Phase 2A - Screen Enhancements and Tax Calculations
## Deliverables
Phase 2A - Screen Enhancements and Tax Calculations
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Screen 1:
1. Change the [Lookup] button to [Load].? ? If no customer code has been entered present the message "Please enter the customer code of the customer to be loaded."
2. Add “Number Pad?? as described below.
3. Change screen layout as follows:
[EditBox]? [Load] (load button)
<CustomerName>
<CustomerAddress> ([login to view URL] characters 37-61)
“Delivery Instructions:??
<Memo> ([login to view URL] characters 193-EOL)
Screen 2:
1. Add “Number Pad?? as described below.
2. Add price (This same logic as is used for calculating the invoice, that is, use the price from [login to view URL] characters 31-40 if not blank, else from [login to view URL] characters 62-70).? See “Price Display?? below.
Screen 3:
1. Items with zero qty should not be displayed on the confirmation screen.
2. Move the subtotal to appear immediately following the last order line.
3. After the tax calculations are added to the logic display summary information (right justified, formatted to two decimals) as shown in the example below:
Subtotal? 100.00
PST? ? ? ? ? ? ? ? ? ? ? 7.00
GST? ? ? ? ? ? ? ? ? ? 5.00
Total? ? ? ? ? ? 112.00
Number Pad:? Number pad will be part of screens 1 and 2.? Screen 2 will have the edit box and the up/down arrows as part of the number pad.? Screen 1 will have these hidden as the edit box (input box) is near the top and the up/down arrows are not relevant.
| 1 | 2 | 3 | 4 | 5 |<-| 1.25|? (1.25 is sample entered in edit box, to show box size needed.)
| 6 | 7 | 8 | 9 | 0 | . | u | d |
Enlarge these “buttons?? to the maximum size that will fit across the display.
The keyboard will hide the number pad when the keyboard is required for customer lookups by name or item lookups by code or description (approx phase 12).? Minimizing the keyboard restores the number pad.? When we get to that phase, we can explore opening the keyboard automatically when these lookups are called and closing it afterwards.
Price Display:
Add [Show Price] / [Hide Price] toggle to Screen 2.
Reduce the width of the KT and Qty columns and remove (or decrease) the space on the left and right sides of the display if possible.? If necessary, the screen can shift when the price is shown so part of the description is hidden on the left.
Tax Calculations:?
1. The tax calculations must be done for each tax and for each detail line.?
2. The tax status must be determined for each customer (exempt or not).?
If [login to view URL] character 173= “Y??, customer is GST exempt (GST is not charged)
? Else GST is calculated.
If [login to view URL] character 174= “Y??, customer is PST exempt (PST is not charged)
? Else PST is calculated.
3. The tax rate must be determined for each tax for each item.
The GST rate is [login to view URL] character 71-75.
The PST rate is [login to view URL] character 76-80.
4. The tax calculation is Unit Price * tax rate * Qty (rounded to 2 dec.)
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Note 1: Tax rates and prices are stored in the files as a simple string without the decimal.? Eg a tax rate of 7% is stored as 700, and a price of 17.23 is stored as 1723.
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Note 2:? The tax calculation for the End Use tax will be added in a future phase.