Task #19370
Updated by Redmine Admin 29 days ago
A new column for displaying the partial credit notes should be added to the Cost & Sales PDF and the calculation of profit should take these partial credit notes into consideration. These partial credit notes must be included in profit calculations and reflected in the Cost & Sales charts at both Vessel level and House level. The Full credit notes must not be displayed in the PDF should not display full credit notes, and they should must also be excluded from chart calculations and visuals. **Acceptance Criteria** ### **Partial Credit Note Column (PDF)** * A new column is added to the Cost **Cost & Sales PDF PDF** to display the Partial **Partial Credit Note Amount per charge. charge**. * The column is populated only for charges with partial **partial credit notes. notes**. **Charges Without Partial Credit Notes** * For charges without partial credit notes: The Partial Credit Note column displays 0.00 (or blank, as per the formatting standard). ### **Exclude Full Credit Notes** * Charges with full **full credit notes: notes**: * Are not displayed **not displayed** in the Partial Credit Note column. * Are not considered **not considered** in profit calculations. * Are not considered **not considered** in vessel- or house-level charts. ### **Charges Without Partial Credit Notes** * For charges without partial credit notes: * The Partial Credit Note column displays **0.00** (or blank, as per formatting standard). ### **Profit Calculation** * Profit calculations in the Cost & Sales PDF must: * Deduct partial **partial credit note amounts amounts** from the respective charge values. * Exclude full **full credit notes entirely entirely** from calculations. ### **Vessel Level Chart** * The Cost & Sales charts at the vessel level reflect the following: **vessel level** reflect: * The net Net values are calculated only after applying partial **partial credit notes. notes only**. * Full No impact from full credit notes have no impact. notes. ### **House Level Chart** * Cost & Sales charts at the house level **house level** reflect: * Only partial Net values after applying **partial credit notes are applied to the net values. only**. * No impact from full credit notes. **Layout** ### **Layout Stability** * No changes to existing PDF layout or chart design except for: * Addition of the Partial Credit Note column * Updated calculated values