Client Company

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Contents

Info

Business Requirements

Solution v1

Current!

List of companies and company profile

File:Client companies v1.JPG

File:Client companies profile v1.JPG

Client Company Group

File:Client Company group.JPG

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

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.

Mock Up

File:Bill to.JPG

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