Purchase Invoices

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(User Interface Overview)
(PI Profile)
Line 18: Line 18:
* navigation/actions (Save, New, Back, etc)
* navigation/actions (Save, New, Back, etc)
-
* sec A – General PI Info
+
* sec A – General Fields
* sec B – Table Of Charges (TOC)
* sec B – Table Of Charges (TOC)
* sec C – Table of Masters Distribution (TOMD)
* sec C – Table of Masters Distribution (TOMD)
 +
 +
=== General Fields ==
 +
 +
[f] PI.profile.GenInfo fields
 +
 +
    *
 +
 +
      Vendor - single select, values = [Admin.AddrBook.VendorsTab];
 +
          o
 +
 +
            all categories V1, v2, … combined;
 +
          o
 +
 +
            default = blank;
 +
    *
 +
 +
      Receiving Office
 +
    *
 +
 +
      Invoice#
 +
    *
 +
 +
      Date – date/time – datebox and timebox, read-only
 +
          o
 +
 +
            default – current date and time (when new inv created)
 +
          o
 +
 +
            when opened for edit, time would be updated to current time, what about date??
 +
    *
 +
 +
      Currency
 +
    *
 +
 +
      Amount
 +
    *
 +
 +
      Exchange Rate to USD
 +
    *
 +
 +
      Note
 +
 +
=== Table Of Charges (TOC) ===
 +
 +
    *
 +
 +
      It is used to assign portions of total PI amount to specific CT or Master and attach specific CT to that amount.
 +
    *
 +
 +
      Total for TOC must be equal to PI total
 +
    *
 +
 +
      After CC is selected system would pre-fill M or I into M/I dropdown. But this could be changed any time by user
 +
    *
 +
 +
      If M is selected system expects Master number identified (by entering M directly or any CT that is a part of Master). In this case PI.TOC.lineX.Amount would be splitted accross CTs in this Master based on CBV%. See CBV definition below.
 +
    *
 +
 +
      If CT is selected then charge would be mapped against that CT
==Questions and Answers==
==Questions and Answers==

Revision as of 17:50, 26 June 2009

Contents

Intro

  • 1] System provides facilities for entering, editing, reporting on incoming (purchase) invoices (PI).
  • 2] Related sub-components are:
    • PI profile
    • Incomplete PI Report
    • Search PI Report


PI Profile

User Interface Overview

See example below: http://mantis.jaguarfreight.com/svn/ct2/SS/acc/PI/v4/PI_form2.JPG

It consists of the following sections:

  • navigation/actions (Save, New, Back, etc)
  • sec A – General Fields
  • sec B – Table Of Charges (TOC)
  • sec C – Table of Masters Distribution (TOMD)

= General Fields

[f] PI.profile.GenInfo fields

   *
     Vendor - single select, values = [Admin.AddrBook.VendorsTab];
         o
           all categories V1, v2, … combined;
         o
           default = blank;
   *
     Receiving Office
   *
     Invoice#
   *
     Date – date/time – datebox and timebox, read-only
         o
           default – current date and time (when new inv created)
         o
           when opened for edit, time would be updated to current time, what about date??
   *
     Currency
   *
     Amount
   *
     Exchange Rate to USD
   *
     Note

Table Of Charges (TOC)

   *
     It is used to assign portions of total PI amount to specific CT or Master and attach specific CT to that amount.
   *
     Total for TOC must be equal to PI total
   *
     After CC is selected system would pre-fill M or I into M/I dropdown. But this could be changed any time by user
   *
     If M is selected system expects Master number identified (by entering M directly or any CT that is a part of Master). In this case PI.TOC.lineX.Amount would be splitted accross CTs in this Master based on CBV%. See CBV definition below.
   *
     If CT is selected then charge would be mapped against that CT

Questions and Answers

RFC and Future

History

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