2484 rfd

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Revision as of 01:50, 4 January 2011

Info

• mantis 0002484: (Sales&Intern) The calculation of our charges to be included in the body of the invoice

Requirements and Solutions

Preliminary Steps

• Charge Codes.
  • Add new value "Container" for "CBV Type default to:" dropdown list.

Notes for BA: 
1) Define Charge Codes that have Container as CBV Type.
2) Define Unit Types for each of CBV Type to be able use them in Sales Invoice for their Charge Codes.

• Unit Types.
  • Need update the Unit Types structure to make it available for select in accordance with default "CBV Type".
  • Add "Minimum" Unit Type.

Main Actions

• We should add options for showing in the body of the Sales/Internal invoice (and Credit Note also):

1) Breakdown/calculation of charges.

2) Currency conversion if it is being done on the invoice.

NOTE: It should work for the whole invoice or by line item.

• We should provide the ability to control it by:

1) Setting as a default in admin - users and offices.

2) Allowing the operator to override the default by the whole invoice or individual line items.

• We should update Table Of Charges (TOC) in the body of invoice.

• List of Fields:

• Charge Code.
• Charge Code Description.
• Charge Code Currency.
• Rate. Qantity Rate (show in CC Currency).
• Quantity.
• Unit Type. Should be available to select in accordance with default "CBV Type".

• For Charge Codes that have "Container" as the CBV type, this selection should include containers of all sizes and types.
• If select "Minimum" then quantity should be set to 1.

• ROE. Rate of Exchanges of currency conversion between CC Currency and Invoice Currency.

• ROE should be taken at the Date of Invoice.

• Invoice Currency.
• Total. ex-Amount (show in Invoice Currency).
• VAT.

• In order to insure the calculations are accurate, the operator should be able to enter or edit all of the above fields (including Unit Type).

Architect Review

Implementation Notes

QA Plan

History