2484 rfd
From UG
(Difference between revisions)
(wiki added) |
(→Main Actions: added additional CBVs) |
||
(8 intermediate revisions not shown) | |||
Line 5: | Line 5: | ||
== Requirements and Solutions == | == Requirements and Solutions == | ||
+ | === Preliminary Step === | ||
+ | * '''Charge Codes.''' | ||
+ | ** Add new value "Container" for "CBV Type default to:" dropdown list. | ||
+ | |||
+ | === Main Actions === | ||
+ | * We should add '''options for showing''' in the body of the Sales/Internal invoice (and Credit Note also): | ||
+ | : 1) Breakdown/calculation of charges. | ||
+ | : 2) Currency conversion if it is being done on the invoice. | ||
+ | : NOTE: It should work for the whole invoice or by line item. | ||
+ | * We should provide the '''ability to control''' it by: | ||
+ | : 1) Setting as a default in admin - users and offices. | ||
+ | : 2) Allowing the operator to override the default by the whole invoice or individual line items. | ||
+ | * We should '''update''' Table Of Charges (TOC) in the body of invoice. | ||
+ | :* List of Fields: | ||
+ | ::* Charge Code. | ||
+ | ::* Charge Code Description. | ||
+ | ::* Charge Code Currency. | ||
+ | ::* Rate. Qantity Rate ''(show in CC Currency)''. | ||
+ | ::* Quantity. | ||
+ | ::* CBV. List for selection, which includes all types of "CBV Type" and also additional values: | ||
+ | :::* - "Pallet(s)". Default quantity should be from [http://mantis.jaguarfreight.com/wiki/Commodity#Grand_Total:_Plts Cont Tab Total # of pallets]. | ||
+ | :::* - "Package(s)". Default quantity should be from [http://mantis.jaguarfreight.com/wiki/Commodity#Grand_Total:_HU Cont Tab total HU] (handling units). | ||
+ | :::* - "Minimum". If select this then quantity should be set to 1. | ||
+ | :::* For Charge Codes that have "Container" as the CBV type, this selection should include containers of all sizes and types. | ||
+ | ::* ROE. Rate of Exchanges of currency conversion between CC Currency and Invoice Currency. | ||
+ | :::* ROE should be taken at the Date of Invoice. | ||
+ | ::* Invoice Currency. | ||
+ | ::* Total. ex-Amount ''(show in Invoice Currency)''. | ||
+ | ::* VAT. | ||
+ | * In order to insure the calculations are accurate, the operator should be able to enter or edit all of the above fields (including Unit Type). | ||
== Architect Review == | == Architect Review == |
Current revision as of 21:07, 4 January 2011
Contents |
[edit] Info
- mantis 0002484: (Sales&Intern) The calculation of our charges to be included in the body of the invoice
[edit] Requirements and Solutions
[edit] Preliminary Step
- Charge Codes.
- Add new value "Container" for "CBV Type default to:" dropdown list.
[edit] Main Actions
- We should add options for showing in the body of the Sales/Internal invoice (and Credit Note also):
- 1) Breakdown/calculation of charges.
- 2) Currency conversion if it is being done on the invoice.
- NOTE: It should work for the whole invoice or by line item.
- We should provide the ability to control it by:
- 1) Setting as a default in admin - users and offices.
- 2) Allowing the operator to override the default by the whole invoice or individual line items.
- We should update Table Of Charges (TOC) in the body of invoice.
- List of Fields:
- Charge Code.
- Charge Code Description.
- Charge Code Currency.
- Rate. Qantity Rate (show in CC Currency).
- Quantity.
- CBV. List for selection, which includes all types of "CBV Type" and also additional values:
- - "Pallet(s)". Default quantity should be from Cont Tab Total # of pallets.
- - "Package(s)". Default quantity should be from Cont Tab total HU (handling units).
- - "Minimum". If select this then quantity should be set to 1.
- For Charge Codes that have "Container" as the CBV type, this selection should include containers of all sizes and types.
- ROE. Rate of Exchanges of currency conversion between CC Currency and Invoice Currency.
- ROE should be taken at the Date of Invoice.
- Invoice Currency.
- Total. ex-Amount (show in Invoice Currency).
- VAT.
- In order to insure the calculations are accurate, the operator should be able to enter or edit all of the above fields (including Unit Type).