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Payment report showing sales representative - Functional Specifications


The main objtive of this project is to add another field to the payment report, the field selected is the sales representative assigned to each sales order.


In each sales order or purchase order a sales representative is assigned, this is the person in charge in these kind of orders. This field is not mandatory in the order so sometimes in the payment report this part of the report will appear blank.



Design Considerations

Add a new field to a existing report does nor requires and extra desing consideration, the normal way of codification should be follow within this project.





Functional Requirements

User roles & profiles

The report envolved in this project is under the Financial Management, so a person with a admin role or a finalcial kind role should acces this report. Typically these users do not have a high level of professional education and might not be computer literate anyway this project does nor requires and extra knowledge in computers.

Business process definition

User stories

Michael works as a finalcial manager in "Cars and bikes" company. Michael wants to know the payment movement within the last year in order to know how the crisis is affected the car sales company, also is very interesting to him to know who is the person in charge in each payment in order to how sells or buys more.

Functional requirements based on business processes

To achieve the desired functionalities the following elements needs to be added.

User Interface Mockups

Technical Requirements

Non-Functional Requirements

Open Discussion Items

Closed Discussion Items

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