| Description |
Goal - to be able to adjust Tank Delivery history for data entry errors without impacting AR.
* Add a button to delivery history tab to add Adjustments
* Pop Up Screen to allow entry of the following data:
** Invoice #/Ref#
*** Manual Adjustments do not need drill down to AR Invoice.
** Location from Drop Down
** Item# from Drop Down
** Invoice Date
*** Validate Clock Reading Exists to allow saving
** Quantity Delivered
** Actual % After Delivery
* Calculate Fields in Deilvery History
** DD on Delivery Date = Accum Degree Day on Invoice Date from Clock Readings
** Avg Burn Rate = Site Current Burn Rate
** Actual Burn Rate = Site Current Burn Rate
** Adjust Burn Rate = False
** Elapsed DD between Last Delivery = Accum DD Invoice Date - Accum DD Last Delivery Date
** Elapsed Days = Invoice Date - Last Delivery Date
** Season = Use Season Setup to Find based on Invoice Date
** Winter Daily Usage = Site Winter Daily Rate
** Summer Daily Usage = Site Summer Daily Rate
** Gallons in Tank After Delivery = Adj Actual % x Site Capacity
** Last Update = Current System Date
** Set Manual Adjustment = True
*** Display on Delivery History Screen
*** Default Value = False for records added normally or past history records.
* Update Fields
** If Invoice Date > Last Delivery Date
*** Last Delivery Date = Adj Invoice Date
*** Last Delivery Degree Day = Adj Invoice Date Accum DD
*** Last Delivered Gallons = Adj Del Qty
*** Estimated Gallons Left = Adj Actual % x Site Capacity
*** Estimated Percent Left = Adj Actual %
*** Next Delivery Degree Day = Adj Invoice Date Accum DD + DD Between Deliveries
*** Last Clock Reading Update Date = Adjustment Invoice Date
** Do not update Burn Rates or DD Between Deliveries
* Considerations:
** Posting/Unposting when Invoice Date < Last Delivery Date will only adjust delivery history and not impact burn calculates and last delivery fields.
** Posting a new delivery should recalculate from Last Delivery Details even on Adjustment.
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