Inv Tab
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=== Invoice menu === | === Invoice menu === | ||
- | * ''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: | + | * ''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: | + | * ''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 === | === Sale Invoices/Credit Notes Table === | ||
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* ''Document#:'' | * ''Document#:'' | ||
- | ** "Invoice No" attribute in case of Invoice | + | ** "Invoice No" attribute in case of Invoice. Example: ''US261''. |
- | ** "Credit Note No" attribute in case of approved Credit Note | + | ** "Credit Note No" attribute in case of approved Credit Note. Example: ''USC190''. |
- | ** "PENDING" text line in case of non-approved Credit Note | + | ** "PENDING" text line in case of non-approved Credit Note. |
* ''Date Issued:'' | * ''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:'' | * ''Issued By:'' | ||
- | ** . | + | ** Name of Jaguar User who created this accounting document. Displayed as ''"First Name + Last Name"''. |
* ''Issued To:'' | * ''Issued To:'' | ||
- | ** . | + | ** Bill To Party Company of Invoice. Displayed as Unique Id: ''Company Name - City - Remark''. |
* ''Amount:'' | * ''Amount:'' | ||
- | ** . | + | ** Invoice Amount with two decimal places. In case of Credit Note it should be shown with minus sign. |
* ''Currency:'' | * ''Currency:'' | ||
- | ** ... | + | ** Name of document currency. Displayed as abbreviated currency code. Example: ''GBP''. |
- | * ''View Document | + | * ''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:'' | * ''Client:'' | ||
- | ** . | + | ** Sign of visibility of Invoice for Client User. Displayed as checkbox. |
=== Internal Invoices/Credit Notes Table === | === Internal Invoices/Credit Notes Table === |
Revision as of 14:44, 21 October 2010
Contents |
Business Needs and Requirements
Operators need a facility in CT2 where they can:
- see existing invoices/credit notes
- issue new invoices/credit notes
Technical Specification
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
- 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.
- Document#:
- "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 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.