2592 rfsa

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Revision as of 20:08, 30 November 2010 (edit) Tracie (Talk | contribs) ← Older edit

Revision as of 20:54, 30 November 2010 (edit) (undo) Alex (Talk | contribs) m (moved Internal Invoices to Internal Invoices Redesign) Newer edit →

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Revision as of 20:54, 30 November 2010

Contents 1 About 2 Business Requirements 2.1 Intro 2.1.1 Calculation should be based on a table (to be entered into Client Profile) 2.1.1.1 Example 3 Design Ideas 4 SA Notes 5 History

About

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

Business Requirements

Intro

Internal Invoices should now calculate automatically based on a percentage of the gross margin.

• They should be editable.

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

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

Design Ideas

SA Notes

History