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Date: 06/12/2013
Version: 1.0
Author:
DOCUMENTHISTORY
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u anager, pac e aven- .
Webserver, Apache Tomcat-07.0.37
Web framework, Apache Wicket
Database, MySQL
Charting Tool, HiChart
1.3 Design Assumptions
Firm Billing Invoices should be cached and do not have to be
generated on-demand
Feature Elements include
BillingSummaryPage
InvoiceSummary
InvoiceDetail
BillingInformationPage(edit)
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InvoiceDate(reflectsthedatethattheinvoiceisgenerated,shouldbe3daysaftermonthend)
- InvoiceStatus(outstanding,paid)
- AmountPaid-
AmountOustanding(CalculatedField=AmountDueAmountPaid)-
PaidDate(displaysdate,onlyifInvoiceStatusispaid
Billing Info- Address1
- Address2- City- State
- Zip- PurchaseOrder- Department
- ContactName
- Contact#1(PhoneNumber)- Contact#2(PhoneNumber)
- Fax(FaxPhoneNumber)
- EmailPayment Info
- PayType(ACHorInvoiceToBillingAddress)-
PaymentInformation(ifPayType=ACH)
o BankName
o RoutingNumber
o AccountNumber
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3.1.2 Firm Billing Summary Use CaseUse Case Firm Billing
Summary
Use Case Reference 3.1
Use Case Goal Displays a Summary of Firm Billing
Actor Website User
Pre-Condition NA
Post-Condition SuccessSystem is able to display a summary of
billing informationFailureSystem is unable to determine and display
billing information
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3.1.4 Field Elements and Business RulesElement Firm Billing
Display Label Graph Summary
institutionID
Table Summary
Active Users
Inactive Users
Total Users
License Fee (Calculated Field = Total Users X License Fee). For
this exampllicense fee should be a value equal to $5
User Input Reqd? NA
Display Rules(data type, control type,sort order, field
length)
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3.2.2 Invoice Summary
Use Case Invoice Summary
Use Case Reference 3.2
Use Case Goal Allows Actor to view a list of available invoices
for his firm
Actor Website user
Pre-Condition NA
Post-Condition SuccessActor is able to view a list of available
invoicesFailureSystem is unable to generate a list, and actor is
unable to view
Trigger Actor selects Invoice in the navigation
Description 1. Actor selects Invoice link within the
navigation
2. System retrieves list of available invoices
3. System retrieves payment status of available invoices
4. System displays page
5. End Use Case
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3.2.4 Field Elements and Business RulesElement Invoice
Summary
Display Label Invoice Summary
Month of (Also the Invoice Name)
Invoice Date (Date the Invoice is issued, the date following the
end of the premonth. For The Month of May the invoice date would be
June-1
Status (Details if the invoice has been paid or not paid)
Paid Date (only displays if the invoice status = paid)
User Input Reqd? No
Display Rules(data type, control type,sort order, field
length)
The Month of (Invoice Name) is linked to a detailed invoice (see
next Use Ca
Field Rule ErrorResult
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3.3.2 Invoice Detail
Use Case Account Invoice Detail
Use Case Reference 3.3
Use Case Goal Allows Actor to view the specific invoice
generated for their firm
Actor Website User
Pre-Condition NA
Post-Condition SuccessActor is able to select Invoice Name and
view detailed invoice informationFailure
Actor is unable to view invoice detail
Trigger Actor selects Invoice Name (e.g. May 2013)
Description 1. Actor selects Invoice Name2. System retrieves
billing information3. System calculates Amount Due4. System
generate invoice5. End Use Case
Extensions or Variations
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3.3.4 Field Elements and Business RulesElement Invoice
Detail
Display Label Invoice Information
Invoice Name Invoice Number (generated by system)
Invoice Date (date process is run)
Firm Name
Firm ID (generated by system)
Purchase Order Number (provided by firm)
Billing Contact Information
Address 1
Address 2
City
State
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3.4.2 Edit Billing Information
Use Case Edit Billing Information
Use Case Reference 3.4
Use Case Goal Allows Actor to edit their billing and payment
information
Actor Website User
Pre-Condition NA
Post-Condition SuccessActor is able to select Billing Info and
edit billing informationFailure
Actor is unable to edit their billing, contact, or payment
information
Trigger Actor selects Billing Info within Nav
Description 1. Actor selects Billing Info within Navigation2.
System retrieves and displays Billing Information3. System
retrieves and display payment information4. Actor select edit
billing information5. Actor updates contact information
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Design Display for Edit Billing information
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Payment Information
Payment Method (ACH or Invoice direct to Accounts Payable)
If Payment Method = ACH
o Bank Name
o Bank Routing Number
o Bank Account Number
Please NOTE that is user selects Payment Method =ACH, this only
store
value. It is not connected to a payments service.
User Input Reqd? Yes
Display Rules
(data type, control type,sort order, field length)
Bank Routing Number and Account Number should be obfuscated
except for the ldigits of the numbers
Field Rule ErrorResult
