Purchase Invoice Tab

From UG

Contents 1 Mantis 2 Business Needs and Requirements 3 Technical Specification 3.1 Summary 3.2 Purchase Invoice menu 3.3 Purchase Invoices Table 4 RFC

Mantis

0002409

Business Needs and Requirements

This tab should be in each CT record to:

• see existing purchase invoices of current CT
• add new purchase invoice for current CT

• NOTE: this should be in addition to the current location of add new purchase invoice (Main Menu> Acc> Add New Purchase Invoices).

Technical Specification

Summary

• See Media:Purchase_Invoice_Tab.JPG
• This component is located on "Purchase Invoice Tab" (PInv) on CT profile
• It consists of:
  • Purchase Invoice menu
  • Purchase Invoices Table

Purchase Invoice menu

• Add - user have to press this button to issue a new Purchase Invoice. As a result New Purchase Invoice Template will appear (see wiki article: Purchase Invoices CT2 component).
• Edit - user have to press this button to edit an existing Purchase Invoice. As a result pre- filled Purchase Invoice Template will appear.
• Remove - user have to press this button to remove an existing Purchase Invoice from CT2. As a result confirmation window will appear.

Purchase Invoices Table

It contains all Purchase Invoices ever issued for this CT.

It consists of 7 columns.

• Document#:
  • "Invoice No" attribute.
• Date Issued:
  • Date when Purchase Invoice was issued. Displayed in standard CT2 date format. Example: 10-Aug-2010.
• Office:
  • Jaguar Office that received this accounting document.
• Vendor:
  • Vendor Company name of Purchase Invoice. Displayed as Unique Id: Company Name - City - Remark.
• Currency:
  • Name of document currency. Displayed as abbreviated currency code. Example: GBP.
• Amount:
  • Invoice Amount with two decimal places.
• Status:
  • Status of appropriate Purchase Invoice. Should be defined by the conditions of PI completeness.
    • Status of completed PI is empty.
    • Status of incompleted PI is:

      1) "TC E", if Table Of Charges is empty.

      2) "CT/M E", if CT/M # is empty (should not be saved!).

      3) "V/CBM CT EZ", if Volume/CBM of CT equals zero.

      4) "V/CBM M EZ", if Volume/CBM of Master equals zero.

      5) "TC GT NE PI A", if Table Of Charges Grand Total is not equal to Purchase Invoice Amount (should not be saved!).

      6) "CT C M EZ", if CT Count of Master equals zero

RFC