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gnue/gnue-config accounting/ar/classes/invoice....
|
From: |
Neil Tiffin |
|
Subject: |
gnue/gnue-config accounting/ar/classes/invoice.... |
|
Date: |
Wed, 04 Jul 2001 06:38:49 -0700 |
CVSROOT: /home/cvs
Module name: gnue
Changes by: Neil Tiffin <address@hidden> 01/07/04 06:38:49
Modified files:
gnue-config/accounting/ar/classes: invoice.gcd
gnue-config/accounting/package-doc: introduction.sgml
gnue-config/sales/customer/doc: customer.sgml
gnue-config/sales/sales-order/classes: sales-order.gcd
gnue-config/sales/sales-order/doc: sales-order.sgml
Log message:
Update docs and gcd files to agree with each other and add obvious
stuff to docs that was marked TODO.
CVSWeb URLs:
http://savannah.gnu.org/cgi-bin/viewcvs/gnue/gnue-config/accounting/ar/classes/invoice.gcd.diff?cvsroot=OldCVS&tr1=1.5&tr2=1.6&r1=text&r2=text
http://savannah.gnu.org/cgi-bin/viewcvs/gnue/gnue-config/accounting/package-doc/introduction.sgml.diff?cvsroot=OldCVS&tr1=1.4&tr2=1.5&r1=text&r2=text
http://savannah.gnu.org/cgi-bin/viewcvs/gnue/gnue-config/sales/customer/doc/customer.sgml.diff?cvsroot=OldCVS&tr1=1.3&tr2=1.4&r1=text&r2=text
http://savannah.gnu.org/cgi-bin/viewcvs/gnue/gnue-config/sales/sales-order/classes/sales-order.gcd.diff?cvsroot=OldCVS&tr1=1.3&tr2=1.4&r1=text&r2=text
http://savannah.gnu.org/cgi-bin/viewcvs/gnue/gnue-config/sales/sales-order/doc/sales-order.sgml.diff?cvsroot=OldCVS&tr1=1.1&tr2=1.2&r1=text&r2=text
Patches:
Index: gnue/gnue-config/accounting/ar/classes/invoice.gcd
diff -u gnue/gnue-config/accounting/ar/classes/invoice.gcd:1.5
gnue/gnue-config/accounting/ar/classes/invoice.gcd:1.6
--- gnue/gnue-config/accounting/ar/classes/invoice.gcd:1.5 Tue Jul 3
07:37:43 2001
+++ gnue/gnue-config/accounting/ar/classes/invoice.gcd Wed Jul 4 06:38:48 2001
@@ -22,9 +22,10 @@
#
# This file originally written by Neil Tiffin (address@hidden).
#
-# $Id: invoice.gcd,v 1.5 2001/07/03 14:37:43 ntiffin Exp $
+# $Id: invoice.gcd,v 1.6 2001/07/04 13:38:48 ntiffin Exp $
#
+include "../../../base/person/classes/person.gcd"
include "../../../base/currency/classes/currency.gcd"
include "../../../sales/sales-order/classes/sales-order.gcd"
@@ -73,18 +74,25 @@
date posted; # if empty not posted
}
- # the credit status of this customer
- # for example can sell to, on sales hold, on invoice hold etc.
+ # avaliable credit status for customers
+ # for example on sales hold, on shipping hold etc.
class cr_status
{
- char name<8>;
- char desc<25>;
+ char name<8>; # name that appears on forms
+ char notes<255>; # special notes for credit clerk
+
+ # for use by business rules
+ boolean accept_sales_order = true;
+ boolean ok_to_ship = true;
+ boolean needs_approval = false;
}
class credit : customer::customer
{
- currency::money sales_limit;
- currency::money invoice_limit;
- ar::cr_status *status; # can sell to, not approved etc
+ currency::money sales_limit;
+ currency::money invoice_limit;
+ ar::cr_status *status; # can sell to, not approved etc
+ person::employee *approver; # who approves shipments/sales order
+ # acceptance for this customer
};
};
Index: gnue/gnue-config/accounting/package-doc/introduction.sgml
diff -u gnue/gnue-config/accounting/package-doc/introduction.sgml:1.4
gnue/gnue-config/accounting/package-doc/introduction.sgml:1.5
--- gnue/gnue-config/accounting/package-doc/introduction.sgml:1.4 Tue Jul
3 07:37:43 2001
+++ gnue/gnue-config/accounting/package-doc/introduction.sgml Wed Jul 4
06:38:48 2001
@@ -15,7 +15,7 @@
<sect2>
<title>Version </title>
<para>
- This chapter is $Revision: 1.4 $ $Date: 2001/07/03
14:37:43 $.
