Non Shipment billing component
From UG
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| + | == Business Requirements and Design Ideas == | ||
=== Intro === | === Intro === | ||
| - | + | Non-shipment billing - is to invoice a customer not related to a specific CT record or shipment. | |
| - | + | For example invoicing for services provided. | |
| - | + | ==== Example 1 ==== | |
| + | In case of Arden Trucking project Jaguarfreight will invoice the customer monthly usage fee. It is equal to number of CTs created multiply by rate. | ||
| - | + | ==== Example 2 ==== | |
| + | TBD | ||
| + | === Invoice sequence === | ||
| + | |||
| + | These invoices should have their own sequence starting with NY100 | ||
| + | |||
| + | === Item codes and Rates Table === | ||
| + | |||
| + | These invoices should have there own charge codes, which should be referred to as Item codes. | ||
| + | |||
| + | They should be a three digit codes (instead of the four digit code currently being used for invoicing). | ||
| + | |||
| + | They will need their own item code table (similar to the current Charge Code Table [[TOC]]). | ||
| + | |||
| + | |||
| + | Quantity drop down should include the following charged based value selections. These selections should show on the invoice. | ||
| + | Flat fee or 1 x fee | ||
| + | Unit | ||
| + | Usage | ||
| + | CT record | ||
| + | Per month | ||
| + | Per person | ||
| + | |||
| + | Fields (columns): | ||
| + | |||
| + | * item code number (ic#) | ||
| + | * description | ||
| + | |||
| + | === Invoice form === | ||
FIELDS TO BE INCLUDED ON THE INVOICE | FIELDS TO BE INCLUDED ON THE INVOICE | ||
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** Terms | ** Terms | ||
| + | === Invoice pdf === | ||
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Revision as of 20:52, 28 October 2010
Contents |
Parent mantis
0002500: (Non Shipment Billing) ................... <parent >
Business Requirements and Design Ideas
Intro
Non-shipment billing - is to invoice a customer not related to a specific CT record or shipment.
For example invoicing for services provided.
Example 1
In case of Arden Trucking project Jaguarfreight will invoice the customer monthly usage fee. It is equal to number of CTs created multiply by rate.
Example 2
TBD
Invoice sequence
These invoices should have their own sequence starting with NY100
Item codes and Rates Table
These invoices should have there own charge codes, which should be referred to as Item codes.
They should be a three digit codes (instead of the four digit code currently being used for invoicing).
They will need their own item code table (similar to the current Charge Code Table TOC).
Quantity drop down should include the following charged based value selections. These selections should show on the invoice.
Flat fee or 1 x fee
Unit
Usage
CT record
Per month
Per person
Fields (columns):
- item code number (ic#)
- description
Invoice form
FIELDS TO BE INCLUDED ON THE INVOICE
- Bill to
- Bill to address (from existing address book)
- Invoice comments
- Invoice date
- Invoice number
- Item Code Number
- Description
- Quantity (or charged based value) (with a drop down as described below)(this should show on the invoice
- Rate (this should show on the invoice)
- Currency
- Amount
- Terms
Invoice pdf
- We may need to enter Credits, Cost's, and additional invoices against/with these invoices.
