Non Shipment billing component
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=== Credit note number === | === Credit note number === | ||
| - | Credit notes should match the invoice number adding the letter C to the end. | + | Credit notes should match the invoice number it is being issued against, only adding the letter C to the end. |
| - | + | In the event of multiple credit notes being issued against one invoice, these should be number accordingly (C1, C2, C3, etc...) | |
| - | + | ||
| - | + | ||
| - | + | ||
| + | Example 1. | ||
| + | ---------- | ||
| + | Day 1 Invoice number NY103 is created. | ||
| + | Day 3 Credit note is issued against Invoice NY103 - assigned Credit note number should be NY103C1 | ||
| + | Day 5 Additional Credit note is issued against same invoice - assigned credit note should be NY103C2 | ||
=== Item codes Table === | === Item codes Table === | ||
Revision as of 20:30, 18 November 2010
Contents |
Parent mantis
0002500: (Non Shipment Billing) ................... <parent >
Business Requirements
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 Jaguar freight will invoice the customer monthly usage fee. It is equal to number of CTs created multiply by rate.
Example 2
Invoice with IT services fees for Client X:
- rate per hour X num of hours
- flat fee (per visit or per project)
Example 3
TBD
Invoice number
These invoices should have their own sequence starting with NY100.
Invoice sequence: NY100, NY101, NY102
Credit note number
Credit notes should match the invoice number it is being issued against, only adding the letter C to the end. In the event of multiple credit notes being issued against one invoice, these should be number accordingly (C1, C2, C3, etc...)
Example 1. ---------- Day 1 Invoice number NY103 is created. Day 3 Credit note is issued against Invoice NY103 - assigned Credit note number should be NY103C1 Day 5 Additional Credit note is issued against same invoice - assigned credit note should be NY103C2
Item codes Table
These invoices should have their own charge codes, which should be referred to as Item codes.
Item codes 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).
Fields
- IC number
- type/format: 3-digit numbers
- IC Description
- type/format: alphanumeric, max= make it same as in TOC
See also #Figure 1
Invoice
Note that many of fields below are the same as on CT invoice.
FIELDS TO BE INCLUDED ON THE INVOICE:
- Inv#: see #Invoice number
- Bill To:. Have to select Bill To Party Company from dropdown list.
- Dropdown list should be mapped to Admin > Address Book > Bill To Parties.
- Bill To Parties in dropdown list should be displayed as Unique Id: Company Name - City - Remark. Example: "Allstar Marketing Group, LLC - Hawthorne".
- Bill To Address:. Editable textarea with Address of Bill To Party:
- [Company name]
- [Address line 1]
- [Address line 2]
- [Address line 3]
- [City], [State] [Postcode]
- [Country]
- Date:. Text label. Set to current date (date of Invoice generating).
- Total Amount
- Terms
TOC
- IC Number
- IC Description
- Quantity
- to be entered by operator
- default: 1.00
- max = 1 000 000 000.00
- Rate
- to be entered by operator
- default: 0.00
- max = 1 000 000 000.00
- Currency
- to be entered by operator
- default: USD
- Amount
- to be calculated by the system. Formula: Amount = Quantity X Rate
- not editable
- default: 0.00
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.
Design Ideas
Figure 1
Detailed Design
TBD by SA