+ This chapter is $Revision: 1.5 $ $Date: 2001/07/04
13:38:48 $.
</para>
<para>
It is a preliminary draft proposal for
discussion purposes only. Most of the business requirements are complete. That
is they are listed in the particular module where they belong. They may not not
completely defined yet. The forms and reports are just started and are not
complete. Most of the business objects are named.
@@ -220,6 +220,8 @@
</sect2>
<sect2>
<title>Accounting Transactions</title>
+ <para>
+ </para>
</sect2>
</sect1>
</chapter>
Index: gnue/gnue-config/sales/customer/doc/customer.sgml
diff -u gnue/gnue-config/sales/customer/doc/customer.sgml:1.3
gnue/gnue-config/sales/customer/doc/customer.sgml:1.4
--- gnue/gnue-config/sales/customer/doc/customer.sgml:1.3 Wed May 16
17:35:12 2001
+++ gnue/gnue-config/sales/customer/doc/customer.sgml Wed Jul 4 06:38:48 2001
@@ -3,14 +3,14 @@
<sect1>
<title>Requirements</title>
<para>
- This chapter is $Revision: 1.3 $ $Date: 2001/05/17
00:35:12 $.
+ This chapter is $Revision: 1.4 $ $Date: 2001/07/04
13:38:48 $.
</para>
<sect2>
<title>Business Requirements</title>
<orderedlist>
<listitem>
<para>
- TODO
+ Maintain and report customer
master information.
</para>
</listitem>
</orderedlist>
@@ -23,7 +23,7 @@
<orderedlist>
<listitem>
<para>
- TODO
+ None.
</para>
</listitem>
</orderedlist>
@@ -36,27 +36,22 @@
<itemizedlist mark=bullet>
<listitem>
<para>
- TODO
+ customer::customer - The
customer master.
</para>
</listitem>
</itemizedlist>
</sect2>
<sect2>
- <title>External Business Object References</title>
+ <title>Forms</title>
<itemizedlist mark=bullet>
<listitem>
<para>
- TODO
+ Maintain customer master info
for use by sales department. (not financial or credit info)
</para>
</listitem>
- </itemizedlist>
- </sect2>
- <sect2>
- <title>Forms</title>
- <itemizedlist mark=bullet>
<listitem>
<para>
- TODO
+ Inquire by customer name,
address number
</para>
</listitem>
</itemizedlist>
@@ -66,7 +61,7 @@
<itemizedlist mark=bullet>
<listitem>
<para>
- TODO
+ List of customers selectable by
name, state, and zip. Sortable by name or number.
</para>
</listitem>
</itemizedlist>
@@ -76,7 +71,7 @@
<itemizedlist mark=bullet>
<listitem>
<para>
- TODO
+ None.
</para>
</listitem>
</itemizedlist>
Index: gnue/gnue-config/sales/sales-order/classes/sales-order.gcd
diff -u gnue/gnue-config/sales/sales-order/classes/sales-order.gcd:1.3
gnue/gnue-config/sales/sales-order/classes/sales-order.gcd:1.4
--- gnue/gnue-config/sales/sales-order/classes/sales-order.gcd:1.3 Sun Jun
3 13:48:02 2001
+++ gnue/gnue-config/sales/sales-order/classes/sales-order.gcd Wed Jul 4
06:38:48 2001
@@ -22,28 +22,45 @@
#
# This file originally written by Neil Tiffin (address@hidden).
#
-# $Id: sales-order.gcd,v 1.3 2001/06/03 20:48:02 ntiffin Exp $
+# $Id: sales-order.gcd,v 1.4 2001/07/04 13:38:48 ntiffin Exp $
#
include "../../../base/currency/classes/currency.gcd"
include "../../../base/units/classes/units.gcd"
include "../../../sales/customer/classes/customer.gcd"
-module sales_order
+module so
{
+ class line_type
+ { # Defines the available types of lines. For example
+ # tax, freight, labor, material etc.
+ char code<8>;
+ char desc<30>;
+ };
+
+ class line_status
+ {
+ # defined the status of the line item. For example
+ # open, closed, deleted, modified.
