Non Shipment billing component

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Revision as of 19:42, 28 October 2010 (edit) Alex (Talk | contribs) ← Older edit		Current revision as of 13:54, 31 October 2013 (edit) (undo) Alex (Talk | contribs)
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-	[[Category:Acc Basics]]	+	[[Category:Acc]]
		+	== Info ==
-	== Parent mantis ==	+	*http://ct.jaguarfreight.com/mantis/view.php?id=2500
-	0002500: (Non Shipment Billing) ................... <parent >	+
-	== Business Requirements and Design Ideas ==	+	== Business Requirements ==
-	*These invoices should have there own sequence starting with NY100.	+
-	*These invoices should have there own charge codes, which should be referred to as Item codes and be a three digit code (instead of the four digit code currently being used for invoicing). They will need there own item code table (to be created the same as the current Charge Code Table).	+	=== Intro ===
		+	Non-shipment billing - is invoicing a customer for a service not related to a "standard" CT record based billing that we do on "Inv Tab".
		+	See examples below.
		+	==== Example 1 ====
		+	In case of Arden Trucking project Jaguar freight will invoice the customer Portal monthly usage fee. It is equal to number of CTs created that month multiply by certain Rate per CT.
-	FIELDS TO BE INCLUDED ON THE INVOICE	+	==== Example 2 ====
-	** Bill to	+
-	** Bill to address (from existing address book)	+
-	** Invoice comments	+
-	** Invoice date	+
-	** Invoice number	+
-	** Item Code Number	+
-	** Description	+
-	** Quantity (or charged based value) (with a drop down as described below)(this should show on the invoice	+
-	** Rate (this should show on the invoice)	+
-	** Currency	+
-	** Amount	+
-	** Terms	+
		+	Invoice for services:
		+	* Rate per hour multiply by Number of hours
-	CHARGED BASED VALUES	+	==== Example 3 ====
-	Quantity drop down should include the following charged based value selections. These selections should show on the invoice.	+	Invoice for services:
-	Flat fee or 1 x fee	+	* Flat fee (per visit or per project)
-	Unit	+
-	Usage	+
-	CT record	+
-	Per month	+
-	Per person	+
		+	=== Originating office ===
		+	For now they will originate in NY office only.
-	** We may need to enter Credits, Cost's, and additional invoices against/with these invoices.	+	=== Invoice number ===
		+	These invoices should have their own sequence starting with NY100.
-	=== Intro ===	+	Invoice sequence: NY100, NY101, NY102, ...
-	*Non-shipment billing - is to invoice a customer not related to a CT record or shipment. For example invoicing for services provided.	+
-	== Technical Requirements and Design ==
-	=== Intro ===	+	=== Credit notes ===
		+	Ability to issue credit notes.
		+
		+	==== Credit note number ====
		+	Credit notes should match the invoice number it is being issued against, only adding the letter C to the end.
		+	In the event of multiple credit notes being issued against one invoice, these should be numbered accordingly (C1, C2, C3, etc...)
		+
		+	Example 1.
		+	----------
		+	Day 1 Invoice number NY103 is created.
		+	Day 3 Credit note is issued against Invoice NY103 - assigned Credit note number should be NY103C1
		+	Day 5 Additional Credit note is issued against same invoice - assigned credit note should be NY103C2
		+
		+	=== Item codes Table ===
		+
		+	These invoices should have their own charge codes, which should be referred to as '''Item codes (IC)'''.
		+
		+	Item codes should be a three digit codes (instead of the four digit code currently being used for CT invoicing).
		+
		+	They will need their own item code table (similar to the current Charge Code Table [[TOC]]).
		+
		+	==== Item Code Fields ====
		+
		+	* '''IC number'''
		+	: ''type/format:'' 3-digit numbers
		+
		+	* '''IC Description'''
		+	: ''type/format:'' alphanumeric, max= make it same as in [[TOC]]
		+
		+	=== Invoice fields ===
		+
		+	Note that many of fields below are the same as on CT invoice.
		+
		+	* '''Inv#:''' see [[#Invoice number ]]
		+
		+	* '''Bill To:'''.  Dropdown list should be mapped to ''Admin > Address Book > Bill To Parties''.
		+
		+	* '''Bill To Address:'''. Editable textarea with Address of Bill To Party:
		+
		+	* '''Date:'''. Default to current date. Editable.
		+
		+	* '''Total Amount.''' Use standard format as in CT billing. Autocalculated based on what is entered in [[#TOC]]
		+
		+	* '''Currency:''' use standard.
		+
		+	====  TOC ====
		+	* '''IC Number'''
		+	: to be entered by operator
		+	: default: blank
		+	: see [[#Item Code Fields]]
		+
		+	* '''IC Description'''
		+	: to be entered by operator
		+	: default: blank
		+	: [[#Item Code Fields]]
		+
		+	* '''Quantity'''
		+	: to be entered by operator
		+	: default: 1.00
		+	: max = 1 000 000 000.00
		+
		+	* '''Rate'''
		+	: to be entered by operator
		+	: default: 0.00
		+	: max = 1 000 000 000.00
		+
		+	* '''Amount'''
		+	: to be calculated by the system. Formula: Amount = Quantity X Rate
		+	: not editable
		+	: default: 0.00
		+
		+	=== Invoice pdf ===
		+	Pdf needs to be generated. Use standard layout (as in CT billing).
		+
		+	== Design Ideas ==
		+	Create this module under Main Menu > Acc > Non Shipment Billing Component
		+
		+	== SA Notes ==
		+	The following basic functionality obviously required - see below.
		+
		+	=== List of invoices ===
		+	Need a table with all invoices/CN of this kind in the system.
		+
		+	Add basic standard table of records capabilities: paging, search, sort
		+
		+	Display most important fields as columns.
	== History ==		== History ==

