Inv Tab

Revision as of 14:44, 21 October 2010 by Andrei (Talk | contribs)

Business Needs and Requirements

Operators need a facility in CT2 where they can:

Figure 1:Invoice Tab

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)

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: Sales Invoice).
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: Internal Invoice).

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. Example: US261.
- "Credit Note No" attribute in case of approved Credit Note. Example: USC190.
- "PENDING" text line in case of non-approved Credit Note.
Date Issued:
- Date when Invoice or Credit Note was issued. Displayed in standard CT2 date format. Example: 10-Aug-2010.
Issued By:
- Name of Jaguar User who created this accounting document. Displayed as "First Name + Last Name".
Issued To:
- Bill To Party Company of Invoice. Displayed as Unique Id: Company Name - City - Remark.
Amount:
- Invoice Amount with two decimal places. In case of Credit Note it should be shown with minus sign.
Currency:
- Name of document currency. Displayed as abbreviated currency code. Example: GBP.
Action Controls. This column has blank title and contains next buttons:
- In case of Invoice: View Document and Issue Credit Note buttons.
- In case of approved Credit Note: only View/Print Document button.
- In case of non-approved Credit Note: View Document, Approve and Reject buttons.
Client:
- Sign of visibility of Invoice for Client User. Displayed as checkbox.