2484 rfd
From UG
Contents |
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 values:
- - "Pallet(s)". Default quantity should be from Cont Tab Total # of pallets.
- - "Package(s)". Default quantity should be from Cont Tab total HU (handling units).
- - "Minimum". If select this then quantity should be set to 1.
- For Charge Codes that have "Container" as the CBV type, this selection should include containers of all sizes and types.
- 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).
