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 5 DB

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

DB

mysql> select curdate(); describe tblClientCompany;                  
+------------+
| curdate()  |
+------------+
| 2013-05-15 |
+------------+
1 row in set (0.00 sec)


+--------------------------------+-------------+------+-----+---------+----------------+
| Field                          | Type        | Null | Key | Default | Extra          |
+--------------------------------+-------------+------+-----+---------+----------------+
| Id                             | int(10)     | NO   | PRI | NULL    | auto_increment |
| CompanyName                    | varchar(50) | NO   |     | NULL    |                |
| InternalOpsGroupId             | int(10)     | YES  | MUL | NULL    |                |
| SalesPersonId                  | int(10)     | YES  | MUL | NULL    |                |
| CreditStatusId                 | int(10)     | YES  | MUL | NULL    |                |
| CreditLimitId                  | int(10)     | YES  | MUL | NULL    |                |
| CreditTermId                   | int(10)     | YES  | MUL | NULL    |                |
| DisplayExchangeRates           | tinyint(1)  | NO   |     | 0       |                |
| ShowDeliveryLocation           | tinyint(1)  | NO   |     | 0       |                |
| IsArchived                     | bit(1)      | NO   |     | b'0'    |                |
| IsCT2Numbering                 | bit(1)      | NO   |     | b'1'    |                |
| IsPOIssuing                    | bit(1)      | NO   |     | b'0'    |                |
| IsShowReportScheduler          | bit(1)      | NO   |     | b'0'    |                |
| EnableDailyReport              | bit(1)      | NO   |     | b'0'    |                |
| SendToTrendset                 | bit(1)      | NO   |     | b'0'    |                |
| AccClientCompanyGroupId        | int(10)     | YES  | MUL | NULL    |                |
| OwnerOfficeId                  | int(10)     | YES  | MUL | NULL    |                |
| UseDefaultGrossMarginSplitRule | bit(1)      | NO   |     | b'1'    |                |
| GrossMarginSplitRuleId         | int(10)     | YES  | MUL | NULL    |                |
| IsGmsExcluded                  | bit(1)      | NO   | MUL | b'0'    |                |
+--------------------------------+-------------+------+-----+---------+----------------+
20 rows in set (0.00 sec)