Purchase Invoice Tab

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[[Category:AccP]]
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[[Category: Acc Old]]
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== Mantis ==
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[http://mantis.jaguarfreight.com/mantis/view.php?id=2409 0002409]
== Business Needs and Requirements ==
== Business Needs and Requirements ==
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Operators need a facility in CT2 where they can:
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This tab should be in each CT record to:
* see existing purchase invoices of current CT
* see existing purchase invoices of current CT
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* issue new purchase invoices for current CT
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* add new purchase invoice for current CT
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:* NOTE: this should be in addition to the current location of add new purchase invoice ''(Main Menu> Acc> Add New Purchase Invoices)''.
== Technical Specification ==
== Technical Specification ==
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* This component is located on "Purchase Invoice Tab" '''(PInv)''' on CT profile
* This component is located on "Purchase Invoice Tab" '''(PInv)''' on CT profile
* It consists of:
* It consists of:
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** Purchase Invoice menu (1 on Figure 1)
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** [[#Purchase Invoice menu |Purchase Invoice menu]]
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** Purchase Invoices Table (2 on Figure 1)
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** [[#Purchase Invoices Table |Purchase Invoices Table]]
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=== Invoice menu ===
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=== Purchase Invoice menu ===
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* ''Add'' - user have to press this button to issue a new Purchase Invoice. As a result New Purchase Invoice Template will appear (see wiki article: [[Purchase Invoice]]).
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* '''Add''' - user have to press this button to issue a new Purchase Invoice. As a result New Purchase Invoice Template will appear (see wiki article: [[Purchase Invoices CT2 component]]).
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* ''Edit'' - user have to press this button to edit an existing Purchase Invoice. As a result pre- filled Purchase Invoice Template will appear.
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** When adding a new purchase invoice from the CT record, the CT number should automatically fill in and should not be editable.<br>This will make sure that only PI's belonging to that CT record can be entered there.
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* ''Remove'' - user have to press this button to remove an existing Purchase Invoice from CT2. As a result confirmation window will appear.
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** When the CT record is part of a group shipment, system should show a pop up window similar to the same in [[Sales Invoice]].<br>The operator should be able to select which CT records the Purchase Invoice should apply to.
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* '''Edit''' - user have to press this button to edit an existing Purchase Invoice. As a result pre- filled Purchase Invoice Template will appear.
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* '''Remove''' - user have to press this button to remove an existing Purchase Invoice from CT2. As a result confirmation window will appear.
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NOTE: The PInv tab should be restricted for editing.
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* Operators should all be able to view this screen.
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* Only individuals in the accounting department should be able to edit, add, or remove any information on this screen.
=== Purchase Invoices Table ===
=== Purchase Invoices Table ===
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** Invoice Amount with two decimal places.
** Invoice Amount with two decimal places.
* ''Status:''
* ''Status:''
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** Status of appropriate Purchase Invoice.
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** Status of appropriate Purchase Invoice. Should be defined by the conditions of [http://mantis.jaguarfreight.com/wiki/Purchase_Invoices_CT2_component#Completeness_and_Errors PI completeness].
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*** (need to add detailed info) --[[User:Andrei|Andrei]] 06:33, 28 October 2010 (EDT).
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*** Status of ''completed'' PI is '''empty'''.
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*** Status of ''incompleted'' PI is the same as in [[Incomplete PI Report]]:
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***: 1) '''"TC E"''', if [http://mantis.jaguarfreight.com/wiki/Purchase_Invoices_CT2_component#Table_Of_Charges_.28TOC.29 Table Of Charges] is empty.
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***: 2) '''"CT/M E"''', if CT/M # is empty <span style="color:#ff0000">(outdated status and now should not be saved!)</span>.
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***: 3) '''"TC GT NE PI A"''', if Table Of Charges Grand Total is not equal to Purchase Invoice Amount <span style="color:#ff0000">(outdated status and now should not be saved!)</span>.
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***: 4) '''"GW CT EZ"''', if Gross Weight of CT equals zero.
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***: 5) '''"V/CBM CT EZ"''', if Volume/CBM of CT equals zero.
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***: 6) '''"GW M EZ"''', if Gross Weight of Master equals zero.
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***: 7) '''"V/CBM M EZ"''', if Volume/CBM of Master equals zero.
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***: 8) '''"CT C M EZ"''', if CT Count of Master equals zero
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<!-- === Group shipment case ===
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Karen said 99 % of the time to purchase invoice is for one CT or all CT's never partial CT's,<br>so it is not necessary to be able to select only a couple for the CT's.<br>If this is required, they can manually calculate it. -->
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=== Master case ===
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We will need to PInv tab on the master level also.
== RFC ==
== RFC ==

