Inv Tab

From UG

Contents 1 Business Needs and Requirements 2 Technical Specification 2.1 Summary 2.2 Invoice menu 2.3 Sale Invoices/Credit Notes Table 2.4 Internal Invoices/Credit Notes Table 3 Dev, QA and History of Changes 4 RFC

Business Needs and Requirements

Operators need a facility in CT2 where they can:

• see existing invoices/credit notes
• issue new invoices/credit notes

Technical Specification

Summary

• See Media:Invoice_Tab.JPG
• This component is located on "Invoice Tab" on CT profile
• It consists of:
  • Invoice menu (1 on Figure 1)
  • Sale Invoices/CN Table (2 on Figure 1)
  • Internal Invoices/CN Table (3 on Figure 1)

Invoice menu

• Issue Sales Invoice - user have to press this button to issue a new Sales Invoice. As a result New Sales Invoice Template will appear (see wiki article: ...TBD).
• Issue Internal Invoice - user have to press this button to issue a new Internal Invoice. As a result New Internal Invoice Template will appear (see wiki article: ...TBD).

Sale Invoices/Credit Notes Table

It contains all Sales Invoices and Credit Notes ever issued for this CT.

It consists of 8 columns.

• Document#:
  • "Invoice No" attribute in case of Invoice
  • "Credit Note No" attribute in case of approved Credit Note
  • "PENDING" text line in case of non-approved Credit Note
• Date Issued:
  • ...
• Issued By:
  • ...
• Issued To:
  • ...
• Amount:
  • ...
• Currency:
  • ...
• View Document / Issue Credit Note buttons
  • ...
• Client:
  • ...

Internal Invoices/Credit Notes Table

Dev, QA and History of Changes

RFC