Client Company

From UG

Contents 1 Info 2 Business Requirements 3 Solution v1 3.1 List of companies and company profile 3.2 Client Company Group 3.3 Commissions functionality 3.3.1 Sales Person 3.3.2 Sales Person Start Day 4 SOWs 4.1 SOW 1 4.2 SOW 2 4.3 SOW 3 Client Company to Bill To link 4.3.1 Core Need 4.3.2 Associate Client Company with Bill To List 4.3.3 Mock Up

Info

• Classified As: (large) component
• Parent Mantis: 601
• object: Client Company (tbl)

Business Requirements

Solution v1

Current!

List of companies and company profile

Client Company Group

Commissions functionality

Sales Person

Jag user who receives commissions for this Company's profit.

Sales Person Start Day

Day from which Sales Person receives his commission.

• If Sales Person is set then this date must be set. Produce error pop up on save if not: "Error: Sales Person Start Day must be set! [OK]"
• If Sales Person is changed but date remains the same (check on Save) produce Warning pop up on save:
  • "Warning! Sales Person is changed but Sales Person Start Day remains the same! Are you sure? [Y][N]"
    • [Y] - continue, save
    • [N] - go back to edit mode

SOWs

SOW 1

• 0000780: (*ph1)(Admin Client Companies) Implement "archive" function feature
• implement "standard CT2 archive functionality"
• if Client Company is archived then:
  • hide it on Create CT page
  • show it with everywhere else (with archive logo or print "archived" next to the name) where we have Clients lists

SOW 2

• see #Commissions functionality

SOW 3 Client Company to Bill To link

mant: 4078

spec:

Core Need

To identify what charges belong to specific Client Company.

Will be used in CPU/Total Cost KPIs, etc.

See #SOW 52 Cost v2.

Associate Client Company with Bill To List

Add list of Bill To Parties as an attribute to Client Company entity.

Mock Up