Client Company

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Revision as of 17:51, 20 March 2013

Info

Classified As: (large) component
Parent Mantis: 601
object: Client Company (tbl)

Business Requirements

Solution v1

Current!

List of companies and company profile

Client Company Group

Commissions functionality

Sales Person

Jag user who receives commissions for this Company's profit.

Sales Person Start Day

Day from which Sales Person receives his commission.

If Sales Person is set then this date must be set. Produce error pop up on save if not: "Error: Sales Person Start Day must be set! [OK]"
If Sales Person is changed but date remains the same (check on Save) produce Warning pop up on save:
- "Warning! Sales Person is changed but Sales Person Start Day remains the same! Are you sure? [Y][N]"
  - [Y] - continue, save
  - [N] - go back to edit mode

SOWs

SOW 1

0000780: (*ph1)(Admin Client Companies) Implement "archive" function feature
implement "standard CT2 archive functionality"
if Client Company is archived then:
- hide it on Create CT page
- show it with everywhere else (with archive logo or print "archived" next to the name) where we have Clients lists

SOW 2

see #Commissions functionality

SOW 3 Client Company to Bill To link

mant: 4078

spec:

Core Need

To identify what charges belong to specific Client Company.

Will be used in CPU/Total Cost KPIs, etc.

Associate Client Company with Bill To List

Add list of Bill To Parties as an attribute to Client Company entity.

Mock Up

@@ Line 63: / Line 63: @@
 ==== Associate Client Company with Bill To List ====
-Add list of Bill To companies as an attribute to Client Company entity.
+Add list of Bill To Parties as an attribute to Client Company entity.
 ==== Mock Up ====
 [[File:Bill to.JPG]]