Non Shipment billing component

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(Business Requirements and Design Ideas)
(Technical Requirements and Design)
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Ability to issue credit notes.
Ability to issue credit notes.
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== Technical Requirements and Design ==
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== Design Ideas ==
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=== Intro ===
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== History ==
== History ==

Revision as of 16:02, 29 October 2010


Contents

Parent mantis

0002500: (Non Shipment Billing) ................... <parent >


Business Requirements

Intro

Non-shipment billing - is to invoice a customer not related to a specific CT record or shipment.

For example invoicing for services provided.

Example 1

In case of Arden Trucking project Jaguarfreight will invoice the customer monthly usage fee. It is equal to number of CTs created multiply by rate.

Example 2

TBD


Invoice sequence

These invoices should have their own sequence starting with NY100

Item codes and Rates Table

These invoices should have there own charge codes, which should be referred to as Item codes.

They should be a three digit codes (instead of the four digit code currently being used for invoicing).

They will need their own item code table (similar to the current Charge Code Table TOC).

TBD - Exact structure and requirements to be defined.

Invoice

FIELDS TO BE INCLUDED ON THE INVOICE

  • Bill to
  • Bill to address (from existing address book)
  • Invoice comments
  • Invoice date
  • Invoice number
  • TOC
    • Item Code Number
    • Description
    • Etc (like Quantity, Rate) To be better defined
    • Currency
    • Amount
  • Total Amount
  • Terms

List of invoices

Need a table with all invoices/CN in the system.

Invoice pdf

Pdf needs to be generated.

Credit notes

Ability to issue credit notes.

Design Ideas

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History

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