Business View ibvFeesOSByCategory

Description

This view presents outstanding (or unmatched) WIP postings by period, date, client and categorisation. The view can be used to produce aged WIP reports.

 

Type = End user business view, incorporating business logic

 

Columns

Inherits columns from the following views:

ibvClientCategorisation (All columns)

ibvJobCategorisation (Excluding: JobClientId, JobClientTypeDesc)

idvTimePosting (Excluding: AccountObjectType, AccountInternalId, NonChargeInternalId, Chargeable, NonAccountable, Pending,Cancelled, Contra)

idvStaffCategorisation (Including only: StaffTitle, StaffInitials, StaffFirstName, StaffSurname, StaffName)

 

Plus:

Unmatched

The current unmatched amount of the posting

AgeInDays

Posting age (in days) from today

AgeInMonths

Posting age (in months) from today. 0 = current month, 1 = last month etc. There is no cutoff in the number of bands

AgeInPeriods

Posting age (in periods) from today. 0 = current period, 1 = last period etc. There is no cutoff in the number of bands

AgeBandDays

As AgeInDays, expressed as a string and with a cutoff of four bands (less than 30, less than 60, less than 90, greater than or equal to 90)

AgeBandMonths

As AgeInMonths, expressed as a string and with a cutoff of four bands (less than 1, less than 2, less than 3, greater than or equal to 3)

AgeBandPeriods

As AgeInPeriods, expressed as a string and with a cutoff of four bands (less than 1, less than 2, less than 3, greater than or equal to 3)

 

Exclusions

Brought forward postings excluded.

Matched Postings excluded.

Non charge postings excluded.