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Basic Assignments
 
Options & Settings
 
Main Time Information
Color Code: Yellow
Created By: Shannon Scoffield
Created Date/Time: 8/6/2014 2:55 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 2410
Template/Type: Other Documentation
Title/Caption: Tech & Brainstorming - Statements
Start Date: 10/14/2008
Main Status: Active
click to enlarge - photo by: Shannon Scoffield -
click to enlarge - photo by: Shannon Scoffield -
click to enlarge - photo by: Shannon Scoffield -
click to enlarge - photo by: Shannon Scoffield -
 
 

Notes:
Tech – Statement Tables & Notes on Statements
Statements Table
Statement Line Items Table
Statement History Table
(Please see scan in photo gallery)
Statement Page Layouts
(Please see scans in photo gallery)

Statements:
From statement homepage:
- Search statements - similar to other homepages one month default
o Single by id
o By customer
o By date range
- Add new
- Show report results
- Show drill-downs and history
- Need an add section (main)
o This could get really tricky due to the fact that many of the main items are subjects of the line items (all the totals)
o Might need a re-calc button for report totals
- Need an edit section (main)
- Could add some validation to the printable where the main and the line items need to match before it will allow them to pass
- Need a save as pdf link or button
- Need an add/edit line items section