Rates DB (MAIN WIKI)
From UG
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[[cat#Rates DB]] | [[cat#Rates DB]] | ||
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| - | '' | + | == Summary == |
| + | |||
| + | ''What are we trying to achieve? What are the main goals of this module? '' | ||
| + | |||
| + | === Core need === | ||
| + | |||
| + | Jaguar Global needs Tariff and Contract Management System with additional functionality that will improve/affect other areas such as CT creation, invoices, reports, etc. | ||
| + | |||
| + | 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. | ||
| + | |||
| + | === Core functionality === | ||
| + | |||
| + | Creating such "database" should allow operators throughout the organization (including overseas offices) to share and compare this information. | ||
| + | |||
| + | '''Main Features:''' | ||
| + | |||
| + | * management of tariffs and contracts (purchase and sales sides) | ||
| + | ** adding, editing, deleting, listing, searching, sorting, querying | ||
| + | NOTE: Purchase side - phase 1 and sales sides - phase 2 | ||
| + | |||
| + | * "Quotations" web portal and internal (for Jag Sales, Ops, Clients, etc) | ||
| + | ** searching, sorting, querying and producing an official Jag doc (with number, etc) | ||
| + | |||
| + | '''Additional Ops features:''' | ||
| + | * CT could be created based on quote | ||
| + | |||
| + | '''Additional Acc features:''' | ||
| + | * Automated population of charge table in "sales invoices" | ||
| + | * Automated calculation of "estimated cost and sale" for a shipment | ||
| + | * Auto approval of PI charges | ||
| + | |||
| + | The system should be able to provide quick user friendly access to all current costs. | ||
| + | |||
| + | '''MOTs''' | ||
This module is to be implemented for all modes of transport. Functionality is expected to be the same across all MOTs. | This module is to be implemented for all modes of transport. Functionality is expected to be the same across all MOTs. | ||
Revision as of 20:02, 25 April 2011
Contents |
Info
0002690: [Rates DB] ..... <project>
Glossary
Summary
What are we trying to achieve? What are the main goals of this module?
Core need
Jaguar Global needs Tariff and Contract Management System with additional functionality that will improve/affect other areas such as CT creation, invoices, reports, etc.
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.
Core functionality
Creating such "database" should allow operators throughout the organization (including overseas offices) to share and compare this information.
Main Features:
- management of tariffs and contracts (purchase and sales sides)
- adding, editing, deleting, listing, searching, sorting, querying
NOTE: Purchase side - phase 1 and sales sides - phase 2
- "Quotations" web portal and internal (for Jag Sales, Ops, Clients, etc)
- searching, sorting, querying and producing an official Jag doc (with number, etc)
Additional Ops features:
- CT could be created based on quote
Additional Acc features:
- Automated population of charge table in "sales invoices"
- Automated calculation of "estimated cost and sale" for a shipment
- Auto approval of PI charges
The system should be able to provide quick user friendly access to all current costs.
MOTs
This module is to be implemented for all modes of transport. Functionality is expected to be the same across all MOTs.
Each MOT has its own wiki:
- Rates DB Air - includes general non-MOT specific requirements