+ char code<8>;
+ char desc<30>;
+ }
+
class header
{
char order_id<10>;
date order_date;
date cust_required;
- char ship_to_name<80>;
- location::address ship_to_address;
- char bill_to_name<80>;
- location::address bill_to_address;
+ char ship_to_name<80>; # these fields copied from custmer
+ location::address ship_to_address; # because cust master may change
+ char bill_to_name<80>; # and we need record of who we
+ location::address bill_to_address; # actually sold to
char ship_via<15>;
- char customer_reference<30>;
- currency::money total; #total for all items
- char order_special_inst<500>;
+ char customer_ref<30>; # P.O. number, verbal name
+ currency::money total; # total for all items
+ char notes<500>; # special notes for this order
+
+ boolean closed;
sales_order::detail [] detail;
customer::customer * customer;
@@ -57,6 +74,9 @@
char description<25>;
unit::quantity quantity;
currency::money unit_price;
- char line_type<8>; # freight, sales tax, item, tax service etc.
+ so::line_type type; # freight, sales tax, item, tax service etc.
+ so::line_status status; # open, deleted, etc.
+ char notes<255>;
+ int blank_after = 0; # print num blank lines after this line
};
};
Index: gnue/gnue-config/sales/sales-order/doc/sales-order.sgml
diff -u gnue/gnue-config/sales/sales-order/doc/sales-order.sgml:1.1
gnue/gnue-config/sales/sales-order/doc/sales-order.sgml:1.2
--- gnue/gnue-config/sales/sales-order/doc/sales-order.sgml:1.1 Wed May 16
15:41:47 2001
+++ gnue/gnue-config/sales/sales-order/doc/sales-order.sgml Wed Jul 4
06:38:49 2001
@@ -3,14 +3,14 @@
<sect1>
<title>Requirements</title>
<para>
- This chapter is $Revision: 1.1 $ $Date: 2001/05/16
22:41:47 $.
+ This chapter is $Revision: 1.2 $ $Date: 2001/07/04
13:38:49 $.
</para>
<sect2>
<title>Business Requirements</title>
<orderedlist>
<listitem>
<para>
- TODO
+ Accept Sales Order from
customer and print acknowledgement.
</para>
</listitem>
</orderedlist>
@@ -23,7 +23,7 @@
<orderedlist>
<listitem>
<para>
- TODO
+ Print shipped quanitities on
Sales Order Acknowledgement.
</para>
</listitem>
</orderedlist>
@@ -36,27 +36,37 @@
<itemizedlist mark=bullet>
<listitem>
<para>
- TODO
+ so::header - handles all
information common to all items on the sales order.
</para>
</listitem>
- </itemizedlist>
- </sect2>
- <sect2>
- <title>External Business Object References</title>
- <itemizedlist mark=bullet>
+ <listitem>
+ <para>
+ so::detail - handles specific
lines on the sales order including tax and shipping.
+ </para>
+ </listitem>
<listitem>
<para>
- TODO
+ so::line_type - Defines the
available types of lines. For example tax, freight, labor, material, etc.
</para>
</listitem>
+ <listitem>
+ <para>
+ so::line_status - Defines the
available status of line items. For example open, closed, or deleted.
+ </para>
+ </listitem>
</itemizedlist>
</sect2>
<sect2>
<title>Forms</title>
<itemizedlist mark=bullet>
<listitem>
+ <para>
+ Sales Order entry and update.
+ </para>
+ </listitem>
+ <listitem>
<para>
- TODO
+ Sales Order inquiry only.
</para>
</listitem>
</itemizedlist>
@@ -66,17 +76,37 @@
<itemizedlist mark=bullet>
<listitem>
<para>
- TODO
+ Summary sales orders in list
format by status, date range, customer.
</para>
</listitem>
+ <listitem>
+ <para>
+ Detail sales orders by status,
date range, customer.
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ Detail sales order
acknowledgements for sending to customers. Do not print deleted line items.
Provide choice to print only open line items or all line items (default).
+ </para>
+ </listitem>
</itemizedlist>
</sect2>
<sect2>
<title>Business Rules</title>
<itemizedlist mark=bullet>
<listitem>
+ <para>
+ Sales orders are
programmatically closed when all items have been invoiced.
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ The status of a sales order
line is initially open, when the item is invoiced the lines becomes closed. If
for some reason the line line is deleted it becomes deleted, but kept in the
database. When a line is deleted the unit_price is written to the notes field
and the unit_price is zeroed.
+ </para>
+ </listitem>
+ <listitem>
<para>
- TODO
+ If so::detail.blank_after has a
number other than 0 then that number of blank lines will be printed after the
line item on the Sales Order Acknowledgment only.
</para>
</listitem>
</itemizedlist>
- gnue/gnue-config accounting/ar/classes/invoice....,
Neil Tiffin <=