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| - | [[Category:AccSI]] | + | [[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]]
| |
| - | === 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 ===
| + | [[File:Invoice_Tab.JPG|thumb|600px|Figure 1:Invoice Tab]] |
| - | * ''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 ===
| + | |
| - | It contains all Sales Invoices and Credit Notes ever issued for this CT.
| + | |
| | | | |
| - | It consists of 8 columns.
| + | == FAQs and Howtos == |
| | | | |
| - | * ''Document#:''
| + | == See Also == |
| - | ** "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, QA and History of Changes ==
| + | '''0000705 (Acc: SI&II) ..... <component's parent>''' |
| | | | |
| - | == RFC == | + | * Latest spec: http://ct.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Invoice_Tab&oldid=17900 |
