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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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userdocs:travelwise:documents_management:invoice:issue_invoice_offer [2015/03/09 23:19] dokuwiki_sync |
userdocs:travelwise:documents_management:invoice:issue_invoice_offer [2015/06/05 02:22] (current) dokuwiki_sync |
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| - from corresponding field in a Customer profile; | - from corresponding field in a Customer profile; | ||
| - from corresponding field of the Order form, but only if in Customer profile that field is empty. | - from corresponding field of the Order form, but only if in Customer profile that field is empty. | ||
| + | |||
| + | ===== Flight Remark ===== | ||
| + | [[userdocs:travelwise:getting_started:settings:company_settings/report_labels?s[]=company&s[]=settings&s[]=labels#specific_labels|Read more...]] | ||
| ====== Offer Cancellation ====== | ====== Offer Cancellation ====== | ||
| Line 92: | Line 95: | ||
| User story: //'There is a strong need for group departemant to have possibility to cancel offer. For example, they made 3 offers with different airlines/pnrs and sent them to customer. Customer selects one, and this turns into invoice one day. The other 2 become not relevant, but contain remarks, deposits/liability and etc. which tangles with relevant remarks and it is hard to see e.g. how customer should prepay the offer, etc. Meanwhile they don't want to delete it, bevause it keeps history of what was the offer, etc.. they even would like to gather statistics on this to negotiate with airlines, e.g. to have history on how many offers were cancelled and why.'// | User story: //'There is a strong need for group departemant to have possibility to cancel offer. For example, they made 3 offers with different airlines/pnrs and sent them to customer. Customer selects one, and this turns into invoice one day. The other 2 become not relevant, but contain remarks, deposits/liability and etc. which tangles with relevant remarks and it is hard to see e.g. how customer should prepay the offer, etc. Meanwhile they don't want to delete it, bevause it keeps history of what was the offer, etc.. they even would like to gather statistics on this to negotiate with airlines, e.g. to have history on how many offers were cancelled and why.'// | ||
| + | |||
| + | ====== Offers in the Total Sum of Order ====== | ||
| + | Offers (active or cancelled) are counted or not in the whole Order sum depending on below selection: | ||
| + | {{:userdocs:travelwise:documents_management:invoice:inv_lines.png?nolink|}} | ||
| + | * //All// - default, sum of all Invoices and Offers (with any status); | ||
| + | * //Invoices only// - sum of counts Invoices; | ||
| + | * //Invoices// and Active (OK) //Offers// - sum of Invoices and not cancelled Offers. | ||
| + | **Note** | ||
| + | Last selected value is stored in a user's profile. | ||
