2484 rfd
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- mantis 0002484: (Sales&Intern) The calculation of our charges to be included in the body of the invoice
Requirements and Solutions
Preliminary Steps
- Charge Codes.
- Add new possible value "Container" for "CBV Type default to:" field.
- Accordingly update "Def Quantity Field".
- Define Charge Codes that have Container as CBV Type
- Unit Types.
- Define Unit Types for each of CBV Type to be able use them in Sales Invoice for their Charge Codes.
Main Actions
- We should add options for showing in the body of the Sales/Internal invoice (and Credit Note also):
- 1) Breakdown/calculation of charges.
- 2) Currency conversion if it is being done on the invoice.
- NOTE: It should work for the whole invoice or by line item.
- We should provide the ability to control it by:
- 1) Setting as a default in admin - users and offices.
- 2) Allowing the operator to override the default by the whole invoice or individual line items.
- We should update Table Of Charges (TOC) in the body of invoice.
- List of Fields:
- Charge Code.
- Charge Code Description.
- Charge Code Currency.
- Rate. Qantity Rate (show in CC Currency).
- Quantity.
- Unit Type. TBD.
- ROE. Rate of Exchanges of currency conversion between CC Currency and Invoice Currency.
- ROE should be taken at the Date of Invoice.
- Invoice Currency.
- Total. Previously Amount (show in Invoice Currency).
- VAT.
- In order to insure the calculations are accurate, the operator should be able to enter or edit all of the above fields (including Unit Type).
