2484 rfsa

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(Business Requirements)
 
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[[Category:RFSA]]
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===Info===
===Info===
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Some Client Companies are requesting to see the breakdown or calculation of charges on the invoice
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* 0002484: (Sales&Intern) The calculation of our charges to be included in the body of the invoice  
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Example: 1401 - Ocean Freight - 2x40 Containers @ 2400.00 USD = 4800.00 USD
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Some Client Companies are requesting to see the breakdown/calculation of charges on the invoice.  
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Example: 
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1401 - Ocean Freight - 2x40 Containers @ 2400.00 USD = 4800.00 USD
===Business Requirements===
===Business Requirements===
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MO would like an option in admin - users and offices - to set "show breakdown or calculation" as a default per Jaguar office.
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MO would like an option in admin - users and offices - to set "show breakdown/calculation" as a default per Jaguar office.
*If the default is set, then all invoices generated by the office would show the breakdown of charges on each invoice.   
*If the default is set, then all invoices generated by the office would show the breakdown of charges on each invoice.   
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Allowing the operator to override the default by the whole invoice or individual line items.
Allowing the operator to override the default by the whole invoice or individual line items.
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[[File:Invoice table.JPG]]
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[[File:Invoice table CBV.JPG]]
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In order to insure the calculations are accurate, the operator should be able to enter or edit all of the above fields. 
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Each charge code should have a default CBV.  Currently in "add new charge code area" you can set the CBV that the systems defaults as the quantity in "CBV Type default to:" .  This selected CBV should be listed or displayed on the invoice, but all other CBV's should be part of a drop down for operator to change this.   
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We will need to add Container to this CBV type default to.  For Charge Codes that have Container as the CBV type, it should offer each size to be selected by the operator.
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In order to insure the calculations are accurate, the operator should be able to enter or edit all of the above fields.  The should be able to change the unit typeThe unit types listed under accounting - Unit types should be the selection provided.
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For example.  Charge codes are set for various shipments.  For a charge code that will be charged at a per container rate, the system will have no way of knowing which container size is going to be billed.  The operators should be able to select the container size at the time of issuing the invoiceThis selection should include all the containers size and type containers listed on Cont tab.
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Also, the system should be able to recognize the container size from the Cont Tab and should default as the unit type when a charge code beginning with 13 is entered. 
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Additional CBV's
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In the event that the shipment contains multiple containers of different sizes - the system should select the greatest oneIt should show the number of the selected size container in the quantity fieldSince this will be editable to operators can change if required.
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Set minimum as a CBVThis should set the quantity to one when it is selected.  Operators sometimes bill a minimum charge and this should be listed as CBV to show on the invoice.
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Example:
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Set Pallet(s) as a CBV - Default should be from Cont Tab Total # of pallets
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If the shipment contains 2x20, 1x40, and 3x40H the 1300 charge code should default with 3 in the quantity field and 40H in the unit type field.
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In the event the shipment contains multiple containers of the same size - the system should enter the number of containers in the quantity.
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Set Package (s) as a CBV - Default should be from Cont Tab total HU (handling units).
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Example of CBV drop down menu
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[[File:Unit Types cbv.JPG]]
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Current revision as of 18:50, 4 January 2011


[edit] Info

  • 0002484: (Sales&Intern) The calculation of our charges to be included in the body of the invoice

Some Client Companies are requesting to see the breakdown/calculation of charges on the invoice.

Example:

1401 - Ocean Freight - 2x40 Containers @ 2400.00 USD = 4800.00 USD

[edit] Business Requirements

MO would like an option in admin - users and offices - to set "show breakdown/calculation" as a default per Jaguar office.

  • If the default is set, then all invoices generated by the office would show the breakdown of charges on each invoice.

In addition to this we would like the operators to have to option to change this default selection for the whole invoice or by line item. MO has suggested adding a check box next to each line and one at the top that would select all, similar to the option of adding contents in the Cont tab.

In addition to showing the calculation of charges, if a currency conversion is being done on the invoice, the option to show the exchange rate that is being applied.

This should work the same way as the calculations listed above

Setting as a default in admin - users and offices

Allowing the operator to override the default by the whole invoice or individual line items.

File:Invoice table CBV.JPG

In order to insure the calculations are accurate, the operator should be able to enter or edit all of the above fields.

Each charge code should have a default CBV. Currently in "add new charge code area" you can set the CBV that the systems defaults as the quantity in "CBV Type default to:" . This selected CBV should be listed or displayed on the invoice, but all other CBV's should be part of a drop down for operator to change this.

We will need to add Container to this CBV type default to. For Charge Codes that have Container as the CBV type, it should offer each size to be selected by the operator.

For example. Charge codes are set for various shipments. For a charge code that will be charged at a per container rate, the system will have no way of knowing which container size is going to be billed. The operators should be able to select the container size at the time of issuing the invoice. This selection should include all the containers size and type containers listed on Cont tab.

Additional CBV's

Set minimum as a CBV. This should set the quantity to one when it is selected. Operators sometimes bill a minimum charge and this should be listed as CBV to show on the invoice.

Set Pallet(s) as a CBV - Default should be from Cont Tab Total # of pallets

Set Package (s) as a CBV - Default should be from Cont Tab total HU (handling units).

Example of CBV drop down menu

File:Unit Types cbv.JPG


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