Exchange Rates

From UG

(Difference between revisions)
Jump to: navigation, search
(Info)
Line 2: Line 2:
== Info ==
== Info ==
-
 
+
*http://ct.jaguarfreight.com/mantis/view.php?id=837
== Business Needs and Requirements ==
== Business Needs and Requirements ==

Revision as of 13:09, 3 August 2011


Contents

Info

Business Needs and Requirements

Solution

See interface on Fig below.

File:Currencies And Exchange Rates Home.JPG

Location: Acc > Currencies and Exchange Rates

Office specific or Global?

  • These components (except Manage Currencies!) are office specific - see an "Office" dropdown

Currencies

Summary

Here is a table of currencies that can be used for calculations in the CT2. This table is shared by all Jaguar offices.

User Interface and Functionality

  • See example on Figure 1
  • Typical CT2 interface.

View All Table

  • attributes listed:
all, see Entities and Attributes
  • sort by:
name
  • paging:
none

Add

  • Click "Add".
  • Form in Pop-up will appear
  • All fields are blank

Edit

  • Select one item on the list and click "Edit"
  • Form in Pop-up will appear.

Remove

  • Select one item on the list and click "Remove"
  • System presents message:
"Are you sure you want to delete all selected Currencies? [Y, N]"
  • If currency is already in use then System presents message:
"You cannot delete this Currency as it is used in the system. [OK]"

Entities and Attributes

Currency entity has the following attributes:

  • Abbreviation
- meaning: currency code, this will show up on invoices, etc
- format: 3 chars, caps, letters only
- example: USD
- unique
  • Name
- meaning: full currency name
- format: 0 to 50 chars, mixed case
- example: US Dollars

Special Cases and Misc

Look And Feel

Figures

Figure 1: Manage Currencies. View and Edit.

File:Manage_Currencies.JPG

DB

Tbl Currency

Personal tools