Non Shipment billing component
From UG
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| - | == | + | == Info == |
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| - | + | *http://ct.jaguarfreight.com/mantis/view.php?id=2500 | |
== Business Requirements == | == Business Requirements == | ||
Current revision as of 13:54, 31 October 2013
Contents |
[edit] Info
[edit] Business Requirements
[edit] Intro
Non-shipment billing - is invoicing a customer for a service not related to a "standard" CT record based billing that we do on "Inv Tab".
See examples below.
[edit] Example 1
In case of Arden Trucking project Jaguar freight will invoice the customer Portal monthly usage fee. It is equal to number of CTs created that month multiply by certain Rate per CT.
[edit] Example 2
Invoice for services:
- Rate per hour multiply by Number of hours
[edit] Example 3
Invoice for services:
- Flat fee (per visit or per project)
[edit] Originating office
For now they will originate in NY office only.
[edit] Invoice number
These invoices should have their own sequence starting with NY100.
Invoice sequence: NY100, NY101, NY102, ...
[edit] Credit notes
Ability to issue credit notes.
[edit] Credit note number
Credit notes should match the invoice number it is being issued against, only adding the letter C to the end. In the event of multiple credit notes being issued against one invoice, these should be numbered accordingly (C1, C2, C3, etc...)
Example 1. ---------- Day 1 Invoice number NY103 is created. Day 3 Credit note is issued against Invoice NY103 - assigned Credit note number should be NY103C1 Day 5 Additional Credit note is issued against same invoice - assigned credit note should be NY103C2
[edit] Item codes Table
These invoices should have their own charge codes, which should be referred to as Item codes (IC).
Item codes should be a three digit codes (instead of the four digit code currently being used for CT invoicing).
They will need their own item code table (similar to the current Charge Code Table TOC).
[edit] Item Code Fields
- IC number
- type/format: 3-digit numbers
- IC Description
- type/format: alphanumeric, max= make it same as in TOC
[edit] Invoice fields
Note that many of fields below are the same as on CT invoice.
- Inv#: see #Invoice number
- Bill To:. Dropdown list should be mapped to Admin > Address Book > Bill To Parties.
- Bill To Address:. Editable textarea with Address of Bill To Party:
- Date:. Default to current date. Editable.
- Total Amount. Use standard format as in CT billing. Autocalculated based on what is entered in #TOC
- Currency: use standard.
[edit] TOC
- IC Number
- to be entered by operator
- default: blank
- see #Item Code Fields
- IC Description
- to be entered by operator
- default: blank
- #Item Code Fields
- Quantity
- to be entered by operator
- default: 1.00
- max = 1 000 000 000.00
- Rate
- to be entered by operator
- default: 0.00
- max = 1 000 000 000.00
- Amount
- to be calculated by the system. Formula: Amount = Quantity X Rate
- not editable
- default: 0.00
[edit] Invoice pdf
Pdf needs to be generated. Use standard layout (as in CT billing).
[edit] Design Ideas
Create this module under Main Menu > Acc > Non Shipment Billing Component
[edit] SA Notes
The following basic functionality obviously required - see below.
[edit] List of invoices
Need a table with all invoices/CN of this kind in the system.
Add basic standard table of records capabilities: paging, search, sort
Display most important fields as columns.
