2592 rfsa

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[[Category:Acc Basics]]
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[[Category:RFSA]]
== About ==
== About ==
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Parent Mantis:  0002343 New Approach for Internal Invocies: a) new formulas b) autogeneration c) upload into QB
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Parent Mantis:  0002343
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==Business Requirements==
==Business Requirements==
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Internal Invoices should now be calculated automatically.
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===Intro===
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**They should be editable
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Internal Invoices should now calculate automatically based on a percentage of the gross margin. 
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**They should be able to be produced by operator
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*They should be editable.
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Calculation should be based on a table (to be entered into Client Profile)
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*They should be able to be produced, saved, and printed by the operator
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**Each Client Company will have a "Lead Office"  This office will receive a higher percent of the gross margin.
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====Calculation should be based on a table (to be entered into Client Profile)====
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*** Gross Margin is the total of the SI - PI  
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*Each Client Company will have a Lead Office.  The Lead Office is the office whose account the client is. 
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** Lead Office is the office that will receive the highest percentage of the gross margin.
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** Gross Margin is the total of the SI - PI  
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**We should be able to enter a different percent into each shared office for MOT  
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*We should be able to enter a different percent into each shared office for each MOT  
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***Example  
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=====Example=====
[[File:Internal Invoice calculation table.JPG]]
[[File:Internal Invoice calculation table.JPG]]
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==Design Ideas==
==Design Ideas==
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==SA Notes==
 
==History==
==History==

Current revision as of 01:41, 16 December 2010


Contents

[edit] About

Parent Mantis: 0002343

[edit] Business Requirements

[edit] Intro

Internal Invoices should now calculate automatically based on a percentage of the gross margin.

  • They should be editable.
  • They should be able to be produced, saved, and printed by the operator

[edit] Calculation should be based on a table (to be entered into Client Profile)

  • Each Client Company will have a Lead Office. The Lead Office is the office whose account the client is.
    • Lead Office is the office that will receive the highest percentage of the gross margin.
    • Gross Margin is the total of the SI - PI
  • We should be able to enter a different percent into each shared office for each MOT
[edit] Example

File:Internal Invoice calculation table.JPG

[edit] Design Ideas

[edit] History

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