2484 rfd

From UG

Revision as of 15:38, 3 January 2011

Info

• mantis 0002484: (Sales&Intern) The calculation of our charges to be included in the body of the invoice

Requirements and Solutions

Preliminary Steps

• Charge Codes.
  • Add new possible value "Container" for "CBV Type default to:" field.
  • Accordingly update "Def Quantity Field".
  • Define Charge Codes that have Container as CBV Type
• Unit Types.
  • Define Unit Types for each of CBV Type to be able use them in Sales Invoice for their Charge Codes.

Main Actions

• We should add options for showing in the body of the Sales/Internal invoice (and Credit Note also):

1) Breakdown/calculation of charges.

2) Currency conversion if it is being done on the invoice.

NOTE: It should work for the whole invoice or by line item.

• We should provide the ability to control it by:

1) Setting as a default in admin - users and offices.

2) Allowing the operator to override the default by the whole invoice or individual line items.

• We should update Table Of Charges (TOC) in the body of invoice.

• List of Fields:

• Charge Code.
• Charge Code Description.
• Charge Code Currency.
• Rate. Qantity Rate (show in CC Currency).
• Quantity.
• Unit Type. TBD.
• ROE. Rate of Exchanges of currency conversion between CC Currency and Invoice Currency.

• ROE should be taken at the Date of Invoice.

• Invoice Currency.
• Total. Previously Amount (show in Invoice Currency).
• VAT.

• In order to insure the calculations are accurate, the operator should be able to enter or edit all of the above fields (including Unit Type).

Architect Review

Implementation Notes

QA Plan

History