2484 rfsa

Info

• 0002484: (Sales&Intern) The calculation of our charges to be included in the body of the invoice

Some Client Companies are requesting to see the breakdown/calculation of charges on the invoice.

Example:

1401 - Ocean Freight - 2x40 Containers @ 2400.00 USD = 4800.00 USD

Business Requirements

MO would like an option in admin - users and offices - to set "show breakdown/calculation" as a default per Jaguar office.

• If the default is set, then all invoices generated by the office would show the breakdown of charges on each invoice.

In addition to this we would like the operators to have to option to change this default selection for the whole invoice or by line item. MO has suggested adding a check box next to each line and one at the top that would select all, similar to the option of adding contents in the Cont tab.

In addition to showing the calculation of charges, if a currency conversion is being done on the invoice, the option to show the exchange rate that is being applied.

This should work the same way as the calculations listed above

Setting as a default in admin - users and offices

Allowing the operator to override the default by the whole invoice or individual line items.

In order to insure the calculations are accurate, the operator should be able to enter or edit all of the above fields.

Operators should be able to change the unit type by selecting from a list of unit types. The unit types listed under accounting - Unit types should be the selection provided.

Also, the system should be able to recognize the container size from the Cont Tab and should default as the unit type when a charge code beginning with 13 is entered.

In the event that the shipment contains multiple containers of different sizes - the system should select the greatest one. It should show the number of the selected size container in the quantity field. Since this will be editable to operators can change if required.

Example: If the shipment contains 2x20, 1x40, and 3x40H the 1300 charge code should default with 3 in the quantity field and 40H in the unit type field.

In the event the shipment contains multiple containers of the same size - the system should enter the number of containers in the quantity.