FFA

Acceptance Criteria:¶

1. Report Generation
   • The system should provide a Sales Report VAT under the reports module.
   • Users should be able to generate the report for a specific date range.
   • The report should be exportable in PDF, Excel, and CSV formats.
2. Filter Options
   • Users should be able to filter the report by:
     • Date Range (Daily, Weekly, Monthly, Custom Date Selection)
     • Client
     • Invoice Status (Paid, Unpaid, Partially Paid)
     • Salesperson
     • Department~~ (Freight, Clearing, Warehousing, etc.).~~ since we do not have a department, list the Service (ocean import, ocean export, air import, air export, sea clearing, Air clearing, etc.) here.
     • VAT Type (Standard, Zero-Rated, Exempt)
3. Report Header:
   • Company Name, Logo, Address, Contact Info, VAT Registration Number
   • Report Title: "Sales Report (VAT)"
   • Reporting Period (clearly stated From - To dates)
4. Fields:
   • Invoice Date: The date the invoice was generated.
   • Invoice #: Unique Invoice Reference.
   • VAT #: VAT Registration or reference number related to client(if applicable).
   • Client BRN: Business Registration Number of the client.
   • Client Name: Clearly identifies customer: Code + Name.
   • FC Used: Foreign currency used for the transaction (e.g., MUR, USD).
   • FC Rate: Exchange rate applied for the foreign currency.
   • Invoice Amount FC: Total invoice amount in Foreign Currency.
   • Zero Rated, Exempted, Taxable: Clearly separated amounts per VAT classification.
   • VAT Amount: VAT amount calculated per invoice.
   • Invoice Amount (MUR): Invoice amount in local currency.
   • Invoice Status: (Paid, Unpaid, Partially Paid)
   • Salesperson: Salesperson responsible for the sale/invoice.
   • Department: Clearly shows operational division (Freight, Clearing, Warehousing).
   • Description/Job Ref: MBL number/HBL number or BOE number/s in case of clearing.
5. Formatting and readability:
   • Clearly aligned numeric columns for easy readability.
   • Amounts formatted clearly to two decimal points.
6. Permissions & Access Control
   • Only authorised users (e.g., finance team, management) should have access to generate this report.
7. Footer
   • Page numbering (Page X of Y)
   • Printed by <user>
   • Report generation Date & Time
8. Error Handling & Notifications

   • If no data is available for the selected date range, display a message:

     "No data found for the selected period."

   • If the report fails to generate, log an error and notify the user.

9. Report Contents
   The report should include the columns as per the samples given below:

{width="779" height="551"}

{width="662" height="399"}

Proposed Format: