Client: Project billing

[jbt-it]

This page is only displayed when two conditions apply:

• project state = durchführung | abrechnung | abgeschlossen
• user is PL | Teammitglied | QM | has permission "Projektausschreibung" | "Projektabrechnung" | "Vertragsablage" | "Dokumentenablage QM" | "CRM"

The following data regarding the project are displayed:

• "Projektabschluss-Checkliste" as a list of project attributes / completion criteria that need to be confirmed by clicking a button "Markieren" next to them
  • the following can only be confirmed with permission "Projekt-QM"
    • "Abschlusspräsentation und Referenzslide vorhanden"
    • "Abschlusspräsentation gehalten"
    • "Evaluationsergebnisse vorhanden"
    • "Dokumentationsleitfaden vorhanden"
    • "Angebot in Alfresco vorhanden"
    • "Abweichung vom Standard"
    • "QM-Freigabe"
  • the following can only be confirmed with permission "Vertragsablage"
  • "Beratungsvertrag vorhanden"
  • "Teamvertrag vorhanden"
  • for each member of the project team (PL, PM, QM), when clicked, the current date is saved and displayed next to the attribute
    • "Vertrag über freie Mitarbeit erhalten von NAME"
  • the following can only be confirmed with permission "Projektabrechnung"
  • "Zahlungsverzug", if ticked, the PL is informed, that the customer did not pay in time
  • "Geld eingegangen", if ticked, the project team is automatically informed via email to send their individual bills to the GF F&R
  • for each member of the project team (PL, PM, QM), when clicked, the current date is saved and displayed next to the attribute
    • "Geld überwiesen an NAME"
  • the following can only be confirmed with permission "CRM"
  • "Vollständig in CRM eingetragen"

if status = durchführung and user has permission "Projektabrechnung" OR is PL:

• button "Abrechnung beginnen" is displayed, on click a warning is displayed

  • "abbrechen" cancels the process
  • "Ok" sets the project state to "Abrechnung"
• only possible if BT, price per BT and "Spesen" are filled in, otherwise a warning is displayed that both have to be filled in at page #167 (with a link to that page)

if status = abrechnung | abgeschlossen and the user has the permission "Projektabrechnung" or role "PL"

• "Informationen zur Projektabrechnung" are displayed
  • pre-tax selling price
  • "Verkaufte BT"
  • "BT-Satz"
  • "Netto-Verkaufspreis"
  • "Spesen"
  • "Mehrwertsteuer"
  • "Rechnungsbetrag"
• "Aufteilung innerhalb des Teams" is displayed
  • ONLY if the project status is "Abrechnung" an "edit" button is shown
    • when clicked the values for the columns "BT-Aufteilung" and "Spesenaufteilung" in the following table can be changed and saved
  • info text (

)

• table with one line for each project member and the following columns
  • name as "Empfänger"
  • numberOfBt and money share as "x BT = y €", "BT-Aufteilung"
  • expense share as "Spesen-Aufteilung"
  • sum money share and spesen share as "Summe"

when a PM / PL / QM is added to a project on the #167 page, there is a NDA check: if the user does not click "okay" or clicks "abbrechen", the adding process is cancelled

when a PL / QM is added to a project on the #167 page, there is a PL / QM qualification check. If the member that the user is about to add does not have the necessary qualification (attribute in the member table), the following warning is displayed: if the user does not click "okay" or clicks "abbrechen", the adding process is cancelled

[jbt-it]

@JanMueller31 I added the NDA check and QPL/QM qualification check to the issue description