Draw an ER Model based on the following information. Please include all relationships, associations, etc..
A small local accounting company would like to create a
simplified accounting management system (SAMS). SAMS will keep
track of only items that are related to the calculation of income
for the office. SAMS, however, will not include other
office-related activities such as employee payrolls, purchasing
office supplies, office expenses such as travel cost, entertainment
or other complex tax-related matters. In the office, there are two
types of clients, individual clients or business clients.
Individual clients usually pay once a year when they pick up their
tax returns. Business clients usually pay the monthly service
charge once a month for their routine service. Each business client
needs to sign a contract that includes service begin date and a
monthly service fee. Once the business client terminates the
contract, service ending date is recorded with the status changed
into “terminated”. The monthly service charge is different from one
client to another, depending on business type, volume of
transactions, and other factors. Business clients may also pay to
the office when they receive a special service such as tax audit,
special tax preparation, license application, etc.
In this office, any item that is paid by clients is called billable
items. The fee for a billable item is determined and can be changed
only by the owner of the office. For routine services, there are
fixed service charge predetermined by the owner. A fee for any
special service, not existing in predefined service items, will be
determined by the owner case by case. The office sends invoices to
business clients once a month by computing the total outstanding
balances by summing up all the unpaid or partially-paid billable
items. Clients may pay fully, partially, or may not pay on time. If
payment is not sufficient for the current outstanding balance, the
payment will be applied to the oldest billable items first. The
office receives cash, checks, or credit cards. Secretary of the
office enters the payments. For a credit card payment, name,
address, the last 4 digits of the credit card, expiration date, and
the type of the credit card will be stored with the payment
information. For check payment, bank name and check number are
stored with the payment. SAMS should also be able to generate
several reports such as “show the payment history of a client,”
“show clients with all the outstanding balances,” or “show the
total billing of this month”, ‘show the total payments of this
month”, etc. For each client, SAMS will also keep track of the
total annual billing amounts and total payments for each year for
analysis purposes.
A billable item is initially called “uninvoiced”. Once an invoice
for the billable item is sent out, the status becomes “invoiced”. A
billable item could also be discounted or canceled. Discounts or
cancellation of billable items, however, can only be done by the
owner.
A client can be searched by one of three ways: either by client
number, by last name, or by just browsing the client list. The
system shall be password-protected. SAMS will be used by
accountants, secretary of the owner, and the owner of the office.
Accountants can create new clients, edit client information, and
create new billable items. The secretary enter payments, generate
invoices and various reports, but cannot create new billable
items.
You can find the answer in the attached image.
The text inside the rectangular box represents an Entity. The underlined attributes are the primary key.
Draw an ER Model based on the following information. Please include all relationships, associations, etc.. A...
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