Non Shipment billing component
From UG
(→Credit note number) |
(→Item codes and Rates Table) |
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=== Item codes and Rates Table === | === Item codes and Rates Table === | ||
| - | These invoices should have | + | These invoices should have their own charge codes, which should be referred to as Item codes. |
| - | + | Item codes 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]]). | They will need their own item code table (similar to the current Charge Code Table [[TOC]]). | ||
| - | ''' | + | ==== Fields ==== |
| + | |||
| + | * '''IC number''' | ||
| + | : ''type/format:'' 3-digit numbers | ||
| + | |||
| + | * '''Description''' | ||
| + | : ''type/format:'' alphanumeric, max= make it same as in [[TOC]] | ||
=== Invoice === | === Invoice === | ||
Revision as of 20:19, 11 November 2010
Contents |
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
Invoice with IT services fees for Client X:
- rate per hour X num of hours
- flat fee (per visit or per project)
Example 3
TBD
Invoice number
These invoices should have their own sequence starting with NY100.
Invoice sequence: NY100, NY101, NY102
Credit note number
Mixed with inv num or separate?
Item codes and Rates Table
These invoices should have their own charge codes, which should be referred to as Item codes.
Item codes 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).
Fields
- IC number
- type/format: 3-digit numbers
- Description
- type/format: alphanumeric, max= make it same as in TOC
Invoice
FIELDS TO BE INCLUDED ON THE INVOICE
- Inv#: see #Invoice number
- 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).
- Total Amount
- Terms
TOC
- Item Code Number
- Description
- Etc (like Quantity, Rate) To be better defined
- Currency
- Amount
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
Item Code Table
Non Shipment Invoicing Menu
Invoice Table
Issuing New Invoice
Invoice PDF
Detailed Design
TBD by SA