---

Current revision as of 13:54, 31 October 2013

Contents 1 Info 2 Business Requirements 2.1 Intro 2.1.1 Example 1 2.1.2 Example 2 2.1.3 Example 3 2.2 Originating office 2.3 Invoice number 2.4 Credit notes 2.4.1 Credit note number 2.5 Item codes Table 2.5.1 Item Code Fields 2.6 Invoice fields 2.6.1 TOC 2.7 Invoice pdf 3 Design Ideas 4 SA Notes 4.1 List of invoices 5 History

[edit] Info

• http://ct.jaguarfreight.com/mantis/view.php?id=2500

[edit] Business Requirements

[edit] Intro

Non-shipment billing - is invoicing a customer for a service not related to a "standard" CT record based billing that we do on "Inv Tab".

See examples below.

[edit] Example 1

In case of Arden Trucking project Jaguar freight will invoice the customer Portal monthly usage fee. It is equal to number of CTs created that month multiply by certain Rate per CT.

[edit] Example 2

Invoice for services:

• Rate per hour multiply by Number of hours

[edit] Example 3

Invoice for services:

• Flat fee (per visit or per project)

[edit] Originating office

For now they will originate in NY office only.

[edit] Invoice number

These invoices should have their own sequence starting with NY100.

Invoice sequence: NY100, NY101, NY102, ...

[edit] Credit notes

Ability to issue credit notes.

[edit] Credit note number

Credit notes should match the invoice number it is being issued against, only adding the letter C to the end. In the event of multiple credit notes being issued against one invoice, these should be numbered accordingly (C1, C2, C3, etc...)

Example 1. 
----------
Day 1 Invoice number NY103 is created.
Day 3 Credit note is issued against Invoice NY103 - assigned Credit note number should be NY103C1 
Day 5 Additional Credit note is issued against same invoice - assigned credit note should be NY103C2

[edit] Item codes Table

These invoices should have their own charge codes, which should be referred to as Item codes (IC).

Item codes should be a three digit codes (instead of the four digit code currently being used for CT invoicing).

They will need their own item code table (similar to the current Charge Code Table TOC).

[edit] Item Code Fields

• IC number

type/format: 3-digit numbers

• IC Description

type/format: alphanumeric, max= make it same as in TOC

[edit] Invoice fields

Note that many of fields below are the same as on CT invoice.

• Inv#: see #Invoice number

• Bill To:. Dropdown list should be mapped to Admin > Address Book > Bill To Parties.

• Bill To Address:. Editable textarea with Address of Bill To Party:

• Date:. Default to current date. Editable.

• Total Amount. Use standard format as in CT billing. Autocalculated based on what is entered in #TOC

• Currency: use standard.

[edit] TOC

• IC Number

to be entered by operator

default: blank

see #Item Code Fields

• IC Description

to be entered by operator

default: blank

#Item Code Fields

• Quantity

to be entered by operator

default: 1.00

max = 1 000 000 000.00

• Rate

to be entered by operator

default: 0.00

max = 1 000 000 000.00

• Amount

to be calculated by the system. Formula: Amount = Quantity X Rate

not editable

default: 0.00

[edit] Invoice pdf

Pdf needs to be generated. Use standard layout (as in CT billing).

[edit] Design Ideas

Create this module under Main Menu > Acc > Non Shipment Billing Component

[edit] SA Notes

The following basic functionality obviously required - see below.

[edit] List of invoices

Need a table with all invoices/CN of this kind in the system.

Add basic standard table of records capabilities: paging, search, sort

Display most important fields as columns.

[edit] History