Non Shipment billing component

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

Current revision as of 13:54, 31 October 2013


Contents

[edit] Info

[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.

  • 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

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