Non Shipment billing component

From UG

Revision as of 16:02, 29 October 2010 (edit) Alex (Talk | contribs) (→Technical Requirements and Design) ← Older edit		Revision as of 16:11, 29 October 2010 (edit) (undo) Alex (Talk | contribs) (→Invoice) Newer edit →
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	FIELDS TO BE INCLUDED ON THE INVOICE		FIELDS TO BE INCLUDED ON THE INVOICE
-	* Bill to	+
-	* Bill to address (from existing address book)	+	* '''Bill To:'''. Have to select '''Bill To Party Company''' from dropdown list.
-	* Invoice comments	+	:* Dropdown list should be mapped to ''Admin > Address Book > Bill To Parties''.
-	* Invoice date	+	:* Bill To Parties in dropdown list should be displayed as Unique Id: ''Company Name - City - Remark''. Example: ''"Allstar Marketing Group, LLC - Hawthorne"''.
		+
		+	* '''Bill To Address:'''. Editable textarea with Address of Bill To Party:
		+	:''[Company name]''
		+	:''[Address line 1]''
		+	:''[Address line 2]''
		+	:''[Address line 3]''
		+	:''[City], [State] [Postcode]''
		+	:''[Country]''
		+
		+	* '''Date:'''. Text label. Set to current date ''(date of Invoice generating)''.
		+
	* Invoice number		* Invoice number
		+
	* TOC		* TOC
	** Item Code Number		** Item Code Number

---

Revision as of 16:11, 29 October 2010

Contents 1 Parent mantis 2 Business Requirements 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 List of invoices 2.6 Invoice pdf 2.7 Credit notes 3 Design Ideas 4 History

Parent mantis

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

Business Requirements

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:. Have to select Bill To Party Company from dropdown list.

• Dropdown list should be mapped to Admin > Address Book > Bill To Parties.
• Bill To Parties in dropdown list should be displayed as Unique Id: Company Name - City - Remark. Example: "Allstar Marketing Group, LLC - Hawthorne".

• Bill To Address:. Editable textarea with Address of Bill To Party:

[Company name]

[Address line 1]

[Address line 2]

[Address line 3]

[City], [State] [Postcode]

[Country]

• Date:. Text label. Set to current date (date of Invoice generating).

• Invoice number

• TOC
  • Item Code Number
  • Description
  • Etc (like Quantity, Rate) To be better defined
  • Currency
  • Amount
• Total Amount
• Terms

List of invoices

Need a table with all invoices/CN in the system.

Invoice pdf

Pdf needs to be generated.

Credit notes

Ability to issue credit notes.

Design Ideas

....

History