2484 rfd
From UG
(Difference between revisions)
(→Requirements and Solutions: changed structure; added preliminary steps) |
(→Main Actions: added additional CBVs) |
||
| (3 intermediate revisions not shown) | |||
| Line 5: | Line 5: | ||
== Requirements and Solutions == | == Requirements and Solutions == | ||
| - | === Preliminary | + | === Preliminary Step === |
* '''Charge Codes.''' | * '''Charge Codes.''' | ||
| - | ** Add new | + | ** Add new value "Container" for "CBV Type default to:" dropdown list. |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
=== Main Actions === | === Main Actions === | ||
| Line 28: | Line 24: | ||
::* Rate. Qantity Rate ''(show in CC Currency)''. | ::* Rate. Qantity Rate ''(show in CC Currency)''. | ||
::* Quantity. | ::* 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. Rate of Exchanges of currency conversion between CC Currency and Invoice Currency. | ||
:::* ROE should be taken at the Date of Invoice. | :::* ROE should be taken at the Date of Invoice. | ||
::* Invoice Currency. | ::* Invoice Currency. | ||
| - | ::* Total. | + | ::* Total. ex-Amount ''(show in Invoice Currency)''. |
::* VAT. | ::* 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). | * 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). | ||
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).
