2484 rfd

From UG

Contents 1 Info 2 Requirements and Solutions 2.1 Preliminary Step 2.2 Main Actions 3 Architect Review 4 Implementation Notes 5 QA Plan 6 History

Info

• mantis 0002484: (Sales&Intern) The calculation of our charges to be included in the body of the invoice

Requirements and Solutions

Preliminary Step

• Charge Codes.
  • Add new value "Container" for "CBV Type default to:" dropdown list.

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.
• CBV. List for selection, which includes all types of "CBV Type" and also additional value - "Minimum".

• For Charge Codes that have "Container" as the CBV type, this selection should include containers of all sizes and types.
• If select "Minimum" then quantity should be set to 1.

• 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. ex-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).

Architect Review

Implementation Notes

QA Plan

History