Inv Tab

From UG

(Difference between revisions)
Jump to: navigation, search
m (moved Invoice Tab to Inv Tab)
 
(6 intermediate revisions not shown)
Line 1: Line 1:
-
[[Category: Acc Support Guides]]
+
[[Category: Acc]]
-
== Business Needs and Requirements ==
+
== Description ==
-
Operators need a facility in CT2 where they can:
+
 
 +
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
-
== Technical Specification ==
+
 
[[File:Invoice_Tab.JPG|thumb|600px|Figure 1:Invoice Tab]]
[[File:Invoice_Tab.JPG|thumb|600px|Figure 1:Invoice Tab]]
-
=== Summary ===
 
-
* See [[Media:Invoice_Tab.JPG]]
 
-
* This component is located on "Invoice Tab" on CT profile
 
-
* It consists of:
 
-
** Invoice menu (1 on Figure 1)
 
-
** Sale Invoices/CN Table (2 on Figure 1)
 
-
** Internal Invoices/CN Table (3 on Figure 1)
 
-
=== Invoice menu ===
+
== FAQs and Howtos ==
-
* ''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]]).
+
-
* ''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]]).
+
-
=== Sale Invoices/Credit Notes Table ===
+
== See Also ==
-
It contains all Sales Invoices and Credit Notes ever issued for this CT.
+
-
 
+
-
It consists of 8 columns.
+
-
 
+
-
* ''Document#:''
+
-
** "Invoice No" attribute in case of Invoice. Example: ''US261''.
+
-
** "Credit Note No" attribute in case of approved Credit Note. Example: ''USC190''.
+
-
** "PENDING" text line in case of non-approved Credit Note.
+
-
* ''Date Issued:''
+
-
** 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''.
+
-
* ''Issued By:''
+
-
** Name of Jaguar User who created this accounting document. Displayed as ''"First Name + Last Name"''.
+
-
* ''Issued To:''
+
-
** Bill To Party Company of Invoice. Displayed as Unique Id: ''Company Name - City - Remark''.
+
-
* ''Amount:''
+
-
** Invoice Amount with two decimal places. In case of Credit Note it should be shown with minus sign.
+
-
* ''Currency:''
+
-
** Name of document currency. Displayed as abbreviated currency code. Example: ''GBP''.
+
-
* ''Action Controls''. This column has blank title and contains next buttons:
+
-
** In case of Invoice: ''View Document'' and ''Issue Credit Note'' buttons.
+
-
** In case of approved Credit Note: only ''View/Print Document'' button.
+
-
** In case of non-approved Credit Note: ''View Document'', ''Approve'' and ''Reject'' buttons.
+
-
* ''Client:''
+
-
** Sign of visibility of Invoice for Client User. Displayed as checkbox.
+
-
 
+
-
=== Internal Invoices/Credit Notes Table ===
+
== Dev History ==
== Dev History ==
 +
 +
'''0000705 (Acc: SI&II) ..... <component's parent>'''
* Latest spec: http://ct.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Invoice_Tab&oldid=17900
* 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>

Personal tools