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| View Revisions: Issue #21415 | [ All Revisions ] [ Back to Issue ] | ||
| Summary | 0021415: Ability to define a write-off limit by amount per financial account | ||
| Revision | 2012-08-22 13:51 by psarobe | ||
| Description | Ability to define a write-off limit per financial account. To enable this feature there will be a preference that when it is defined (per user or role or org, etc) the user won't be able to write off certain amount above the limit defined. For example if you defined a limit of 1€ and the invoice is 29.80 € and the customer pays you 29.50 you won't be able to select the option of write off. Things to do: * Window Financial account|| transactions tab: - New field: Type write-off: Values (Percentage; Amount). The percentage value must be disabled since it's not going to be implemented - New fields: write-off limit: Both fields will have a display logic and will be shown after the preference is defined *Create a new preference: Write-off limit * Expected behaviour: When the preference is defined: - In all windows where the write-off can be performed if the user exceeds the limit defined the option to write-off will be shown but disabled with a new Label "Write off the difference (Above limit)" - If the currency of the invoice/payment is different than the currency of the financial account then the system needs to take this into account and convert the amount into the currency of the FA and check the limit - If the user select several invoices the limit to check will be the sum of all differences |
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| Revision | 2012-08-22 13:44 by psarobe | ||
| Description | Ability to define a write-off limit per financial account. To enable this feature there will be a preference that when it is defined (per user or role or org, etc) the user won't be able to write off certain amount above the limit defined. For example if you defined a limit of 1€ and the invoice is 29.80 € and the customer pays you 29.50 you won't be able to select the option of write off. Things to do: * Window Financial account|| transactions tab: - New field: Type write-off: Values (Percentage; Amount). The percentage value must be disabled since it's not going to be implemented - New fields: write-off limit: Both fields will have a display logic and will be shown after the preference is defined * Expected behaviour: - In all windows where the write-off can be performed if the user exceeds the limit defined the option to write-off will be shown but disabled with a new Label "Write off the difference (Above limit)" - If the currency of the invoice/payment is different than the currency of the financial account then the system needs to take this into account and convert the amount into the currency of the FA and check the limit - If the user select several invoices the limit to check will be the sum of all differences |
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| Revision | 2012-08-22 13:32 by psarobe | ||
| Description | Ability to define a write-off limit per financial account. To enable this feature there will be a preference that when it is defined (per user or role or org, etc) the user won't be able to write off certain amount above the limit defined. For example if you defined a limit of 1€ and the invoice is 29.80 € and the customer pays you 29.50 you won't be able to select the option of write off. Things to do: * Window Financial account|| transactions tab: - New field: Type write-off: Values (Percentage; Amount). The percentage value must be disabled since it's not going to be implemented - New fields: write-off limit: Both fields will have a display logic and will be shown after the preference is defined * Expected behaviour: - In all windows where the write-off can be performed if the user exceeds the limit defined the option to write-off will be shown but disabled with a new Label |
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| Revision | 2012-08-22 13:25 by psarobe | ||
| Description | Ability to define a write-off limit per financial account. To enable this feature there will be a preference that when it is defined (per user or role or org, etc) the user won't be able to write off certain amount above the limit defined. For example if you defined a limit of 1€ and the invoice is 29.80 € and the customer pays you 29.50 you won't be able to select the option of write off. Things to do: Window Financial account|| transactions tab: - New field: Type write-off: Values (Percentage; Amount). The perce |
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