Protection Plan Report: Show Eligible Orders for Mulberry

The Problem

Our internal reports don't match Mulberry invoices because they track either Payment or Delivery individually. Mulberry only bills us when an order is both Paid and Delivered.

The Gap: If an order is delivered in Dec but paid in Jan, it doesn't show up correctly for January reconciliation because the report anchors to the Dec delivery. This makes it impossible for Finance to match the monthly bill.

The Goal

Create a dedicated view that only shows orders that have met all requirements to be invoiced by Mulberry.

Proposed Solution: "Mulberry Eligibility" Tab

Add a third tab to the existing report with the following logic:

• Invoicable Logic: Only display orders that have both a Payment Date AND a Delivery Date.

• Simple Date Filter: The date range filter anchors to the completion date (the later of the two dates).

  • Example: If you filter for January, you will see every order that finished its "Paid + Delivered" requirement during January.

• UI Update: Keep the "Order Date" (Payment) and "Delivery Date" columns visible so Finance can see exactly why the order is appearing in that month.