Exchange Rates
From UG
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(→Business Needs and Requirements) |
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== Business Needs and Requirements == | == Business Needs and Requirements == | ||
| - | + | == Solution == | |
See interface on Fig below. | See interface on Fig below. | ||
| Line 17: | Line 17: | ||
* These components (except Manage Currencies!) are office specific - see an "Office" dropdown | * These components (except Manage Currencies!) are office specific - see an "Office" dropdown | ||
| + | [[Category:AccAdmin]] | ||
| - | == | + | == Currencies == |
| - | == | + | |
| + | === Summary === | ||
| + | Here is a table of currencies that can be used for calculations in the CT2. This table is shared by '''all''' Jaguar offices. | ||
| + | |||
| + | === User Interface and Functionality === | ||
| + | |||
| + | * See example on [[#Figure 1: Manage Currencies. View and Edit. | Figure 1]] | ||
| + | * Typical CT2 interface. | ||
| + | |||
| + | === View All Table === | ||
| + | |||
| + | * attributes listed: | ||
| + | : all, see[[#Entities and Attributes | Entities and Attributes]] | ||
| + | |||
| + | * sort by: | ||
| + | : name | ||
| + | |||
| + | * paging: | ||
| + | : none | ||
| + | |||
| + | === Add === | ||
| + | * Click "Add". | ||
| + | * Form in Pop-up will appear | ||
| + | * All fields are blank | ||
| + | |||
| + | === Edit === | ||
| + | * Select one item on the list and click "Edit" | ||
| + | * Form in Pop-up will appear. | ||
| + | |||
| + | === Remove === | ||
| + | * Select one item on the list and click "Remove" | ||
| + | * System presents message: | ||
| + | :: '' "Are you sure you want to delete all selected Currencies? [Y, N]" '' | ||
| + | * If currency is already in use then System presents message: | ||
| + | :: '' "You cannot delete this Currency as it is used in the system. [OK]" '' | ||
| + | |||
| + | === Entities and Attributes === | ||
| + | |||
| + | Currency entity has the following attributes: | ||
| + | |||
| + | * '''Abbreviation''' | ||
| + | : - ''meaning'': currency code, this will show up on invoices, etc | ||
| + | : - ''format'': 3 chars, caps, letters only | ||
| + | : - ''example'': USD | ||
| + | : - '''''unique''''' | ||
| + | |||
| + | *'''Name''' | ||
| + | : - ''meaning'': full currency name | ||
| + | : - ''format'': 0 to 50 chars, mixed case | ||
| + | : - ''example'': US Dollars | ||
| + | |||
| + | === Special Cases and Misc === | ||
| + | |||
| + | === Look And Feel === | ||
| + | |||
| + | === Figures === | ||
| + | ==== Figure 1: Manage Currencies. View and Edit. ==== | ||
| + | [[File:Manage_Currencies.JPG]] | ||
| + | |||
| + | === DB === | ||
| + | [[Tbl Currency]] | ||
Revision as of 13:08, 3 August 2011
Contents |
Info
Business Needs and Requirements
Solution
See interface on Fig below.
Location: Acc > Currencies and Exchange Rates
Office specific or Global?
- These components (except Manage Currencies!) are office specific - see an "Office" dropdown
Currencies
Summary
Here is a table of currencies that can be used for calculations in the CT2. This table is shared by all Jaguar offices.
User Interface and Functionality
- See example on Figure 1
- Typical CT2 interface.
View All Table
- attributes listed:
- all, see Entities and Attributes
- sort by:
- name
- paging:
- none
Add
- Click "Add".
- Form in Pop-up will appear
- All fields are blank
Edit
- Select one item on the list and click "Edit"
- Form in Pop-up will appear.
Remove
- Select one item on the list and click "Remove"
- System presents message:
- "Are you sure you want to delete all selected Currencies? [Y, N]"
- If currency is already in use then System presents message:
- "You cannot delete this Currency as it is used in the system. [OK]"
Entities and Attributes
Currency entity has the following attributes:
- Abbreviation
- - meaning: currency code, this will show up on invoices, etc
- - format: 3 chars, caps, letters only
- - example: USD
- - unique
- Name
- - meaning: full currency name
- - format: 0 to 50 chars, mixed case
- - example: US Dollars
Special Cases and Misc
Look And Feel
Figures
Figure 1: Manage Currencies. View and Edit.