Current revision as of 00:29, 19 December 2010


Contents

[edit] Mantis

0002409

[edit] Business Needs and Requirements

This tab should be in each CT record to:

  • see existing purchase invoices of current CT
  • add new purchase invoice for current CT
  • NOTE: this should be in addition to the current location of add new purchase invoice (Main Menu> Acc> Add New Purchase Invoices).

[edit] Technical Specification

Figure 1:Purchase Invoice Tab

[edit] Summary

[edit] Purchase Invoice menu

  • Add - user have to press this button to issue a new Purchase Invoice. As a result New Purchase Invoice Template will appear (see wiki article: Purchase Invoices CT2 component).
    • When adding a new purchase invoice from the CT record, the CT number should automatically fill in and should not be editable.
      This will make sure that only PI's belonging to that CT record can be entered there.
    • When the CT record is part of a group shipment, system should show a pop up window similar to the same in Sales Invoice.
      The operator should be able to select which CT records the Purchase Invoice should apply to.
  • Edit - user have to press this button to edit an existing Purchase Invoice. As a result pre- filled Purchase Invoice Template will appear.
  • Remove - user have to press this button to remove an existing Purchase Invoice from CT2. As a result confirmation window will appear.

NOTE: The PInv tab should be restricted for editing.

  • Operators should all be able to view this screen.
  • Only individuals in the accounting department should be able to edit, add, or remove any information on this screen.

[edit] Purchase Invoices Table

It contains all Purchase Invoices ever issued for this CT.

It consists of 7 columns.

  • Document#:
    • "Invoice No" attribute.
  • Date Issued:
    • Date when Purchase Invoice was issued. Displayed in standard CT2 date format. Example: 10-Aug-2010.
  • Office:
    • Jaguar Office that received this accounting document.
  • Vendor:
    • Vendor Company name of Purchase Invoice. Displayed as Unique Id: Company Name - City - Remark.
  • Currency:
    • Name of document currency. Displayed as abbreviated currency code. Example: GBP.
  • Amount:
    • Invoice Amount with two decimal places.
  • Status:
    • Status of appropriate Purchase Invoice. Should be defined by the conditions of PI completeness.
      • Status of completed PI is empty.
      • Status of incompleted PI is the same as in Incomplete PI Report:
        1) "TC E", if Table Of Charges is empty.
        2) "CT/M E", if CT/M # is empty (outdated status and now should not be saved!).
        3) "TC GT NE PI A", if Table Of Charges Grand Total is not equal to Purchase Invoice Amount (outdated status and now should not be saved!).
        4) "GW CT EZ", if Gross Weight of CT equals zero.
        5) "V/CBM CT EZ", if Volume/CBM of CT equals zero.
        6) "GW M EZ", if Gross Weight of Master equals zero.
        7) "V/CBM M EZ", if Volume/CBM of Master equals zero.
        8) "CT C M EZ", if CT Count of Master equals zero

[edit] Master case

We will need to PInv tab on the master level also.

[edit] RFC

Retrieved from "https://wiki.jaguarfreight.com/Purchase_Invoice_Tab"
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