Client Company
From UG
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Will be used in CPU/Total Cost KPIs, etc. | Will be used in CPU/Total Cost KPIs, etc. | ||
- | See [[ | + | See [[SOW 52 Cost v2]]. |
==== Associate Client Company with Bill To List ==== | ==== Associate Client Company with Bill To List ==== |
Revision as of 14:05, 21 March 2013
Contents |
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
- "Warning! Sales Person is changed but Sales Person Start Day remains the same! Are you sure? [Y][N]"
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
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.
See SOW 52 Cost v2.
Associate Client Company with Bill To List
Add list of Bill To Parties as an attribute to Client Company entity.