 'Product Type' DISTINCT to 'Service'.

Discounts are products with 'Product Type' DISTINCT to 'Service' so they always appear has real reinvoicing.

The solution is that Project Profitability Report calculates which proportion of the amount is due to products with 'Product Type' EQUAL to 'Service' and due to products with 'Product Type' DISTINCT to 'Service' and apply the proportional part of discounts to each one.

[1] http://wiki.openbravo.com/wiki/Functional_Documentation/Project_and_Service_Management#Project_Profitability [^]

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Relationships [ Relation Graph ] [ Dependency Graph ]

Notes
(0005736) user71 2005-06-01 00:00 edited on: 2008-06-12 09:43	This bug was originally reported in SourceForge bug tracker and then migrated to Mantis. You can see the original bug report in: https://sourceforge.net/support/tracker.php?aid=1819128 [^]

(0008498) svnbot (viewer) 2008-08-07 17:03	Repository: openbravo Revision: 6187 Author: rafaroda Date: 2008-08-07 17:03:48 +0200 (Thu, 07 Aug 2008) Fixes bug 0002147 Project Profitability Report now distributes correctly the discounts in revenue, reinvoicing and expenses cells. --- U trunk/src/org/openbravo/erpCommon/ad_reports/ReportProjectProfitability_data.xsql --- https://dev.openbravo.com/websvn/openbravo/?rev=6187&sc=1 [^]

Issue History
Date Modified	Username	Field	Change
2008-06-13 20:16	psarobe	Status	new => scheduled
2008-06-18 11:09	rafaroda	OBNetwork customer	=> No
2008-06-18 11:09	rafaroda	Description Updated
2008-06-18 11:09	rafaroda	Proposed Solution updated
2008-06-18 11:09	rafaroda	Steps to Reproduce Updated
2008-06-19 16:41	rafaroda	Proposed Solution updated
2008-08-07 17:03	svnbot	Checkin
2008-08-07 17:03	svnbot	Note Added: 0008498
2008-08-07 17:03	svnbot	Status	scheduled => resolved
2008-08-07 17:03	svnbot	Resolution	open => fixed
2008-08-07 17:03	svnbot	svn_revision	=> 6187
2009-04-21 11:05	psarobe	Status	resolved => closed