Non Shipment billing component
From UG
(→Credit note number) |
(→Business Requirements) |
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=== Intro === | === Intro === | ||
- | Non-shipment billing - is | + | Non-shipment billing - is invoicing a customer for a service not related to a "standard" CT record based billing that we do on "Inv Tab". |
- | + | See examples below. | |
==== Example 1 ==== | ==== 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 | + | In case of Arden Trucking project Jaguar freight will invoice the customer Portal monthly usage fee. It is equal to number of CTs created that month multiply by certain Rate per CT. |
==== Example 2 ==== | ==== Example 2 ==== | ||
- | Invoice | + | Invoice for services: |
- | * | + | * Rate per hour multiply by Number of hours |
- | + | ||
==== Example 3 ==== | ==== Example 3 ==== | ||
+ | Invoice for services: | ||
+ | * Flat fee (per visit or per project) | ||
- | + | === Originating office === | |
+ | For now they will originate in NY office only. | ||
=== Invoice number === | === Invoice number === | ||
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=== Credit note number === | === Credit note number === | ||
Credit notes should match the invoice number it is being issued against, only 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 | + | In the event of multiple credit notes being issued against one invoice, these should be numbered accordingly (C1, C2, C3, etc...) |
Example 1. | Example 1. | ||
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=== Item codes Table === | === Item codes Table === | ||
- | These invoices should have their own charge codes, which should be referred to as Item codes. | + | These invoices should have their own charge codes, which should be referred to as '''Item codes (IC)'''. |
- | Item codes should be a three digit codes (instead of the four digit code currently being used for invoicing). | + | Item codes should be a three digit codes (instead of the four digit code currently being used for CT invoicing). |
They will need their own item code table (similar to the current Charge Code Table [[TOC]]). | They will need their own item code table (similar to the current Charge Code Table [[TOC]]). | ||
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See also [[#Figure 1]] | See also [[#Figure 1]] | ||
- | === Invoice === | + | === Invoice fields === |
Note that many of fields below are the same as on CT invoice. | Note that many of fields below are the same as on CT invoice. | ||
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* '''Inv#:''' see [[#Invoice number ]] | * '''Inv#:''' see [[#Invoice number ]] | ||
- | * '''Bill To:'''. | + | * '''Bill To:'''. Dropdown list should be mapped to ''Admin > Address Book > Bill To Parties''. |
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- | + | ||
* '''Bill To Address:'''. Editable textarea with Address of Bill To Party: | * '''Bill To Address:'''. Editable textarea with Address of Bill To Party: | ||
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- | * '''Date:'''. | + | * '''Date:'''. Default to current date. Editable. |
- | * Total Amount | + | * '''Total Amount.''' Use standard format as in CT billing. Autocalculated based on what is entered in [[#TOC]] |
- | * | + | |
+ | * '''Currency:''' use standard. | ||
==== TOC ==== | ==== TOC ==== | ||
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: default: 0.00 | : default: 0.00 | ||
: max = 1 000 000 000.00 | : max = 1 000 000 000.00 | ||
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* Amount | * Amount | ||
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=== List of invoices === | === List of invoices === | ||
- | Need a table with all invoices/CN in the system. | + | Need a table with all invoices/CN of this kind in the system. |
=== Invoice pdf === | === Invoice pdf === | ||
- | Pdf needs to be generated. | + | Pdf needs to be generated. Use standard layout (as in CT billing). |
=== Credit notes === | === Credit notes === |
Revision as of 22:03, 18 November 2010
Contents |
Parent mantis
0002500: (Non Shipment Billing) ................... <parent >
Business Requirements
Intro
Non-shipment billing - is invoicing a customer for a service not related to a "standard" CT record based billing that we do on "Inv Tab".
See examples below.
Example 1
In case of Arden Trucking project Jaguar freight will invoice the customer Portal monthly usage fee. It is equal to number of CTs created that month multiply by certain Rate per CT.
Example 2
Invoice for services:
- Rate per hour multiply by Number of hours
Example 3
Invoice for services:
- Flat fee (per visit or per project)
Originating office
For now they will originate in NY office only.
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 numbered 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 (IC).
Item codes should be a three digit codes (instead of the four digit code currently being used for CT 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 fields
Note that many of fields below are the same as on CT invoice.
- Inv#: see #Invoice number
- Bill To:. Dropdown list should be mapped to Admin > Address Book > Bill To Parties.
- Bill To Address:. Editable textarea with Address of Bill To Party:
- Date:. Default to current date. Editable.
- Total Amount. Use standard format as in CT billing. Autocalculated based on what is entered in #TOC
- Currency: use standard.
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
- 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 of this kind in the system.
Invoice pdf
Pdf needs to be generated. Use standard layout (as in CT billing).
Credit notes
Ability to issue credit notes.
Design Ideas
Figure 1
Detailed Design
TBD by SA