2592 rfsa

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Internal Invoices should now calculate automatically based on a percentage of the gross margin.   
Internal Invoices should now calculate automatically based on a percentage of the gross margin.   
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*They should be editable.
*They should be editable.
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*They should be able to be produced by operator, saved and printed
+
*They should be able to be produced, saved, and printed by the operator
====Calculation should be based on a table (to be entered into Client Profile)====
====Calculation should be based on a table (to be entered into Client Profile)====

Revision as of 20:08, 30 November 2010


Contents

About

Parent Mantis: 0002343 New Approach for Internal Invocies: a) new formulas b) autogeneration c) upload into QB


Business Requirements

Intro

Internal Invoices should now calculate automatically based on a percentage of the gross margin.

  • They should be editable.
  • They should be able to be produced, saved, and printed by the operator

Calculation should be based on a table (to be entered into Client Profile)

  • Each Client Company will have a Lead Office. The Lead Office is the office whose account the client is.
    • Lead Office is the office that will receive the highest percentage of the gross margin.
    • Gross Margin is the total of the SI - PI
  • We should be able to enter a different percent into each shared office for MOT
Example

File:Internal Invoice calculation table.JPG

Design Ideas

SA Notes

History

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