Accounting MVP

[adrenallen]

MVP NEEDED ITEMS

• accessorials on load
• customer/carrier rates on load
• invoice/bill generation
• rate con generation
• ability to mark payments against bill/invoices

Shipment level

• accessorials on loads
  • pay carrier amount
  • invoice customer amount
  • accessorial types
  • related stops
  • documents?
• carrier_shipment_rates
  • quantity
  • rate
  • type (rpm, flat, etc)
  • total
• customer_shipment_rates
  • quantity
  • rate
  • type (rpm, flat, etc)
  • total

AR board

AP board

customer_invoices

• invoice number
• shipment_id
• total
• line items
  • invoiceable_type (accessorial, customer_shipment_rate)
  • invoiceable_id

carrier_bills

• bill number
• total
• line items
  • invoiceable_type (accessorial, carrier_shipment_rate)
  • invoiceable_id

currencies

• currency_code
• currency_name
• symbol

Lifecycle

Active Shipment

rates (carrier/customer)

accessorials (carrier/customer)

documentation

On Delivery/POD received/etc

• calculate and generate initial invoice/bills
  • Create invoice and bill entries (UNFINALIZED)
  • Turn accessorials into line items on the correct place

invoice lifeccycle

1. generated
2. sent
3. paid/partially paid/written off/cancelled

accessorial -> [delivered load] -> UNSENT line item -> [invoice SENT] -> SENT line item

IF YOU NEED TO change amount

• cancel the invoice, generate new invoice, send new invoice with new invoice #
• generate a new invoice, that covers the difference in the totals (this can mean credits)

[linear]

TMS-38 Accounting dashboards