Acc Etc
From UG
(→TOC with VAT on Sales Inv / Imp Tab) |
(→Freight Invoice) |
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== Freight Invoice == | == Freight Invoice == | ||
+ | |||
+ | [[File:Freight_Invoice_Template.JPG|thumb|Figure: Freight_Invoice_Template]] | ||
* This is an amendment to Arrival Notice Air and Ocean. | * This is an amendment to Arrival Notice Air and Ocean. | ||
* There is an optional section on these 2 documents. | * There is an optional section on these 2 documents. | ||
- | * see Fig. | + | * see Fig File:Freight_Invoice_Template.JPG |
== Acc Access Levels == | == Acc Access Levels == |
Revision as of 11:31, 11 December 2009
Contents |
VAT
VAT option for office profile
- VAT radio (Y/N)
- VAT % textfield
- see Fig VAT_office_profile
TOC with VAT on Sales Inv / Imp Tab
- IF logged in user is from Office where VAT=Y
THEN TOC on Sales Invoice / Imp Tab should have VAT related features on it
- this table is used in:
- Sales Inv
- Freight Invoice (amendment to Arrival Notice)
Freight Invoice
- This is an amendment to Arrival Notice Air and Ocean.
- There is an optional section on these 2 documents.
- see Fig File:Freight_Invoice_Template.JPG
Acc Access Levels
Restriced Accounting Access
Credit Holds
Currency and Exchange Rates - All Aspects (except viewing)
Unit Types - All Aspects
Charge Codes - All Aspects
Purchase invoices - deleting
Mid Level Accounting Access
Entering and Editing Vendor/Customer
Approving Credit notes
Add Credit Facilities in CT
Currency and Exchange Rates - viewing
Non- Restriced Accounting Access
Purchase invoices - adding, editing
Reports - all aspects
Address Book Bill To Tab
Display Exchange Rates Checkbox
- Display exg rates or not on Sales invoice
(todo: explain....)
Acc Client Profile
Business Requirements
We need to maintain a number of accounting related parameters in Client Company profile.
Credit Terms:
- Credit terms are the time limits you set for your customers' promise to pay for their merchandise or services received. (in number of days)
Credit Status:
- (low, severe, etc)
Credit Limit:
- Sales invoice total ??? (in USD)
Depending on values above system would take appropriate action after operator creates CT/M for given client.
This is "Acc Info" section of Client Profile.
Path: Admin > Clients > Acc Info
Version 2.0
1) Dropdowns "credit status", "cr limit", "cr terms" need to be managed through Admin
2) Add functionality related to "credit status", "cr limit", "cr terms": if bad credit status then CT must be approved by manager.