Non Shipment billing component
From UG
Contents |
Parent mantis
0002500: (Non Shipment Billing) ................... <parent >
Business Requirements
Intro
Non-shipment billing - is to invoice a customer not related to a specific CT record or shipment.
For example invoicing for services provided.
Example 1
In case of Arden Trucking project Jaguarfreight will invoice the customer monthly usage fee. It is equal to number of CTs created multiply by rate.
Example 2
TBD
Invoice sequence
These invoices should have their own sequence starting with NY100
Item codes and Rates Table
These invoices should have there own charge codes, which should be referred to as Item codes.
They should be a three digit codes (instead of the four digit code currently being used for invoicing).
They will need their own item code table (similar to the current Charge Code Table TOC).
TBD - Exact structure and requirements to be defined.
Invoice
FIELDS TO BE INCLUDED ON THE INVOICE
- Bill To:. Have to select Bill To Party Company from dropdown list.
- Dropdown list should be mapped to Admin > Address Book > Bill To Parties.
- Bill To Parties in dropdown list should be displayed as Unique Id: Company Name - City - Remark. Example: "Allstar Marketing Group, LLC - Hawthorne".
- Bill To Address:. Editable textarea with Address of Bill To Party:
- [Company name]
- [Address line 1]
- [Address line 2]
- [Address line 3]
- [City], [State] [Postcode]
- [Country]
- Date:. Text label. Set to current date (date of Invoice generating).
- Invoice number
- TOC
- Item Code Number
- Description
- Etc (like Quantity, Rate) To be better defined
- Currency
- Amount
- Total Amount
- Terms
List of invoices
Need a table with all invoices/CN in the system.
Invoice pdf
Pdf needs to be generated.
Credit notes
Ability to issue credit notes.
Design Ideas
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