Est Tab

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(→SOW 2 TMS charges should populate Est tab automatically)
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== Info ==
== Info ==
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* 0004050: [DR/KPI] Estimation of Sales and Cost  
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* 0004050: [DR/KPI] Estimation of Sales and Cost  
== SOWs ==
== SOWs ==
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* incorporate estimation form features on Imp tab into a new module
* incorporate estimation form features on Imp tab into a new module
* remove existing functionality on Imp Tab
* remove existing functionality on Imp Tab
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==== Use in pdfs ====
 
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See [[Arrival Notice Air]] and [[Arrival Notice Ocean (User Guide)]].
 
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Sales Charges should propagate into special section on above pdfs.
 
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==== Copy TOC ====
 
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Copy TOC from Import Tab" feature.
 
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Idea is to re-use Sales Charges entered in Estimation module while creating sales invoices.
 
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Existing feature but can be improved - present all lines in TOC from (Estimated) Sales Charges and allow user to select what lines are to be copied.
 
==== User Interface ====
==== User Interface ====
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Do this only before the actual date of departure is set (correct?).
Do this only before the actual date of departure is set (correct?).
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=== SOW 4 Changes to Arrival Notices pdfs ===
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'''mantis''': 
 +
 +
'''spec''':
 +
 +
Estimated Sales Charges should propagate into special section on these pdfs:
 +
 +
* [[Arrival Notice Air]]
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* [[Arrival Notice Ocean]]
 +
 +
=== SOW 5 Sales Invoice v2 ===
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 +
'''mantis''': 
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 +
'''spec''':
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Changes to Sales Invoice/Credit Note logic:
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* [[#Entering container related charges]]
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* [[#Copy TOC from Est Tab]]
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==== Entering container related charges ====
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Add the following logic to TOC on Sales Invoice: [[#SOW 3 Automate entering container related charges into TOC]].
 +
 +
==== Copy TOC from Est Tab ====
 +
 +
Idea is to re-use Sales Charges entered on Est Tab while creating sales invoices.
 +
 +
Now there is identical functionality but for copying from TOC on Imp Tab. This TOC is to be removed. So instead we should copy from Est Tab.
 +
 +
When user clicks "Copy TOC from Est tab" all TOC lines will be copied into TOC on Sales Invoice.
 +
 +
If there are some records already on Sales TOC then system will prompt the user: "
 +
Delete existing Charge Codes ?" providing a choice to overwrite or append.

Revision as of 13:47, 22 April 2013


Contents

Info

  • 0004050: [DR/KPI] Estimation of Sales and Cost

SOWs

SOW 1 Re-design estimation module

mantis: 4050

spec: below

Core need

Gore need is to create new way of submitting estimated sales and cost.

Motivation behind it: data collected will be used in various reports: CPU KPIs, Total Cost, etc.

Urgency: we need it ASAP because for non-closed CTs we must pull costs from here (into KPIs).

This is a refactoring

We need to re-work what we have in two places.

  • remove/rework existing code on Est Tab (on CT Editor)
  • incorporate estimation form features on Imp tab into a new module
  • remove existing functionality on Imp Tab

User Interface

  • we see it as a one form that consists of one table with three sections:\
    • General
    • Sale Charges
    • Costs
  • General section has:
    • CC number (entered by user)
    • Description (pulled automatically)
  • Sales Charges and Costs sections have same columns except 1st column:
    • Bill To (in Sell Charges table) vs Vendor (in Costs table)
    • Qty
    • Rate
    • Amount
    • currency

Validation

  • Each line should have info for:
    • General + Sales Charges OR
    • General + Costs OR
    • General + Sales Charges + Costs

UI Mock Up

Not requested.

Misc

  • this is for all MOTs
  • ideal location is Est Tab
  • possible future developments (ph 2,3):
    • Estimated P/L tab
    • Estimated numbers added to P/L Report
    • D/B report for Arrived but not Estimated

Questions

SOW 2 TMS charges should populate Est tab automatically

mant: 4062

spec: below

Every time we get XML with charges from Desc TMS we store them in DB. At the same time we should display them on Est Tab.

  • what cc code it will populate:
    • Freight: 1505
    • Other: 1506
  • do we distribute charges across CTs in the load?
    • yes, Based on CBV type = Gross Weight
  • charges that come from TMS are editable in CT2 internal by operator
  • Bill To: post Bill To that is set in E0 that is linked to TMS in the system
  • Description = associated with CC
  • Qty = 1
  • Rate = value from TMS
  • Currency = main currency in the system (USD)

SOW 3 Automate entering container related charges into TOC

mantis: 4145

spec:

TBD

Warning on Container changes

Provide user who deletes, adds containers to shipment (, re-assigns commodities) a warning that these operations might affect Cost per container KPI.

Do this only before the actual date of departure is set (correct?).

SOW 4 Changes to Arrival Notices pdfs

mantis:

spec:

Estimated Sales Charges should propagate into special section on these pdfs:

SOW 5 Sales Invoice v2

mantis:

spec:

Changes to Sales Invoice/Credit Note logic:

Entering container related charges

Add the following logic to TOC on Sales Invoice: #SOW 3 Automate entering container related charges into TOC.

Copy TOC from Est Tab

Idea is to re-use Sales Charges entered on Est Tab while creating sales invoices.

Now there is identical functionality but for copying from TOC on Imp Tab. This TOC is to be removed. So instead we should copy from Est Tab.

When user clicks "Copy TOC from Est tab" all TOC lines will be copied into TOC on Sales Invoice.

If there are some records already on Sales TOC then system will prompt the user: " Delete existing Charge Codes ?" providing a choice to overwrite or append.

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