Non Shipment billing component

From UG

Contents 1 Parent mantis 2 Business Requirements 2.1 Intro 2.1.1 Example 1 2.1.2 Example 2 2.1.3 Example 3 2.2 Invoice number 2.3 Credit note number 2.4 Item codes Table 2.4.1 Fields 2.5 Invoice 2.5.1 TOC 2.6 List of invoices 2.7 Invoice pdf 2.8 Credit notes 3 Design Ideas 3.1 Figure 1 4 Detailed Design 5 History

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 Jaguar freight will invoice the customer monthly usage fee. It is equal to number of CTs created multiply by rate.

Example 2

Invoice with IT services fees for Client X:

• rate per hour X num of hours
• flat fee (per visit or per project)

Example 3

TBD

Invoice number

These invoices should have their own sequence starting with NY100.

Invoice sequence: NY100, NY101, NY102

Credit note number

Credit notes should match the invoice number adding the letter C to the end.

Example:

Invoice NY103 - Credit note - NY103C

Item codes Table

These invoices should have their own charge codes, which should be referred to as Item codes.

Item codes 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).

Fields

• IC number

type/format: 3-digit numbers

• IC Description

type/format: alphanumeric, max= make it same as in TOC

See also #Figure 1

Invoice

Note that many of fields below are the same as on CT invoice.

FIELDS TO BE INCLUDED ON THE INVOICE:

• Inv#: see #Invoice number

• 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).

• Total Amount
• Terms

TOC

• IC Number

• IC Description

• Quantity

to be entered by operator

default: 1.00

max = 1 000 000 000.00

• Rate

to be entered by operator

default: 0.00

max = 1 000 000 000.00

• Currency

to be entered by operator

default: USD

• Amount

to be calculated by the system. Formula: Amount = Quantity X Rate

not editable

default: 0.00

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

Figure 1

Detailed Design

TBD by SA

History