omfgppc - 2009-02-27

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The "EnhancedTaxInternationalization" page has been changed by jrogelstad:

  =

  =3D=3D Window Changes =3D=3D
  =3D=3D=3D Tax Assignments =3D=3D=3D
- The tax selections window will be renamed the tax assignements window as =
pictured.  The filtering options will be expanded to include the ability to=
filter by tax type as well as tax authority.  This feature is mainly to al=
low for appropriate filter selections when this window is embedded in other=
windows as described below.
+ The tax selections window will be renamed the tax assignements window as =
pictured. The filtering options will be expanded to include the ability to =
filter by tax type as well as tax authority. This feature is mainly to allo=
w for appropriate filter selections when this window is embedded in other w=
indows as described below.
  =

  The tax code colum will be removed from the display as tax code will be c=
hanging to a one to many relationship with tax assignments as described bel=
ow.
  =

- If a specific tax authority or tax type has been selected in the "Show" g=
roup, then that selection should be automatically selected and the correspo=
nding widget disabled in the tax assignment window when a user clicks on th=
e "New" button.
+ If a specific tax authority or tax type has been selected in the "Show" g=
roup, then that selection should be automatically selected and the correspo=
nding widget disabled in the tax assignment window when a user clicks on th=
e "New" button.  Also, when a specific authority or type is selected the co=
rresponding column for that selection should be hidden.
  =

  {{attachment:taxAssignments.png}}
  =

  =3D=3D=3D Tax Assignment =3D=3D=3D
- The tax selection window will be renamed "tax assignment."  Multiple tax =
codes will be able to be associated with a single tax assignment and will b=
e listed on this window as pictured, however, the combination of tax author=
ity and tax type must remain unique.  Therefore the screen should work simi=
lar to other windows such as item site where if a tax authority and tax typ=
e combination are selected that already exist, then that assignment record =
and associated codes are automatically loaded.
+ The tax selection window will be renamed "tax assignment." Multiple tax c=
odes will be able to be associated with a single tax assignment and will be=
listed on this window as pictured, however, the combination of tax authori=
ty and tax type must remain unique. Therefore the screen should work simila=
r to other windows such as Item Site where if a tax authority and tax type =
combination are selected that already exist, then the associated records ar=
e automatically loaded.
  =

  {{attachment:taxAssignment.png}}
  =

- The paradigm of associating tax codes to assignments will be similar to t=
hat of contacts to CRM accounts.  Tax codes will not be able to be added un=
til both a tax authority and tax type are selected.  The buttons will funct=
ion as follows
+ The paradigm of associating tax codes to assignments will be similar to t=
hat of contacts to CRM accounts. Tax codes will not be able to be added unt=
il both a tax authority and tax type are selected. The buttons will functio=
n as follows
  =

+  * '''Close''' - Closes the window.
-  * Save - Saves the assignment
-  * Cancel - Closes the window without saving
-  * New - Opens the Tax Code window in dialog mode.  When the tax code win=
dow is saved, it returns the of the tax code which becomes assigned to this=
tax authority and type pair.
+  * '''New '''- Opens the Tax Code window in dialog mode. When the tax cod=
e window is saved, it returns the of the tax code which creates a tax assig=
nment record.
-  * Edit - Opens the Tax Code window for editing.
+  * '''Edit '''- Opens the Tax Code window for editing.
-  * Attach - Displays a list of tax codes. One may
+  * '''Attach''' - Displays a list of existing tax codes. User can select =
a tax and it is added to the assignment list.
+  * '''Detach''' - Deletes a tax code assignment.
+  * '''Move Up''' - Moves the code higher on the list with each click.  Th=
is has impact on cumulative tax codes and determines the order in which cum=
ulative tax codes are accumulated.  The lowest are accumulate the highest.
+  * '''Move Down''' - Moves the code lower on the list with each click.  A=
lso for controlling cumulative behavior.
  =

  =3D=3D=3D Tax Authority =3D=3D=3D
+ Tax Authority will be reorganized with the address being added to a tab a=
s pictured:
+ =

  {{attachment:taxAuthority.png}}
  =

+ The tax assignments window will be embedded on a tab called Assignments. =
The embedding will be accomplished similar to the way several displays are=
embedded into the purchase order and vendor workbenches.  The "Show" contr=
ol will be hidden and set to select the specific tax authority being edited=
in the Tax Authority window.
+ =

  {{attachment:taxAuthority_assignmentsTab.png}}
  =

  =3D=3D=3D Tax Type =3D=3D=3D
+ The Tax Type window will be altered so that the Tax Assignments window is=
embedded in it the same way it is embedded in the tax authority window, ex=
cept in this case the "Show" group is hidden and the tax type is set to the=
tax type record being edited.
+ =

  {{attachment:taxType.png}}
  =

  =3D=3D=3D Tax Code =3D=3D=3D
+ The tax code window will be reorganized as pictured.  Only one G/L accoun=
t may be associated with a tax code.  Multiple rates may be associated with=
a tax code with corresponding effective and expire dates.  Error trapping =
will need to be built into the rates to ensure there is no overlap so that =
only one rate may be effective at any given time.
+ =

+ By default the effective rate will be displayed.  However, "Show Expired"=
and "Show Future" check boxes will be available so users may view all the
+ =

  {{attachment:taxCode.png}}
  =

  =3D=3D=3D Tax Code Rate =3D=3D=3D
@@ -182, +194 @@

  What changes do we anticipate making to the database schema? New tables? =
Views? Indexes?
  =

  '''The new whatever-you-call-it table'''
- ||<style=3D"text-align: center;">'''Column Name''' ||<style=3D"text-align=
: center;">'''Description''' ||<style=3D"text-align: center;">'''Data Type'=
'' ||<style=3D"text-align: center;">'''Comments''' ||
+ ||<style=3D"TEXT-ALIGN: center">'''Column Name''' ||<style=3D"TEXT-ALIGN:=
center">'''Description''' ||<style=3D"TEXT-ALIGN: center">'''Data Type''' =
||<style=3D"TEXT-ALIGN: center">'''Comments''' ||
  ||{{{}}}field1 ||Describe me ||data_type ||how it's used ||
  ||foreign_key ||Describe me ||integer ||foreign key to other_id ||
  ||enum_field ||Status or similar field ||character(1) ||Can take one of t=
he following: <<BR>>* A value <<BR>>* Different Value <<BR>>* Final Value ||
@@ -191, +203 @@

  =

  =

  What privileges do we need?
- ||||<style=3D"text-align: center;">'''Privileges for feature''' ||
+ ||||<style=3D"TEXT-ALIGN: center">'''Privileges for feature''' ||
- ||<style=3D"text-align: center;">'''Name''' ||<style=3D"text-align: cente=
r;">'''Description''' ||
+ ||<style=3D"TEXT-ALIGN: center">'''Name''' ||<style=3D"TEXT-ALIGN: center=
">'''Description''' ||
  ||!MaintainWhatever-you-call-it ||Can Add/Edit/Delete stuff ||
  ||!ViewWhatever-you-call-it ||Can View stuff ||
  =