Inv Tab

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	== Business Needs and Requirements ==		== Business Needs and Requirements ==

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Revision as of 22:37, 18 December 2010

Contents 1 Business Needs and Requirements 2 Technical Specification 2.1 Summary 2.2 Invoice menu 2.3 Sale Invoices/Credit Notes Table 2.4 Internal Invoices/Credit Notes Table 3 Dev, QA and History of Changes 4 RFC

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.

Internal Invoices/Credit Notes Table

Dev, QA and History of Changes

RFC