Non Shipment billing component

From UG

Revision as of 15:54, 29 October 2010 (edit) Alex (Talk | contribs) (→Item codes and Rates Table) ← Older edit		Revision as of 15:56, 29 October 2010 (edit) (undo) Alex (Talk | contribs) (→Invoice form) Newer edit →
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	'''TBD - Exact structure and requirements to be defined. '''		'''TBD - Exact structure and requirements to be defined. '''
-	=== Invoice form ===	+	=== Invoice ===
	FIELDS TO BE INCLUDED ON THE INVOICE		FIELDS TO BE INCLUDED ON THE INVOICE
-	** Bill to	+	* Bill to
-	** Bill to address (from existing address book)	+	* Bill to address (from existing address book)
-	** Invoice comments	+	* Invoice comments
-	** Invoice date	+	* Invoice date
-	** Invoice number	+	* Invoice number
		+	* TOC
	** Item Code Number		** Item Code Number
	** Description		** Description
-	** Quantity (or charged based value) (with a drop down as described below)(this should show on the invoice	+	** Etc (like Quantity, Rate) '''To be better defined'''
-	** Rate (this should show on the invoice)	+
	** Currency		** Currency
	** Amount		** Amount
-	** Terms	+	* Terms
	=== Invoice pdf ===		=== Invoice pdf ===

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Revision as of 15:56, 29 October 2010

Contents 1 Parent mantis 2 Business Requirements and Design Ideas 2.1 Intro 2.1.1 Example 1 2.1.2 Example 2 2.2 Invoice sequence 2.3 Item codes and Rates Table 2.4 Invoice 2.5 Invoice pdf 3 Technical Requirements and Design 3.1 Intro 4 History

Parent mantis

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

Business Requirements and Design Ideas

Intro

Non-shipment billing - is to invoice a customer not related to a specific CT record or shipment.

For example invoicing for services provided.

Example 1

In case of Arden Trucking project Jaguarfreight will invoice the customer monthly usage fee. It is equal to number of CTs created multiply by rate.

Example 2

TBD

Invoice sequence

These invoices should have their own sequence starting with NY100

Item codes and Rates Table

These invoices should have there own charge codes, which should be referred to as Item codes.

They should be a three digit codes (instead of the four digit code currently being used for invoicing).

They will need their own item code table (similar to the current Charge Code Table TOC).

TBD - Exact structure and requirements to be defined.

Invoice

FIELDS TO BE INCLUDED ON THE INVOICE

• Bill to
• Bill to address (from existing address book)
• Invoice comments
• Invoice date
• Invoice number
• TOC
  • Item Code Number
  • Description
  • Etc (like Quantity, Rate) To be better defined
  • Currency
  • Amount
• Terms

Invoice pdf

• • We may need to enter Credits, Cost's, and additional invoices against/with these invoices.

Technical Requirements and Design

Intro

History