2592 rfsa

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==Business Requirements==
==Business Requirements==
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Internal Invoices should now be calculated automatically.
+
===Internal Invoices should now be calculated automatically===
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**They should be editable
+
*They should be editable.
-
**They should be able to be produced by operator
+
*They should be able to be produced by operator, saved and printed
-
Calculation should be based on a table (to be entered into Client Profile)
+
====Calculation should be based on a table (to be entered into Client Profile)====
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**Each Client Company will have a "Lead Office" This office will receive a higher percent of the gross margin.
+
*Each Client Company will have a Lead Office. The Lead Office is the office whose account the client is.
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*** Gross Margin is the total of the SI - PI  
+
** Lead Office is the office that will receive the highest percentage of the gross margin.
 +
 +
** Gross Margin is the total of the SI - PI  
-
**We should be able to enter a different percent into each shared office for MOT  
+
*We should be able to enter a different percent into each shared office for MOT  
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***Example  
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=====Example=====
[[File:Internal Invoice calculation table.JPG]]
[[File:Internal Invoice calculation table.JPG]]

Revision as of 20:04, 30 November 2010


Contents

About

Parent Mantis: 0002343 New Approach for Internal Invocies: a) new formulas b) autogeneration c) upload into QB


Business Requirements

Internal Invoices should now be calculated automatically

  • They should be editable.
  • They should be able to be produced by operator, saved and printed

Calculation should be based on a table (to be entered into Client Profile)

  • Each Client Company will have a Lead Office. The Lead Office is the office whose account the client is.
    • Lead Office is the office that will receive the highest percentage of the gross margin.
    • Gross Margin is the total of the SI - PI
  • We should be able to enter a different percent into each shared office for MOT
Example

File:Internal Invoice calculation table.JPG

Design Ideas

SA Notes

History

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