0002525 PI redesign
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A1) | A1) | ||
| - | * No longer have the | + | |
| + | * No longer have the [[Incomplete PI Report]] load every time you add a new purchase invoice. | ||
A2) | A2) | ||
| - | |||
| - | * When the operator clicks on the number of incomplete PI's on this dashboard, then the Incomplete PI | + | * Create an '''Incomplete PI report dashboard''' to display on the home page |
| + | * When the operator clicks on the number of incomplete PI's on this dashboard, then the [[Incomplete PI Report]] should open. | ||
B) | B) | ||
| + | |||
* Create a Tab in each CT record to add new Purchase invoice (see example attachment). Please note this should be in addition to the current location of add new purchase invoice. | * Create a Tab in each CT record to add new Purchase invoice (see example attachment). Please note this should be in addition to the current location of add new purchase invoice. | ||
| Line 23: | Line 25: | ||
* When adding a new purchase invoice from the CT record, the CT number should automatically fill in and should not be editable. This will make sure that only PI's belonging to that CT record can be entered there. | * When adding a new purchase invoice from the CT record, the CT number should automatically fill in and should not be editable. This will make sure that only PI's belonging to that CT record can be entered there. | ||
| - | + | * The PInv tab should be available only for Acc users | |
| - | + | ||
| - | + | ||
| - | + | * Group shipments: | |
** When the CT record is part of a group shipment, it should give a pop up similar to the one http://mantis.jaguarfreight.com/wiki/Sales_Invoice [^] - GROUP GENERATE. | ** When the CT record is part of a group shipment, it should give a pop up similar to the one http://mantis.jaguarfreight.com/wiki/Sales_Invoice [^] - GROUP GENERATE. | ||
** The operator should be able to select which CT records the PInv should apply to. | ** The operator should be able to select which CT records the PInv should apply to. | ||
Revision as of 22:46, 9 December 2010
Contents |
Info
0002525: [PI re-design] ......... <proj>
Requirements
Part 1
A1)
- No longer have the Incomplete PI Report load every time you add a new purchase invoice.
A2)
- Create an Incomplete PI report dashboard to display on the home page
- When the operator clicks on the number of incomplete PI's on this dashboard, then the Incomplete PI Report should open.
B)
- Create a Tab in each CT record to add new Purchase invoice (see example attachment). Please note this should be in addition to the current location of add new purchase invoice.
Part 2
- When adding a new purchase invoice from the CT record, the CT number should automatically fill in and should not be editable. This will make sure that only PI's belonging to that CT record can be entered there.
- The PInv tab should be available only for Acc users
- Group shipments:
- When the CT record is part of a group shipment, it should give a pop up similar to the one http://mantis.jaguarfreight.com/wiki/Sales_Invoice [^] - GROUP GENERATE.
- The operator should be able to select which CT records the PInv should apply to.
SA Notes
Completed Purchase Invoice Tab in wiki - Purchase_Invoice_Tab
