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m (Requirements and Solutions)
(Main Actions: added additional CBVs)
 
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== Requirements and Solutions ==
== Requirements and Solutions ==
 +
=== Preliminary Step ===
 +
* '''Charge Codes.'''
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** Add new value "Container" for "CBV Type default to:" dropdown list.
 +
 +
=== Main Actions ===
* We should add '''options for showing''' in the body of the Sales/Internal invoice (and Credit Note also):
* We should add '''options for showing''' in the body of the Sales/Internal invoice (and Credit Note also):
: 1) Breakdown/calculation of charges.
: 1) Breakdown/calculation of charges.
Line 19: Line 24:
::* Rate. Qantity Rate ''(show in CC Currency)''.
::* Rate. Qantity Rate ''(show in CC Currency)''.
::* Quantity.
::* Quantity.
-
::* Unit Type. [[TBD]].
+
::* CBV. List for selection, which includes all types of "CBV Type" and also additional values:
 +
:::* - "Pallet(s)". Default quantity should be from [http://mantis.jaguarfreight.com/wiki/Commodity#Grand_Total:_Plts Cont Tab Total # of pallets].
 +
:::* - "Package(s)". Default quantity should be from [http://mantis.jaguarfreight.com/wiki/Commodity#Grand_Total:_HU Cont Tab total HU] (handling units).
 +
:::* - "Minimum". If select this then quantity should be set to 1.
 +
:::* For Charge Codes that have "Container" as the CBV type, this selection should include containers of all sizes and types.
::* ROE. Rate of Exchanges of currency conversion between CC Currency and Invoice Currency.
::* ROE. Rate of Exchanges of currency conversion between CC Currency and Invoice Currency.
:::* ROE should be taken at the Date of Invoice.
:::* ROE should be taken at the Date of Invoice.
::* Invoice Currency.
::* Invoice Currency.
-
::* Total. Previously Amount ''(show in Invoice Currency)''.
+
::* Total. ex-Amount ''(show in Invoice Currency)''.
::* VAT.
::* VAT.
* In order to insure the calculations are accurate, the operator should be able to enter or edit all of the above fields (including Unit Type).
* In order to insure the calculations are accurate, the operator should be able to enter or edit all of the above fields (including Unit Type).

Current revision as of 21:07, 4 January 2011


Contents

[edit] Info

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

[edit] Requirements and Solutions

[edit] Preliminary Step

  • Charge Codes.
    • Add new value "Container" for "CBV Type default to:" dropdown list.

[edit] Main Actions

  • We should add options for showing in the body of the Sales/Internal invoice (and Credit Note also):
1) Breakdown/calculation of charges.
2) Currency conversion if it is being done on the invoice.
NOTE: It should work for the whole invoice or by line item.
  • We should provide the ability to control it by:
1) Setting as a default in admin - users and offices.
2) Allowing the operator to override the default by the whole invoice or individual line items.
  • We should update Table Of Charges (TOC) in the body of invoice.
  • List of Fields:
  • Charge Code.
  • Charge Code Description.
  • Charge Code Currency.
  • Rate. Qantity Rate (show in CC Currency).
  • Quantity.
  • CBV. List for selection, which includes all types of "CBV Type" and also additional values:
  • - "Pallet(s)". Default quantity should be from Cont Tab Total # of pallets.
  • - "Package(s)". Default quantity should be from Cont Tab total HU (handling units).
  • - "Minimum". If select this then quantity should be set to 1.
  • For Charge Codes that have "Container" as the CBV type, this selection should include containers of all sizes and types.
  • ROE. Rate of Exchanges of currency conversion between CC Currency and Invoice Currency.
  • ROE should be taken at the Date of Invoice.
  • Invoice Currency.
  • Total. ex-Amount (show in Invoice Currency).
  • VAT.
  • In order to insure the calculations are accurate, the operator should be able to enter or edit all of the above fields (including Unit Type).

[edit] Architect Review

[edit] Implementation Notes

[edit] QA Plan

[edit] History

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