2484 rfd
From UG
(Difference between revisions)
(→Requirements and Solutions: changed structure; added preliminary steps) |
(→Requirements and Solutions: added Notes for BA; updated Unit Type description.) |
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=== Preliminary Steps === | === Preliminary Steps === | ||
* '''Charge Codes.''' | * '''Charge Codes.''' | ||
- | ** Add new | + | ** Add new value "Container" for "CBV Type default to:" dropdown list. |
- | + | Notes for BA: | |
- | + | 1) Define Charge Codes that have Container as CBV Type. | |
+ | 2) Define Unit Types for each of CBV Type to be able use them in Sales Invoice for their Charge Codes. | ||
* '''Unit Types.''' | * '''Unit Types.''' | ||
- | ** | + | ** Need update the Unit Types structure to make it available for select in accordance with default "CBV Type". |
+ | ** Add "Minimum" Unit Type. | ||
=== Main Actions === | === Main Actions === | ||
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::* Rate. Qantity Rate ''(show in CC Currency)''. | ::* Rate. Qantity Rate ''(show in CC Currency)''. | ||
::* Quantity. | ::* Quantity. | ||
- | ::* Unit Type. | + | ::* Unit Type. Should be available to select in accordance with default "CBV Type". |
+ | :::* For Charge Codes that have "Container" as the CBV type, this selection should include containers of all sizes and types. | ||
+ | :::* If select "Minimum" then quantity should be set to 1. | ||
::* ROE. Rate of Exchanges of currency conversion between CC Currency and Invoice Currency. | ::* ROE. Rate of Exchanges of currency conversion between CC Currency and Invoice Currency. | ||
:::* ROE should be taken at the Date of Invoice. | :::* ROE should be taken at the Date of Invoice. | ||
::* Invoice Currency. | ::* Invoice Currency. | ||
- | ::* Total. | + | ::* Total. ex-Amount ''(show in Invoice Currency)''. |
::* VAT. | ::* 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). | * 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). |
Revision as of 01:50, 4 January 2011
Contents |
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 value "Container" for "CBV Type default to:" dropdown list.
Notes for BA: 1) Define Charge Codes that have Container as CBV Type. 2) Define Unit Types for each of CBV Type to be able use them in Sales Invoice for their Charge Codes.
- Unit Types.
- Need update the Unit Types structure to make it available for select in accordance with default "CBV Type".
- Add "Minimum" Unit Type.
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. Should be available to select in accordance with default "CBV Type".
- For Charge Codes that have "Container" as the CBV type, this selection should include containers of all sizes and types.
- If select "Minimum" then quantity should be set to 1.
- 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. ex-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).