Rates DB (MAIN WIKI)

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Revision as of 15:13, 19 April 2011

Info

0002690: [Rates DB] ..... <project>

Business Analysis and Requirements

To be written by BA. This section should cover Needs, Requirements, Background and Design Ideas. Also could include Glossary, existing business workflow, cases, etc

"Rates DB" is a code name for tariff and contract management system with additional functionality that will affect multiple modules of CT2.

Business Information

Currently there seems to be no standard in obtaining or maintaining rates. When a rate is required, operators will obtain the rates either by, searching online tariffs, searching rate management systems (Rate Explorer), sending an email request, telephone calls, searching previous emails, searching documents saved on their desktop or manually looking through paper copies of contracts or tariffs. This is currently being done by various employees with little sharing of the information.

Creating a database should allow operators throughout the organization (including overseas offices) to share and compare this information.

The system should be able to provide quick user friendly access to all current costs.

It is required to create a data base that would maintain rates for each MOT. Each MOT will be handled individually.

Ocean FCL
Ocean LCL
Air
Trucking

- Customs to also be handled separately.

The database would be used for various reasons

Maintaining cost rates

We need a system capable of adding, editing, deleting, listing, searching, sorting, querying various rates.

Each MOT will have its own rates structures and formulas necessary to maintain these rates and will be defined in those separate articles.

It is possible that each rate may have multiple variables.(minimums, maximums, weight breaks, etc...)

Rates will be linked to a specific vendor and description.

The system will also need to capture accessorial charges, which will also be defined per MOT.

Uses

- Searched by Jaguar employees to
  - Compare costs for different vendors
  - Quote costs based on the costs saved in the system
Searching Vendors or Carriers
- Searched by Jaguar employees to compare carriers
Estimation of CT costs
Estimate sales invoice with possible auto generation.

Maintaining Customer specific sell rates

TDB

Generating Sales Quotes

TBD

- Searched by Customers for general rates
- Searched by Customers for customer specific rates
- Searched by Jaguar employees to generate for Customers and enable overseas office to access rates.

==Searching Costs

Main Features

management of tariffs and contracts (vendor sides - phase 1 and client side phase 2)
"Quotations" web portal for sales (Phase 2)
Automated population of charge table in "sales invoices" (Phase 4)
Automated calculation of "estimated cost and sale" for a shipment (Phase 3)
Etc

Pre Implementation Architect Notes

Written by Architect after previous section is completed.

Implementation Notes

To be written by Developer or BA by the time UAT is completed. Briefly defines what was implemented and how.

Post Implementation Architect Notes