Inv Tab

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[[Category:AccSI]]
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[[Category: Acc]]
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== Business Needs and Requirements ==
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== Description ==
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Operators need a facility in CT2 where they can:
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This is a facility in CT2 where users can:
* see existing invoices/credit notes
* see existing invoices/credit notes
* issue new invoices/credit notes
* issue new invoices/credit notes
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== Technical Specification ==
 
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[[File:Invoice_Tab.JPG|thumb|600px|Figure 1:Invoice Tab]]
 
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=== Summary ===
 
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* See [[Media:Invoice_Tab.JPG]]
 
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* This component is located on "Invoice Tab" on CT profile
 
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* It consists of:
 
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** Invoice menu (1 on Figure 1)
 
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** Sale Invoices/CN Table (2 on Figure 1)
 
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** Internal Invoices/CN Table (3 on Figure 1)
 
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=== Invoice menu ===
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[[File:Invoice_Tab.JPG|thumb|600px|Figure 1:Invoice Tab]]
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* ''Issue Sales Invoice'' - user have to press this button to issue a new Sales Invoice. As a result New Sales Invoice Template will appear (see wiki article: [[Sales Invoice]]).
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* ''Issue Internal Invoice'' - user have to press this button to issue a new Internal Invoice. As a result New Internal Invoice Template will appear (see wiki article: [[Internal Invoice]]).
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=== Sale Invoices/Credit Notes Table ===
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It contains all Sales Invoices and Credit Notes ever issued for this CT.
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It consists of 8 columns.
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== FAQs and Howtos ==
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* ''Document#:''
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== See Also ==
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** "Invoice No" attribute in case of Invoice. Example: ''US261''.
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** "Credit Note No" attribute in case of approved Credit Note. Example: ''USC190''.
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** "PENDING" text line in case of non-approved Credit Note.
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* ''Date Issued:''
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** Date when Invoice or Credit Note was issued. Displayed in standard [http://mantis.jaguarfreight.com/wiki/Datatypes#CT2_date CT2 date] format. Example: ''10-Aug-2010''.
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* ''Issued By:''
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** Name of Jaguar User who created this accounting document. Displayed as ''"First Name + Last Name"''.
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* ''Issued To:''
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** Bill To Party Company of Invoice. Displayed as Unique Id: ''Company Name - City - Remark''.
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* ''Amount:''
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** Invoice Amount with two decimal places. In case of Credit Note it should be shown with minus sign.
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* ''Currency:''
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** Name of document currency. Displayed as abbreviated currency code. Example: ''GBP''.
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* ''Action Controls''. This column has blank title and contains next buttons:
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** In case of Invoice: ''View Document'' and ''Issue Credit Note'' buttons.
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** In case of approved Credit Note: only ''View/Print Document'' button.
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** In case of non-approved Credit Note: ''View Document'', ''Approve'' and ''Reject'' buttons.
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* ''Client:''
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** Sign of visibility of Invoice for Client User. Displayed as checkbox.
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=== Internal Invoices/Credit Notes Table ===
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== Dev History ==
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== Dev, QA and History of Changes ==
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'''0000705 (Acc: SI&II) ..... <component's parent>'''
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== RFC ==
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* Latest spec: http://ct.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Invoice_Tab&oldid=17900

Current revision as of 17:20, 5 November 2013


Contents

[edit] Description

This is a facility in CT2 where users can:

  • see existing invoices/credit notes
  • issue new invoices/credit notes


Figure 1:Invoice Tab

[edit] FAQs and Howtos

[edit] See Also

[edit] Dev History

0000705 (Acc: SI&II) ..... <component's parent>

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