Non Shipment billing component

From UG

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	* '''Description'''		* '''Description'''
	: ''type/format:'' alphanumeric, max= make it same as in [[TOC]]		: ''type/format:'' alphanumeric, max= make it same as in [[TOC]]
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		+	See also [[#Figure 1]]
	=== Invoice ===		=== Invoice ===

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Revision as of 20:20, 11 November 2010

Contents 1 Parent mantis 2 Business Requirements 2.1 Intro 2.1.1 Example 1 2.1.2 Example 2 2.1.3 Example 3 2.2 Invoice number 2.3 Credit note number 2.4 Item codes and Rates Table 2.4.1 Fields 2.5 Invoice 2.5.1 TOC 2.6 List of invoices 2.7 Invoice pdf 2.8 Credit notes 3 Design Ideas 4 Detailed Design 5 History

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

Invoice with IT services fees for Client X:

• rate per hour X num of hours
• flat fee (per visit or per project)

Example 3

TBD

Invoice number

These invoices should have their own sequence starting with NY100.

Invoice sequence: NY100, NY101, NY102

Credit note number

Mixed with inv num or separate?

Item codes and Rates Table

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

Item codes 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).

Fields

• IC number

type/format: 3-digit numbers

• Description

type/format: alphanumeric, max= make it same as in TOC

See also #Figure 1

Invoice

FIELDS TO BE INCLUDED ON THE INVOICE

• Inv#: see #Invoice number

• Bill To:. Have to select Bill To Party Company from dropdown list.

• Dropdown list should be mapped to Admin > Address Book > Bill To Parties.
• Bill To Parties in dropdown list should be displayed as Unique Id: Company Name - City - Remark. Example: "Allstar Marketing Group, LLC - Hawthorne".

• Bill To Address:. Editable textarea with Address of Bill To Party:

[Company name]

[Address line 1]

[Address line 2]

[Address line 3]

[City], [State] [Postcode]

[Country]

• Date:. Text label. Set to current date (date of Invoice generating).

• Total Amount
• Terms

TOC

• Item Code Number
• Description
• Etc (like Quantity, Rate) To be better defined
• Currency
• Amount

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

Item Code Table

Non Shipment Invoicing Menu

Invoice Table

Issuing New Invoice

Invoice PDF

Detailed Design

TBD by SA

History