Non Shipment billing component

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=== Intro ===
=== Intro ===
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Non-shipment billing - is to invoice a customer not related to a specific CT record or shipment.  
+
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".  
-
For example invoicing for services provided.  
+
See examples below.
==== Example 1 ====
==== Example 1 ====
-
In case of Arden Trucking project Jaguar freight will invoice the customer monthly usage fee. It is equal to number of CTs created multiply by rate.
+
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.
==== Example 2 ====
==== Example 2 ====
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Invoice with IT services fees for Client X:
+
Invoice for services:
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* rate per hour X num of hours
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* Rate per hour multiply by Number of hours  
-
* flat fee (per visit or per project)
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==== Example 3 ====
==== Example 3 ====
 +
Invoice for services:
 +
* Flat fee (per visit or per project)
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TBD
+
=== Originating office ===
 +
For now they will originate in NY office only.
=== Invoice number ===
=== Invoice number ===
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=== Credit note number ===
=== Credit note number ===
Credit notes should match the invoice number it is being issued against, only adding the letter C to the end.
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 number accordingly (C1, C2, C3, etc...)
+
In the event of multiple credit notes being issued against one invoice, these should be numbered accordingly (C1, C2, C3, etc...)
  Example 1.  
  Example 1.  
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=== Item codes Table ===
=== Item codes Table ===
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These invoices should have their own charge codes, which should be referred to as Item codes.
+
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 invoicing).  
+
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]]).
They will need their own item code table (similar to the current Charge Code Table [[TOC]]).
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See also [[#Figure 1]]
See also [[#Figure 1]]
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=== Invoice ===
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=== Invoice fields ===
Note that many of fields below are the same as on CT invoice.
Note that many of fields below are the same as on CT invoice.
-
 
-
FIELDS TO BE INCLUDED ON THE INVOICE:
 
* '''Inv#:''' see [[#Invoice number ]]
* '''Inv#:''' see [[#Invoice number ]]
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* '''Bill To:'''. Have to select '''Bill To Party Company''' from dropdown list.
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* '''Bill To:'''. Dropdown list should be mapped to ''Admin > Address Book > Bill To Parties''.
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:* Dropdown list should be mapped to ''Admin > Address Book > Bill To Parties''.
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:* Bill To Parties in dropdown list should be displayed as Unique Id: ''Company Name - City - Remark''. Example: ''"Allstar Marketing Group, LLC - Hawthorne"''.
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* '''Bill To Address:'''. Editable textarea with Address of Bill To Party:
* '''Bill To Address:'''. Editable textarea with Address of Bill To Party:
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:''[Company name]''
 
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:''[Address line 1]''
 
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:''[Address line 2]''
 
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:''[Address line 3]''
 
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:''[City], [State] [Postcode]''
 
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:''[Country]''
 
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* '''Date:'''. Text label. Set to current date ''(date of Invoice generating)''.
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* '''Date:'''. Default to current date. Editable.
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* Total Amount
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* '''Total Amount.''' Use standard format as in CT billing. Autocalculated based on what is entered in [[#TOC]]
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* Terms
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 +
* '''Currency:''' use standard.
====  TOC ====
====  TOC ====
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: default: 0.00
: default: 0.00
: max = 1 000 000 000.00
: max = 1 000 000 000.00
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-
* Currency
 
-
: to be entered by operator
 
-
: default: USD
 
* Amount
* Amount
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=== List of invoices ===
=== List of invoices ===
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Need a table with all invoices/CN in the system.
+
Need a table with all invoices/CN of this kind in the system.
=== Invoice pdf ===
=== Invoice pdf ===
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Pdf needs to be generated.
+
Pdf needs to be generated. Use standard layout (as in CT billing).
=== Credit notes ===
=== Credit notes ===

Revision as of 22:03, 18 November 2010


Contents

Parent mantis

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


Business Requirements

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.

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.

Example 2

Invoice for services:

  • Rate per hour multiply by Number of hours


Example 3

Invoice for services:

  • Flat fee (per visit or per project)

Originating office

For now they will originate in NY office only.

Invoice number

These invoices should have their own sequence starting with NY100.

Invoice sequence: NY100, NY101, NY102

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

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).

Fields

  • IC number
type/format: 3-digit numbers
  • IC Description
type/format: alphanumeric, max= make it same as in TOC

See also #Figure 1

Invoice fields

Note that many of fields below are the same as on CT invoice.

  • 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.

TOC

  • IC Number
  • IC Description
  • 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

List of invoices

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

Invoice pdf

Pdf needs to be generated. Use standard layout (as in CT billing).

Credit notes

Ability to issue credit notes.

Design Ideas

Figure 1

File:Ic.JPG

Detailed Design

TBD by SA

History

Retrieved from "https://wiki.jaguarfreight.com/Non_Shipment_billing_component"
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