Non Shipment billing component
From UG
(→Invoice pdf) |
(→Invoice pdf) |
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* Total Amount | * Total Amount | ||
* Terms | * Terms | ||
| + | |||
| + | === List of invoices === | ||
| + | Need a table with all invoices/CN in the system. | ||
=== Invoice pdf === | === Invoice pdf === | ||
Pdf needs to be generated. | Pdf needs to be generated. | ||
| + | |||
| + | === Credit notes === | ||
| + | Ability to issue credit notes. | ||
== Technical Requirements and Design == | == Technical Requirements and Design == | ||
Revision as of 16:00, 29 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).
TBD - Exact structure and requirements to be defined.
Invoice
FIELDS TO BE INCLUDED ON THE INVOICE
- Bill to
- Bill to address (from existing address book)
- Invoice comments
- Invoice date
- Invoice number
- TOC
- Item Code Number
- Description
- Etc (like Quantity, Rate) To be better defined
- Currency
- Amount
- Total Amount
- Terms
List of invoices
Need a table with all invoices/CN in the system.
Invoice pdf
Pdf needs to be generated.
Credit notes
Ability to issue credit notes.
