2484 rfsa

Info

Some Client Companies are requesting to see the breakdown or calculation of charges on the invoice.

Example: 1401 - Ocean Freight - 2x40 Containers @ 2400.00 USD = 4800.00 USD

Business Requirements

MO would like an option in admin - users and offices - to set "show breakdown or calculation" as a default per Jaguar office.

• If the default is set, then all invoices generated by the office would show the breakdown of charges on each invoice.

In addition to this we would like the operators to have to option to change this default selection for the whole invoice or by line item. MO has suggested adding a check box next to each line and one at the top that would select all, similar to the option of adding contents in the Cont tab.

In addition to showing the calculation of charges, if a currency conversion is being done on the invoice, the option to show the exchange rate that is being applied.

This should work the same way as the calculations listed above

Setting as a default in admin - users and offices Allowing the operator to override the default by the whole invoice or individual line items.

Charge Code Description Currency Rate Quantity Unit/Type ROE Currency Total 1001 Airfreight Usd 3.00 x 150 kg @ 7.80 HKD 3510.00

In order to insure the calculations are accurate, the operator should be able to enter or edit all of the above fields. The should be able to change the unit type. The unit types listed under accounting - Unit types should be the selection.

Also, the system should be able to recognize the container size from the Cont Tab and should default as the unit type when a charge code beginning with 13 is entered. In the event that the shipment contains multiple containers of different sizes - the system should select the greatest one. Since this will be editable to operators can change if required.