2592 rfsa

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Contents

About

Parent Mantis: 0002343 New Approach for Internal Invocies: a) new formulas b) autogeneration c) upload into QB


Business Requirements

Internal Invoices should now be calculated automatically

  • They should be editable.
  • They should be able to be produced by operator, saved and printed

Calculation should be based on a table (to be entered into Client Profile)

  • Each Client Company will have a Lead Office. The Lead Office is the office whose account the client is.
    • Lead Office is the office that will receive the highest percentage of the gross margin.
    • Gross Margin is the total of the SI - PI
  • We should be able to enter a different percent into each shared office for MOT
Example

File:Internal Invoice calculation table.JPG

Design Ideas

SA Notes

History

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