2484 rfd

From UG

Current revision as of 21:07, 4 January 2011

[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).

[edit] Architect Review

[edit] Implementation Notes

[edit] QA Plan

[edit] History